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 |
|---|---|---|---|---|---|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
5,661
shares
|
$891,267
0.11% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
5,660
shares
|
$891,110
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
5,653
shares
|
$890,008
0.45% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,644
shares
|
$888,591
0.17% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,629
shares
|
$886,229
0.08% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
5,624
shares
|
$885,442
0.06% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
5,620
shares
|
$884,812
0.2% of portfolio
|
Q1 2024
Added 28.28%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,615
shares
|
$884,025
0.07% of portfolio
|
Q4 2024
Reduced 41.37%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
5,614
shares
|
$883,868
0.1% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
5,613
shares
|
$883,710
0.2% of portfolio
|
Q4 2024
Added 28.65%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
5,605
shares
|
$882,451
0.16% of portfolio
|
Q3 2024
Reduced 19.55%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
5,603
shares
|
$882,136
0.23% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,588
shares
|
$879,774
0.19% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
5,586
shares
|
$879,459
0.13% of portfolio
|
Q4 2024
Added 27.36%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
5,585
shares
|
$879,302
0.04% of portfolio
|
Q4 2024
Reduced 36.54%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
5,577
shares
|
$878,042
0.34% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
5,575
shares
|
$877,728
1.28% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
5,575
shares
|
$877,728
0.54% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
5,571
shares
|
$877,098
0.59% of portfolio
|
Q2 2024
Reduced 17.72%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,556
shares
|
$874,736
0.31% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
5,556
shares
|
$874,736
0.58% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
5,535
shares
|
$871,430
0.18% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
5,527
shares
|
$870,170
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
5,510
shares
|
$867,494
0.51% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
5,504
shares
|
$866,549
0.43% of portfolio
|
Q4 2024
Added 1.01%
|