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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
34,325
shares
|
$5.45 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
34,297
shares
|
$5.45 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
34,230
shares
|
$5.44 Million
0.37% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
34,213
shares
|
$5.43 Million
0.64% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jan 17, 2025 Q4 2024 |
34,210
shares
|
$5.43 Million
3.35% of portfolio
|
Q1 2023
Added 35.8%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
34,195
shares
|
$5.43 Million
1.31% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
34,195
shares
|
$5.43 Million
0.01% of portfolio
|
Q4 2023
Reduced 14.69%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
34,179
shares
|
$5.43 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
34,145
shares
|
$5.42 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
34,112
shares
|
$5.42 Million
2.69% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
34,079
shares
|
$5.41 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
34,065
shares
|
$5.41 Million
0.2% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
34,020
shares
|
$5.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
33,965
shares
|
$5.39 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
33,901
shares
|
$5.38 Million
0.08% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
33,874
shares
|
$5.38 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
33,850
shares
|
$5.38 Million
0.89% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Kidder Stephen W
|
Feb 12, 2025 Q4 2024 |
33,776
shares
|
$5.36 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
33,721
shares
|
$5.35 Million
2.63% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
33,697
shares
|
$5.35 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33,689
shares
|
$5.35 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
33,567
shares
|
$5.33 Million
0.27% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
33,561
shares
|
$5.33 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
33,494
shares
|
$5.32 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
33,415
shares
|
$5.31 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.85%
|