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 |
|---|---|---|---|---|---|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
3,730
shares
|
$577,777
0.48% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
3,704
shares
|
$573,749
0.09% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
3,695
shares
|
$572,355
0.27% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,694
shares
|
$572,200
0.3% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,693
shares
|
$572,045
0.07% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
3,691
shares
|
$571,735
0.47% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
3,690
shares
|
$571,581
0.05% of portfolio
|
Q4 2024
Reduced 96.24%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
3,690
shares
|
$571,581
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
3,687
shares
|
$571,116
0.07% of portfolio
|
Q4 2024
Reduced 46.87%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
3,679
shares
|
$569,877
0.32% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,678
shares
|
$569,722
0.15% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
3,677
shares
|
$569,567
0.12% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
3,676
shares
|
$569,412
0.17% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,673
shares
|
$568,947
0.19% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,672
shares
|
$568,792
0.24% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
3,668
shares
|
$568,173
0.32% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
3,659
shares
|
$566,779
0.25% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
3,659
shares
|
$566,779
0.13% of portfolio
|
Q4 2024
Reduced 42.22%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,657
shares
|
$566,469
0.37% of portfolio
|
Q3 2022
Added 13.43%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
3,651
shares
|
$565,539
0.21% of portfolio
|
Q4 2024
Added 39.03%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
3,649
shares
|
$565,230
0.1% of portfolio
|
Q4 2023
Reduced 0.55%
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,638
shares
|
$563,526
0.13% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
3,635
shares
|
$563,061
0.09% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
3,630
shares
|
$562,287
0.4% of portfolio
|
Q3 2022
Reduced 11.18%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,625
shares
|
$561,512
0.07% of portfolio
|
Q4 2024
Reduced 9.24%
|