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 |
|---|---|---|---|---|---|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
26,912
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
26,884
shares
|
$4.11 Million
1.55% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
26,870
shares
|
$4.11 Million
0.8% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
26,711
shares
|
$4.09 Million
1.8% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
26,706
shares
|
$4.09 Million
0.63% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
26,659
shares
|
$4.08 Million
0.11% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
26,585
shares
|
$4.07 Million
1.79% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,566
shares
|
$4.06 Million
0.56% of portfolio
|
Q2 2024
Added 13.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
26,562
shares
|
$4.06 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
26,393
shares
|
$4.04 Million
0.47% of portfolio
|
Q3 2023
Added 32.63%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
26,366
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
26,357
shares
|
$4.03 Million
0.58% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
26,355
shares
|
$4.03 Million
1.53% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
26,307
shares
|
$4.02 Million
0.96% of portfolio
|
Q3 2024
Added 28.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,296
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,287
shares
|
$4.02 Million
0.28% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
26,245
shares
|
$4.02 Million
2.15% of portfolio
|
Q1 2023
Reduced 7.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
26,222
shares
|
$4.01 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
26,186
shares
|
$4.01 Million
0.98% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
26,176
shares
|
$4 Million
0.59% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
26,029
shares
|
$3.98 Million
1.96% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
25,957
shares
|
$3.97 Million
1.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
25,924
shares
|
$3.97 Million
0.6% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Centerstone Investors, LLC
New York, NY |
Nov 25, 2024 Q3 2024 |
25,777
shares
|
$3.94 Million
3.58% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
25,757
shares
|
$3.94 Million
0.12% of portfolio
|
Q4 2024
Added 0.37%
|