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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
56,615
shares
|
$8.88 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
56,299
shares
|
$8.83 Million
1.55% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
56,285
shares
|
$8.83 Million
1.44% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
55,996
shares
|
$8.79 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
55,878
shares
|
$8.77 Million
1.45% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
55,839
shares
|
$8.76 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
55,769
shares
|
$8.75 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
55,561
shares
|
$8.72 Million
0.04% of portfolio
|
Q4 2024
Reduced 38.34%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
55,459
shares
|
$8.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
55,448
shares
|
$8.7 Million
0.48% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
55,315
shares
|
$8.68 Million
2.43% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
55,072
shares
|
$8.64 Million
2.96% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
55,043
shares
|
$8.64 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
54,765
shares
|
$8.59 Million
0.85% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
54,694
shares
|
$8.58 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
54,655
shares
|
$8.58 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
54,280
shares
|
$8.52 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
54,258
shares
|
$8.51 Million
1.27% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
54,200
shares
|
$8.51 Million
2.01% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
53,895
shares
|
$8.46 Million
0.62% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
53,834
shares
|
$8.45 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
53,800
shares
|
$8.44 Million
3.2% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
53,720
shares
|
$8.43 Million
1.86% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
53,678
shares
|
$8.42 Million
1.71% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
53,671
shares
|
$8.42 Million
0.27% of portfolio
|
Q4 2024
Added 9.47%
|