Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,205 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
36,750
shares
|
$5 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
36,733
shares
|
$5 Million
0.26% of portfolio
|
Q3 2021
Added 4.59%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
36,636
shares
|
$4.98 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
36,629
shares
|
$4.98 Million
2.09% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
36,572
shares
|
$4.98 Million
0.26% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
36,561
shares
|
$4.97 Million
0.1% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
36,506
shares
|
$4.97 Million
1.37% of portfolio
|
Q3 2023
Reduced 1.63%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
36,492
shares
|
$4.97 Million
0.23% of portfolio
|
Q4 2024
Reduced 52.25%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
36,489
shares
|
$4.96 Million
1.14% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
36,425
shares
|
$4.96 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
36,398
shares
|
$4.95 Million
0.11% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 15, 2025 Q1 2025 |
36,367
shares
|
$4.95 Million
0.64% of portfolio
|
Q1 2025
Reduced 36.62%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
36,347
shares
|
$4.95 Million
2.16% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
36,284
shares
|
$4.94 Million
0.98% of portfolio
|
Q2 2023
Added 14.91%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
36,212
shares
|
$4.93 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
36,188
shares
|
$4.92 Million
2.35% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
36,047
shares
|
$4.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
36,042
shares
|
$4.9 Million
0.53% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
36,030
shares
|
$4.9 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,988
shares
|
$4.9 Million
0.62% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
35,935
shares
|
$4.89 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
35,832
shares
|
$4.88 Million
0.42% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
35,730
shares
|
$4.86 Million
0.37% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
35,641
shares
|
$4.85 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
35,640
shares
|
$4.85 Million
0.96% of portfolio
|
Q4 2024
Reduced 8.45%
|