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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
557
shares
|
$88,351
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Feb 28, 2025 Q3 2024 |
556
shares
|
$88,192
0.05% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
541
shares
|
$85,813
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
531
shares
|
$84,227
0.03% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
528
shares
|
$83,751
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
523
shares
|
$82,958
0.01% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
517
shares
|
$82,006
0.06% of portfolio
|
Q4 2024
Added 14.89%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
504
shares
|
$79,944
0.06% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
500
shares
|
$79,310
0.05% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$79,310
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
500
shares
|
$79,310
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
494
shares
|
$78,358
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
494
shares
|
$78,358
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
487
shares
|
$77,247
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
487
shares
|
$77,247
0.02% of portfolio
|
Q4 2024
Reduced 15.74%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
480
shares
|
$76,137
0.05% of portfolio
|
Q4 2024
Added 45.45%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
479
shares
|
$75,978
0.04% of portfolio
|
Q4 2024
Added 95.51%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
473
shares
|
$75,027
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
470
shares
|
$74,551
0.01% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
465
shares
|
$73,758
0.02% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
464
shares
|
$73,599
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
463
shares
|
$73,441
0.02% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
462
shares
|
$73,282
0.05% of portfolio
|
Q4 2024
Reduced 40.85%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
459
shares
|
$72,806
0.02% of portfolio
|
Q4 2023
Added 7.75%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
457
shares
|
$72,489
0.04% of portfolio
|
Q4 2022
Reduced 2.56%
|