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 |
|---|---|---|---|---|---|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
6,339
shares
|
$998,012
0.5% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
6,324
shares
|
$995,650
0.07% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
6,307
shares
|
$992,974
0.44% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
6,301
shares
|
$992,029
0.55% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,299
shares
|
$991,714
0.28% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,285
shares
|
$989,510
0.2% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
6,284
shares
|
$989,352
0.96% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2024 Q3 2024 |
6,283
shares
|
$989,195
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
6,281
shares
|
$988,880
0.23% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,279
shares
|
$988,565
0.3% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
6,267
shares
|
$986,676
0.49% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
6,255
shares
|
$984,787
0.19% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
6,254
shares
|
$984,629
0.5% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
6,244
shares
|
$983,055
0.08% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
6,235
shares
|
$981,638
0.42% of portfolio
|
Q4 2024
Reduced 20.16%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
6,234
shares
|
$981,480
0.05% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
6,230
shares
|
$980,851
0.09% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
6,216
shares
|
$978,647
0.14% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,208
shares
|
$977,387
0.74% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,204
shares
|
$976,757
0.1% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
6,191
shares
|
$974,711
0.24% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
6,190
shares
|
$974,553
0.18% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,189
shares
|
$974,396
0.51% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
6,189
shares
|
$974,396
0.25% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
6,164
shares
|
$970,460
0.3% of portfolio
|
Q4 2024
Added 21.55%
|