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 |
|---|---|---|---|---|---|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
25,756
shares
|
$3.94 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
25,751
shares
|
$3.94 Million
0.53% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
25,721
shares
|
$3.94 Million
0.29% of portfolio
|
Q3 2024
Added 11.94%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
25,699
shares
|
$3.93 Million
0.84% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
25,674
shares
|
$3.93 Million
0.23% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
25,649
shares
|
$3.92 Million
0.18% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
25,615
shares
|
$3.92 Million
0.57% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
25,599
shares
|
$3.92 Million
0.73% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
25,521
shares
|
$3.9 Million
0.11% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
25,494
shares
|
$3.9 Million
0.96% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
25,475
shares
|
$3.9 Million
0.23% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
25,459
shares
|
$3.89 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
25,428
shares
|
$3.89 Million
2.53% of portfolio
|
Q3 2024
Added 814.35%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
25,401
shares
|
$3.89 Million
0.31% of portfolio
|
Q4 2024
Added 24.78%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
25,399
shares
|
$3.89 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
25,390
shares
|
$3.88 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,372
shares
|
$3.88 Million
0.17% of portfolio
|
Q4 2024
Added 67.23%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
25,358
shares
|
$3.88 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
25,321
shares
|
$3.87 Million
0.81% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
25,259
shares
|
$3.86 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
25,228
shares
|
$3.86 Million
1.84% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
25,216
shares
|
$3.86 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,214
shares
|
$3.86 Million
0.75% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
25,188
shares
|
$3.85 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
25,147
shares
|
$3.85 Million
0.19% of portfolio
|
Q4 2024
Added 16.28%
|