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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,642
shares
|
$2.85 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
18,600
shares
|
$2.85 Million
1.2% of portfolio
|
Q1 2024
Added 42.25%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
18,600
shares
|
$2.85 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
18,588
shares
|
$2.84 Million
0.32% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
18,521
shares
|
$2.83 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
18,490
shares
|
$2.83 Million
1.78% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
18,489
shares
|
$2.83 Million
0.52% of portfolio
|
Q4 2024
Added 476.34%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jan 13, 2025 Q4 2024 |
18,466
shares
|
$2.83 Million
1.95% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
18,454
shares
|
$2.82 Million
1.05% of portfolio
|
Q2 2022
Added 9.95%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
18,438
shares
|
$2.82 Million
1.25% of portfolio
|
Q4 2023
Added 5.98%
|
|
|
Employees Retirement System Of Texas
|
Nov 14, 2024 Q3 2024 |
18,410
shares
|
$2.82 Million
0.02% of portfolio
|
Q1 2024
Reduced 39.76%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
18,409
shares
|
$2.82 Million
3.28% of portfolio
|
Q2 2023
Reduced 9.72%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
18,397
shares
|
$2.81 Million
0.68% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
18,381
shares
|
$2.81 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
18,328
shares
|
$2.8 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
18,293
shares
|
$2.8 Million
0.26% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
18,288
shares
|
$2.8 Million
3.66% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
18,254
shares
|
$2.79 Million
1.85% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
18,239
shares
|
$2.79 Million
1.2% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
18,189
shares
|
$2.78 Million
0.27% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
18,167
shares
|
$2.78 Million
0.21% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
18,162
shares
|
$2.78 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
18,160
shares
|
$2.78 Million
0.61% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
18,114
shares
|
$2.77 Million
2.07% of portfolio
|
Q4 2022
Reduced 0.82%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
18,095
shares
|
$2.77 Million
0.27% of portfolio
|
Q4 2024
Added 2.21%
|