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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
30,474
shares
|
$4.79 Million
1.84% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
30,396
shares
|
$4.78 Million
0.84% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
30,370
shares
|
$4.78 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Feb 05, 2025 Q4 2024 |
30,340
shares
|
$4.77 Million
2.23% of portfolio
|
Q4 2024
Reduced 36.27%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
30,336
shares
|
$4.77 Million
0.36% of portfolio
|
Q4 2024
Added 21.48%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
30,336
shares
|
$4.77 Million
0.28% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
30,258
shares
|
$4.76 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
30,225
shares
|
$4.75 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
30,154
shares
|
$4.74 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
30,142
shares
|
$4.74 Million
3.88% of portfolio
|
Q1 2022
Reduced 10.53%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
30,040
shares
|
$4.72 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
30,039
shares
|
$4.72 Million
1.86% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
29,997
shares
|
$4.72 Million
0.55% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,988
shares
|
$4.72 Million
2.01% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
29,894
shares
|
$4.7 Million
0.45% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
29,893
shares
|
$4.7 Million
0.34% of portfolio
|
Q3 2024
Added 27.69%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
29,690
shares
|
$4.67 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
29,663
shares
|
$4.66 Million
1.86% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
29,637
shares
|
$4.66 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
29,578
shares
|
$4.65 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
29,527
shares
|
$4.64 Million
0.63% of portfolio
|
Q1 2024
Added 57.7%
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
29,470
shares
|
$4.63 Million
0.92% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Garland Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
29,424
shares
|
$4.63 Million
3.47% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
29,414
shares
|
$4.62 Million
0.51% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
29,390
shares
|
$4.62 Million
3.67% of portfolio
|
Q4 2024
New holding
|