Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,957 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $204 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
62,104
shares
|
$9.48 Million
0.26% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
62,087
shares
|
$9.48 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
|
$9.46 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
|
$9.45 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
61,770
shares
|
$9.43 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
61,558
shares
|
$9.39 Million
0.18% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
61,455
shares
|
$9.38 Million
2.14% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Hendley & CO Inc
|
Feb 04, 2025 Q4 2024 |
61,289
shares
|
$9.35 Million
3.11% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
61,210
shares
|
$9.34 Million
0.95% of portfolio
|
Q4 2024
Reduced 39.86%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
60,910
shares
|
$9.3 Million
0.08% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
60,767
shares
|
$9.27 Million
0.13% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
60,694
shares
|
$9.26 Million
0.53% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
60,372
shares
|
$9.21 Million
0.24% of portfolio
|
Q4 2024
Added 56.05%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
60,359
shares
|
$9.21 Million
0.36% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
60,232
shares
|
$9.19 Million
1.33% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
60,195
shares
|
$9.19 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
59,311
shares
|
$9.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.39%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
59,257
shares
|
$9.04 Million
0.99% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
58,936
shares
|
$8.99 Million
2.51% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
58,595
shares
|
$8.94 Million
0.3% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
58,412
shares
|
$8.91 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
58,234
shares
|
$8.89 Million
1.77% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
58,097
shares
|
$8.87 Million
0.2% of portfolio
|
Q3 2024
Added 48.22%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
57,810
shares
|
$8.82 Million
0.3% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
57,724
shares
|
$8.81 Million
0.61% of portfolio
|
Q3 2024
Added 3.17%
|