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 |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
8,244
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
8,238
shares
|
$1.3 Million
0.76% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,233
shares
|
$1.3 Million
0.34% of portfolio
|
Q4 2024
Reduced 44.53%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,229
shares
|
$1.3 Million
0.18% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
8,222
shares
|
$1.29 Million
0.48% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
8,218
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
8,217
shares
|
$1.29 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
8,191
shares
|
$1.29 Million
0.43% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
8,182
shares
|
$1.29 Million
0.77% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
8,152
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
8,150
shares
|
$1.28 Million
0.29% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 05, 2024 Q3 2024 |
8,111
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2024
Reduced 70.41%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
8,095
shares
|
$1.27 Million
0.55% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,073
shares
|
$1.27 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
8,068
shares
|
$1.27 Million
0.54% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
8,068
shares
|
$1.27 Million
0.82% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
8,063
shares
|
$1.27 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
8,055
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
8,054
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,029
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
8,015
shares
|
$1.26 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
7,987
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
7,984
shares
|
$1.26 Million
0.34% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
7,983
shares
|
$1.26 Million
0.53% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
7,970
shares
|
$1.25 Million
0.58% of portfolio
|
Q4 2024
Added 0.58%
|