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 |
|---|---|---|---|---|---|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
15,178
shares
|
$2.36 Million
0.15% of portfolio
|
Q4 2023
Added 376.4%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
15,170
shares
|
$2.36 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
15,169
shares
|
$2.36 Million
0.97% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
15,148
shares
|
$2.36 Million
0.61% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Edmp, Inc.
|
Jan 29, 2025 Q4 2024 |
15,147
shares
|
$2.36 Million
2.12% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
15,129
shares
|
$2.36 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
15,102
shares
|
$2.35 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
15,053
shares
|
$2.34 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
|
$2.34 Million
0.65% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
15,009
shares
|
$2.34 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
|
$2.34 Million
0.28% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
14,975
shares
|
$2.33 Million
0.71% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
14,965
shares
|
$2.33 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,958
shares
|
$2.33 Million
1.03% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
14,947
shares
|
$2.33 Million
0.23% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
14,945
shares
|
$2.33 Million
1.7% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
14,908
shares
|
$2.32 Million
0.2% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
14,896
shares
|
$2.32 Million
0.89% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
14,882
shares
|
$2.32 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
14,857
shares
|
$2.31 Million
1.37% of portfolio
|
Q2 2022
Reduced 20.69%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
14,856
shares
|
$2.31 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
14,854
shares
|
$2.31 Million
0.08% of portfolio
|
Q1 2023
Reduced 24.81%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
14,799
shares
|
$2.31 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
14,756
shares
|
$2.3 Million
0.84% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
14,747
shares
|
$2.3 Million
1.19% of portfolio
|
Q2 2024
Reduced 2.32%
|