Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,933 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 $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
35,985
shares
|
$5.51 Million
0.12% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
35,918
shares
|
$5.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
35,872
shares
|
$5.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
35,667
shares
|
$5.46 Million
0.03% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
35,614
shares
|
$5.45 Million
0.99% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,569
shares
|
$5.44 Million
0.11% of portfolio
|
Q3 2024
Added 124.58%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
35,480
shares
|
$5.43 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
35,369
shares
|
$5.41 Million
0.37% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
35,360
shares
|
$5.41 Million
3.06% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
35,341
shares
|
$5.41 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
35,141
shares
|
$5.38 Million
2.57% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Cincinnati Financial Corp
|
Nov 07, 2024 Q3 2024 |
35,139
shares
|
$5.38 Million
0.11% of portfolio
|
Q2 2022
Reduced 34.32%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
34,967
shares
|
$5.35 Million
0.13% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
34,952
shares
|
$5.35 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
34,806
shares
|
$5.32 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
34,711
shares
|
$5.31 Million
2.12% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
34,703
shares
|
$5.31 Million
1.26% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Kidder Stephen W
|
Nov 12, 2024 Q3 2024 |
34,696
shares
|
$5.31 Million
1.53% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
34,600
shares
|
$5.29 Million
2.02% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
34,581
shares
|
$5.29 Million
0.12% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
34,552
shares
|
$5.29 Million
3.18% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
34,550
shares
|
$5.29 Million
1.35% of portfolio
|
Q3 2022
Reduced 1.69%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
34,432
shares
|
$5.27 Million
1.99% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
34,427
shares
|
$5.27 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
34,379
shares
|
$5.26 Million
0.24% of portfolio
|
Q4 2024
Added 5.73%
|