Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,988 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 |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
7,728
shares
|
$1.22 Million
0.75% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
7,716
shares
|
$1.21 Million
0.63% of portfolio
|
Q4 2023
Added 70.29%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
7,716
shares
|
$1.21 Million
0.23% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
7,706
shares
|
$1.21 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,703
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
7,691
shares
|
$1.21 Million
0.23% of portfolio
|
Q4 2024
Added 213.28%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
7,684
shares
|
$1.21 Million
0.21% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,681
shares
|
$1.21 Million
0.18% of portfolio
|
Q2 2023
Added 0.67%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
7,680
shares
|
$1.21 Million
0.49% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,670
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
7,640
shares
|
$1.2 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
7,637
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
7,632
shares
|
$1.2 Million
0.37% of portfolio
|
Q2 2022
Reduced 10.61%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
7,629
shares
|
$1.2 Million
0.77% of portfolio
|
Q4 2024
Reduced 42.24%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7,596
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2024
Added 30.34%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
7,595
shares
|
$1.2 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
7,583
shares
|
$1.19 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
7,571
shares
|
$1.19 Million
0.62% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
7,555
shares
|
$1.19 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
7,529
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
7,514
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
7,509
shares
|
$1.18 Million
0.43% of portfolio
|
Q4 2024
Added 138.23%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
7,489
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Reduced 56.72%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
7,477
shares
|
$1.18 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
7,476
shares
|
$1.18 Million
0.36% of portfolio
|
Q4 2024
Reduced 47.54%
|