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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
18,068
shares
|
$2.76 Million
0.38% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
18,029
shares
|
$2.76 Million
0.28% of portfolio
|
Q4 2024
Added 44.43%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
17,984
shares
|
$2.75 Million
0.4% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
17,982
shares
|
$2.75 Million
0.37% of portfolio
|
Q2 2024
Added 62.07%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
17,962
shares
|
$2.75 Million
0.86% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Castellan Group
Louisville, KY |
Jan 29, 2025 Q4 2024 |
17,940
shares
|
$2.74 Million
1.14% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
17,927
shares
|
$2.74 Million
0.41% of portfolio
|
Q2 2024
Reduced 6.06%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
17,922
shares
|
$2.74 Million
2.51% of portfolio
|
Q2 2023
Reduced 2.18%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
17,858
shares
|
$2.73 Million
0.31% of portfolio
|
Q3 2024
Reduced 24.69%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
17,846
shares
|
$2.73 Million
1.12% of portfolio
|
Q4 2024
Reduced 32.53%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,812
shares
|
$2.73 Million
0.6% of portfolio
|
Q4 2024
Reduced 22.72%
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
17,761
shares
|
$2.72 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
17,748
shares
|
$2.72 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,719
shares
|
$2.71 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
17,718
shares
|
$2.71 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
17,690
shares
|
$2.71 Million
0.75% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
17,667
shares
|
$2.7 Million
1.9% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
17,660
shares
|
$2.7 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
17,615
shares
|
$2.69 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,595
shares
|
$2.69 Million
0.09% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
17,569
shares
|
$2.69 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
17,557
shares
|
$2.69 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
17,531
shares
|
$2.68 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
17,487
shares
|
$2.68 Million
0.1% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,460
shares
|
$2.67 Million
1.22% of portfolio
|
Q4 2024
Added 0.2%
|