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 |
|---|---|---|---|---|---|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
12,272
shares
|
$1.91 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
12,265
shares
|
$1.91 Million
0.83% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
12,263
shares
|
$1.91 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
12,257
shares
|
$1.91 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
12,251
shares
|
$1.91 Million
0.52% of portfolio
|
Q1 2023
Reduced 6.1%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
12,251
shares
|
$1.91 Million
0.16% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
12,233
shares
|
$1.91 Million
0.81% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
12,214
shares
|
$1.9 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
12,205
shares
|
$1.9 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
12,204
shares
|
$1.9 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
12,181
shares
|
$1.9 Million
0.58% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
12,153
shares
|
$1.89 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
12,146
shares
|
$1.89 Million
0.42% of portfolio
|
Q4 2024
Added 62.18%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
12,138
shares
|
$1.89 Million
0.44% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
12,137
shares
|
$1.89 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
12,100
shares
|
$1.88 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,088
shares
|
$1.88 Million
0.87% of portfolio
|
Q4 2024
Reduced 29.3%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
12,074
shares
|
$1.88 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
12,000
shares
|
$1.87 Million
0.52% of portfolio
|
Q2 2019
Added 20.0%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
11,989
shares
|
$1.87 Million
0.48% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
11,984
shares
|
$1.87 Million
1.63% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
11,970
shares
|
$1.86 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
11,933
shares
|
$1.86 Million
1.59% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
11,911
shares
|
$1.86 Million
0.66% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
11,902
shares
|
$1.85 Million
0.35% of portfolio
|
Q4 2024
Added 23.18%
|