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 |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
12,437
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,431
shares
|
$1.93 Million
0.32% of portfolio
|
Q2 2023
Added 1.2%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
12,422
shares
|
$1.92 Million
1.22% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
12,380
shares
|
$1.92 Million
1.63% of portfolio
|
Q4 2024
New holding
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
12,359
shares
|
$1.91 Million
0.38% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
12,348
shares
|
$1.91 Million
0.85% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
12,344
shares
|
$1.91 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,343
shares
|
$1.91 Million
0.19% of portfolio
|
Q2 2023
Reduced 4.83%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
12,339
shares
|
$1.91 Million
0.41% of portfolio
|
Q3 2022
Added 0.9%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
12,277
shares
|
$1.9 Million
0.49% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
12,272
shares
|
$1.9 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
12,265
shares
|
$1.9 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
12,263
shares
|
$1.9 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
12,257
shares
|
$1.9 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,251
shares
|
$1.9 Million
0.52% of portfolio
|
Q1 2023
Reduced 6.1%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
12,251
shares
|
$1.9 Million
0.16% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
12,233
shares
|
$1.89 Million
0.81% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
12,217
shares
|
$1.89 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
12,214
shares
|
$1.89 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
12,205
shares
|
$1.89 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
12,204
shares
|
$1.89 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
12,181
shares
|
$1.89 Million
0.58% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
12,153
shares
|
$1.88 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,146
shares
|
$1.88 Million
0.42% of portfolio
|
Q4 2024
Added 62.18%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
12,138
shares
|
$1.88 Million
0.44% of portfolio
|
Q3 2024
Added 6.28%
|