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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2024 Q3 2024 |
6,163
shares
|
$970,302
0.15% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
6,162
shares
|
$970,145
0.32% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
6,152
shares
|
$968,570
0.09% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
6,145
shares
|
$967,468
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,132
shares
|
$965,422
0.08% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
6,130
shares
|
$965,107
0.19% of portfolio
|
Q4 2024
Reduced 49.81%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
6,128
shares
|
$964,792
0.21% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,121
shares
|
$963,690
0.11% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,111
shares
|
$962,115
0.5% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
6,101
shares
|
$960,541
0.53% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
6,093
shares
|
$959,281
0.12% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
6,089
shares
|
$958,652
0.25% of portfolio
|
Q3 2024
Added 38.99%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
6,088
shares
|
$958,494
0.43% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
6,072
shares
|
$955,975
0.11% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
6,072
shares
|
$955,975
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
6,069
shares
|
$955,503
0.71% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
6,066
shares
|
$955,031
0.66% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,064
shares
|
$954,716
0.32% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
6,059
shares
|
$953,928
0.2% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,019
shares
|
$947,631
0.58% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
6,015
shares
|
$947,001
0.09% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
6,011
shares
|
$946,371
0.37% of portfolio
|
Q4 2024
Reduced 9.53%
|