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 |
|---|---|---|---|---|---|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
38,685
shares
|
$5.92 Million
0.94% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
38,668
shares
|
$5.92 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
38,561
shares
|
$5.9 Million
0.75% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
38,526
shares
|
$5.89 Million
1.29% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
38,398
shares
|
$5.87 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
38,374
shares
|
$5.87 Million
0.82% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
38,131
shares
|
$5.83 Million
1.47% of portfolio
|
Q4 2024
Added 14.43%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
38,119
shares
|
$5.83 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
38,004
shares
|
$5.81 Million
2.51% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
37,894
shares
|
$5.8 Million
0.65% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
37,893
shares
|
$5.8 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
37,749
shares
|
$5.78 Million
2.56% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
37,627
shares
|
$5.76 Million
0.47% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
37,608
shares
|
$5.75 Million
2.24% of portfolio
|
Q4 2024
Reduced 23.04%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
37,602
shares
|
$5.75 Million
0.9% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Kinsale Capital Group, Inc.
|
Feb 05, 2025 Q4 2024 |
37,527
shares
|
$5.74 Million
1.46% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,450
shares
|
$5.73 Million
0.42% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
37,399
shares
|
$5.72 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
37,324
shares
|
$5.71 Million
0.86% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
37,273
shares
|
$5.7 Million
0.2% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
37,230
shares
|
$5.7 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
37,220
shares
|
$5.69 Million
0.42% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
37,179
shares
|
$5.69 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
37,148
shares
|
$5.68 Million
0.46% of portfolio
|
Q4 2023
Added 1.92%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
37,146
shares
|
$5.68 Million
0.17% of portfolio
|
Q3 2024
Added 12.6%
|