Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,974 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 $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
11,895
shares
|
$1.85 Million
0.15% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
11,883
shares
|
$1.85 Million
0.13% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
11,882
shares
|
$1.85 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
11,869
shares
|
$1.85 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
11,836
shares
|
$1.84 Million
1.32% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
11,827
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
11,792
shares
|
$1.84 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
11,775
shares
|
$1.83 Million
1.29% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
11,766
shares
|
$1.83 Million
0.68% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,729
shares
|
$1.83 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
11,706
shares
|
$1.82 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
11,701
shares
|
$1.82 Million
0.21% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,695
shares
|
$1.82 Million
0.56% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,692
shares
|
$1.82 Million
0.66% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
11,672
shares
|
$1.82 Million
0.72% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,668
shares
|
$1.82 Million
1.18% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
11,647
shares
|
$1.81 Million
0.55% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,646
shares
|
$1.81 Million
0.27% of portfolio
|
Q4 2024
Added 145.02%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
11,628
shares
|
$1.81 Million
1.01% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,589
shares
|
$1.81 Million
0.64% of portfolio
|
Q4 2024
Added 46.83%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
11,587
shares
|
$1.8 Million
0.24% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
11,550
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2017
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
11,524
shares
|
$1.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
11,450
shares
|
$1.78 Million
0.44% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
11,450
shares
|
$1.78 Million
1.07% of portfolio
|
Q4 2024
Reduced 20.9%
|