Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,205 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 $183 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
66,705
shares
|
$9.08 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
66,607
shares
|
$9.06 Million
0.05% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
66,375
shares
|
$9.03 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
66,276
shares
|
$9.02 Million
0.91% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
66,078
shares
|
$8.99 Million
0.45% of portfolio
|
Q3 2023
Added 10.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
66,032
shares
|
$8.98 Million
0.3% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
66,028
shares
|
$8.98 Million
2.25% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
66,000
shares
|
$8.98 Million
0.41% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
65,850
shares
|
$8.96 Million
0.36% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
65,597
shares
|
$8.93 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
65,483
shares
|
$8.91 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
65,320
shares
|
$8.89 Million
1.38% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
65,128
shares
|
$8.86 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
64,882
shares
|
$8.83 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
64,864
shares
|
$8.83 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
64,853
shares
|
$8.82 Million
0.31% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
64,514
shares
|
$8.78 Million
0.34% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
64,323
shares
|
$8.75 Million
0.05% of portfolio
|
Q4 2024
Reduced 73.8%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
64,270
shares
|
$8.74 Million
1.14% of portfolio
|
Q4 2022
Added 2.88%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
64,248
shares
|
$8.74 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
64,191
shares
|
$8.73 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
64,062
shares
|
$8.72 Million
1.95% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
63,919
shares
|
$8.7 Million
2.39% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
63,843
shares
|
$8.69 Million
1.82% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
63,781
shares
|
$8.68 Million
0.95% of portfolio
|
Q1 2025
Added 0.42%
|