Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,043 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
10,444
shares
|
$1.63 Million
0.72% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
10,435
shares
|
$1.63 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
10,396
shares
|
$1.62 Million
0.57% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
10,375
shares
|
$1.62 Million
0.3% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,369
shares
|
$1.62 Million
0.56% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
10,347
shares
|
$1.61 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
10,327
shares
|
$1.61 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
10,322
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2022
Added 64.08%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
10,309
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
10,300
shares
|
$1.61 Million
0.27% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,299
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2022
Added 3.87%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
10,295
shares
|
$1.6 Million
1.04% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
10,295
shares
|
$1.6 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,282
shares
|
$1.6 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
10,256
shares
|
$1.6 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
10,248
shares
|
$1.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
10,238
shares
|
$1.6 Million
1.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
10,238
shares
|
$1.6 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
10,220
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2020
Reduced 0.49%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,202
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
10,199
shares
|
$1.59 Million
0.5% of portfolio
|
Q4 2024
Added 34.02%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
10,189
shares
|
$1.59 Million
0.73% of portfolio
|
Q4 2023
Reduced 66.8%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
10,183
shares
|
$1.59 Million
0.15% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
10,174
shares
|
$1.59 Million
0.49% of portfolio
|
Q2 2024
Added 17.65%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
10,169
shares
|
$1.59 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.46%
|