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 |
|---|---|---|---|---|---|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
14,246
shares
|
$2.18 Million
1.28% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
14,245
shares
|
$2.18 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
14,238
shares
|
$2.18 Million
0.85% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
14,236
shares
|
$2.18 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
14,236
shares
|
$2.18 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
14,203
shares
|
$2.17 Million
0.23% of portfolio
|
Q4 2023
Reduced 24.8%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
14,200
shares
|
$2.17 Million
0.63% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
14,190
shares
|
$2.17 Million
2.02% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
14,186
shares
|
$2.17 Million
0.55% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
14,181
shares
|
$2.17 Million
0.49% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
14,177
shares
|
$2.17 Million
0.81% of portfolio
|
Q4 2024
Added 43.2%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
14,154
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2024
Added 165.45%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
14,113
shares
|
$2.16 Million
1.55% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
14,112
shares
|
$2.16 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
14,067
shares
|
$2.15 Million
0.15% of portfolio
|
Q4 2024
Reduced 55.76%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
14,039
shares
|
$2.15 Million
0.26% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
14,038
shares
|
$2.15 Million
0.14% of portfolio
|
Q4 2024
Added 462.19%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
14,014
shares
|
$2.14 Million
0.61% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
14,004
shares
|
$2.14 Million
0.63% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
13,994
shares
|
$2.14 Million
0.81% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
13,944
shares
|
$2.13 Million
0.44% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
13,904
shares
|
$2.13 Million
0.79% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
13,870
shares
|
$2.12 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
13,837
shares
|
$2.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 28.37%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
13,806
shares
|
$2.11 Million
0.16% of portfolio
|
Q4 2024
Added 23.98%
|