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 |
|---|---|---|---|---|---|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
27,021
shares
|
$4.2 Million
0.3% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
26,985
shares
|
$4.19 Million
1.34% of portfolio
|
Q4 2024
Reduced 99.31%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
26,932
shares
|
$4.18 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
26,918
shares
|
$4.18 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
26,884
shares
|
$4.18 Million
1.55% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
26,779
shares
|
$4.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.5%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
26,659
shares
|
$4.14 Million
0.11% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,655
shares
|
$4.14 Million
0.54% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
26,643
shares
|
$4.14 Million
1.63% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
26,585
shares
|
$4.13 Million
1.79% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
26,562
shares
|
$4.13 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Feb 06, 2025 Q4 2024 |
26,393
shares
|
$4.1 Million
0.48% of portfolio
|
Q3 2023
Added 32.63%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
26,357
shares
|
$4.09 Million
0.58% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
26,355
shares
|
$4.09 Million
1.53% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
26,352
shares
|
$4.09 Million
1.01% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
26,315
shares
|
$4.09 Million
0.19% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,296
shares
|
$4.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
26,259
shares
|
$4.08 Million
0.33% of portfolio
|
Q4 2024
Added 58.51%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
26,245
shares
|
$4.08 Million
2.15% of portfolio
|
Q1 2023
Reduced 7.59%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
26,191
shares
|
$4.07 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
26,186
shares
|
$4.07 Million
0.98% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
26,176
shares
|
$4.07 Million
0.59% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
26,089
shares
|
$4.05 Million
0.85% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
26,050
shares
|
$4.05 Million
1.95% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
26,029
shares
|
$4.04 Million
1.96% of portfolio
|
Q4 2024
Reduced 0.3%
|