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 |
|---|---|---|---|---|---|
|
Pacific Global Investment Management CO
|
Feb 06, 2025 Q4 2024 |
10,760
shares
|
$1.64 Million
2.08% of portfolio
|
Q4 2024
Reduced 58.22%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
10,757
shares
|
$1.64 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
10,753
shares
|
$1.64 Million
0.7% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
10,736
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2022
Reduced 51.46%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,734
shares
|
$1.64 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
10,731
shares
|
$1.64 Million
0.31% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
10,730
shares
|
$1.64 Million
0.23% of portfolio
|
Q4 2024
Reduced 30.84%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,726
shares
|
$1.64 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
10,719
shares
|
$1.64 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
10,692
shares
|
$1.63 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
10,689
shares
|
$1.63 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
10,685
shares
|
$1.63 Million
0.32% of portfolio
|
Q4 2024
Added 19.49%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
10,677
shares
|
$1.63 Million
0.62% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
10,669
shares
|
$1.63 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Reaves W H & CO Inc
|
Feb 06, 2025 Q4 2024 |
10,630
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2024
Added 38.05%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,630
shares
|
$1.62 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Clough Capital Partners L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,600
shares
|
$1.62 Million
0.18% of portfolio
|
Q2 2024
Added 60.61%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
10,588
shares
|
$1.62 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,570
shares
|
$1.61 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
10,567
shares
|
$1.61 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Feb 13, 2025 Q4 2024 |
10,495
shares
|
$1.6 Million
0.91% of portfolio
|
Q3 2023
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
10,487
shares
|
$1.6 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
10,465
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
10,460
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
10,449
shares
|
$1.6 Million
0.57% of portfolio
|
Q4 2024
Added 2.85%
|