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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
29,245
shares
|
$3.98 Million
0.34% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
29,207
shares
|
$3.97 Million
0.36% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
29,159
shares
|
$3.97 Million
0.15% of portfolio
|
Q4 2024
Added 91.52%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
29,152
shares
|
$3.97 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
29,107
shares
|
$3.96 Million
0.21% of portfolio
|
Q1 2022
Added 15.93%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
29,091
shares
|
$3.96 Million
0.61% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
29,056
shares
|
$3.95 Million
2.51% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
28,999
shares
|
$3.95 Million
0.66% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
28,988
shares
|
$3.94 Million
0.42% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
28,961
shares
|
$3.94 Million
0.62% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
28,955
shares
|
$3.94 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
28,916
shares
|
$3.93 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
28,905
shares
|
$3.93 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
28,896
shares
|
$3.93 Million
2.15% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
28,861
shares
|
$3.93 Million
1.33% of portfolio
|
Q4 2024
Reduced 48.98%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
28,781
shares
|
$3.92 Million
0.47% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
28,728
shares
|
$3.91 Million
3.15% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
28,636
shares
|
$3.9 Million
0.35% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Feb 12, 2025 Q4 2024 |
28,556
shares
|
$3.89 Million
3.93% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
28,513
shares
|
$3.88 Million
1.12% of portfolio
|
Q3 2022
Added 0.69%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
28,427
shares
|
$3.87 Million
0.14% of portfolio
|
Q1 2025
Added 32.77%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
28,401
shares
|
$3.86 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Laird Norton Trust Company, LLC
|
Feb 14, 2025 Q4 2024 |
28,324
shares
|
$3.85 Million
0.56% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
28,303
shares
|
$3.85 Million
0.13% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
28,248
shares
|
$3.84 Million
0.19% of portfolio
|
Q4 2024
Added 0.25%
|