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 |
---|---|---|---|---|---|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
18,931
shares
|
$2.93 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
18,927
shares
|
$2.93 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
18,924
shares
|
$2.93 Million
0.97% of portfolio
|
Q4 2024
Added 1.17%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
18,911
shares
|
$2.93 Million
0.4% of portfolio
|
Q3 2024
Added 10.9%
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
18,910
shares
|
$2.93 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
18,856
shares
|
$2.92 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
18,843
shares
|
$2.92 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
18,839
shares
|
$2.92 Million
0.26% of portfolio
|
Q4 2024
Added 2.98%
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
18,824
shares
|
$2.92 Million
2.98% of portfolio
|
Q2 2023
Reduced 31.33%
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
18,820
shares
|
$2.92 Million
1.23% of portfolio
|
Q4 2024
Added 3.24%
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
18,818
shares
|
$2.91 Million
0.31% of portfolio
|
Q4 2024
Added 8.4%
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
18,805
shares
|
$2.91 Million
0.19% of portfolio
|
Q4 2024
Added 16.63%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
18,792
shares
|
$2.91 Million
0.12% of portfolio
|
Q4 2024
Added 4.79%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
18,792
shares
|
$2.91 Million
0.76% of portfolio
|
Q4 2024
Added 11.12%
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
18,739
shares
|
$2.9 Million
2.28% of portfolio
|
Q4 2024
Added 3.81%
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
18,728
shares
|
$2.9 Million
1.2% of portfolio
|
Q4 2024
Added 14.24%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
18,727
shares
|
$2.9 Million
0.98% of portfolio
|
Q4 2024
Added 4.26%
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
18,702
shares
|
$2.9 Million
0.14% of portfolio
|
Q4 2024
Added 61.45%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,684
shares
|
$2.89 Million
0.34% of portfolio
|
Q2 2023
Added 0.52%
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
18,662
shares
|
$2.89 Million
0.35% of portfolio
|
Q3 2024
Reduced 46.16%
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,642
shares
|
$2.89 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
18,600
shares
|
$2.88 Million
1.2% of portfolio
|
Q1 2024
Added 42.25%
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
18,600
shares
|
$2.88 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
18,588
shares
|
$2.88 Million
0.32% of portfolio
|
Q3 2024
Added 3.48%
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
18,536
shares
|
$2.87 Million
0.36% of portfolio
|
Q4 2024
Reduced 40.6%
|