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 |
|---|---|---|---|---|---|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
31,562
shares
|
$4.83 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
31,546
shares
|
$4.83 Million
0.27% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
31,537
shares
|
$4.82 Million
0.34% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
31,527
shares
|
$4.82 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
31,482
shares
|
$4.82 Million
1.7% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
31,479
shares
|
$4.82 Million
0.23% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
31,295
shares
|
$4.79 Million
1.46% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
31,249
shares
|
$4.78 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
31,208
shares
|
$4.77 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
31,195
shares
|
$4.77 Million
0.27% of portfolio
|
Q3 2024
Added 20.38%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
31,189
shares
|
$4.77 Million
0.25% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
31,139
shares
|
$4.76 Million
1.21% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
31,065
shares
|
$4.75 Million
1.8% of portfolio
|
Q2 2024
Added 24.96%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
30,931
shares
|
$4.73 Million
0.42% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
30,915
shares
|
$4.73 Million
0.49% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
30,846
shares
|
$4.72 Million
0.9% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
30,834
shares
|
$4.72 Million
1.07% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
30,797
shares
|
$4.71 Million
3.38% of portfolio
|
Q4 2024
Reduced 31.21%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 14, 2024 Q3 2024 |
30,784
shares
|
$4.71 Million
1.56% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
30,744
shares
|
$4.7 Million
0.47% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
30,629
shares
|
$4.69 Million
0.06% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
30,576
shares
|
$4.68 Million
0.72% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
30,483
shares
|
$4.66 Million
0.36% of portfolio
|
Q4 2024
Added 51.18%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
30,474
shares
|
$4.66 Million
1.84% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
30,449
shares
|
$4.66 Million
0.47% of portfolio
|
Q3 2024
Added 16.02%
|