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 |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
46,424
shares
|
$7.11 Million
0.83% of portfolio
|
Q4 2024
Reduced 20.84%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
46,350
shares
|
$7.1 Million
0.64% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
46,192
shares
|
$7.08 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
46,173
shares
|
$7.07 Million
2.76% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
46,044
shares
|
$7.05 Million
2.17% of portfolio
|
Q4 2020
Reduced 7.99%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
45,832
shares
|
$7.02 Million
1.86% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
45,788
shares
|
$7.02 Million
1.54% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
45,704
shares
|
$7 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
45,495
shares
|
$6.97 Million
1.47% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
45,447
shares
|
$6.96 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
45,440
shares
|
$6.96 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
45,436
shares
|
$6.96 Million
0.61% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
45,375
shares
|
$6.95 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
45,366
shares
|
$6.95 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
45,318
shares
|
$6.94 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
45,285
shares
|
$6.94 Million
0.16% of portfolio
|
Q3 2024
Added 43.44%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
45,244
shares
|
$6.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
45,242
shares
|
$6.93 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
45,059
shares
|
$6.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
44,905
shares
|
$6.88 Million
1.3% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
44,897
shares
|
$6.88 Million
0.01% of portfolio
|
Q3 2024
Added 194.89%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
44,797
shares
|
$6.86 Million
0.27% of portfolio
|
Q4 2024
Reduced 43.75%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
44,671
shares
|
$6.84 Million
1.56% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
44,666
shares
|
$6.84 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
44,549
shares
|
$6.83 Million
4.53% of portfolio
|
Q4 2024
Added 0.7%
|