Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,261 institutions that hold shares in the stock, with a total of 1.41 Billion shares, which have been reported (via 13F filing form) to have a value of $212 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
62,090
shares
|
$9.32 Million
0.43% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
62,080
shares
|
$9.31 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
62,072
shares
|
$9.31 Million
0.69% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
61,958
shares
|
$9.3 Million
2.84% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
61,950
shares
|
$9.29 Million
1.49% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
61,601
shares
|
$9.24 Million
0.19% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
61,573
shares
|
$9.24 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
61,551
shares
|
$9.24 Million
2.05% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
61,381
shares
|
$9.21 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
61,133
shares
|
$9.17 Million
0.44% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
60,895
shares
|
$9.14 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
60,894
shares
|
$9.14 Million
0.63% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
60,836
shares
|
$9.13 Million
1.53% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Capital International, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
60,720
shares
|
$9.11 Million
0.13% of portfolio
|
Q1 2025
Reduced 49.12%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
60,708
shares
|
$9.11 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
60,635
shares
|
$9.1 Million
0.28% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
60,477
shares
|
$9.07 Million
1.88% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
60,000
shares
|
$9 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
59,920
shares
|
$8.99 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
59,865
shares
|
$8.98 Million
0.39% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
59,700
shares
|
$8.96 Million
0.06% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
59,524
shares
|
$8.93 Million
1.17% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
59,445
shares
|
$8.92 Million
0.11% of portfolio
|
Q1 2025
Reduced 32.81%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
59,214
shares
|
$8.88 Million
1.98% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
59,130
shares
|
$8.87 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.32%
|