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 |
|---|---|---|---|---|---|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
16,281
shares
|
$2.49 Million
0.56% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,276
shares
|
$2.49 Million
0.06% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
16,239
shares
|
$2.48 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
16,229
shares
|
$2.48 Million
0.44% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
16,227
shares
|
$2.48 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
16,195
shares
|
$2.48 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
16,183
shares
|
$2.48 Million
0.84% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
16,182
shares
|
$2.48 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 14, 2024 Q3 2024 |
16,174
shares
|
$2.47 Million
1.79% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
16,155
shares
|
$2.47 Million
0.24% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
16,143
shares
|
$2.47 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
16,139
shares
|
$2.47 Million
0.33% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
16,127
shares
|
$2.47 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
16,112
shares
|
$2.46 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
16,060
shares
|
$2.46 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
16,004
shares
|
$2.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Iat Reinsurance CO Ltd.
New York, NY |
Nov 08, 2024 Q3 2024 |
16,000
shares
|
$2.45 Million
0.64% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
15,925
shares
|
$2.44 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
15,907
shares
|
$2.43 Million
0.81% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,859
shares
|
$2.43 Million
0.16% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,859
shares
|
$2.43 Million
0.29% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
15,854
shares
|
$2.43 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
15,849
shares
|
$2.42 Million
0.72% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,806
shares
|
$2.42 Million
0.19% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
15,787
shares
|
$2.42 Million
0.66% of portfolio
|
Q4 2024
Added 0.52%
|