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 |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
17,962
shares
|
$2.78 Million
0.86% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
17,940
shares
|
$2.78 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,927
shares
|
$2.78 Million
0.41% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
17,922
shares
|
$2.78 Million
2.51% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
17,918
shares
|
$2.78 Million
0.04% of portfolio
|
Q4 2024
Reduced 50.74%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
17,858
shares
|
$2.77 Million
0.31% of portfolio
|
Q3 2024
Reduced 24.69%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
17,846
shares
|
$2.76 Million
1.12% of portfolio
|
Q4 2024
Reduced 32.53%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,812
shares
|
$2.76 Million
0.6% of portfolio
|
Q4 2024
Reduced 22.72%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
17,761
shares
|
$2.75 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
17,757
shares
|
$2.75 Million
0.72% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
17,748
shares
|
$2.75 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
17,736
shares
|
$2.75 Million
1.16% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,719
shares
|
$2.74 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
17,718
shares
|
$2.74 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
17,667
shares
|
$2.74 Million
1.9% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
17,660
shares
|
$2.74 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
17,615
shares
|
$2.73 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
17,601
shares
|
$2.73 Million
0.87% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,595
shares
|
$2.73 Million
0.09% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
17,569
shares
|
$2.72 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
17,557
shares
|
$2.72 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
17,531
shares
|
$2.72 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
17,514
shares
|
$2.71 Million
0.47% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
17,507
shares
|
$2.71 Million
0.51% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Feb 11, 2025 Q4 2024 |
17,493
shares
|
$2.71 Million
1.99% of portfolio
|
Q4 2024
Reduced 9.75%
|