Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,090 institutions that hold shares in the stock, with a total of 1.34 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 |
|---|---|---|---|---|---|
|
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
|
$2.52 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
16,195
shares
|
$2.52 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%
|
|
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
16,182
shares
|
$2.51 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
16,172
shares
|
$2.51 Million
0.71% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
16,143
shares
|
$2.51 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,127
shares
|
$2.51 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
16,071
shares
|
$2.5 Million
0.18% of portfolio
|
Q4 2024
Added 46.71%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
16,060
shares
|
$2.49 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
16,018
shares
|
$2.49 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
16,004
shares
|
$2.49 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
|
$2.49 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
|
$2.46 Million
0.36% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
15,787
shares
|
$2.45 Million
0.66% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Elefante Mark B
Boston, MA |
Feb 13, 2025 Q4 2024 |
15,748
shares
|
$2.45 Million
2.08% of portfolio
|
Q4 2024
Added 264.12%
|
|
|
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
|
$2.44 Million
0.18% of portfolio
|
Q4 2022
Added 35.66%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
15,713
shares
|
$2.44 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.69%
|