Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,043 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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
5,474
shares
|
$853,287
0.08% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
5,471
shares
|
$852,819
0.4% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
5,469
shares
|
$852,507
0.22% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
5,460
shares
|
$851,104
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
5,443
shares
|
$848,454
0.01% of portfolio
|
Q4 2024
Added 107.12%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,440
shares
|
$847,987
0.19% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
5,431
shares
|
$846,584
0.2% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
5,428
shares
|
$846,116
0.12% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
5,423
shares
|
$845,337
0.1% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
5,422
shares
|
$845,181
0.31% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,420
shares
|
$844,869
0.55% of portfolio
|
Q2 2024
Reduced 8.45%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
5,409
shares
|
$843,154
0.41% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Hardman Johnston Global Advisors LLC
|
Feb 04, 2025 Q4 2024 |
5,400
shares
|
$841,752
0.03% of portfolio
|
Q4 2023
Reduced 1.82%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
5,386
shares
|
$839,569
0.21% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
5,380
shares
|
$838,634
0.15% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
5,379
shares
|
$838,478
0.31% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
5,379
shares
|
$838,478
0.19% of portfolio
|
Q2 2024
Added 4.81%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
5,377
shares
|
$838,166
0.14% of portfolio
|
Q3 2024
Reduced 18.97%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
5,359
shares
|
$835,360
0.1% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
5,353
shares
|
$834,425
0.36% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
5,352
shares
|
$834,269
0.12% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
5,352
shares
|
$834,269
0.1% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
5,349
shares
|
$833,802
0.12% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5,345
shares
|
$833,178
0.29% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
5,343
shares
|
$832,866
0.22% of portfolio
|
Q3 2024
Added 2.57%
|