Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,988 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 |
|---|---|---|---|---|---|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
9,023
shares
|
$1.42 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
9,019
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
9,011
shares
|
$1.42 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
9,006
shares
|
$1.42 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
9,005
shares
|
$1.42 Million
0.65% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Needham Investment Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,000
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2021
Added 125.0%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
8,987
shares
|
$1.41 Million
0.21% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,966
shares
|
$1.41 Million
0.15% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
8,956
shares
|
$1.41 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
8,942
shares
|
$1.41 Million
0.28% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
8,924
shares
|
$1.4 Million
0.61% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
8,916
shares
|
$1.4 Million
0.35% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
8,894
shares
|
$1.4 Million
0.67% of portfolio
|
Q2 2024
New holding
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,893
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 82.53%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
8,880
shares
|
$1.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
8,876
shares
|
$1.4 Million
0.27% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
8,866
shares
|
$1.4 Million
0.4% of portfolio
|
Q3 2024
Reduced 53.02%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
8,860
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
Added 22.19%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
8,854
shares
|
$1.39 Million
0.48% of portfolio
|
Q4 2024
Added 113.04%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
8,850
shares
|
$1.39 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
8,845
shares
|
$1.39 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
8,834
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 91.97%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
8,830
shares
|
$1.39 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
8,820
shares
|
$1.39 Million
0.35% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,814
shares
|
$1.39 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.14%
|