Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,898 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 |
|---|---|---|---|---|---|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
1,995
shares
|
$310,601
0.24% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,993
shares
|
$310,290
0.52% of portfolio
|
Q4 2021
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,993
shares
|
$310,290
0.04% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,992
shares
|
$310,134
0.06% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,991
shares
|
$309,978
0.09% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,985
shares
|
$309,044
0.05% of portfolio
|
Q1 2024
Reduced 1.68%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
1,985
shares
|
$309,044
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,978
shares
|
$307,954
0.24% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
1,968
shares
|
$306,397
0.17% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
1,964
shares
|
$305,775
0.06% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,962
shares
|
$305,463
0.1% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
1,956
shares
|
$304,529
0.08% of portfolio
|
Q1 2024
Reduced 14.25%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
1,953
shares
|
$304,062
0.07% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
1,950
shares
|
$303,595
0.09% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
1,943
shares
|
$302,505
0.16% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,941
shares
|
$302,194
0.04% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,938
shares
|
$301,727
0.0% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
1,934
shares
|
$301,104
0.14% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,932
shares
|
$300,793
0.15% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,931
shares
|
$300,637
0.2% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
1,929
shares
|
$300,326
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
1,928
shares
|
$300,170
0.15% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,928
shares
|
$300,170
0.16% of portfolio
|
Q1 2024
Added 1.58%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
1,927
shares
|
$300,014
0.02% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
1,926
shares
|
$299,858
0.05% of portfolio
|
Q3 2024
Added 0.16%
|