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 |
|---|---|---|---|---|---|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
1,550
shares
|
$259,299
0.11% of portfolio
|
Q4 2023
Added 16.06%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
1,547
shares
|
$258,797
0.2% of portfolio
|
Q4 2023
Added 14.85%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
1,544
shares
|
$258,295
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jan 23, 2025 Q4 2024 |
1,544
shares
|
$258,295
0.18% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
1,543
shares
|
$258,128
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
1,541
shares
|
$257,793
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
1,540
shares
|
$257,626
0.08% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
1,540
shares
|
$257,626
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
1,540
shares
|
$257,626
0.06% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
1,537
shares
|
$257,124
0.15% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
1,536
shares
|
$256,957
0.09% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
1,533
shares
|
$256,455
0.02% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
1,533
shares
|
$256,455
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,530
shares
|
$255,953
0.35% of portfolio
|
Q1 2024
Added 18.6%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
1,530
shares
|
$255,953
0.12% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,528
shares
|
$255,619
0.41% of portfolio
|
Q4 2024
Reduced 49.5%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
1,528
shares
|
$255,619
0.13% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,527
shares
|
$255,451
0.05% of portfolio
|
Q2 2023
Added 0.99%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,524
shares
|
$254,949
0.04% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
1,520
shares
|
$254,280
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,519
shares
|
$254,113
0.39% of portfolio
|
Q2 2022
Added 19.51%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
1,519
shares
|
$254,113
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
1,516
shares
|
$253,611
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
1,515
shares
|
$253,444
0.46% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
1,514
shares
|
$253,277
0.05% of portfolio
|
Q4 2024
Reduced 1.43%
|