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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
31,546
shares
|
$4.29 Million
0.27% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
31,529
shares
|
$4.29 Million
0.51% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
31,482
shares
|
$4.28 Million
1.7% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
31,476
shares
|
$4.28 Million
0.56% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
31,376
shares
|
$4.27 Million
1.1% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
31,352
shares
|
$4.27 Million
1.65% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
31,265
shares
|
$4.25 Million
1.54% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
31,189
shares
|
$4.24 Million
0.25% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
31,139
shares
|
$4.24 Million
1.21% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
31,129
shares
|
$4.24 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
31,103
shares
|
$4.23 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
30,925
shares
|
$4.21 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
30,915
shares
|
$4.21 Million
0.49% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
30,881
shares
|
$4.2 Million
1.72% of portfolio
|
Q4 2024
Reduced 27.53%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
30,797
shares
|
$4.19 Million
3.38% of portfolio
|
Q4 2024
Reduced 31.21%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
30,785
shares
|
$4.19 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
30,735
shares
|
$4.18 Million
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
30,665
shares
|
$4.17 Million
3.0% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
30,544
shares
|
$4.16 Million
3.71% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
30,474
shares
|
$4.15 Million
1.84% of portfolio
|
Q2 2022
Reduced 0.38%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
30,453
shares
|
$4.14 Million
0.52% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
30,396
shares
|
$4.14 Million
0.84% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
30,377
shares
|
$4.13 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
30,370
shares
|
$4.13 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
30,341
shares
|
$4.13 Million
1.91% of portfolio
|
Q1 2025
Reduced 14.89%
|