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 |
|---|---|---|---|---|---|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
12,902
shares
|
$2 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
12,900
shares
|
$2 Million
0.63% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
12,867
shares
|
$1.99 Million
1.72% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
12,862
shares
|
$1.99 Million
0.17% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
12,830
shares
|
$1.99 Million
0.91% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
12,830
shares
|
$1.99 Million
0.15% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
12,825
shares
|
$1.99 Million
0.39% of portfolio
|
Q4 2024
Added 27.47%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
12,762
shares
|
$1.98 Million
1.12% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
12,747
shares
|
$1.97 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
12,726
shares
|
$1.97 Million
0.58% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
12,698
shares
|
$1.97 Million
0.68% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
12,676
shares
|
$1.96 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
12,674
shares
|
$1.96 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,656
shares
|
$1.96 Million
0.72% of portfolio
|
Q4 2022
Reduced 8.77%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
12,633
shares
|
$1.96 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
12,627
shares
|
$1.96 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
12,624
shares
|
$1.96 Million
0.87% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,610
shares
|
$1.95 Million
0.09% of portfolio
|
Q3 2024
Reduced 33.51%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
12,603
shares
|
$1.95 Million
2.17% of portfolio
|
Q4 2024
Reduced 56.64%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
12,599
shares
|
$1.95 Million
0.16% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
12,587
shares
|
$1.95 Million
0.52% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
12,536
shares
|
$1.94 Million
0.28% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
12,508
shares
|
$1.94 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
12,505
shares
|
$1.94 Million
0.65% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
12,503
shares
|
$1.94 Million
0.91% of portfolio
|
Q4 2024
Reduced 6.46%
|