Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,933 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,585
shares
|
$3.3 Million
0.49% of portfolio
|
Q4 2024
Added 24.8%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
21,576
shares
|
$3.3 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
21,569
shares
|
$3.3 Million
0.88% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
21,531
shares
|
$3.29 Million
0.53% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
21,513
shares
|
$3.29 Million
1.6% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
21,512
shares
|
$3.29 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
21,509
shares
|
$3.29 Million
0.29% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,463
shares
|
$3.28 Million
0.26% of portfolio
|
Q4 2024
Added 94.75%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
21,451
shares
|
$3.28 Million
0.58% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
21,432
shares
|
$3.28 Million
0.74% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
21,410
shares
|
$3.28 Million
0.09% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
21,375
shares
|
$3.27 Million
1.16% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
21,331
shares
|
$3.26 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
21,278
shares
|
$3.26 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
21,275
shares
|
$3.25 Million
0.65% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
21,274
shares
|
$3.25 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
21,201
shares
|
$3.24 Million
1.55% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
21,194
shares
|
$3.24 Million
2.53% of portfolio
|
Q2 2022
Added 1.75%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
21,194
shares
|
$3.24 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
21,177
shares
|
$3.24 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
21,105
shares
|
$3.23 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
21,064
shares
|
$3.22 Million
1.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
21,040
shares
|
$3.22 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
21,005
shares
|
$3.21 Million
0.64% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Third Security, LLC
|
Nov 14, 2022 Q3 2022 |
21,000
shares
|
$3.21 Million
1.25% of portfolio
|
Q3 2022
Added 5.0%
|