Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,100 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 $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
28,125
shares
|
$4.37 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
28,047
shares
|
$4.36 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
28,046
shares
|
$4.36 Million
0.66% of portfolio
|
Q4 2024
Added 44.46%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
27,926
shares
|
$4.34 Million
0.95% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
27,906
shares
|
$4.33 Million
0.29% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
27,902
shares
|
$4.33 Million
3.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
27,801
shares
|
$4.32 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
27,736
shares
|
$4.31 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
27,670
shares
|
$4.3 Million
1.43% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
27,649
shares
|
$4.29 Million
2.87% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
27,636
shares
|
$4.29 Million
1.78% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
27,570
shares
|
$4.28 Million
0.44% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
27,540
shares
|
$4.28 Million
0.08% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
27,510
shares
|
$4.27 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
27,505
shares
|
$4.27 Million
1.91% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
27,493
shares
|
$4.27 Million
0.97% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
27,404
shares
|
$4.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
27,250
shares
|
$4.23 Million
4.02% of portfolio
|
Q4 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
27,229
shares
|
$4.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
27,179
shares
|
$4.22 Million
0.47% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
27,133
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2024
Added 146.46%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
27,114
shares
|
$4.21 Million
0.63% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
27,100
shares
|
$4.21 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
27,079
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
27,056
shares
|
$4.2 Million
0.43% of portfolio
|
Q4 2024
Added 4.97%
|