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 |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
29,184
shares
|
$4.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
29,121
shares
|
$4.46 Million
3.91% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
29,107
shares
|
$4.45 Million
0.16% of portfolio
|
Q1 2022
Added 15.93%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
28,929
shares
|
$4.43 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
28,825
shares
|
$4.41 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 06, 2024 Q3 2024 |
28,818
shares
|
$4.41 Million
2.82% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
28,724
shares
|
$4.39 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
28,611
shares
|
$4.38 Million
0.29% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
28,513
shares
|
$4.36 Million
1.12% of portfolio
|
Q3 2022
Added 0.69%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
28,507
shares
|
$4.36 Million
1.03% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
28,504
shares
|
$4.36 Million
0.09% of portfolio
|
Q4 2024
Reduced 46.44%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
28,504
shares
|
$4.36 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
28,489
shares
|
$4.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
28,436
shares
|
$4.35 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
28,409
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 71.89%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
28,383
shares
|
$4.34 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
28,324
shares
|
$4.33 Million
0.55% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
28,321
shares
|
$4.33 Million
1.67% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
28,236
shares
|
$4.32 Million
0.34% of portfolio
|
Q2 2023
Added 4.45%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
28,208
shares
|
$4.32 Million
1.7% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
28,195
shares
|
$4.31 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
28,182
shares
|
$4.31 Million
0.17% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
28,177
shares
|
$4.31 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
28,145
shares
|
$4.31 Million
0.55% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
28,129
shares
|
$4.3 Million
0.6% of portfolio
|
Q3 2024
Added 5.11%
|