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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
28,125
shares
|
$4.3 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
28,050
shares
|
$4.29 Million
2.15% of portfolio
|
Q2 2024
Added 5.85%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
28,047
shares
|
$4.29 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
28,046
shares
|
$4.29 Million
0.66% of portfolio
|
Q4 2024
Added 44.46%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
27,926
shares
|
$4.27 Million
0.95% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
27,906
shares
|
$4.27 Million
0.29% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
27,902
shares
|
$4.27 Million
3.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
27,807
shares
|
$4.25 Million
0.56% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
27,801
shares
|
$4.25 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
27,670
shares
|
$4.23 Million
1.43% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
27,570
shares
|
$4.22 Million
0.44% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
27,505
shares
|
$4.21 Million
1.91% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
27,493
shares
|
$4.21 Million
0.97% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
27,404
shares
|
$4.19 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
27,280
shares
|
$4.17 Million
1.89% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
27,179
shares
|
$4.16 Million
0.47% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jan 28, 2025 Q4 2024 |
27,133
shares
|
$4.15 Million
0.01% of portfolio
|
Q4 2024
Added 146.46%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
27,114
shares
|
$4.15 Million
0.63% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
27,100
shares
|
$4.15 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
27,067
shares
|
$4.14 Million
2.76% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
27,056
shares
|
$4.14 Million
0.43% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
27,050
shares
|
$4.14 Million
0.85% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
26,985
shares
|
$4.13 Million
1.34% of portfolio
|
Q4 2024
Reduced 99.31%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
26,932
shares
|
$4.12 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
26,918
shares
|
$4.12 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.89%
|