Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,018 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
4,645
shares
|
$719,510
0.75% of portfolio
|
Q2 2022
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,630
shares
|
$717,187
0.11% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
4,620
shares
|
$715,638
0.25% of portfolio
|
Q3 2024
Added 34.03%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
4,610
shares
|
$714,089
0.4% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
4,609
shares
|
$713,934
0.07% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
4,602
shares
|
$712,849
0.09% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
4,602
shares
|
$712,849
0.03% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
4,599
shares
|
$712,385
0.39% of portfolio
|
Q2 2023
Reduced 0.02%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,588
shares
|
$710,681
0.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
4,585
shares
|
$710,216
0.64% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
4,583
shares
|
$709,906
0.2% of portfolio
|
Q4 2024
Reduced 19.72%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
4,556
shares
|
$705,724
0.26% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
4,552
shares
|
$705,104
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
4,548
shares
|
$704,485
0.47% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
4,547
shares
|
$704,330
0.26% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
4,545
shares
|
$704,020
0.32% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
4,539
shares
|
$703,091
0.14% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
4,538
shares
|
$702,936
0.05% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
4,537
shares
|
$702,781
0.22% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
4,522
shares
|
$700,457
0.44% of portfolio
|
Q1 2024
Reduced 11.78%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
4,508
shares
|
$698,289
0.27% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
4,507
shares
|
$698,134
0.26% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,502
shares
|
$697,359
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
4,501
shares
|
$697,204
0.24% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
4,500
shares
|
$697,050
1.28% of portfolio
|
Q3 2022
Reduced 0.53%
|