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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
34,095
shares
|
$4.64 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
34,079
shares
|
$4.64 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
34,065
shares
|
$4.63 Million
0.2% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
34,020
shares
|
$4.63 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
33,874
shares
|
$4.61 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
33,850
shares
|
$4.61 Million
0.89% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Kidder Stephen W
|
Feb 12, 2025 Q4 2024 |
33,776
shares
|
$4.6 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
33,728
shares
|
$4.59 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
33,721
shares
|
$4.59 Million
2.63% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
33,697
shares
|
$4.58 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33,689
shares
|
$4.58 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
33,653
shares
|
$4.58 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
33,576
shares
|
$4.57 Million
2.35% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
33,567
shares
|
$4.57 Million
0.27% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
33,494
shares
|
$4.56 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
33,477
shares
|
$4.55 Million
1.21% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
33,476
shares
|
$4.55 Million
2.95% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Lawson Kroeker Investment Management Inc
|
Apr 28, 2025 Q1 2025 |
33,446
shares
|
$4.55 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
33,407
shares
|
$4.55 Million
0.87% of portfolio
|
Q4 2022
Added 1.51%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
33,289
shares
|
$4.53 Million
2.23% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
33,219
shares
|
$4.52 Million
0.26% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
33,157
shares
|
$4.51 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
33,008
shares
|
$4.49 Million
0.93% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,922
shares
|
$4.48 Million
0.47% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
32,895
shares
|
$4.48 Million
0.16% of portfolio
|
Q1 2025
Reduced 31.06%
|