Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,275 institutions that hold shares in the stock, with a total of 1.41 Billion shares, which have been reported (via 13F filing form) to have a value of $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
142,749
shares
|
$21.4 Million
0.57% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
141,200
shares
|
$21.1 Million
0.16% of portfolio
|
Q1 2025
Added 40.68%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
140,607
shares
|
$21 Million
1.83% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
140,275
shares
|
$21 Million
0.06% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
140,222
shares
|
$21 Million
0.3% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
139,828
shares
|
$20.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
138,471
shares
|
$20.7 Million
0.98% of portfolio
|
Q1 2025
Added 209.11%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
138,268
shares
|
$20.7 Million
2.82% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
137,900
shares
|
$20.6 Million
0.95% of portfolio
|
Q1 2025
Added 72.59%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
137,426
shares
|
$20.6 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
137,119
shares
|
$20.5 Million
1.2% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
136,533
shares
|
$20.4 Million
0.88% of portfolio
|
Q4 2022
Reduced 0.49%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
135,929
shares
|
$20.3 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
135,339
shares
|
$20.3 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
135,143
shares
|
$20.2 Million
1.51% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
135,021
shares
|
$20.2 Million
1.92% of portfolio
|
Q3 2023
Added 0.3%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
134,631
shares
|
$20.2 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
134,618
shares
|
$20.1 Million
1.03% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
134,459
shares
|
$20.1 Million
0.19% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
134,369
shares
|
$20.1 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
133,820
shares
|
$20 Million
0.56% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
133,688
shares
|
$20 Million
0.68% of portfolio
|
Q1 2025
Added 40.17%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
133,241
shares
|
$19.9 Million
0.91% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
133,036
shares
|
$19.9 Million
0.09% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
133,009
shares
|
$19.9 Million
1.1% of portfolio
|
Q2 2025
Reduced 15.34%
|