Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,199 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 $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
118,397
shares
|
$16.5 Million
1.41% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
118,233
shares
|
$16.5 Million
1.45% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
118,066
shares
|
$16.4 Million
0.61% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
117,910
shares
|
$16.4 Million
5.33% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
117,716
shares
|
$16.4 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
117,063
shares
|
$16.3 Million
0.25% of portfolio
|
Q4 2024
Added 131.1%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
117,062
shares
|
$16.3 Million
0.21% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Viking Fund Management LLC
|
Apr 10, 2025 Q1 2025 |
117,000
shares
|
$16.3 Million
2.95% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Guinness Asset Management LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
116,571
shares
|
$16.2 Million
0.34% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
116,395
shares
|
$16.2 Million
1.41% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,235
shares
|
$16.2 Million
0.72% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
116,099
shares
|
$16.2 Million
0.65% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
115,558
shares
|
$16.1 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
113,781
shares
|
$15.8 Million
0.31% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
113,582
shares
|
$15.8 Million
2.38% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
113,364
shares
|
$15.8 Million
3.72% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
113,014
shares
|
$15.7 Million
2.45% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
112,969
shares
|
$15.7 Million
1.3% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
112,955
shares
|
$15.7 Million
1.21% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
112,396
shares
|
$15.7 Million
4.0% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
112,259
shares
|
$15.6 Million
1.12% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
112,196
shares
|
$15.6 Million
0.68% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
112,189
shares
|
$15.6 Million
0.46% of portfolio
|
Q1 2025
Added 33.6%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
111,833
shares
|
$15.6 Million
0.43% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
111,798
shares
|
$15.6 Million
0.58% of portfolio
|
Q1 2025
Reduced 4.35%
|