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 |
|---|---|---|---|---|---|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
34,364
shares
|
$5.26 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
34,325
shares
|
$5.25 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
34,297
shares
|
$5.25 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
34,230
shares
|
$5.24 Million
0.37% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Jan 17, 2025 Q4 2024 |
34,210
shares
|
$5.23 Million
3.35% of portfolio
|
Q1 2023
Added 35.8%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
34,195
shares
|
$5.23 Million
1.31% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
34,195
shares
|
$5.23 Million
0.01% of portfolio
|
Q4 2023
Reduced 14.69%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
34,179
shares
|
$5.23 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2024 Q3 2024 |
34,152
shares
|
$5.22 Million
0.37% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
34,112
shares
|
$5.22 Million
2.69% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
34,065
shares
|
$5.21 Million
0.2% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
33,901
shares
|
$5.19 Million
0.08% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
33,874
shares
|
$5.18 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
33,848
shares
|
$5.18 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
33,805
shares
|
$5.17 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
33,724
shares
|
$5.16 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33,689
shares
|
$5.15 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
33,561
shares
|
$5.13 Million
1.63% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,503
shares
|
$5.13 Million
0.02% of portfolio
|
Q3 2024
Added 983.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
33,415
shares
|
$5.11 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,407
shares
|
$5.11 Million
0.87% of portfolio
|
Q4 2022
Added 1.51%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
33,357
shares
|
$5.1 Million
0.56% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
33,353
shares
|
$5.1 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
33,288
shares
|
$5.09 Million
0.32% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
33,273
shares
|
$5.09 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.07%
|