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 |
|---|---|---|---|---|---|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
1,697
shares
|
$283,891
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
1,695
shares
|
$283,556
0.11% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
1,694
shares
|
$283,389
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
1,690
shares
|
$282,720
0.04% of portfolio
|
Q3 2024
Reduced 62.72%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Jan 30, 2025 Q4 2024 |
1,690
shares
|
$282,720
0.18% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,689
shares
|
$282,552
0.13% of portfolio
|
Q4 2024
Reduced 56.19%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
1,686
shares
|
$282,050
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
1,686
shares
|
$282,050
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
1,683
shares
|
$281,549
0.09% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
1,683
shares
|
$281,549
0.11% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
1,682
shares
|
$281,381
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
1,681
shares
|
$281,214
0.11% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
1,678
shares
|
$280,712
0.07% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
1,675
shares
|
$280,210
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
1,674
shares
|
$280,043
0.09% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,666
shares
|
$278,705
0.44% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
1,665
shares
|
$278,537
0.07% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,664
shares
|
$278,370
0.05% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Jan 30, 2025 Q4 2024 |
1,657
shares
|
$277,199
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,656
shares
|
$277,032
0.27% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
1,655
shares
|
$276,864
0.12% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,653
shares
|
$276,530
0.07% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,652
shares
|
$276,363
0.01% of portfolio
|
Q3 2023
Added 0.3%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
1,650
shares
|
$276,028
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
1,648
shares
|
$275,693
0.29% of portfolio
|
Q4 2024
New holding
|