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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
8,603
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
8,602
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Added 36.74%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
8,561
shares
|
$1.35 Million
0.38% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
8,553
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
8,497
shares
|
$1.34 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
8,475
shares
|
$1.33 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,472
shares
|
$1.33 Million
0.12% of portfolio
|
Q4 2022
Added 5.68%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,462
shares
|
$1.33 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
8,460
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
8,455
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
8,454
shares
|
$1.33 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
8,453
shares
|
$1.33 Million
0.21% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
8,429
shares
|
$1.33 Million
1.01% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
8,420
shares
|
$1.33 Million
0.35% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
8,399
shares
|
$1.32 Million
0.41% of portfolio
|
Q4 2024
Added 31.28%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
8,392
shares
|
$1.32 Million
0.51% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
8,379
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,369
shares
|
$1.32 Million
0.49% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
8,362
shares
|
$1.32 Million
0.79% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
8,339
shares
|
$1.31 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
8,324
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
8,309
shares
|
$1.31 Million
0.26% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
8,307
shares
|
$1.31 Million
0.24% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,299
shares
|
$1.31 Million
0.15% of portfolio
|
Q4 2024
Added 47.2%
|