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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
60,372
shares
|
$8.21 Million
0.24% of portfolio
|
Q4 2024
Added 56.05%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
60,195
shares
|
$8.19 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
59,409
shares
|
$8.08 Million
0.04% of portfolio
|
Q4 2024
Added 80.2%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
59,090
shares
|
$8.04 Million
0.35% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
59,080
shares
|
$8.04 Million
1.53% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
58,985
shares
|
$8.03 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
58,941
shares
|
$8.02 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
58,936
shares
|
$8.02 Million
2.51% of portfolio
|
Q4 2023
Reduced 0.17%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
58,729
shares
|
$7.99 Million
1.28% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
58,595
shares
|
$7.97 Million
0.3% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
58,412
shares
|
$7.95 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
58,352
shares
|
$7.94 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
58,289
shares
|
$7.93 Million
0.67% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
58,234
shares
|
$7.92 Million
1.77% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
57,858
shares
|
$7.87 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
57,277
shares
|
$7.79 Million
0.15% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
57,077
shares
|
$7.77 Million
0.23% of portfolio
|
Q4 2024
Reduced 77.47%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
56,946
shares
|
$7.75 Million
0.24% of portfolio
|
Q1 2025
Added 44.26%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
56,857
shares
|
$7.74 Million
0.02% of portfolio
|
Q4 2024
Added 25.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
56,810
shares
|
$7.73 Million
0.27% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
56,780
shares
|
$7.73 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
56,615
shares
|
$7.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
56,066
shares
|
$7.63 Million
1.8% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
55,996
shares
|
$7.62 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
55,961
shares
|
$7.61 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.7%
|