Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,112 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 $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
33,353
shares
|
$5.24 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
33,273
shares
|
$5.23 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
33,219
shares
|
$5.22 Million
0.26% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
33,157
shares
|
$5.21 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
33,008
shares
|
$5.19 Million
0.93% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
32,861
shares
|
$5.17 Million
2.16% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
32,857
shares
|
$5.17 Million
2.85% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
32,749
shares
|
$5.15 Million
0.32% of portfolio
|
Q2 2024
Reduced 12.77%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
32,711
shares
|
$5.14 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
32,555
shares
|
$5.12 Million
1.03% of portfolio
|
Q1 2023
Reduced 0.21%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
32,540
shares
|
$5.12 Million
0.89% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
32,518
shares
|
$5.11 Million
0.56% of portfolio
|
Q4 2024
Reduced 38.7%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
32,439
shares
|
$5.1 Million
0.87% of portfolio
|
Q4 2024
Added 73.82%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
32,372
shares
|
$5.09 Million
2.06% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
32,339
shares
|
$5.08 Million
0.24% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
32,267
shares
|
$5.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
32,252
shares
|
$5.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
32,097
shares
|
$5.05 Million
0.23% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
32,034
shares
|
$5.04 Million
1.3% of portfolio
|
Q4 2024
Reduced 30.11%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
32,003
shares
|
$5.03 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
31,815
shares
|
$5 Million
0.38% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
31,752
shares
|
$4.99 Million
1.53% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
31,737
shares
|
$4.99 Million
0.47% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
31,735
shares
|
$4.99 Million
0.97% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
31,674
shares
|
$4.98 Million
0.39% of portfolio
|
Q4 2024
Reduced 99.35%
|