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 |
|---|---|---|---|---|---|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
40,589
shares
|
$6.21 Million
0.26% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
40,532
shares
|
$6.2 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
40,516
shares
|
$6.2 Million
3.06% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
40,482
shares
|
$6.19 Million
1.42% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
40,351
shares
|
$6.17 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.6%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
40,261
shares
|
$6.16 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
40,086
shares
|
$6.13 Million
2.5% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
39,962
shares
|
$6.11 Million
0.52% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
39,838
shares
|
$6.09 Million
1.06% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
39,802
shares
|
$6.09 Million
4.32% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
39,749
shares
|
$6.08 Million
5.4% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
39,740
shares
|
$6.08 Million
0.27% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
39,499
shares
|
$6.04 Million
0.37% of portfolio
|
Q4 2024
Added 32.12%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
39,372
shares
|
$6.02 Million
0.41% of portfolio
|
Q2 2022
Added 7.77%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
39,362
shares
|
$6.02 Million
0.21% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
39,351
shares
|
$6.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
39,340
shares
|
$6.02 Million
0.37% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
39,207
shares
|
$6 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Hosking Partners LLP
|
Feb 05, 2025 Q4 2024 |
39,206
shares
|
$6 Million
0.23% of portfolio
|
Q4 2024
Added 34.49%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
39,102
shares
|
$5.98 Million
0.42% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
38,984
shares
|
$5.96 Million
1.08% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
38,930
shares
|
$5.96 Million
0.98% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
38,833
shares
|
$5.94 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ariel Investments, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
38,827
shares
|
$5.94 Million
0.06% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
38,687
shares
|
$5.92 Million
0.15% of portfolio
|
Q3 2024
Reduced 21.19%
|