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 |
|---|---|---|---|---|---|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
31,673
shares
|
$4.98 Million
1.48% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
31,625
shares
|
$4.97 Million
3.04% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
31,603
shares
|
$4.97 Million
0.17% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
31,593
shares
|
$4.97 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
31,572
shares
|
$4.96 Million
0.02% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
31,546
shares
|
$4.96 Million
0.27% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
31,537
shares
|
$4.96 Million
0.34% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
31,482
shares
|
$4.95 Million
1.7% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
31,479
shares
|
$4.95 Million
0.23% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
31,295
shares
|
$4.92 Million
1.46% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
31,265
shares
|
$4.92 Million
1.54% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
31,249
shares
|
$4.91 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
31,189
shares
|
$4.9 Million
0.25% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
31,139
shares
|
$4.9 Million
1.21% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Selway Asset Management
Boise, ID |
Feb 13, 2025 Q4 2024 |
31,010
shares
|
$4.88 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
30,931
shares
|
$4.86 Million
0.42% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
30,915
shares
|
$4.86 Million
0.49% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
30,881
shares
|
$4.86 Million
1.72% of portfolio
|
Q4 2024
Reduced 27.53%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
30,834
shares
|
$4.85 Million
1.07% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
30,797
shares
|
$4.84 Million
3.38% of portfolio
|
Q4 2024
Reduced 31.21%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
30,744
shares
|
$4.83 Million
0.47% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
30,735
shares
|
$4.83 Million
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
30,597
shares
|
$4.81 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
30,576
shares
|
$4.81 Million
0.72% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
30,483
shares
|
$4.79 Million
0.36% of portfolio
|
Q4 2024
Added 51.18%
|