Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,116 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
36,927
shares
|
$5.86 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,793
shares
|
$5.84 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
36,733
shares
|
$5.83 Million
0.26% of portfolio
|
Q3 2021
Added 4.59%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
36,660
shares
|
$5.82 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
36,587
shares
|
$5.81 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
36,561
shares
|
$5.81 Million
0.1% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
36,535
shares
|
$5.8 Million
0.65% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
36,506
shares
|
$5.8 Million
1.37% of portfolio
|
Q3 2023
Reduced 1.63%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
36,492
shares
|
$5.79 Million
0.23% of portfolio
|
Q4 2024
Reduced 52.25%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
36,489
shares
|
$5.79 Million
1.14% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
36,425
shares
|
$5.78 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
36,347
shares
|
$5.77 Million
2.16% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
36,342
shares
|
$5.77 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
36,312
shares
|
$5.77 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
36,284
shares
|
$5.76 Million
0.98% of portfolio
|
Q2 2023
Added 14.91%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
36,188
shares
|
$5.75 Million
2.35% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
36,047
shares
|
$5.72 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
36,042
shares
|
$5.72 Million
0.53% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
36,040
shares
|
$5.72 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
36,030
shares
|
$5.72 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,988
shares
|
$5.71 Million
0.62% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
35,985
shares
|
$5.71 Million
0.12% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
35,918
shares
|
$5.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
35,650
shares
|
$5.66 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
35,640
shares
|
$5.66 Million
0.96% of portfolio
|
Q4 2024
Reduced 8.45%
|