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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
22,892
shares
|
$3.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
22,874
shares
|
$3.54 Million
0.06% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
22,755
shares
|
$3.52 Million
0.24% of portfolio
|
Q4 2024
Added 89.12%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
22,747
shares
|
$3.52 Million
1.72% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
22,722
shares
|
$3.52 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
22,665
shares
|
$3.51 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
22,622
shares
|
$3.5 Million
0.89% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
22,584
shares
|
$3.5 Million
0.23% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
22,578
shares
|
$3.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
22,560
shares
|
$3.49 Million
0.91% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
22,526
shares
|
$3.49 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
22,500
shares
|
$3.49 Million
4.46% of portfolio
|
Q3 2022
Added 15.38%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
22,462
shares
|
$3.48 Million
1.91% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
22,434
shares
|
$3.48 Million
0.17% of portfolio
|
Q4 2024
Added 36.97%
|
|
|
Qv Investors Inc.
|
Jan 13, 2025 Q4 2024 |
22,417
shares
|
$3.47 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
22,378
shares
|
$3.47 Million
1.42% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
22,326
shares
|
$3.46 Million
0.56% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
22,263
shares
|
$3.45 Million
0.64% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
22,253
shares
|
$3.45 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
22,206
shares
|
$3.44 Million
1.2% of portfolio
|
Q3 2024
Reduced 23.15%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
22,200
shares
|
$3.44 Million
0.79% of portfolio
|
Q1 2018
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
22,187
shares
|
$3.44 Million
0.32% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
22,132
shares
|
$3.43 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
22,113
shares
|
$3.43 Million
0.22% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
22,106
shares
|
$3.42 Million
1.08% of portfolio
|
Q4 2024
Added 1.25%
|