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 |
|---|---|---|---|---|---|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
11,431
shares
|
$1.78 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,413
shares
|
$1.78 Million
0.83% of portfolio
|
Q2 2022
Reduced 7.83%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
11,400
shares
|
$1.78 Million
0.45% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,383
shares
|
$1.77 Million
0.13% of portfolio
|
Q3 2024
Added 55.31%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
11,351
shares
|
$1.77 Million
0.1% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
11,348
shares
|
$1.77 Million
0.23% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
11,342
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
11,342
shares
|
$1.77 Million
0.21% of portfolio
|
Q4 2024
Reduced 47.24%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
11,333
shares
|
$1.77 Million
0.29% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
11,329
shares
|
$1.76 Million
0.37% of portfolio
|
Q3 2021
Added 6.48%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,326
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
Reduced 60.53%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
11,318
shares
|
$1.76 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,302
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
11,296
shares
|
$1.76 Million
0.47% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
11,294
shares
|
$1.76 Million
0.97% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
11,281
shares
|
$1.76 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
11,259
shares
|
$1.75 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,254
shares
|
$1.75 Million
0.27% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
11,248
shares
|
$1.75 Million
1.35% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
11,229
shares
|
$1.75 Million
1.36% of portfolio
|
Q3 2022
Reduced 1.96%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
11,226
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2024
Reduced 72.5%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,210
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,165
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
11,156
shares
|
$1.74 Million
0.15% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
11,152
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.33%
|