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 |
|---|---|---|---|---|---|
|
Motco
|
Feb 05, 2025 Q4 2024 |
63,728
shares
|
$8.67 Million
0.96% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
63,672
shares
|
$8.66 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
63,654
shares
|
$8.66 Million
3.63% of portfolio
|
Q2 2022
Reduced 3.89%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
63,590
shares
|
$8.65 Million
2.2% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
63,467
shares
|
$8.64 Million
0.1% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
63,391
shares
|
$8.62 Million
1.29% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
63,304
shares
|
$8.61 Million
1.47% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
63,125
shares
|
$8.59 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
63,102
shares
|
$8.59 Million
1.34% of portfolio
|
Q3 2022
Added 1.45%
|
|
|
Bard Financial Services, Inc.
|
Apr 15, 2025 Q1 2025 |
63,035
shares
|
$8.58 Million
1.32% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
62,766
shares
|
$8.54 Million
0.92% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
62,648
shares
|
$8.52 Million
2.49% of portfolio
|
Q3 2022
Reduced 0.4%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
62,629
shares
|
$8.52 Million
0.27% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
62,461
shares
|
$8.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
62,087
shares
|
$8.45 Million
1.45% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
62,080
shares
|
$8.45 Million
0.51% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
62,072
shares
|
$8.45 Million
0.69% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
61,950
shares
|
$8.43 Million
1.49% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
61,558
shares
|
$8.38 Million
0.18% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
61,381
shares
|
$8.35 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
61,327
shares
|
$8.34 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
61,145
shares
|
$8.32 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
61,133
shares
|
$8.32 Million
0.44% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
60,905
shares
|
$8.29 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
60,477
shares
|
$8.23 Million
1.88% of portfolio
|
Q1 2025
Added 7.45%
|