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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
14,882
shares
|
$2.31 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
14,857
shares
|
$2.3 Million
1.37% of portfolio
|
Q2 2022
Reduced 20.69%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
14,856
shares
|
$2.3 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
14,854
shares
|
$2.3 Million
0.08% of portfolio
|
Q1 2023
Reduced 24.81%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
14,799
shares
|
$2.29 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
14,756
shares
|
$2.29 Million
0.84% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
14,736
shares
|
$2.28 Million
0.36% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
14,702
shares
|
$2.28 Million
0.79% of portfolio
|
Q3 2024
Added 147.34%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
14,687
shares
|
$2.28 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
14,677
shares
|
$2.27 Million
0.24% of portfolio
|
Q4 2024
Added 41.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,662
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
14,658
shares
|
$2.27 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
14,652
shares
|
$2.27 Million
0.62% of portfolio
|
Q4 2022
Added 11.39%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
14,639
shares
|
$2.27 Million
1.08% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
14,626
shares
|
$2.27 Million
0.42% of portfolio
|
Q3 2024
Reduced 49.32%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
14,606
shares
|
$2.26 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
14,576
shares
|
$2.26 Million
0.7% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
14,558
shares
|
$2.26 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
14,554
shares
|
$2.25 Million
1.12% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Hoertkorn Richard Charles
|
Feb 12, 2025 Q4 2024 |
14,547
shares
|
$2.25 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
14,531
shares
|
$2.25 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,521
shares
|
$2.25 Million
0.28% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
14,512
shares
|
$2.25 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
14,506
shares
|
$2.25 Million
1.83% of portfolio
|
Q3 2023
Added 3.41%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
14,503
shares
|
$2.25 Million
0.19% of portfolio
|
Q3 2024
Reduced 33.68%
|