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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
19,665
shares
|
$3.01 Million
0.4% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
19,662
shares
|
$3.01 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
19,647
shares
|
$3.01 Million
0.75% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
19,633
shares
|
$3 Million
0.48% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
19,630
shares
|
$3 Million
0.17% of portfolio
|
Q3 2024
Added 55.23%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
19,610
shares
|
$3 Million
1.01% of portfolio
|
Q3 2021
Reduced 1.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
19,582
shares
|
$3 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
19,580
shares
|
$3 Million
0.98% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
19,574
shares
|
$2.99 Million
0.5% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
19,565
shares
|
$2.99 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
19,550
shares
|
$2.99 Million
1.71% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,528
shares
|
$2.99 Million
0.04% of portfolio
|
Q4 2023
Reduced 20.66%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
19,506
shares
|
$2.98 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,498
shares
|
$2.98 Million
0.31% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
19,438
shares
|
$2.97 Million
1.8% of portfolio
|
Q3 2024
Added 78.1%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
19,383
shares
|
$2.97 Million
2.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
19,368
shares
|
$2.96 Million
0.15% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
19,349
shares
|
$2.96 Million
1.42% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
19,344
shares
|
$2.96 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,343
shares
|
$2.96 Million
1.66% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
19,315
shares
|
$2.96 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
19,265
shares
|
$2.95 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
19,202
shares
|
$2.94 Million
0.27% of portfolio
|
Q3 2023
Reduced 36.48%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
19,097
shares
|
$2.92 Million
0.18% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
19,075
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
Added 3.24%
|