Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,133 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
732
shares
|
$116,109
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
722
shares
|
$114,523
0.2% of portfolio
|
Q4 2024
Added 60.09%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
720
shares
|
$114,206
0.05% of portfolio
|
Q4 2024
Reduced 15.99%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
718
shares
|
$113,889
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
709
shares
|
$112,461
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
707
shares
|
$112,144
0.02% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
706
shares
|
$111,985
0.09% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
703
shares
|
$111,509
0.03% of portfolio
|
Q3 2021
Reduced 7.13%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
684
shares
|
$108,496
0.01% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
674
shares
|
$106,909
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
648
shares
|
$102,785
0.07% of portfolio
|
Q4 2022
Reduced 38.81%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
644
shares
|
$102,151
0.05% of portfolio
|
Q4 2024
Added 485.45%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
643
shares
|
$101,992
0.04% of portfolio
|
Q1 2023
Reduced 71.26%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
643
shares
|
$101,992
0.03% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
642
shares
|
$101,834
0.01% of portfolio
|
Q4 2024
Added 38.66%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
638
shares
|
$101,199
0.04% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
631
shares
|
$100,089
0.03% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
625
shares
|
$99,137
0.02% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
623
shares
|
$98,820
0.03% of portfolio
|
Q2 2024
Reduced 17.15%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
619
shares
|
$98,185
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
597
shares
|
$94,696
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
594
shares
|
$94,220
0.04% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
563
shares
|
$89,303
0.06% of portfolio
|
Q4 2024
Reduced 87.92%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
557
shares
|
$88,351
0.05% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
557
shares
|
$88,351
0.09% of portfolio
|
Q4 2021
New holding
|