Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,270 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 $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
72,517
shares
|
$10.9 Million
1.15% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
72,280
shares
|
$10.8 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
72,204
shares
|
$10.8 Million
0.4% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
71,992
shares
|
$10.8 Million
1.61% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
71,897
shares
|
$10.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
71,888
shares
|
$10.8 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
71,693
shares
|
$10.7 Million
0.74% of portfolio
|
Q3 2022
Added 4.27%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
71,666
shares
|
$10.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 70.16%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
71,487
shares
|
$10.7 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
71,468
shares
|
$10.7 Million
0.29% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
71,410
shares
|
$10.7 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
71,190
shares
|
$10.7 Million
1.58% of portfolio
|
Q1 2025
Added 571.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
71,042
shares
|
$10.6 Million
0.12% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
70,715
shares
|
$10.6 Million
0.07% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
70,579
shares
|
$10.6 Million
2.63% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
70,545
shares
|
$10.6 Million
1.23% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
70,537
shares
|
$10.6 Million
1.19% of portfolio
|
Q2 2025
Added 31.52%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
70,529
shares
|
$10.6 Million
3.66% of portfolio
|
Q2 2025
Added 173.18%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
70,422
shares
|
$10.5 Million
1.69% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
70,075
shares
|
$10.5 Million
0.63% of portfolio
|
Q2 2025
Added 98.68%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
69,973
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2024
Added 93.45%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
69,948
shares
|
$10.5 Million
1.07% of portfolio
|
Q1 2023
Reduced 5.72%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
69,634
shares
|
$10.4 Million
1.06% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
69,572
shares
|
$10.4 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
69,561
shares
|
$10.4 Million
1.05% of portfolio
|
Q1 2025
Added 0.48%
|