Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,118 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 $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
88,639
shares
|
$13.9 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
88,574
shares
|
$13.9 Million
0.02% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
88,473
shares
|
$13.9 Million
0.14% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
87,170
shares
|
$13.7 Million
3.1% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
86,966
shares
|
$13.6 Million
0.36% of portfolio
|
Q3 2024
Reduced 22.9%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
86,477
shares
|
$13.6 Million
0.47% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
General American Investors CO Inc
|
Feb 14, 2025 Q4 2024 |
86,391
shares
|
$13.6 Million
0.9% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
85,729
shares
|
$13.5 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
85,687
shares
|
$13.4 Million
0.31% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
85,574
shares
|
$13.4 Million
1.11% of portfolio
|
Q3 2023
Added 127.84%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
85,264
shares
|
$13.4 Million
0.37% of portfolio
|
Q3 2022
Added 2.8%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
84,765
shares
|
$13.3 Million
0.13% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
84,587
shares
|
$13.3 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
84,211
shares
|
$13.2 Million
0.32% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
84,175
shares
|
$13.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
84,102
shares
|
$13.2 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
84,009
shares
|
$13.2 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
83,976
shares
|
$13.2 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
83,860
shares
|
$13.2 Million
1.36% of portfolio
|
Q4 2024
Reduced 13.06%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
83,799
shares
|
$13.1 Million
0.11% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
83,338
shares
|
$13.1 Million
0.7% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
83,186
shares
|
$13.1 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
83,143
shares
|
$13 Million
1.01% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
83,134
shares
|
$13 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
82,790
shares
|
$13 Million
0.77% of portfolio
|
Q4 2024
Added 6.25%
|