Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,884 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $206 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
119,036
shares
|
$18.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
118,719
shares
|
$18.7 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
118,680
shares
|
$18.7 Million
2.28% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
118,532
shares
|
$18.6 Million
0.33% of portfolio
|
Q2 2024
Added 8.86%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
118,493
shares
|
$18.6 Million
0.52% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
118,397
shares
|
$18.6 Million
1.41% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
118,332
shares
|
$18.6 Million
2.4% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
116,895
shares
|
$18.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
116,793
shares
|
$18.4 Million
1.09% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
116,676
shares
|
$18.3 Million
5.38% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Guinness Asset Management LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
116,571
shares
|
$18.3 Million
0.34% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
116,235
shares
|
$18.3 Million
0.72% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
116,222
shares
|
$18.3 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
115,489
shares
|
$18.2 Million
3.98% of portfolio
|
Q3 2024
Added 30.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
115,187
shares
|
$18.1 Million
0.38% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
114,843
shares
|
$18.1 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
114,122
shares
|
$17.9 Million
0.92% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
113,980
shares
|
$17.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
113,782
shares
|
$17.9 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
113,598
shares
|
$17.9 Million
1.96% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
113,364
shares
|
$17.8 Million
3.71% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
113,211
shares
|
$17.8 Million
1.26% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
112,770
shares
|
$17.7 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
112,196
shares
|
$17.6 Million
0.68% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
111,310
shares
|
$17.5 Million
1.34% of portfolio
|
Q3 2022
Added 0.87%
|