Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,974 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
25,228
shares
|
$3.93 Million
1.84% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
25,216
shares
|
$3.93 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
25,214
shares
|
$3.93 Million
0.75% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
25,188
shares
|
$3.92 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
25,147
shares
|
$3.92 Million
0.19% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
25,132
shares
|
$3.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
25,011
shares
|
$3.9 Million
0.39% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
24,987
shares
|
$3.89 Million
2.43% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
24,943
shares
|
$3.89 Million
2.29% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
24,860
shares
|
$3.87 Million
0.23% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
24,854
shares
|
$3.87 Million
2.13% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
24,771
shares
|
$3.86 Million
1.36% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
24,739
shares
|
$3.85 Million
0.27% of portfolio
|
Q4 2024
Reduced 36.79%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
24,700
shares
|
$3.85 Million
0.5% of portfolio
|
Q2 2024
Added 32.8%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
24,695
shares
|
$3.85 Million
0.53% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
24,688
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
24,564
shares
|
$3.83 Million
3.65% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
24,561
shares
|
$3.83 Million
0.23% of portfolio
|
Q4 2024
Added 286.85%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
24,560
shares
|
$3.83 Million
0.09% of portfolio
|
Q3 2024
Added 64.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
24,487
shares
|
$3.81 Million
0.05% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
24,410
shares
|
$3.8 Million
0.62% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
24,403
shares
|
$3.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
24,389
shares
|
$3.8 Million
0.8% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,375
shares
|
$3.8 Million
0.1% of portfolio
|
Q3 2022
Added 175.11%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
24,365
shares
|
$3.8 Million
0.99% of portfolio
|
Q4 2024
Added 5.47%
|