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 |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
55,878
shares
|
$7.6 Million
1.45% of portfolio
|
Q3 2022
Reduced 19.71%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
55,561
shares
|
$7.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 38.34%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
55,448
shares
|
$7.54 Million
0.48% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
55,325
shares
|
$7.53 Million
2.77% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Valicenti Advisory Services Inc
|
Apr 23, 2025 Q1 2025 |
55,279
shares
|
$7.52 Million
2.38% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
55,038
shares
|
$7.49 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
55,017
shares
|
$7.49 Million
0.5% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
54,694
shares
|
$7.44 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
54,655
shares
|
$7.44 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Hendley & CO Inc
|
Apr 29, 2025 Q1 2025 |
54,318
shares
|
$7.39 Million
3.18% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
54,316
shares
|
$7.39 Million
0.75% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
54,280
shares
|
$7.39 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
54,200
shares
|
$7.37 Million
2.01% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
53,834
shares
|
$7.32 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
53,800
shares
|
$7.32 Million
3.2% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
53,720
shares
|
$7.31 Million
1.86% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
53,671
shares
|
$7.3 Million
0.27% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
53,632
shares
|
$7.3 Million
0.14% of portfolio
|
Q4 2024
Added 24.75%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
53,631
shares
|
$7.3 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
53,503
shares
|
$7.28 Million
2.04% of portfolio
|
Q2 2022
Reduced 2.1%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
53,444
shares
|
$7.27 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
53,376
shares
|
$7.26 Million
0.61% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
53,205
shares
|
$7.24 Million
1.99% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
53,177
shares
|
$7.24 Million
2.81% of portfolio
|
Q3 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
53,150
shares
|
$7.23 Million
0.22% of portfolio
|
Q4 2023
Reduced 1.43%
|