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 |
|---|---|---|---|---|---|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
80,241
shares
|
$12.6 Million
0.47% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
80,195
shares
|
$12.6 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Nicholas Company, Inc.
|
Feb 10, 2025 Q4 2024 |
80,025
shares
|
$12.6 Million
0.2% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Feb 11, 2025 Q4 2024 |
79,900
shares
|
$12.5 Million
0.45% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
79,668
shares
|
$12.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
79,667
shares
|
$12.5 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
79,500
shares
|
$12.5 Million
1.11% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
79,240
shares
|
$12.4 Million
3.17% of portfolio
|
Q4 2020
Reduced 21.82%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
78,693
shares
|
$12.3 Million
0.32% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
77,906
shares
|
$12.2 Million
0.52% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
77,786
shares
|
$12.2 Million
2.32% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
77,596
shares
|
$12.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
77,577
shares
|
$12.2 Million
1.73% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
77,215
shares
|
$12.1 Million
1.43% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
77,200
shares
|
$12.1 Million
0.18% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
77,181
shares
|
$12.1 Million
0.69% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
77,176
shares
|
$12.1 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
76,748
shares
|
$12 Million
0.49% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
76,556
shares
|
$12 Million
0.12% of portfolio
|
Q4 2024
Added 42.37%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
76,218
shares
|
$12 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
76,144
shares
|
$11.9 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
76,107
shares
|
$11.9 Million
2.22% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
75,795
shares
|
$11.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
75,717
shares
|
$11.9 Million
0.16% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
75,538
shares
|
$11.9 Million
1.83% of portfolio
|
Q4 2024
Added 1.38%
|