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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
22,100
shares
|
$3.42 Million
0.78% of portfolio
|
Q4 2024
Added 75.4%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
22,095
shares
|
$3.42 Million
0.83% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
22,092
shares
|
$3.42 Million
0.54% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
21,940
shares
|
$3.4 Million
0.2% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
21,925
shares
|
$3.4 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
21,888
shares
|
$3.39 Million
0.21% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
21,863
shares
|
$3.39 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
21,822
shares
|
$3.38 Million
0.22% of portfolio
|
Q4 2024
Added 24.64%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
21,820
shares
|
$3.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
21,806
shares
|
$3.38 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
21,793
shares
|
$3.38 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
21,768
shares
|
$3.37 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
21,742
shares
|
$3.37 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
21,721
shares
|
$3.36 Million
0.26% of portfolio
|
Q4 2024
Added 53.46%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
21,677
shares
|
$3.36 Million
1.67% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
21,669
shares
|
$3.36 Million
1.18% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
21,652
shares
|
$3.35 Million
0.48% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
21,604
shares
|
$3.35 Million
0.71% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
21,597
shares
|
$3.35 Million
0.15% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
21,596
shares
|
$3.35 Million
0.15% of portfolio
|
Q1 2023
Added 1.53%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
21,590
shares
|
$3.34 Million
0.74% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
21,585
shares
|
$3.34 Million
0.49% of portfolio
|
Q4 2024
Added 24.8%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
21,576
shares
|
$3.34 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
21,569
shares
|
$3.34 Million
0.88% of portfolio
|
Q4 2024
Added 13.19%
|