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 |
|---|---|---|---|---|---|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
9,472
shares
|
$1.49 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Front Street Capital Management, Inc.
|
Nov 13, 2024 Q3 2024 |
9,452
shares
|
$1.49 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
9,452
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
9,447
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Added 40.66%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
9,439
shares
|
$1.49 Million
0.19% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
9,420
shares
|
$1.48 Million
0.52% of portfolio
|
Q3 2023
Added 34.19%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
9,407
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
9,404
shares
|
$1.48 Million
0.27% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
9,367
shares
|
$1.47 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
9,348
shares
|
$1.47 Million
0.78% of portfolio
|
Q4 2024
Added 42.67%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
9,321
shares
|
$1.47 Million
1.06% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,316
shares
|
$1.47 Million
0.44% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,306
shares
|
$1.47 Million
0.35% of portfolio
|
Q1 2024
Reduced 63.64%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
9,304
shares
|
$1.46 Million
1.32% of portfolio
|
Q1 2024
Reduced 24.38%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
9,304
shares
|
$1.46 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
9,296
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
9,293
shares
|
$1.46 Million
0.22% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
9,280
shares
|
$1.46 Million
0.72% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
9,279
shares
|
$1.46 Million
0.51% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
9,268
shares
|
$1.46 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
9,215
shares
|
$1.45 Million
0.8% of portfolio
|
Q4 2023
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
9,184
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
9,165
shares
|
$1.44 Million
0.93% of portfolio
|
Q4 2024
Added 47.11%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
9,158
shares
|
$1.44 Million
0.5% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
9,114
shares
|
$1.43 Million
0.71% of portfolio
|
Q4 2024
Added 0.9%
|