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 |
|---|---|---|---|---|---|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
23,229
shares
|
$3.55 Million
3.64% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
23,189
shares
|
$3.55 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
23,092
shares
|
$3.53 Million
1.19% of portfolio
|
Q2 2022
Reduced 4.48%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
23,031
shares
|
$3.52 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
23,011
shares
|
$3.52 Million
0.77% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
22,971
shares
|
$3.51 Million
1.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
22,965
shares
|
$3.51 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
22,932
shares
|
$3.51 Million
0.9% of portfolio
|
Q1 2024
Reduced 4.1%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
22,911
shares
|
$3.51 Million
0.84% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
22,892
shares
|
$3.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
22,722
shares
|
$3.48 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
22,665
shares
|
$3.47 Million
1.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
22,630
shares
|
$3.46 Million
1.07% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
22,578
shares
|
$3.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
22,566
shares
|
$3.45 Million
1.3% of portfolio
|
Q3 2024
Added 154.21%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
22,560
shares
|
$3.45 Million
0.91% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
22,541
shares
|
$3.45 Million
0.23% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
22,541
shares
|
$3.45 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
22,526
shares
|
$3.45 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
22,500
shares
|
$3.44 Million
4.46% of portfolio
|
Q3 2022
Added 15.38%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
22,438
shares
|
$3.43 Million
0.78% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Qv Investors Inc.
|
Jan 13, 2025 Q4 2024 |
22,417
shares
|
$3.43 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
22,263
shares
|
$3.41 Million
0.64% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
22,253
shares
|
$3.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 21, 2024 Q3 2024 |
22,219
shares
|
$3.4 Million
0.58% of portfolio
|
Q3 2024
Added 4.47%
|