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 |
|---|---|---|---|---|---|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
16,281
shares
|
$2.52 Million
0.56% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,276
shares
|
$2.52 Million
0.06% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
16,242
shares
|
$2.52 Million
0.67% of portfolio
|
Q4 2024
Added 133.83%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
16,239
shares
|
$2.52 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
16,227
shares
|
$2.51 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
16,195
shares
|
$2.51 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
16,183
shares
|
$2.51 Million
0.84% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
16,182
shares
|
$2.51 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
16,143
shares
|
$2.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
16,139
shares
|
$2.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,127
shares
|
$2.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
16,060
shares
|
$2.49 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
16,004
shares
|
$2.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
Feb 11, 2025 Q4 2024 |
16,000
shares
|
$2.48 Million
0.63% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
15,927
shares
|
$2.47 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
15,925
shares
|
$2.47 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,859
shares
|
$2.46 Million
0.16% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
15,854
shares
|
$2.46 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
15,813
shares
|
$2.45 Million
0.36% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,806
shares
|
$2.45 Million
0.19% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
15,787
shares
|
$2.45 Million
0.66% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
15,784
shares
|
$2.44 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
15,772
shares
|
$2.44 Million
0.78% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
15,735
shares
|
$2.44 Million
0.85% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
15,719
shares
|
$2.43 Million
0.18% of portfolio
|
Q4 2022
Added 35.66%
|