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 |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
20,711
shares
|
$3.21 Million
0.18% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
20,711
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
20,658
shares
|
$3.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
20,639
shares
|
$3.2 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
20,620
shares
|
$3.19 Million
0.22% of portfolio
|
Q4 2024
Added 27.98%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
20,607
shares
|
$3.19 Million
0.14% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
20,600
shares
|
$3.19 Million
0.24% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
20,588
shares
|
$3.19 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
20,579
shares
|
$3.19 Million
2.44% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
20,516
shares
|
$3.18 Million
0.33% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
20,511
shares
|
$3.18 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
20,488
shares
|
$3.17 Million
0.54% of portfolio
|
Q1 2024
Added 165.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
20,486
shares
|
$3.17 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
20,486
shares
|
$3.17 Million
0.65% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
20,462
shares
|
$3.17 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,447
shares
|
$3.17 Million
0.2% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
20,440
shares
|
$3.17 Million
1.38% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
20,384
shares
|
$3.16 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
20,366
shares
|
$3.15 Million
1.48% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
20,360
shares
|
$3.15 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
20,345
shares
|
$3.15 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
20,335
shares
|
$3.15 Million
0.21% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
20,228
shares
|
$3.13 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Nikko Asset Management Americas, Inc.
|
Feb 10, 2025 Q4 2024 |
20,221
shares
|
$3.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.97%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
20,194
shares
|
$3.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 23.61%
|