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 |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
18,490
shares
|
$2.86 Million
1.78% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
18,489
shares
|
$2.86 Million
0.52% of portfolio
|
Q4 2024
Added 476.34%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jan 13, 2025 Q4 2024 |
18,466
shares
|
$2.86 Million
1.95% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
18,454
shares
|
$2.86 Million
1.05% of portfolio
|
Q2 2022
Added 9.95%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
18,438
shares
|
$2.86 Million
1.25% of portfolio
|
Q4 2023
Added 5.98%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
18,419
shares
|
$2.85 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
18,409
shares
|
$2.85 Million
3.28% of portfolio
|
Q2 2023
Reduced 9.72%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
18,397
shares
|
$2.85 Million
0.68% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
18,380
shares
|
$2.85 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
18,328
shares
|
$2.84 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
18,288
shares
|
$2.83 Million
3.66% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
18,254
shares
|
$2.83 Million
1.85% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
18,239
shares
|
$2.83 Million
1.19% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
18,205
shares
|
$2.82 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
18,203
shares
|
$2.82 Million
0.46% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
18,189
shares
|
$2.82 Million
0.27% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
18,167
shares
|
$2.81 Million
0.21% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
18,162
shares
|
$2.81 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
18,160
shares
|
$2.81 Million
0.61% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
18,114
shares
|
$2.81 Million
2.07% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
18,095
shares
|
$2.8 Million
0.27% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
18,029
shares
|
$2.79 Million
0.28% of portfolio
|
Q4 2024
Added 44.43%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
18,018
shares
|
$2.79 Million
0.65% of portfolio
|
Q4 2024
Added 35.72%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
17,984
shares
|
$2.79 Million
0.4% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
17,982
shares
|
$2.79 Million
0.37% of portfolio
|
Q2 2024
Added 62.07%
|