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 |
|---|---|---|---|---|---|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
45,366
shares
|
$7.12 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
45,171
shares
|
$7.09 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Interval Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
44,927
shares
|
$7.05 Million
0.13% of portfolio
|
Q4 2024
Reduced 35.86%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
44,905
shares
|
$7.05 Million
1.3% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
44,878
shares
|
$7.04 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
44,797
shares
|
$7.03 Million
0.27% of portfolio
|
Q4 2024
Reduced 43.75%
|
|
|
Atom Investors LP
Austin, TX |
Feb 14, 2025 Q4 2024 |
44,780
shares
|
$7.03 Million
0.86% of portfolio
|
Q4 2024
Added 1730.0%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Feb 07, 2025 Q4 2024 |
44,752
shares
|
$7.02 Million
3.58% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
44,671
shares
|
$7.01 Million
1.56% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
44,666
shares
|
$7.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
44,549
shares
|
$6.99 Million
4.53% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
44,332
shares
|
$6.96 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
44,251
shares
|
$6.94 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
44,238
shares
|
$6.94 Million
1.65% of portfolio
|
Q1 2024
New holding
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
44,118
shares
|
$6.92 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
44,081
shares
|
$6.92 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
43,928
shares
|
$6.89 Million
1.98% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
43,920
shares
|
$6.89 Million
3.2% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
43,916
shares
|
$6.89 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
43,865
shares
|
$6.88 Million
3.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
43,764
shares
|
$6.87 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
43,760
shares
|
$6.87 Million
2.57% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
43,716
shares
|
$6.86 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
43,672
shares
|
$6.85 Million
0.18% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
43,610
shares
|
$6.84 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.35%
|