Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,043 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
9,731
shares
|
$1.52 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
9,715
shares
|
$1.51 Million
0.21% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
9,713
shares
|
$1.51 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
9,708
shares
|
$1.51 Million
0.51% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
9,689
shares
|
$1.51 Million
0.47% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
9,689
shares
|
$1.51 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
9,654
shares
|
$1.5 Million
0.19% of portfolio
|
Q3 2023
Reduced 13.59%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
9,652
shares
|
$1.5 Million
0.6% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
9,647
shares
|
$1.5 Million
0.26% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
9,629
shares
|
$1.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
9,605
shares
|
$1.5 Million
0.12% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
9,602
shares
|
$1.5 Million
0.3% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
9,598
shares
|
$1.5 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Feb 13, 2025 Q4 2024 |
9,589
shares
|
$1.49 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
9,577
shares
|
$1.49 Million
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
9,540
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Added 126.44%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
9,527
shares
|
$1.49 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
9,517
shares
|
$1.48 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
9,512
shares
|
$1.48 Million
0.39% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
9,501
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.25%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
9,479
shares
|
$1.48 Million
0.65% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
9,472
shares
|
$1.48 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Front Street Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
9,452
shares
|
$1.47 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
9,447
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 40.66%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
9,439
shares
|
$1.47 Million
0.19% of portfolio
|
Q4 2024
Added 7.96%
|