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 |
|---|---|---|---|---|---|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
67,725
shares
|
$10.4 Million
1.38% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
67,397
shares
|
$10.3 Million
2.1% of portfolio
|
Q3 2022
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
67,299
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 52.3%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
67,255
shares
|
$10.3 Million
1.73% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
67,246
shares
|
$10.3 Million
0.67% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
67,057
shares
|
$10.3 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
67,010
shares
|
$10.3 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
66,900
shares
|
$10.3 Million
1.34% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
66,807
shares
|
$10.2 Million
1.35% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
66,525
shares
|
$10.2 Million
1.53% of portfolio
|
Q3 2024
Added 18.11%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
66,379
shares
|
$10.2 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
66,375
shares
|
$10.2 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
66,333
shares
|
$10.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
66,086
shares
|
$10.1 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
66,078
shares
|
$10.1 Million
0.45% of portfolio
|
Q3 2023
Added 10.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
65,895
shares
|
$10.1 Million
0.25% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
65,844
shares
|
$10.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
65,754
shares
|
$10.1 Million
0.21% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
65,601
shares
|
$10.1 Million
0.78% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
65,432
shares
|
$10 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
65,387
shares
|
$10 Million
1.26% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
65,326
shares
|
$10 Million
0.05% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
64,853
shares
|
$9.94 Million
0.31% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
64,780
shares
|
$9.93 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
64,709
shares
|
$9.91 Million
0.36% of portfolio
|
Q3 2024
Added 12.82%
|