Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,043 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 |
|---|---|---|---|---|---|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
5,749
shares
|
$896,154
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
5,748
shares
|
$895,998
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
5,739
shares
|
$894,595
0.09% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
5,739
shares
|
$894,595
0.28% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,733
shares
|
$893,660
0.16% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
5,729
shares
|
$893,036
0.44% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
5,713
shares
|
$890,542
0.17% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
5,709
shares
|
$889,918
0.07% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,704
shares
|
$889,139
0.11% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
5,699
shares
|
$888,360
0.12% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,699
shares
|
$888,360
0.31% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
5,698
shares
|
$888,204
0.08% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,697
shares
|
$888,048
0.55% of portfolio
|
Q1 2023
Added 21.06%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
5,693
shares
|
$887,424
0.07% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
5,692
shares
|
$887,268
0.02% of portfolio
|
Q4 2024
Added 64.41%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5,682
shares
|
$885,710
0.6% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
5,672
shares
|
$884,151
0.11% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
5,661
shares
|
$882,436
0.11% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
5,660
shares
|
$882,280
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
5,653
shares
|
$881,189
0.45% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,644
shares
|
$879,786
0.17% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
5,629
shares
|
$877,448
0.52% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,629
shares
|
$877,448
0.08% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
5,624
shares
|
$876,669
0.06% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,620
shares
|
$876,045
0.2% of portfolio
|
Q1 2024
Added 28.28%
|