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 |
|---|---|---|---|---|---|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
14,554
shares
|
$2.23 Million
1.12% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,521
shares
|
$2.22 Million
0.28% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
14,512
shares
|
$2.22 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
14,506
shares
|
$2.22 Million
1.83% of portfolio
|
Q3 2023
Added 3.41%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
14,503
shares
|
$2.22 Million
0.19% of portfolio
|
Q3 2024
Reduced 33.68%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
14,499
shares
|
$2.22 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
14,491
shares
|
$2.22 Million
0.34% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
14,486
shares
|
$2.22 Million
0.04% of portfolio
|
Q3 2024
Reduced 38.95%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
14,480
shares
|
$2.22 Million
1.2% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
14,474
shares
|
$2.21 Million
0.55% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
14,457
shares
|
$2.21 Million
0.57% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,445
shares
|
$2.21 Million
0.25% of portfolio
|
Q3 2022
Added 13.87%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,427
shares
|
$2.21 Million
0.32% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
14,390
shares
|
$2.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
14,369
shares
|
$2.2 Million
0.64% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
14,362
shares
|
$2.2 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
14,359
shares
|
$2.2 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,354
shares
|
$2.2 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
14,353
shares
|
$2.2 Million
1.49% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
14,352
shares
|
$2.2 Million
0.19% of portfolio
|
Q4 2024
Added 74.05%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,346
shares
|
$2.19 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
14,344
shares
|
$2.19 Million
0.19% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,322
shares
|
$2.19 Million
1.19% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
14,265
shares
|
$2.18 Million
0.29% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
14,257
shares
|
$2.18 Million
0.04% of portfolio
|
Q4 2024
Added 11.58%
|