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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
6,007
shares
|
$945,742
0.56% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
6,005
shares
|
$945,427
0.16% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
5,993
shares
|
$943,537
0.22% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
5,989
shares
|
$942,908
0.48% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
5,978
shares
|
$941,176
0.76% of portfolio
|
Q2 2023
Reduced 6.2%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
5,974
shares
|
$940,546
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,970
shares
|
$939,916
0.48% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,970
shares
|
$939,916
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
5,958
shares
|
$938,027
0.6% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
5,951
shares
|
$936,925
2.16% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,947
shares
|
$936,295
0.11% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
5,938
shares
|
$934,878
0.16% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
5,924
shares
|
$932,674
0.12% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
5,923
shares
|
$932,517
0.46% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
5,907
shares
|
$929,998
0.08% of portfolio
|
Q4 2024
Added 181.29%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,906
shares
|
$929,840
0.48% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
5,905
shares
|
$929,683
0.5% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
5,902
shares
|
$929,210
0.7% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,890
shares
|
$927,321
0.12% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
Cv Advisors LLC
Aventura, FL |
Feb 10, 2025 Q4 2024 |
5,875
shares
|
$924,960
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
5,866
shares
|
$923,543
0.64% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
5,851
shares
|
$921,181
0.07% of portfolio
|
Q4 2024
Reduced 99.31%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
5,844
shares
|
$920,079
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,842
shares
|
$919,764
0.07% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
5,829
shares
|
$917,717
0.09% of portfolio
|
Q4 2024
Reduced 17.59%
|