Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,282 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
19,037
shares
|
$2.62 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
19,022
shares
|
$2.62 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
19,008
shares
|
$2.62 Million
1.08% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
19,001
shares
|
$2.62 Million
0.33% of portfolio
|
Q1 2025
Added 34.24%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
18,966
shares
|
$2.61 Million
0.43% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
18,941
shares
|
$2.61 Million
1.14% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
18,941
shares
|
$2.61 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
18,907
shares
|
$2.61 Million
1.29% of portfolio
|
Q1 2025
Added 72.87%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
18,903
shares
|
$2.61 Million
1.03% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
18,903
shares
|
$2.61 Million
0.19% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
18,900
shares
|
$2.6 Million
2.18% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
18,884
shares
|
$2.6 Million
0.11% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
18,874
shares
|
$2.6 Million
1.06% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
18,836
shares
|
$2.6 Million
0.81% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
18,832
shares
|
$2.6 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
18,824
shares
|
$2.59 Million
2.98% of portfolio
|
Q2 2023
Reduced 31.33%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
18,806
shares
|
$2.59 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
18,801
shares
|
$2.59 Million
0.21% of portfolio
|
Q1 2025
Added 20.07%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
18,795
shares
|
$2.59 Million
1.87% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
18,785
shares
|
$2.59 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
18,739
shares
|
$2.58 Million
2.28% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
18,734
shares
|
$2.58 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
18,722
shares
|
$2.58 Million
0.08% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
18,693
shares
|
$2.58 Million
0.74% of portfolio
|
Q1 2025
Added 52.26%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,684
shares
|
$2.58 Million
0.34% of portfolio
|
Q2 2023
Added 0.52%
|