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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
7,244
shares
|
$1.14 Million
0.16% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
7,242
shares
|
$1.14 Million
0.32% of portfolio
|
Q1 2023
Added 5.55%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
7,238
shares
|
$1.14 Million
0.89% of portfolio
|
Q4 2024
Reduced 45.72%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
7,236
shares
|
$1.14 Million
0.34% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
7,233
shares
|
$1.14 Million
0.57% of portfolio
|
Q1 2024
Added 20.99%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
7,221
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
7,216
shares
|
$1.14 Million
1.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
7,216
shares
|
$1.14 Million
0.79% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,207
shares
|
$1.13 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,198
shares
|
$1.13 Million
0.3% of portfolio
|
Q2 2022
Reduced 27.29%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
7,189
shares
|
$1.13 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
7,188
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Added 141.21%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,187
shares
|
$1.13 Million
0.31% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
7,169
shares
|
$1.13 Million
0.58% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
7,166
shares
|
$1.13 Million
0.16% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
7,144
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
7,134
shares
|
$1.12 Million
0.89% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,133
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
7,110
shares
|
$1.12 Million
0.54% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
7,110
shares
|
$1.12 Million
0.24% of portfolio
|
Q4 2024
Added 221.14%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
7,109
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
7,105
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
7,097
shares
|
$1.12 Million
0.27% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
7,092
shares
|
$1.12 Million
0.36% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
7,092
shares
|
$1.12 Million
0.38% of portfolio
|
Q4 2024
Reduced 13.42%
|