Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,212 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 |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
26,013
shares
|
$3.54 Million
0.86% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
25,970
shares
|
$3.53 Million
0.26% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
25,950
shares
|
$3.53 Million
1.7% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
25,851
shares
|
$3.52 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
25,839
shares
|
$3.52 Million
0.65% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
25,818
shares
|
$3.51 Million
1.87% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
25,674
shares
|
$3.49 Million
0.23% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
25,651
shares
|
$3.49 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
25,579
shares
|
$3.48 Million
0.46% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Murphy Pohlad Asset Management LLC
|
Apr 17, 2025 Q1 2025 |
25,579
shares
|
$3.48 Million
1.82% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Centerstone Investors, LLC
New York, NY |
Feb 19, 2025 Q4 2024 |
25,561
shares
|
$3.48 Million
3.53% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
25,556
shares
|
$3.48 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
25,521
shares
|
$3.47 Million
0.11% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
25,438
shares
|
$3.46 Million
1.85% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
25,421
shares
|
$3.46 Million
0.63% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
25,420
shares
|
$3.46 Million
0.99% of portfolio
|
Q4 2024
Reduced 15.31%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
25,405
shares
|
$3.46 Million
1.5% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
25,372
shares
|
$3.45 Million
0.17% of portfolio
|
Q4 2024
Added 67.23%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
25,358
shares
|
$3.45 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
25,308
shares
|
$3.44 Million
1.18% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
25,302
shares
|
$3.44 Million
0.46% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
25,188
shares
|
$3.43 Million
3.8% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
25,147
shares
|
$3.42 Million
0.19% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
25,104
shares
|
$3.42 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
25,082
shares
|
$3.41 Million
0.14% of portfolio
|
Q4 2024
Added 7.33%
|