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 |
|---|---|---|---|---|---|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
61,210
shares
|
$9.61 Million
0.95% of portfolio
|
Q4 2024
Reduced 39.86%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
60,910
shares
|
$9.56 Million
0.08% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
60,905
shares
|
$9.56 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
60,433
shares
|
$9.48 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
60,372
shares
|
$9.47 Million
0.24% of portfolio
|
Q4 2024
Added 56.05%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
60,359
shares
|
$9.47 Million
0.36% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
60,195
shares
|
$9.45 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
59,409
shares
|
$9.32 Million
0.04% of portfolio
|
Q4 2024
Added 80.2%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
58,941
shares
|
$9.25 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
58,936
shares
|
$9.25 Million
2.51% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
58,595
shares
|
$9.19 Million
0.3% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
58,412
shares
|
$9.17 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
58,352
shares
|
$9.16 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
58,289
shares
|
$9.15 Million
0.67% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
58,234
shares
|
$9.14 Million
1.77% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
57,858
shares
|
$9.08 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
57,810
shares
|
$9.07 Million
0.3% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
57,381
shares
|
$9 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
57,357
shares
|
$9 Million
0.33% of portfolio
|
Q4 2024
Added 24.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
57,277
shares
|
$8.99 Million
0.15% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
57,077
shares
|
$8.96 Million
0.23% of portfolio
|
Q4 2024
Reduced 77.47%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
56,926
shares
|
$8.93 Million
0.53% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
56,857
shares
|
$8.92 Million
0.02% of portfolio
|
Q4 2024
Added 25.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
56,810
shares
|
$8.91 Million
0.27% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
56,780
shares
|
$8.91 Million
0.88% of portfolio
|
Q4 2024
New holding
|