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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
47,596
shares
|
$6.48 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
47,483
shares
|
$6.46 Million
0.61% of portfolio
|
Q3 2022
Added 14.93%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
47,481
shares
|
$6.46 Million
2.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
47,287
shares
|
$6.43 Million
2.49% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
47,002
shares
|
$6.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
46,986
shares
|
$6.39 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
46,973
shares
|
$6.39 Million
0.89% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
46,715
shares
|
$6.36 Million
2.15% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
46,711
shares
|
$6.36 Million
0.48% of portfolio
|
Q2 2022
Added 8.67%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
46,498
shares
|
$6.33 Million
1.32% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
46,284
shares
|
$6.3 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
46,173
shares
|
$6.28 Million
2.76% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
46,044
shares
|
$6.26 Million
2.17% of portfolio
|
Q4 2020
Reduced 7.99%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
45,876
shares
|
$6.24 Million
0.83% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
45,788
shares
|
$6.23 Million
1.54% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
45,773
shares
|
$6.23 Million
0.57% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
45,704
shares
|
$6.22 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
45,581
shares
|
$6.2 Million
0.73% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
45,447
shares
|
$6.18 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,440
shares
|
$6.18 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
45,375
shares
|
$6.17 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
45,366
shares
|
$6.17 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
45,171
shares
|
$6.15 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Interval Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
44,927
shares
|
$6.11 Million
0.13% of portfolio
|
Q4 2024
Reduced 35.86%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
44,905
shares
|
$6.11 Million
1.3% of portfolio
|
Q4 2024
Added 3.62%
|