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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
8,152
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
8,150
shares
|
$1.28 Million
0.29% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 05, 2024 Q3 2024 |
8,111
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2024
Reduced 70.41%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
8,095
shares
|
$1.27 Million
0.55% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
8,068
shares
|
$1.27 Million
0.54% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
8,068
shares
|
$1.27 Million
0.82% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
8,063
shares
|
$1.27 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
8,055
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
Reduced 19.88%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
8,054
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,029
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
8,015
shares
|
$1.26 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
7,987
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
7,984
shares
|
$1.26 Million
0.34% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
7,983
shares
|
$1.26 Million
0.53% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
7,970
shares
|
$1.25 Million
0.58% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
7,953
shares
|
$1.25 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
7,945
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Feb 11, 2025 Q4 2024 |
7,945
shares
|
$1.25 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Feb 10, 2025 Q4 2024 |
7,928
shares
|
$1.25 Million
0.67% of portfolio
|
Q4 2024
Reduced 7.07%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
7,904
shares
|
$1.24 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
7,886
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2022
Reduced 12.75%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
7,857
shares
|
$1.24 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,843
shares
|
$1.23 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.8%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
7,831
shares
|
$1.23 Million
0.74% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
7,807
shares
|
$1.23 Million
0.3% of portfolio
|
Q2 2024
Added 1.3%
|