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 |
|---|---|---|---|---|---|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
5,244
shares
|
$825,615
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,243
shares
|
$825,457
0.06% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,237
shares
|
$824,513
0.23% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
5,237
shares
|
$824,513
0.19% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
5,237
shares
|
$824,513
0.46% of portfolio
|
Q3 2024
Reduced 43.75%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,234
shares
|
$824,040
0.08% of portfolio
|
Q3 2024
Reduced 30.6%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
5,231
shares
|
$823,568
0.52% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
5,226
shares
|
$822,781
0.48% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,220
shares
|
$821,836
0.26% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
5,210
shares
|
$820,262
0.31% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
5,210
shares
|
$820,262
0.08% of portfolio
|
Q3 2021
Reduced 1.7%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
5,200
shares
|
$818,688
0.05% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
5,172
shares
|
$814,279
0.52% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
5,172
shares
|
$814,279
0.28% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
5,167
shares
|
$813,492
0.24% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,163
shares
|
$812,862
0.08% of portfolio
|
Q4 2022
Added 2.38%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,163
shares
|
$812,862
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
5,150
shares
|
$810,816
0.37% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
5,150
shares
|
$810,816
0.04% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
5,149
shares
|
$810,658
0.07% of portfolio
|
Q4 2024
Added 22.86%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
5,149
shares
|
$810,658
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
5,148
shares
|
$810,501
0.54% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
5,145
shares
|
$810,028
0.06% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,141
shares
|
$809,399
0.28% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
5,141
shares
|
$809,399
0.25% of portfolio
|
Q4 2024
Added 10.75%
|