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 |
|---|---|---|---|---|---|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
8,876
shares
|
$1.4 Million
0.27% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,860
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
Added 22.19%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
8,854
shares
|
$1.39 Million
0.48% of portfolio
|
Q4 2024
Added 113.04%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
8,850
shares
|
$1.39 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
8,845
shares
|
$1.39 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
8,834
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 91.97%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
8,830
shares
|
$1.39 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
8,820
shares
|
$1.39 Million
0.35% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,814
shares
|
$1.39 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
8,807
shares
|
$1.39 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
8,804
shares
|
$1.39 Million
1.02% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
8,798
shares
|
$1.39 Million
0.46% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
8,741
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
8,707
shares
|
$1.37 Million
0.39% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
8,694
shares
|
$1.37 Million
0.29% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
8,688
shares
|
$1.37 Million
1.35% of portfolio
|
Q3 2022
Reduced 85.55%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,668
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2022
Added 19.07%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
8,665
shares
|
$1.36 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
8,662
shares
|
$1.36 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
8,658
shares
|
$1.36 Million
0.72% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,657
shares
|
$1.36 Million
0.73% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
|
Energy Opportunities Capital Management, LLC
Austin, TX |
Feb 14, 2023 Q4 2022 |
8,645
shares
|
$1.36 Million
4.55% of portfolio
|
Q4 2022
Reduced 4.53%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
8,627
shares
|
$1.36 Million
0.41% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
8,618
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
8,608
shares
|
$1.36 Million
0.3% of portfolio
|
Q2 2024
Reduced 2.27%
|