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 |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
44,261
shares
|
$6.78 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
44,238
shares
|
$6.78 Million
1.65% of portfolio
|
Q1 2024
New holding
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
44,118
shares
|
$6.76 Million
1.34% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
44,081
shares
|
$6.75 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Nov 07, 2024 Q3 2024 |
43,928
shares
|
$6.73 Million
3.52% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
43,916
shares
|
$6.73 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
43,865
shares
|
$6.72 Million
3.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
43,765
shares
|
$6.71 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
43,760
shares
|
$6.7 Million
2.57% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
43,716
shares
|
$6.7 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
43,706
shares
|
$6.7 Million
0.52% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
43,573
shares
|
$6.68 Million
0.59% of portfolio
|
Q4 2024
Reduced 27.5%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
43,539
shares
|
$6.67 Million
1.74% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
43,532
shares
|
$6.67 Million
3.32% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
43,460
shares
|
$6.66 Million
0.6% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
43,000
shares
|
$6.59 Million
0.22% of portfolio
|
Q4 2021
Reduced 2.95%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
42,990
shares
|
$6.59 Million
0.14% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
42,932
shares
|
$6.58 Million
0.5% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
42,787
shares
|
$6.56 Million
0.49% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
42,772
shares
|
$6.55 Million
0.26% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
42,610
shares
|
$6.53 Million
2.47% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,462
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2024
Added 601.27%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
42,422
shares
|
$6.5 Million
1.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
42,371
shares
|
$6.49 Million
0.96% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
42,349
shares
|
$6.49 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.28%
|