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 |
|---|---|---|---|---|---|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
329
shares
|
$52,185
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
320
shares
|
$50,758
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
320
shares
|
$50,758
0.03% of portfolio
|
Q2 2022
Added 6.67%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
308
shares
|
$48,854
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
300
shares
|
$47,586
0.01% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
287
shares
|
$45,523
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
286
shares
|
$45,365
0.05% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
286
shares
|
$45,365
0.21% of portfolio
|
Q1 2022
Reduced 18.29%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
283
shares
|
$44,889
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
277
shares
|
$43,937
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
270
shares
|
$42,827
0.0% of portfolio
|
Q4 2024
Reduced 92.16%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
270
shares
|
$42,827
0.03% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
266
shares
|
$42,192
0.02% of portfolio
|
Q4 2024
Reduced 26.72%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
266
shares
|
$42,192
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
255
shares
|
$40,448
0.01% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
254
shares
|
$40,289
0.01% of portfolio
|
Q4 2024
Reduced 33.51%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
250
shares
|
$39,655
0.01% of portfolio
|
Q4 2024
Reduced 44.57%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
250
shares
|
$39,655
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
236
shares
|
$37,434
0.03% of portfolio
|
Q4 2024
Reduced 45.62%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
235
shares
|
$37,275
0.02% of portfolio
|
Q3 2023
Reduced 39.74%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
234
shares
|
$37,117
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
209
shares
|
$33,151
0.0% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
208
shares
|
$32,992
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
207
shares
|
$32,834
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
204
shares
|
$32,358
0.01% of portfolio
|
Q4 2024
Added 75.86%
|