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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
53,908
shares
|
$8.26 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
53,895
shares
|
$8.26 Million
0.62% of portfolio
|
Q4 2024
Added 10.27%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
53,834
shares
|
$8.25 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
|
$8.24 Million
3.2% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
53,773
shares
|
$8.24 Million
0.13% of portfolio
|
Q3 2024
Added 32.54%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
53,678
shares
|
$8.22 Million
1.71% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
53,671
shares
|
$8.22 Million
0.27% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
53,503
shares
|
$8.2 Million
2.04% of portfolio
|
Q2 2022
Reduced 2.1%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
53,376
shares
|
$8.18 Million
0.61% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
53,177
shares
|
$8.15 Million
2.81% of portfolio
|
Q3 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
53,150
shares
|
$8.14 Million
0.22% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
53,044
shares
|
$8.13 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
52,968
shares
|
$8.12 Million
0.41% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
52,911
shares
|
$8.11 Million
1.83% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
52,882
shares
|
$8.1 Million
2.39% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
52,878
shares
|
$8.1 Million
0.63% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
52,851
shares
|
$8.1 Million
0.57% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
52,776
shares
|
$8.09 Million
1.43% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
52,625
shares
|
$8.06 Million
0.36% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
52,527
shares
|
$8.05 Million
0.95% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
52,295
shares
|
$8.01 Million
2.52% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,962
shares
|
$7.96 Million
0.11% of portfolio
|
Q2 2022
Added 8.42%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
51,789
shares
|
$7.94 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
51,630
shares
|
$7.91 Million
0.17% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
51,351
shares
|
$7.87 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.38%
|