Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,933 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 $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
3,248
shares
|
$496,911
0.09% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,245
shares
|
$496,452
0.14% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,241
shares
|
$495,840
0.23% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
3,241
shares
|
$495,840
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,238
shares
|
$495,381
0.13% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
3,238
shares
|
$495,381
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,237
shares
|
$495,228
0.14% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
3,225
shares
|
$493,392
0.07% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,219
shares
|
$492,474
0.37% of portfolio
|
Q4 2024
Added 33.35%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,214
shares
|
$491,709
0.08% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,214
shares
|
$491,709
0.1% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
3,210
shares
|
$491,097
0.1% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,200
shares
|
$489,568
0.39% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
3,197
shares
|
$489,109
0.38% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,196
shares
|
$488,956
0.07% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
3,195
shares
|
$488,803
0.11% of portfolio
|
Q2 2024
Reduced 23.84%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,194
shares
|
$488,650
0.01% of portfolio
|
Q3 2024
Added 149.14%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
3,194
shares
|
$488,650
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,188
shares
|
$487,732
0.14% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,187
shares
|
$487,579
0.05% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
3,181
shares
|
$486,661
0.32% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,179
shares
|
$486,355
0.09% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
3,177
shares
|
$486,049
0.26% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
3,170
shares
|
$484,978
0.16% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
3,170
shares
|
$484,978
0.16% of portfolio
|
Q4 2023
Added 79.23%
|