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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
11,281
shares
|
$1.75 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
11,259
shares
|
$1.74 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,254
shares
|
$1.74 Million
0.27% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
11,248
shares
|
$1.74 Million
1.35% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
11,229
shares
|
$1.74 Million
1.36% of portfolio
|
Q3 2022
Reduced 1.96%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
11,226
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 72.5%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,210
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,165
shares
|
$1.73 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
11,156
shares
|
$1.73 Million
0.15% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
11,152
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
11,122
shares
|
$1.72 Million
0.47% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
11,117
shares
|
$1.72 Million
0.25% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,077
shares
|
$1.72 Million
0.34% of portfolio
|
Q4 2024
Added 23.75%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
11,062
shares
|
$1.71 Million
0.27% of portfolio
|
Q4 2024
Added 38.53%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
11,050
shares
|
$1.71 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
11,050
shares
|
$1.71 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
11,043
shares
|
$1.71 Million
0.23% of portfolio
|
Q4 2024
Added 23.01%
|
|
|
Core Commodity Management, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
11,026
shares
|
$1.71 Million
0.67% of portfolio
|
Q3 2024
Added 539.56%
|
|
|
Ruffer LLP
|
Feb 07, 2025 Q4 2024 |
11,000
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
10,998
shares
|
$1.7 Million
0.07% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
10,963
shares
|
$1.7 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
10,960
shares
|
$1.7 Million
0.28% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
10,954
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,945
shares
|
$1.7 Million
0.2% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
10,941
shares
|
$1.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.39%
|