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 |
---|---|---|---|---|---|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
22,206
shares
|
$3.4 Million
1.2% of portfolio
|
Q3 2024
Reduced 23.15%
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
22,200
shares
|
$3.4 Million
0.82% of portfolio
|
Q1 2018
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
22,187
shares
|
$3.39 Million
0.32% of portfolio
|
Q4 2024
Added 21.43%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
22,139
shares
|
$3.39 Million
0.57% of portfolio
|
Q3 2024
Reduced 89.35%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
22,132
shares
|
$3.39 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
22,113
shares
|
$3.38 Million
0.22% of portfolio
|
Q4 2024
Added 0.39%
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
22,106
shares
|
$3.38 Million
1.08% of portfolio
|
Q4 2024
Added 1.25%
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
22,095
shares
|
$3.38 Million
0.83% of portfolio
|
Q4 2024
Added 8.55%
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
22,092
shares
|
$3.38 Million
0.54% of portfolio
|
Q4 2024
Added 2.01%
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
21,940
shares
|
$3.36 Million
0.2% of portfolio
|
Q4 2024
Added 0.68%
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
21,925
shares
|
$3.35 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
21,863
shares
|
$3.34 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
21,822
shares
|
$3.34 Million
0.22% of portfolio
|
Q4 2024
Added 24.64%
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
21,820
shares
|
$3.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
21,806
shares
|
$3.34 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
21,793
shares
|
$3.33 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
21,768
shares
|
$3.33 Million
0.38% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
21,761
shares
|
$3.33 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.96%
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
21,742
shares
|
$3.33 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
21,677
shares
|
$3.32 Million
1.67% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
21,652
shares
|
$3.31 Million
0.48% of portfolio
|
Q4 2024
Added 4.57%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
21,604
shares
|
$3.31 Million
0.71% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
21,597
shares
|
$3.3 Million
0.15% of portfolio
|
Q3 2024
Added 3.91%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
21,596
shares
|
$3.3 Million
0.15% of portfolio
|
Q1 2023
Added 1.53%
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
21,590
shares
|
$3.3 Million
0.74% of portfolio
|
Q4 2024
Added 0.36%
|