Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,988 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 $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,646
shares
|
$1.8 Million
0.27% of portfolio
|
Q4 2024
Added 145.02%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Feb 11, 2025 Q4 2024 |
11,644
shares
|
$1.8 Million
1.63% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
11,628
shares
|
$1.8 Million
1.01% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
11,625
shares
|
$1.8 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,589
shares
|
$1.8 Million
0.64% of portfolio
|
Q4 2024
Added 46.83%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
11,587
shares
|
$1.79 Million
0.24% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
11,550
shares
|
$1.79 Million
0.1% of portfolio
|
Q3 2017
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
11,524
shares
|
$1.79 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
11,450
shares
|
$1.77 Million
0.44% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
11,450
shares
|
$1.77 Million
1.07% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
11,431
shares
|
$1.77 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,413
shares
|
$1.77 Million
0.83% of portfolio
|
Q2 2022
Reduced 7.83%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
11,400
shares
|
$1.77 Million
0.45% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,383
shares
|
$1.76 Million
0.13% of portfolio
|
Q3 2024
Added 55.31%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
11,351
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
11,348
shares
|
$1.76 Million
0.23% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
11,342
shares
|
$1.76 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
11,342
shares
|
$1.76 Million
0.21% of portfolio
|
Q4 2024
Reduced 47.24%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
11,333
shares
|
$1.76 Million
0.29% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
11,329
shares
|
$1.75 Million
0.37% of portfolio
|
Q3 2021
Added 6.48%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,326
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2024
Reduced 60.53%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
11,318
shares
|
$1.75 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,302
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
11,296
shares
|
$1.75 Million
0.47% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
11,294
shares
|
$1.75 Million
0.97% of portfolio
|
Q4 2024
Added 0.21%
|