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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
57,277
shares
|
$8.78 Million
0.15% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
57,090
shares
|
$8.75 Million
0.48% of portfolio
|
Q3 2024
Added 25.05%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
56,926
shares
|
$8.72 Million
0.53% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
56,810
shares
|
$8.7 Million
0.27% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
56,615
shares
|
$8.67 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
56,570
shares
|
$8.67 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
56,299
shares
|
$8.63 Million
1.55% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
56,285
shares
|
$8.62 Million
1.44% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
56,165
shares
|
$8.61 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
55,996
shares
|
$8.58 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
55,878
shares
|
$8.56 Million
1.45% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Valicenti Advisory Services Inc
|
Jan 23, 2025 Q4 2024 |
55,769
shares
|
$8.54 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
55,736
shares
|
$8.54 Million
0.17% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
55,734
shares
|
$8.54 Million
0.28% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
55,459
shares
|
$8.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
55,448
shares
|
$8.5 Million
0.48% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
55,415
shares
|
$8.49 Million
2.51% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
55,072
shares
|
$8.44 Million
2.96% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
55,043
shares
|
$8.43 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
54,970
shares
|
$8.42 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
54,857
shares
|
$8.41 Million
0.06% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
54,765
shares
|
$8.39 Million
0.85% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
54,659
shares
|
$8.37 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
54,655
shares
|
$8.37 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
54,258
shares
|
$8.31 Million
1.27% of portfolio
|
Q4 2024
Reduced 13.75%
|