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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,089
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
9,080
shares
|
$1.43 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
9,076
shares
|
$1.43 Million
1.73% of portfolio
|
Q3 2022
Added 0.99%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
9,075
shares
|
$1.43 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
9,070
shares
|
$1.43 Million
0.38% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,069
shares
|
$1.43 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
9,050
shares
|
$1.42 Million
0.34% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
9,030
shares
|
$1.42 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
9,024
shares
|
$1.42 Million
0.64% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
9,023
shares
|
$1.42 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
9,019
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
9,011
shares
|
$1.42 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
9,006
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
9,005
shares
|
$1.42 Million
0.65% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Needham Investment Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2021
Added 125.0%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
8,987
shares
|
$1.41 Million
0.21% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,966
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
8,956
shares
|
$1.41 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
8,942
shares
|
$1.41 Million
0.28% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
8,924
shares
|
$1.4 Million
0.61% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
8,916
shares
|
$1.4 Million
0.35% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
8,912
shares
|
$1.4 Million
0.74% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
8,894
shares
|
$1.4 Million
0.67% of portfolio
|
Q2 2024
New holding
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,893
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 82.53%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
8,880
shares
|
$1.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.99%
|