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 |
|---|---|---|---|---|---|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
7,097
shares
|
$1.12 Million
0.27% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
7,092
shares
|
$1.12 Million
0.36% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
7,092
shares
|
$1.12 Million
0.38% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
7,082
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
7,037
shares
|
$1.11 Million
0.49% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
7,032
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
6,952
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
6,948
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 47.83%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,947
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
6,946
shares
|
$1.09 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
6,942
shares
|
$1.09 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
6,905
shares
|
$1.09 Million
0.47% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
6,901
shares
|
$1.09 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
6,882
shares
|
$1.08 Million
0.39% of portfolio
|
Q4 2024
Added 46.74%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
6,881
shares
|
$1.08 Million
0.47% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
6,867
shares
|
$1.08 Million
1.26% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
6,835
shares
|
$1.08 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
6,816
shares
|
$1.07 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
6,806
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
6,801
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
6,795
shares
|
$1.07 Million
0.83% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
6,789
shares
|
$1.07 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,785
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
6,773
shares
|
$1.07 Million
0.54% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
6,766
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Added 8.34%
|