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 |
|---|---|---|---|---|---|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
75,208
shares
|
$10.5 Million
3.02% of portfolio
|
Q3 2023
Reduced 12.25%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
75,208
shares
|
$10.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
75,142
shares
|
$10.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
75,099
shares
|
$10.5 Million
0.05% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
75,027
shares
|
$10.5 Million
1.73% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
75,017
shares
|
$10.4 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
74,978
shares
|
$10.4 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
74,801
shares
|
$10.4 Million
2.42% of portfolio
|
Q4 2022
Reduced 0.11%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
74,422
shares
|
$10.4 Million
0.11% of portfolio
|
Q3 2024
Added 110.54%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
74,318
shares
|
$10.4 Million
1.14% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
73,559
shares
|
$10.2 Million
0.8% of portfolio
|
Q2 2022
Added 2.49%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
73,307
shares
|
$10.2 Million
0.26% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
73,253
shares
|
$10.2 Million
1.04% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
72,589
shares
|
$10.1 Million
0.12% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
72,545
shares
|
$10.1 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
72,360
shares
|
$10.1 Million
1.51% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
72,145
shares
|
$10 Million
1.85% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
72,120
shares
|
$10 Million
0.38% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
72,017
shares
|
$10 Million
0.44% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
71,992
shares
|
$10 Million
1.61% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
71,888
shares
|
$10 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
71,789
shares
|
$10 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
71,693
shares
|
$9.99 Million
0.74% of portfolio
|
Q3 2022
Added 4.27%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Apr 16, 2025 Q1 2025 |
71,487
shares
|
$9.96 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
71,410
shares
|
$9.95 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.65%
|