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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
37,144
shares
|
$5.68 Million
1.4% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
37,142
shares
|
$5.68 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Hudson Value Partners, LLC
|
Jan 31, 2025 Q4 2024 |
36,948
shares
|
$5.65 Million
2.1% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
36,927
shares
|
$5.65 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
36,733
shares
|
$5.62 Million
0.26% of portfolio
|
Q3 2021
Added 4.59%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
36,650
shares
|
$5.61 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
36,587
shares
|
$5.6 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
36,561
shares
|
$5.59 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
36,535
shares
|
$5.59 Million
0.65% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
36,520
shares
|
$5.59 Million
0.58% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
36,506
shares
|
$5.59 Million
1.37% of portfolio
|
Q3 2023
Reduced 1.63%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
36,489
shares
|
$5.58 Million
1.14% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
36,385
shares
|
$5.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 44.76%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
36,371
shares
|
$5.56 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
36,347
shares
|
$5.56 Million
2.16% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
36,342
shares
|
$5.56 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
36,331
shares
|
$5.56 Million
0.32% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
36,188
shares
|
$5.54 Million
2.35% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
36,047
shares
|
$5.51 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
36,040
shares
|
$5.51 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
36,030
shares
|
$5.51 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
36,019
shares
|
$5.51 Million
0.72% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
36,019
shares
|
$5.51 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
35,996
shares
|
$5.51 Million
0.92% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
35,988
shares
|
$5.51 Million
0.62% of portfolio
|
Q2 2024
Reduced 5.64%
|