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 |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
15,360
shares
|
$2.35 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
15,349
shares
|
$2.35 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
15,315
shares
|
$2.34 Million
0.87% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
15,282
shares
|
$2.34 Million
0.17% of portfolio
|
Q4 2024
Added 32.63%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
15,258
shares
|
$2.33 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
15,256
shares
|
$2.33 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
15,240
shares
|
$2.33 Million
0.3% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
15,233
shares
|
$2.33 Million
0.25% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
15,230
shares
|
$2.33 Million
1.58% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
15,225
shares
|
$2.33 Million
0.09% of portfolio
|
Q3 2024
Added 33.31%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
15,215
shares
|
$2.33 Million
0.32% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
15,202
shares
|
$2.33 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
15,191
shares
|
$2.32 Million
0.58% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
15,178
shares
|
$2.32 Million
0.15% of portfolio
|
Q4 2023
Added 376.4%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
15,170
shares
|
$2.32 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
15,169
shares
|
$2.32 Million
0.97% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
15,148
shares
|
$2.32 Million
0.61% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Edmp, Inc.
|
Jan 29, 2025 Q4 2024 |
15,147
shares
|
$2.32 Million
2.12% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
15,129
shares
|
$2.31 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
15,102
shares
|
$2.31 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
15,053
shares
|
$2.3 Million
1.76% of portfolio
|
Q2 2022
Reduced 1.41%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
15,053
shares
|
$2.3 Million
0.65% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
15,009
shares
|
$2.3 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
15,008
shares
|
$2.3 Million
0.28% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
14,971
shares
|
$2.29 Million
0.48% of portfolio
|
Q1 2024
Reduced 1.32%
|