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 |
|---|---|---|---|---|---|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
15,258
shares
|
$2.36 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
15,256
shares
|
$2.36 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
15,240
shares
|
$2.36 Million
0.3% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
15,233
shares
|
$2.36 Million
0.25% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
15,230
shares
|
$2.36 Million
1.58% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
15,202
shares
|
$2.35 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
15,191
shares
|
$2.35 Million
0.58% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
15,178
shares
|
$2.35 Million
0.15% of portfolio
|
Q4 2023
Added 376.4%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
15,170
shares
|
$2.35 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
15,169
shares
|
$2.35 Million
0.97% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
15,148
shares
|
$2.35 Million
0.61% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Edmp, Inc.
|
Jan 29, 2025 Q4 2024 |
15,147
shares
|
$2.35 Million
2.12% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
15,129
shares
|
$2.34 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
15,053
shares
|
$2.33 Million
1.76% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
15,053
shares
|
$2.33 Million
0.65% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
15,009
shares
|
$2.32 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
15,008
shares
|
$2.32 Million
0.28% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
14,997
shares
|
$2.32 Million
0.93% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
14,975
shares
|
$2.32 Million
0.71% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
14,965
shares
|
$2.32 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,958
shares
|
$2.32 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
14,947
shares
|
$2.32 Million
0.23% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
14,945
shares
|
$2.31 Million
1.7% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
14,908
shares
|
$2.31 Million
0.2% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
14,896
shares
|
$2.31 Million
0.89% of portfolio
|
Q2 2024
Added 1.13%
|