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 |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
11,351
shares
|
$1.73 Million
0.1% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Waverton Investment Management LTD
|
Feb 04, 2025 Q4 2024 |
11,342
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
11,342
shares
|
$1.73 Million
0.21% of portfolio
|
Q4 2024
Reduced 47.24%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
11,333
shares
|
$1.73 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
|
$1.73 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
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Reduced 60.53%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
11,318
shares
|
$1.73 Million
0.77% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
11,296
shares
|
$1.72 Million
0.47% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
11,294
shares
|
$1.72 Million
0.97% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
11,259
shares
|
$1.72 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
11,254
shares
|
$1.72 Million
0.27% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Feb 13, 2025 Q4 2024 |
11,248
shares
|
$1.72 Million
1.34% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
11,237
shares
|
$1.72 Million
0.72% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
11,229
shares
|
$1.71 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
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
Reduced 72.5%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
11,156
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
11,152
shares
|
$1.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
11,131
shares
|
$1.7 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
11,122
shares
|
$1.7 Million
0.47% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
11,117
shares
|
$1.7 Million
0.25% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,114
shares
|
$1.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,077
shares
|
$1.69 Million
0.34% of portfolio
|
Q4 2024
Added 23.75%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
11,064
shares
|
$1.69 Million
0.69% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
11,062
shares
|
$1.69 Million
0.27% of portfolio
|
Q4 2024
Added 38.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
11,058
shares
|
$1.69 Million
0.12% of portfolio
|
Q4 2024
Added 74.86%
|