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 |
|---|---|---|---|---|---|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
79,668
shares
|
$11.1 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
79,667
shares
|
$11.1 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
79,641
shares
|
$11.1 Million
1.74% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
79,500
shares
|
$11.1 Million
1.11% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
79,380
shares
|
$11.1 Million
2.52% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
79,240
shares
|
$11 Million
3.17% of portfolio
|
Q4 2020
Reduced 21.82%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
78,976
shares
|
$11 Million
0.89% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
78,693
shares
|
$11 Million
0.32% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
78,289
shares
|
$10.9 Million
1.47% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
78,116
shares
|
$10.9 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
77,968
shares
|
$10.9 Million
0.36% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
77,786
shares
|
$10.8 Million
2.32% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Adams Asset Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
77,716
shares
|
$10.8 Million
2.02% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
77,596
shares
|
$10.8 Million
0.26% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
77,316
shares
|
$10.8 Million
0.24% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
77,200
shares
|
$10.8 Million
0.18% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
77,181
shares
|
$10.8 Million
0.69% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
77,176
shares
|
$10.8 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
76,748
shares
|
$10.7 Million
0.49% of portfolio
|
Q4 2024
Added 21.11%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
76,556
shares
|
$10.7 Million
0.12% of portfolio
|
Q4 2024
Added 42.37%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
76,218
shares
|
$10.6 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
76,144
shares
|
$10.6 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
75,538
shares
|
$10.5 Million
1.83% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
75,536
shares
|
$10.5 Million
2.48% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
75,270
shares
|
$10.5 Million
2.03% of portfolio
|
Q1 2025
Reduced 2.97%
|