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 |
|---|---|---|---|---|---|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
29,385
shares
|
$4.62 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
29,370
shares
|
$4.62 Million
0.87% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
29,334
shares
|
$4.61 Million
1.02% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
29,177
shares
|
$4.59 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
29,159
shares
|
$4.58 Million
0.15% of portfolio
|
Q4 2024
Added 91.52%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
29,107
shares
|
$4.58 Million
0.16% of portfolio
|
Q1 2022
Added 15.93%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
29,091
shares
|
$4.57 Million
0.61% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
28,984
shares
|
$4.56 Million
0.57% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
28,955
shares
|
$4.55 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
28,929
shares
|
$4.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
28,916
shares
|
$4.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Mc Ginn Investment Management, Inc.
|
Feb 12, 2025 Q4 2024 |
28,908
shares
|
$4.55 Million
2.8% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
28,861
shares
|
$4.54 Million
1.33% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
28,825
shares
|
$4.53 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
28,724
shares
|
$4.52 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
28,611
shares
|
$4.5 Million
0.29% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Feb 12, 2025 Q4 2024 |
28,556
shares
|
$4.49 Million
3.93% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
28,513
shares
|
$4.48 Million
1.12% of portfolio
|
Q3 2022
Added 0.69%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
28,504
shares
|
$4.48 Million
0.09% of portfolio
|
Q4 2024
Reduced 46.44%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
28,383
shares
|
$4.46 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
28,324
shares
|
$4.45 Million
0.56% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
28,321
shares
|
$4.45 Million
1.67% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
28,248
shares
|
$4.44 Million
0.19% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
28,208
shares
|
$4.44 Million
1.7% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
28,195
shares
|
$4.43 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.33%
|