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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
21,564
shares
|
$2.94 Million
0.72% of portfolio
|
Q1 2025
Reduced 89.78%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
21,537
shares
|
$2.94 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
21,531
shares
|
$2.94 Million
0.86% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
21,526
shares
|
$2.94 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
21,517
shares
|
$2.94 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
21,469
shares
|
$2.93 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
21,444
shares
|
$2.93 Million
1.37% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
21,443
shares
|
$2.93 Million
0.75% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,441
shares
|
$2.93 Million
0.27% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
21,433
shares
|
$2.93 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
21,417
shares
|
$2.92 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
21,412
shares
|
$2.92 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,400
shares
|
$2.92 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
21,344
shares
|
$2.91 Million
2.12% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
21,298
shares
|
$2.91 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
21,260
shares
|
$2.9 Million
1.39% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
21,247
shares
|
$2.9 Million
0.38% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
21,212
shares
|
$2.9 Million
0.89% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
21,194
shares
|
$2.89 Million
2.53% of portfolio
|
Q2 2022
Added 1.75%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
May 15, 2025 Q1 2025 |
21,153
shares
|
$2.89 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
21,146
shares
|
$2.89 Million
0.67% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
21,101
shares
|
$2.88 Million
1.83% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
21,070
shares
|
$2.88 Million
1.3% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
21,012
shares
|
$2.87 Million
0.22% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
21,009
shares
|
$2.87 Million
0.3% of portfolio
|
Q1 2025
Added 10.98%
|