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 |
|---|---|---|---|---|---|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Feb 05, 2025 Q4 2024 |
30,340
shares
|
$4.13 Million
2.23% of portfolio
|
Q4 2024
Reduced 36.27%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
30,336
shares
|
$4.13 Million
0.36% of portfolio
|
Q4 2024
Added 21.48%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
30,258
shares
|
$4.12 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
30,227
shares
|
$4.11 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
30,154
shares
|
$4.1 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
30,142
shares
|
$4.1 Million
3.88% of portfolio
|
Q1 2022
Reduced 10.53%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
30,039
shares
|
$4.09 Million
1.86% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
29,997
shares
|
$4.08 Million
0.55% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,988
shares
|
$4.08 Million
2.01% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
29,964
shares
|
$4.08 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29,963
shares
|
$4.08 Million
0.28% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
29,900
shares
|
$4.07 Million
2.06% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
29,894
shares
|
$4.07 Million
0.45% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
29,690
shares
|
$4.04 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
29,651
shares
|
$4.03 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
29,637
shares
|
$4.03 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
29,578
shares
|
$4.02 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
29,527
shares
|
$4.02 Million
0.63% of portfolio
|
Q1 2024
Added 57.7%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
29,414
shares
|
$4 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 Million
3.67% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
29,381
shares
|
$4 Million
2.03% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
29,370
shares
|
$4 Million
0.87% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
29,334
shares
|
$3.99 Million
1.02% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
29,320
shares
|
$3.99 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
29,264
shares
|
$3.98 Million
0.46% of portfolio
|
Q1 2025
Reduced 15.09%
|