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 |
|---|---|---|---|---|---|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
15,784
shares
|
$2.41 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
15,772
shares
|
$2.41 Million
0.78% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
15,735
shares
|
$2.41 Million
0.85% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
15,719
shares
|
$2.4 Million
0.18% of portfolio
|
Q4 2022
Added 35.66%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
15,713
shares
|
$2.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
15,701
shares
|
$2.4 Million
0.23% of portfolio
|
Q2 2023
Added 81.68%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
15,701
shares
|
$2.4 Million
0.23% of portfolio
|
Q2 2023
Added 81.68%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
15,699
shares
|
$2.4 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
15,659
shares
|
$2.4 Million
0.15% of portfolio
|
Q4 2024
Added 92.56%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
15,651
shares
|
$2.39 Million
1.16% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
15,614
shares
|
$2.39 Million
1.59% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
15,614
shares
|
$2.39 Million
0.45% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
15,580
shares
|
$2.38 Million
0.62% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
15,571
shares
|
$2.38 Million
0.32% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
15,527
shares
|
$2.38 Million
0.83% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
15,513
shares
|
$2.37 Million
2.14% of portfolio
|
Q1 2024
Added 1.64%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
15,511
shares
|
$2.37 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
15,454
shares
|
$2.36 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
15,431
shares
|
$2.36 Million
0.81% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 13, 2025 Q4 2024 |
15,427
shares
|
$2.36 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
15,411
shares
|
$2.36 Million
0.1% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
15,404
shares
|
$2.36 Million
0.34% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Hap Trading, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
15,395
shares
|
$2.36 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,381
shares
|
$2.35 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
15,380
shares
|
$2.35 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.63%
|