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 |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
2,424
shares
|
$370,847
0.15% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
2,421
shares
|
$370,388
0.12% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,420
shares
|
$370,235
0.09% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
2,417
shares
|
$369,776
0.36% of portfolio
|
Q4 2024
Reduced 15.16%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
2,415
shares
|
$369,470
0.12% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
2,413
shares
|
$369,164
0.0% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
2,412
shares
|
$369,011
0.07% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,408
shares
|
$368,399
0.2% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
2,401
shares
|
$367,328
0.11% of portfolio
|
Q4 2021
Added 2.53%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
2,396
shares
|
$366,564
0.21% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
2,396
shares
|
$366,564
0.08% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
2,396
shares
|
$366,564
0.14% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
2,390
shares
|
$365,646
0.04% of portfolio
|
Q3 2024
Added 51.36%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
2,386
shares
|
$365,034
0.08% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
2,386
shares
|
$365,034
0.12% of portfolio
|
Q4 2024
Reduced 45.38%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
2,386
shares
|
$365,034
0.02% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
2,385
shares
|
$364,881
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
2,384
shares
|
$364,728
0.3% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
2,382
shares
|
$364,422
0.32% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,374
shares
|
$363,198
0.07% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,360
shares
|
$361,056
0.33% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
2,358
shares
|
$360,750
0.34% of portfolio
|
Q3 2024
Reduced 32.8%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
2,357
shares
|
$360,597
0.31% of portfolio
|
Q3 2024
Added 450.7%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,353
shares
|
$359,985
0.04% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Castle Ark Alternatives, LLC
Chicago, IL |
Nov 18, 2022 Q3 2022 |
2,350
shares
|
$359,526
2.89% of portfolio
|
Q2 2022
Reduced 4.08%
|