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 |
|---|---|---|---|---|---|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
63,919
shares
|
$10 Million
2.39% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
63,843
shares
|
$10 Million
1.82% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
63,728
shares
|
$10 Million
0.96% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
63,672
shares
|
$9.99 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
63,654
shares
|
$9.99 Million
3.63% of portfolio
|
Q2 2022
Reduced 3.89%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
63,514
shares
|
$9.97 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
63,391
shares
|
$9.95 Million
1.29% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
63,389
shares
|
$9.95 Million
1.91% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
63,125
shares
|
$9.91 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63,102
shares
|
$9.9 Million
1.34% of portfolio
|
Q3 2022
Added 1.45%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
62,778
shares
|
$9.85 Million
1.71% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
62,766
shares
|
$9.85 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
62,735
shares
|
$9.84 Million
1.11% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
62,722
shares
|
$9.84 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
62,648
shares
|
$9.83 Million
2.49% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
62,629
shares
|
$9.83 Million
0.27% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
62,526
shares
|
$9.81 Million
1.38% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
62,404
shares
|
$9.79 Million
0.66% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
62,104
shares
|
$9.75 Million
0.26% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
62,087
shares
|
$9.74 Million
1.45% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
62,080
shares
|
$9.74 Million
0.51% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
61,770
shares
|
$9.69 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
61,558
shares
|
$9.66 Million
0.18% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
61,455
shares
|
$9.64 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Hendley & CO Inc
|
Feb 04, 2025 Q4 2024 |
61,289
shares
|
$9.62 Million
3.11% of portfolio
|
Q4 2024
Reduced 8.27%
|