Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,921 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $203 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Nov 06, 2024 Q3 2024 |
80,241
shares
|
$12.3 Million
0.48% of portfolio
|
Q3 2024
Added 235.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
80,234
shares
|
$12.3 Million
0.56% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
80,195
shares
|
$12.3 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
79,900
shares
|
$12.2 Million
0.44% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
79,724
shares
|
$12.2 Million
1.31% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
79,500
shares
|
$12.2 Million
1.11% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
79,240
shares
|
$12.1 Million
3.17% of portfolio
|
Q4 2020
Reduced 21.82%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
78,727
shares
|
$12.1 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
78,319
shares
|
$12 Million
0.51% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
78,054
shares
|
$12 Million
0.44% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
77,920
shares
|
$11.9 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
77,906
shares
|
$11.9 Million
0.52% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
77,596
shares
|
$11.9 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
77,577
shares
|
$11.9 Million
1.73% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
77,215
shares
|
$11.8 Million
1.43% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
77,056
shares
|
$11.8 Million
0.72% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
76,971
shares
|
$11.8 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
76,967
shares
|
$11.8 Million
2.31% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Nicholas Company, Inc.
|
Nov 12, 2024 Q3 2024 |
76,745
shares
|
$11.8 Million
0.19% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
76,424
shares
|
$11.7 Million
0.5% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
76,218
shares
|
$11.7 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
76,144
shares
|
$11.7 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
76,107
shares
|
$11.7 Million
2.22% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
75,795
shares
|
$11.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
75,717
shares
|
$11.6 Million
0.16% of portfolio
|
Q4 2024
Added 6.99%
|