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 |
|---|---|---|---|---|---|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
8,455
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
8,454
shares
|
$1.33 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
8,453
shares
|
$1.33 Million
0.21% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
8,429
shares
|
$1.33 Million
1.01% of portfolio
|
Q3 2024
Reduced 15.42%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
8,420
shares
|
$1.33 Million
0.35% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
8,399
shares
|
$1.32 Million
0.41% of portfolio
|
Q4 2024
Added 31.28%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
8,392
shares
|
$1.32 Million
0.51% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
8,379
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
8,369
shares
|
$1.32 Million
0.49% of portfolio
|
Q4 2023
Reduced 9.26%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
8,362
shares
|
$1.32 Million
0.79% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
8,339
shares
|
$1.31 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
8,324
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
8,309
shares
|
$1.31 Million
0.26% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
8,307
shares
|
$1.31 Million
0.24% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,299
shares
|
$1.31 Million
0.15% of portfolio
|
Q4 2024
Added 47.2%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
8,294
shares
|
$1.31 Million
0.69% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
8,244
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
8,238
shares
|
$1.3 Million
0.76% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,233
shares
|
$1.3 Million
0.34% of portfolio
|
Q4 2024
Reduced 44.53%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,229
shares
|
$1.3 Million
0.18% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
8,222
shares
|
$1.29 Million
0.48% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
8,218
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
8,217
shares
|
$1.29 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
8,191
shares
|
$1.29 Million
0.43% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
8,182
shares
|
$1.29 Million
0.77% of portfolio
|
Q4 2024
Added 0.31%
|