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 |
|---|---|---|---|---|---|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
25,950
shares
|
$4.03 Million
1.7% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
25,928
shares
|
$4.03 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
25,924
shares
|
$4.03 Million
0.6% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
25,851
shares
|
$4.02 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
25,757
shares
|
$4 Million
0.12% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
25,751
shares
|
$4 Million
0.53% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
25,674
shares
|
$3.99 Million
0.23% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
25,649
shares
|
$3.98 Million
0.18% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
25,615
shares
|
$3.98 Million
0.57% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
25,599
shares
|
$3.98 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
25,556
shares
|
$3.97 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
25,521
shares
|
$3.96 Million
0.11% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
25,459
shares
|
$3.95 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
25,438
shares
|
$3.95 Million
1.85% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
25,420
shares
|
$3.95 Million
0.99% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
25,401
shares
|
$3.95 Million
0.31% of portfolio
|
Q4 2024
Added 24.78%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
25,399
shares
|
$3.95 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
25,390
shares
|
$3.94 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,372
shares
|
$3.94 Million
0.17% of portfolio
|
Q4 2024
Added 67.23%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
25,358
shares
|
$3.94 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
25,321
shares
|
$3.93 Million
0.81% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,302
shares
|
$3.93 Million
0.46% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
25,259
shares
|
$3.92 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
25,216
shares
|
$3.92 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,214
shares
|
$3.92 Million
0.75% of portfolio
|
Q4 2024
Added 6.12%
|