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 |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
75,348
shares
|
$11.8 Million
2.1% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
75,208
shares
|
$11.8 Million
3.02% of portfolio
|
Q3 2023
Reduced 12.25%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
75,208
shares
|
$11.8 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
75,099
shares
|
$11.8 Million
0.05% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
75,017
shares
|
$11.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
74,801
shares
|
$11.7 Million
2.42% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
74,422
shares
|
$11.7 Million
0.11% of portfolio
|
Q3 2024
Added 110.54%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
74,318
shares
|
$11.7 Million
1.14% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
73,814
shares
|
$11.6 Million
0.3% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
73,559
shares
|
$11.5 Million
0.8% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
73,490
shares
|
$11.5 Million
2.19% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
73,155
shares
|
$11.5 Million
1.0% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
72,545
shares
|
$11.4 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
72,504
shares
|
$11.4 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
72,475
shares
|
$11.4 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
72,120
shares
|
$11.3 Million
0.38% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
72,017
shares
|
$11.3 Million
0.44% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
72,000
shares
|
$11.3 Million
0.4% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
71,892
shares
|
$11.3 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
71,879
shares
|
$11.3 Million
0.08% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
71,789
shares
|
$11.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
71,752
shares
|
$11.3 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
71,693
shares
|
$11.3 Million
0.74% of portfolio
|
Q3 2022
Added 4.27%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Jan 24, 2025 Q4 2024 |
71,612
shares
|
$11.2 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
71,403
shares
|
$11.2 Million
0.98% of portfolio
|
Q4 2024
Added 9.96%
|