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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
53,150
shares
|
$7.23 Million
0.22% of portfolio
|
Q4 2023
Reduced 1.43%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
53,065
shares
|
$7.22 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Apr 17, 2025 Q1 2025 |
52,767
shares
|
$7.18 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
52,742
shares
|
$7.18 Million
1.94% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
52,625
shares
|
$7.16 Million
0.36% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
52,522
shares
|
$7.15 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
52,340
shares
|
$7.12 Million
2.87% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
52,327
shares
|
$7.12 Million
0.26% of portfolio
|
Q4 2024
Added 253.58%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
52,304
shares
|
$7.12 Million
1.88% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
51,962
shares
|
$7.07 Million
0.11% of portfolio
|
Q2 2022
Added 8.42%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
51,805
shares
|
$7.05 Million
1.07% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
51,794
shares
|
$7.05 Million
0.23% of portfolio
|
Q4 2024
Added 3103.09%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
51,789
shares
|
$7.05 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
51,762
shares
|
$7.04 Million
3.52% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
51,719
shares
|
$7.04 Million
0.17% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
51,603
shares
|
$7.02 Million
0.96% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Ctc LLC
|
Feb 18, 2025 Q4 2024 |
51,584
shares
|
$7.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
51,495
shares
|
$7.01 Million
1.48% of portfolio
|
Q4 2024
Added 60.78%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
51,396
shares
|
$6.99 Million
1.31% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
51,226
shares
|
$6.97 Million
0.82% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50,867
shares
|
$6.92 Million
0.31% of portfolio
|
Q2 2020
Added 27.62%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
50,822
shares
|
$6.91 Million
2.74% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
50,795
shares
|
$6.91 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
50,756
shares
|
$6.91 Million
1.02% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
50,532
shares
|
$6.88 Million
1.0% of portfolio
|
Q4 2024
Added 3.21%
|