Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,139 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $207 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
11,792
shares
|
$1.8 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Tevis Investment Management
|
Jan 28, 2025 Q4 2024 |
11,775
shares
|
$1.8 Million
1.29% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
11,766
shares
|
$1.8 Million
0.68% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,729
shares
|
$1.79 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
11,706
shares
|
$1.79 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
11,701
shares
|
$1.79 Million
0.21% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,695
shares
|
$1.79 Million
0.56% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,692
shares
|
$1.79 Million
0.66% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
11,672
shares
|
$1.78 Million
0.72% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
11,647
shares
|
$1.78 Million
0.55% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
11,646
shares
|
$1.78 Million
0.27% of portfolio
|
Q4 2024
Added 145.02%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Feb 11, 2025 Q4 2024 |
11,644
shares
|
$1.78 Million
1.63% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
11,628
shares
|
$1.78 Million
1.01% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
11,625
shares
|
$1.77 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,612
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,589
shares
|
$1.77 Million
0.64% of portfolio
|
Q4 2024
Added 46.83%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
11,587
shares
|
$1.77 Million
0.24% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Feb 13, 2025 Q4 2024 |
11,550
shares
|
$1.76 Million
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
11,524
shares
|
$1.76 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
11,495
shares
|
$1.75 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
11,450
shares
|
$1.75 Million
0.44% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
11,450
shares
|
$1.75 Million
1.07% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
11,431
shares
|
$1.75 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
11,413
shares
|
$1.74 Million
0.83% of portfolio
|
Q2 2022
Reduced 7.83%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
11,400
shares
|
$1.74 Million
0.45% of portfolio
|
Q2 2024
Added 1.79%
|