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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
28,125
shares
|
$3.83 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
28,046
shares
|
$3.82 Million
0.66% of portfolio
|
Q4 2024
Added 44.46%
|
|
|
Salem Capital Management Inc
|
Nov 29, 2022 Q3 2022 |
27,902
shares
|
$3.8 Million
3.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
27,780
shares
|
$3.78 Million
0.72% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
27,736
shares
|
$3.77 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
27,670
shares
|
$3.76 Million
1.43% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
27,649
shares
|
$3.76 Million
2.87% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
27,636
shares
|
$3.76 Million
1.78% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
27,624
shares
|
$3.76 Million
1.57% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
27,540
shares
|
$3.75 Million
0.08% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
27,530
shares
|
$3.75 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
27,510
shares
|
$3.74 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Wd Rutherford LLC
|
Apr 17, 2025 Q1 2025 |
27,509
shares
|
$3.74 Million
2.43% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
27,493
shares
|
$3.74 Million
0.97% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
27,463
shares
|
$3.74 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
27,383
shares
|
$3.73 Million
1.2% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
27,250
shares
|
$3.71 Million
4.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
27,236
shares
|
$3.71 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
27,229
shares
|
$3.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
27,179
shares
|
$3.7 Million
0.47% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
27,130
shares
|
$3.69 Million
0.39% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
27,114
shares
|
$3.69 Million
0.63% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Lynch Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
27,100
shares
|
$3.69 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
27,079
shares
|
$3.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
27,056
shares
|
$3.68 Million
0.43% of portfolio
|
Q4 2024
Added 4.97%
|