Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,145 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 $221 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,405
shares
|
$230,490
0.02% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
1,405
shares
|
$230,490
0.03% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,403
shares
|
$230,162
0.03% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
1,401
shares
|
$229,834
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,400
shares
|
$229,670
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
1,395
shares
|
$228,849
0.13% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
1,393
shares
|
$228,521
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
1,392
shares
|
$228,357
0.11% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
1,391
shares
|
$228,193
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,390
shares
|
$228,029
0.02% of portfolio
|
Q4 2024
Added 22.25%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
1,389
shares
|
$227,865
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
1,388
shares
|
$227,701
0.14% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,385
shares
|
$227,209
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
1,385
shares
|
$227,209
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
1,384
shares
|
$227,045
0.07% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
1,383
shares
|
$226,881
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
1,383
shares
|
$226,881
0.01% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
1,376
shares
|
$225,732
0.1% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
1,372
shares
|
$225,076
0.02% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,366
shares
|
$224,092
0.08% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
1,356
shares
|
$222,451
0.04% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,355
shares
|
$222,287
0.07% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
1,352
shares
|
$221,795
0.13% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
1,348
shares
|
$221,139
0.94% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,314
shares
|
$215,561
0.08% of portfolio
|
Q4 2024
Added 6.57%
|