Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,282 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $182 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
22,200
shares
|
$3.03 Million
0.92% of portfolio
|
Q1 2018
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
22,197
shares
|
$3.03 Million
0.33% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
22,184
shares
|
$3.03 Million
0.33% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
22,174
shares
|
$3.03 Million
0.46% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
22,172
shares
|
$3.03 Million
0.11% of portfolio
|
Q1 2025
Reduced 37.26%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
22,172
shares
|
$3.03 Million
1.05% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
22,148
shares
|
$3.02 Million
0.36% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
22,086
shares
|
$3.02 Million
0.3% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
21,960
shares
|
$3 Million
1.77% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Cohen Investment Advisors LLC
|
Apr 28, 2025 Q1 2025 |
21,952
shares
|
$3 Million
2.13% of portfolio
|
Q1 2025
Reduced 91.33%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
21,937
shares
|
$3 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
21,915
shares
|
$2.99 Million
0.18% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
21,910
shares
|
$2.99 Million
1.46% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
21,870
shares
|
$2.99 Million
0.22% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,840
shares
|
$2.98 Million
1.13% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
21,817
shares
|
$2.98 Million
1.36% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
21,788
shares
|
$2.97 Million
1.26% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
21,752
shares
|
$2.97 Million
0.36% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
21,689
shares
|
$2.96 Million
0.87% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
21,666
shares
|
$2.96 Million
0.35% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
21,641
shares
|
$2.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
21,635
shares
|
$2.95 Million
0.79% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
21,632
shares
|
$2.95 Million
2.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
21,604
shares
|
$2.95 Million
0.71% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
21,596
shares
|
$2.95 Million
0.15% of portfolio
|
Q1 2023
Added 1.53%
|