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 |
|---|---|---|---|---|---|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
33,229
shares
|
$5.08 Million
2.76% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
33,219
shares
|
$5.08 Million
0.26% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 14, 2024 Q3 2024 |
33,179
shares
|
$5.08 Million
0.06% of portfolio
|
Q2 2023
Reduced 22.28%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
32,969
shares
|
$5.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 36.67%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
32,861
shares
|
$5.03 Million
2.16% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
32,749
shares
|
$5.01 Million
0.32% of portfolio
|
Q2 2024
Reduced 12.77%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
32,688
shares
|
$5 Million
2.86% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
32,680
shares
|
$5 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
32,616
shares
|
$4.99 Million
0.15% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
32,555
shares
|
$4.98 Million
1.03% of portfolio
|
Q1 2023
Reduced 0.21%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
32,401
shares
|
$4.96 Million
0.09% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
32,372
shares
|
$4.95 Million
2.06% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
32,339
shares
|
$4.95 Million
0.24% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
32,124
shares
|
$4.91 Million
0.91% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
32,029
shares
|
$4.9 Million
1.12% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
31,964
shares
|
$4.89 Million
0.36% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
31,815
shares
|
$4.87 Million
0.38% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
31,752
shares
|
$4.86 Million
1.53% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
31,735
shares
|
$4.86 Million
0.97% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
31,731
shares
|
$4.85 Million
0.89% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
31,674
shares
|
$4.85 Million
0.39% of portfolio
|
Q4 2024
Reduced 99.35%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
31,673
shares
|
$4.85 Million
1.48% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
31,625
shares
|
$4.84 Million
3.04% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
31,593
shares
|
$4.83 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
31,577
shares
|
$4.83 Million
1.03% of portfolio
|
Q1 2023
Reduced 0.4%
|