Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,018 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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
23,683
shares
|
$3.67 Million
0.91% of portfolio
|
Q1 2024
Added 35.82%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Feb 06, 2025 Q4 2024 |
23,667
shares
|
$3.67 Million
1.86% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
23,580
shares
|
$3.65 Million
1.71% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
23,559
shares
|
$3.65 Million
2.74% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
23,543
shares
|
$3.65 Million
0.07% of portfolio
|
Q3 2024
Added 295.68%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
23,541
shares
|
$3.65 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
23,483
shares
|
$3.64 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
23,462
shares
|
$3.63 Million
0.57% of portfolio
|
Q4 2024
Reduced 25.69%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
23,419
shares
|
$3.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 85.37%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
23,411
shares
|
$3.63 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
23,401
shares
|
$3.62 Million
0.04% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
23,368
shares
|
$3.62 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
23,316
shares
|
$3.61 Million
0.3% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
23,284
shares
|
$3.61 Million
1.71% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
23,278
shares
|
$3.61 Million
0.87% of portfolio
|
Q2 2022
Added 14.91%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
23,229
shares
|
$3.6 Million
3.64% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
23,189
shares
|
$3.59 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,092
shares
|
$3.58 Million
1.19% of portfolio
|
Q2 2022
Reduced 4.48%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
23,071
shares
|
$3.57 Million
1.3% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
23,031
shares
|
$3.57 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
22,986
shares
|
$3.56 Million
0.38% of portfolio
|
Q4 2024
Added 27.22%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
22,971
shares
|
$3.56 Million
1.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
22,965
shares
|
$3.56 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
22,932
shares
|
$3.55 Million
0.9% of portfolio
|
Q1 2024
Reduced 4.1%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
22,911
shares
|
$3.55 Million
0.84% of portfolio
|
Q3 2024
Added 1.66%
|