Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,974 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,895
shares
|
$606,724
0.11% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,895
shares
|
$606,724
0.21% of portfolio
|
Q4 2024
Added 55.61%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,890
shares
|
$605,945
0.07% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
3,876
shares
|
$603,764
0.01% of portfolio
|
Q4 2022
Reduced 9.04%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
3,874
shares
|
$603,452
0.29% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
3,872
shares
|
$603,141
0.03% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,869
shares
|
$602,674
0.5% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
3,865
shares
|
$602,051
0.32% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
3,865
shares
|
$602,051
0.06% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
3,862
shares
|
$601,583
0.45% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
3,859
shares
|
$601,116
0.26% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
3,857
shares
|
$600,804
0.21% of portfolio
|
Q4 2024
Reduced 24.65%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
3,856
shares
|
$600,649
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,850
shares
|
$599,714
0.13% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,843
shares
|
$598,624
0.44% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,842
shares
|
$598,468
0.25% of portfolio
|
Q4 2024
Reduced 30.04%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,835
shares
|
$597,377
0.37% of portfolio
|
Q2 2024
Reduced 77.81%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
3,832
shares
|
$596,910
0.08% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
3,827
shares
|
$596,131
0.13% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
3,825
shares
|
$595,820
0.34% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
3,821
shares
|
$595,197
0.11% of portfolio
|
Q4 2024
Added 18.19%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
3,818
shares
|
$594,729
0.36% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
3,811
shares
|
$593,639
0.03% of portfolio
|
Q4 2024
Reduced 34.11%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
3,810
shares
|
$593,483
0.03% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,802
shares
|
$592,237
0.23% of portfolio
|
Q4 2024
Reduced 3.77%
|