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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
39,584
shares
|
$5.39 Million
0.26% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
39,471
shares
|
$5.37 Million
1.01% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
39,424
shares
|
$5.36 Million
0.65% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
39,372
shares
|
$5.36 Million
0.41% of portfolio
|
Q2 2022
Added 7.77%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
39,362
shares
|
$5.36 Million
0.21% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
39,247
shares
|
$5.34 Million
6.19% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Hosking Partners LLP
|
Feb 05, 2025 Q4 2024 |
39,206
shares
|
$5.33 Million
0.23% of portfolio
|
Q4 2024
Added 34.49%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
39,102
shares
|
$5.32 Million
0.42% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
39,073
shares
|
$5.32 Million
0.64% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
38,984
shares
|
$5.3 Million
1.08% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
38,969
shares
|
$5.3 Million
0.46% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
38,833
shares
|
$5.28 Million
3.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
38,831
shares
|
$5.28 Million
0.16% of portfolio
|
Q1 2025
Added 26.91%
|
|
|
Ariel Investments, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
38,827
shares
|
$5.28 Million
0.07% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
38,733
shares
|
$5.27 Million
0.08% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
38,728
shares
|
$5.27 Million
0.14% of portfolio
|
Q4 2024
Added 22.7%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
38,720
shares
|
$5.27 Million
0.96% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
38,719
shares
|
$5.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
38,645
shares
|
$5.26 Million
0.33% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
38,597
shares
|
$5.25 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
38,592
shares
|
$5.25 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
38,429
shares
|
$5.23 Million
0.15% of portfolio
|
Q4 2024
Reduced 34.64%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
38,407
shares
|
$5.23 Million
3.35% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
38,392
shares
|
$5.22 Million
0.19% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
38,381
shares
|
$5.22 Million
0.5% of portfolio
|
Q4 2024
Added 2.0%
|