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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
64,270
shares
|
$9.85 Million
1.14% of portfolio
|
Q4 2022
Added 2.88%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
64,250
shares
|
$9.84 Million
0.09% of portfolio
|
Q3 2024
Reduced 91.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
64,205
shares
|
$9.84 Million
0.11% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 15, 2024 Q3 2024 |
63,993
shares
|
$9.81 Million
1.3% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
63,885
shares
|
$9.79 Million
2.36% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
63,728
shares
|
$9.76 Million
0.96% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
63,654
shares
|
$9.75 Million
3.63% of portfolio
|
Q2 2022
Reduced 3.89%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
63,514
shares
|
$9.73 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
63,391
shares
|
$9.71 Million
1.29% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
63,389
shares
|
$9.71 Million
1.91% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
63,369
shares
|
$9.71 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
63,125
shares
|
$9.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63,102
shares
|
$9.67 Million
1.34% of portfolio
|
Q3 2022
Added 1.45%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
62,778
shares
|
$9.62 Million
1.71% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
62,766
shares
|
$9.62 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
62,735
shares
|
$9.61 Million
1.11% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
62,722
shares
|
$9.61 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
62,648
shares
|
$9.6 Million
2.49% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
62,629
shares
|
$9.6 Million
0.27% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
62,526
shares
|
$9.58 Million
1.38% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
62,404
shares
|
$9.56 Million
0.66% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
62,104
shares
|
$9.52 Million
0.26% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
62,087
shares
|
$9.51 Million
1.45% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
61,996
shares
|
$9.5 Million
0.39% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
61,926
shares
|
$9.49 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.9%
|