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 |
|---|---|---|---|---|---|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
32,857
shares
|
$4.47 Million
2.85% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
32,822
shares
|
$4.47 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
32,749
shares
|
$4.46 Million
0.32% of portfolio
|
Q2 2024
Reduced 12.77%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
32,746
shares
|
$4.46 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
32,711
shares
|
$4.45 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
32,629
shares
|
$4.44 Million
1.45% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
32,555
shares
|
$4.43 Million
1.03% of portfolio
|
Q1 2023
Reduced 0.21%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
32,540
shares
|
$4.43 Million
0.89% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
32,518
shares
|
$4.42 Million
0.56% of portfolio
|
Q4 2024
Reduced 38.7%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
32,500
shares
|
$4.42 Million
3.37% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
32,439
shares
|
$4.41 Million
0.87% of portfolio
|
Q4 2024
Added 73.82%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
32,372
shares
|
$4.4 Million
2.06% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
32,339
shares
|
$4.4 Million
0.24% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
32,279
shares
|
$4.39 Million
1.56% of portfolio
|
Q1 2025
Added 62.12%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
32,267
shares
|
$4.39 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
32,252
shares
|
$4.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
32,097
shares
|
$4.37 Million
0.23% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
32,057
shares
|
$4.36 Million
0.24% of portfolio
|
Q1 2025
Reduced 32.99%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
32,003
shares
|
$4.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
31,928
shares
|
$4.34 Million
1.73% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
31,918
shares
|
$4.34 Million
0.2% of portfolio
|
Q1 2025
Added 29.02%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
31,706
shares
|
$4.31 Million
1.32% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
31,603
shares
|
$4.3 Million
0.17% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
31,572
shares
|
$4.3 Million
0.02% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
31,552
shares
|
$4.29 Million
0.35% of portfolio
|
Q4 2024
Added 5.55%
|