Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,974 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 $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
17,761
shares
|
$2.77 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
17,757
shares
|
$2.77 Million
0.72% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
17,748
shares
|
$2.76 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,719
shares
|
$2.76 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
17,718
shares
|
$2.76 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
17,667
shares
|
$2.75 Million
1.9% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
17,660
shares
|
$2.75 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
17,615
shares
|
$2.74 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,595
shares
|
$2.74 Million
0.09% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
17,569
shares
|
$2.74 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
17,557
shares
|
$2.73 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
17,531
shares
|
$2.73 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
17,507
shares
|
$2.73 Million
0.51% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Feb 11, 2025 Q4 2024 |
17,493
shares
|
$2.72 Million
1.99% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
17,487
shares
|
$2.72 Million
0.1% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,460
shares
|
$2.72 Million
1.22% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
17,433
shares
|
$2.72 Million
0.84% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
17,421
shares
|
$2.71 Million
0.2% of portfolio
|
Q4 2024
Added 37.81%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
17,421
shares
|
$2.71 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
17,419
shares
|
$2.71 Million
0.1% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
17,411
shares
|
$2.71 Million
0.33% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
17,342
shares
|
$2.7 Million
0.91% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
17,324
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
17,314
shares
|
$2.7 Million
0.45% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
17,266
shares
|
$2.69 Million
1.13% of portfolio
|
Q3 2024
Added 7.93%
|