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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
20,366
shares
|
$3.12 Million
1.48% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
20,345
shares
|
$3.11 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
20,335
shares
|
$3.11 Million
0.21% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
20,200
shares
|
$3.09 Million
1.09% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
20,194
shares
|
$3.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
20,181
shares
|
$3.09 Million
0.22% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
20,165
shares
|
$3.09 Million
1.27% of portfolio
|
Q3 2024
Added 42.04%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
20,141
shares
|
$3.08 Million
0.73% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
20,100
shares
|
$3.08 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
20,096
shares
|
$3.07 Million
0.18% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
20,051
shares
|
$3.07 Million
0.37% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
P&S Credit Management, L.P.
New York, NY |
Apr 12, 2024 Q1 2024 |
20,000
shares
|
$3.06 Million
5.05% of portfolio
|
Q1 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
19,997
shares
|
$3.06 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
19,946
shares
|
$3.05 Million
0.28% of portfolio
|
Q4 2024
Added 390.31%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
19,928
shares
|
$3.05 Million
1.09% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
19,911
shares
|
$3.05 Million
0.83% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
19,895
shares
|
$3.04 Million
1.12% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
19,883
shares
|
$3.04 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
19,859
shares
|
$3.04 Million
1.02% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
19,834
shares
|
$3.03 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
19,818
shares
|
$3.03 Million
0.26% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
19,793
shares
|
$3.03 Million
0.05% of portfolio
|
Q3 2024
Added 41.05%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
19,770
shares
|
$3.02 Million
1.43% of portfolio
|
Q4 2022
Reduced 99.44%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
19,711
shares
|
$3.02 Million
0.12% of portfolio
|
Q4 2024
Reduced 73.38%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
19,706
shares
|
$3.01 Million
0.9% of portfolio
|
Q1 2023
Added 2.37%
|