Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,167 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $225 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
1,842
shares
|
$308,148
0.19% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,836
shares
|
$307,144
0.05% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
1,836
shares
|
$307,144
0.26% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
1,835
shares
|
$306,977
0.14% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
1,832
shares
|
$306,475
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
1,830
shares
|
$306,140
0.05% of portfolio
|
Q2 2019
Closed
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,824
shares
|
$305,136
0.17% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
1,823
shares
|
$304,969
0.05% of portfolio
|
Q3 2023
Added 23.76%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
1,821
shares
|
$304,635
0.18% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Feb 06, 2025 Q4 2024 |
1,821
shares
|
$304,635
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Colrain Capital LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,818
shares
|
$304,133
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
1,817
shares
|
$303,965
0.16% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
1,817
shares
|
$303,965
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
1,815
shares
|
$303,631
0.13% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
1,813
shares
|
$303,296
0.31% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
1,813
shares
|
$303,296
0.23% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,808
shares
|
$302,460
0.22% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,807
shares
|
$302,293
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1,807
shares
|
$302,293
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
1,803
shares
|
$301,623
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
1,801
shares
|
$301,289
0.26% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,799
shares
|
$300,954
0.13% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
1,799
shares
|
$300,954
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,796
shares
|
$300,452
0.08% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,796
shares
|
$300,452
0.22% of portfolio
|
Q1 2023
Added 0.9%
|