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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
89,672
shares
|
$12.5 Million
1.89% of portfolio
|
Q4 2022
Added 5.32%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
89,263
shares
|
$12.4 Million
1.1% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,010
shares
|
$12.4 Million
0.5% of portfolio
|
Q1 2024
Reduced 10.66%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
88,823
shares
|
$12.4 Million
0.3% of portfolio
|
Q4 2024
Added 34.9%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
88,574
shares
|
$12.3 Million
0.02% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
88,473
shares
|
$12.3 Million
0.14% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
87,400
shares
|
$12.2 Million
1.26% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
87,211
shares
|
$12.1 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
87,170
shares
|
$12.1 Million
3.1% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
86,545
shares
|
$12.1 Million
4.19% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
86,477
shares
|
$12 Million
0.47% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
86,391
shares
|
$12 Million
0.65% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
General American Investors CO Inc
|
Feb 14, 2025 Q4 2024 |
86,391
shares
|
$12 Million
0.9% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
85,779
shares
|
$11.9 Million
1.06% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
85,729
shares
|
$11.9 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
85,574
shares
|
$11.9 Million
1.11% of portfolio
|
Q3 2023
Added 127.84%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
85,264
shares
|
$11.9 Million
0.37% of portfolio
|
Q3 2022
Added 2.8%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
84,211
shares
|
$11.7 Million
0.32% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
84,175
shares
|
$11.7 Million
0.13% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
84,102
shares
|
$11.7 Million
0.76% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
83,825
shares
|
$11.7 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
83,799
shares
|
$11.7 Million
0.11% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
83,186
shares
|
$11.6 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
83,034
shares
|
$11.6 Million
0.11% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
82,790
shares
|
$11.5 Million
0.77% of portfolio
|
Q4 2024
Added 6.25%
|