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 |
|---|---|---|---|---|---|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
30,355
shares
|
$4.64 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Feb 05, 2025 Q4 2024 |
30,340
shares
|
$4.64 Million
2.23% of portfolio
|
Q4 2024
Reduced 36.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
30,336
shares
|
$4.64 Million
0.28% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Nov 13, 2024 Q3 2024 |
30,259
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
30,258
shares
|
$4.63 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
30,225
shares
|
$4.62 Million
0.46% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
30,142
shares
|
$4.61 Million
3.88% of portfolio
|
Q1 2022
Reduced 10.53%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
30,040
shares
|
$4.6 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
30,039
shares
|
$4.6 Million
1.86% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
30,015
shares
|
$4.59 Million
1.2% of portfolio
|
Q3 2024
Added 77.72%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
29,997
shares
|
$4.59 Million
0.55% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,988
shares
|
$4.59 Million
2.01% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
29,951
shares
|
$4.58 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
29,893
shares
|
$4.57 Million
0.34% of portfolio
|
Q3 2024
Added 27.69%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
29,663
shares
|
$4.54 Million
1.86% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
29,578
shares
|
$4.53 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
29,544
shares
|
$4.52 Million
0.47% of portfolio
|
Q2 2024
Added 26.53%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
29,527
shares
|
$4.52 Million
0.63% of portfolio
|
Q1 2024
Added 57.7%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,430
shares
|
$4.5 Million
0.25% of portfolio
|
Q3 2024
Added 35.16%
|
|
|
Garland Capital Management Inc
|
Oct 30, 2024 Q3 2024 |
29,414
shares
|
$4.5 Million
3.33% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
29,414
shares
|
$4.5 Million
0.51% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Jan 30, 2025 Q4 2024 |
29,390
shares
|
$4.5 Million
3.67% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
29,385
shares
|
$4.5 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
29,370
shares
|
$4.49 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
29,318
shares
|
$4.49 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.55%
|