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 |
|---|---|---|---|---|---|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,354
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
13,351
shares
|
$2.04 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
13,336
shares
|
$2.04 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
13,334
shares
|
$2.04 Million
1.02% of portfolio
|
Q3 2024
Added 80.78%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
13,318
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2024
Added 144.82%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
13,297
shares
|
$2.03 Million
0.76% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
13,289
shares
|
$2.03 Million
1.41% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
13,276
shares
|
$2.03 Million
0.47% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
13,211
shares
|
$2.02 Million
0.79% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,158
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
13,157
shares
|
$2.01 Million
0.78% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,155
shares
|
$2.01 Million
0.57% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
13,110
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
13,095
shares
|
$2 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
13,082
shares
|
$2 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
13,063
shares
|
$2 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
13,048
shares
|
$2 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
13,043
shares
|
$2 Million
0.22% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
13,024
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
13,017
shares
|
$1.99 Million
0.57% of portfolio
|
Q1 2024
Reduced 2.18%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
13,015
shares
|
$1.99 Million
1.25% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
13,003
shares
|
$1.99 Million
0.66% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
12,984
shares
|
$1.99 Million
0.08% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
12,954
shares
|
$1.98 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
12,946
shares
|
$1.98 Million
0.61% of portfolio
|
Q4 2024
Added 0.14%
|