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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
35,637
shares
|
$5.66 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
35,614
shares
|
$5.66 Million
0.99% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
35,501
shares
|
$5.64 Million
1.08% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
35,480
shares
|
$5.63 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
35,360
shares
|
$5.61 Million
3.06% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
35,341
shares
|
$5.61 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
35,327
shares
|
$5.61 Million
0.13% of portfolio
|
Q4 2024
Added 20.5%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
35,240
shares
|
$5.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 63.03%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
35,171
shares
|
$5.58 Million
0.01% of portfolio
|
Q4 2024
Added 84.46%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
35,144
shares
|
$5.58 Million
0.62% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
35,141
shares
|
$5.58 Million
2.57% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Cincinnati Financial Corp
|
Feb 12, 2025 Q4 2024 |
35,139
shares
|
$5.58 Million
0.11% of portfolio
|
Q2 2022
Reduced 34.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
34,747
shares
|
$5.52 Million
0.17% of portfolio
|
Q4 2024
Reduced 30.03%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
34,711
shares
|
$5.51 Million
2.12% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
34,600
shares
|
$5.49 Million
2.02% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
34,552
shares
|
$5.49 Million
3.18% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
34,550
shares
|
$5.49 Million
1.35% of portfolio
|
Q3 2022
Reduced 1.69%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
34,465
shares
|
$5.47 Million
0.44% of portfolio
|
Q4 2024
Added 42.58%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
34,432
shares
|
$5.47 Million
1.99% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
34,427
shares
|
$5.47 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
34,417
shares
|
$5.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
34,379
shares
|
$5.46 Million
0.24% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
34,364
shares
|
$5.46 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
34,360
shares
|
$5.46 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
34,351
shares
|
$5.45 Million
0.4% of portfolio
|
Q4 2024
Added 0.58%
|