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 |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
20,982
shares
|
$3.21 Million
0.34% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
20,928
shares
|
$3.2 Million
2.1% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
20,928
shares
|
$3.2 Million
0.8% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
20,915
shares
|
$3.2 Million
0.58% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
20,881
shares
|
$3.19 Million
0.95% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
20,855
shares
|
$3.19 Million
0.22% of portfolio
|
Q2 2024
Reduced 10.78%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
20,849
shares
|
$3.19 Million
1.09% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
20,711
shares
|
$3.17 Million
0.18% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
20,711
shares
|
$3.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
20,704
shares
|
$3.17 Million
1.56% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
20,658
shares
|
$3.16 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
20,639
shares
|
$3.16 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
20,607
shares
|
$3.15 Million
0.14% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
20,600
shares
|
$3.15 Million
0.24% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
20,588
shares
|
$3.15 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Tri Ri Asset Management Corp
Toronto, A6 |
Nov 21, 2024 Q3 2024 |
20,579
shares
|
$3.15 Million
2.44% of portfolio
|
Q3 2024
New holding
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
20,550
shares
|
$3.14 Million
4.1% of portfolio
|
Q4 2021
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
20,516
shares
|
$3.14 Million
0.33% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2024 Q3 2024 |
20,500
shares
|
$3.14 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
20,488
shares
|
$3.13 Million
0.54% of portfolio
|
Q1 2024
Added 165.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
20,486
shares
|
$3.13 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
20,486
shares
|
$3.13 Million
0.65% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
20,462
shares
|
$3.13 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,447
shares
|
$3.13 Million
0.2% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
20,440
shares
|
$3.13 Million
1.38% of portfolio
|
Q4 2024
Added 5.19%
|