Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,043 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
5,586
shares
|
$870,745
0.13% of portfolio
|
Q4 2024
Added 27.36%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
5,585
shares
|
$870,589
0.04% of portfolio
|
Q4 2024
Reduced 36.54%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
5,577
shares
|
$869,342
0.34% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
5,575
shares
|
$869,031
1.28% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
5,575
shares
|
$869,031
0.54% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
5,571
shares
|
$868,407
0.13% of portfolio
|
Q4 2024
Reduced 58.97%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
5,571
shares
|
$868,407
0.59% of portfolio
|
Q2 2024
Reduced 17.72%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,556
shares
|
$866,069
0.31% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
5,556
shares
|
$866,069
0.58% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
5,551
shares
|
$865,289
0.07% of portfolio
|
Q4 2024
Added 39.79%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
5,535
shares
|
$862,795
0.18% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
5,527
shares
|
$861,548
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
5,510
shares
|
$858,898
0.51% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
5,504
shares
|
$857,963
0.43% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
5,486
shares
|
$855,157
0.4% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
5,478
shares
|
$853,910
0.17% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
5,475
shares
|
$853,443
0.09% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
5,474
shares
|
$853,287
0.08% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
5,471
shares
|
$852,819
0.4% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
5,469
shares
|
$852,507
0.22% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
5,460
shares
|
$851,104
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
5,443
shares
|
$848,454
0.01% of portfolio
|
Q4 2024
Added 107.12%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,440
shares
|
$847,987
0.19% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
5,431
shares
|
$846,584
0.2% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
5,428
shares
|
$846,116
0.12% of portfolio
|
Q4 2024
Reduced 5.17%
|