Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,895 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 $207 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
1,801
shares
|
$281,334
0.26% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Scp Investment, LP
|
Nov 08, 2024 Q3 2024 |
1,800
shares
|
$281,178
0.19% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,796
shares
|
$280,553
0.08% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,796
shares
|
$280,553
0.22% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
1,793
shares
|
$280,084
0.1% of portfolio
|
Q4 2022
Added 41.77%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
1,793
shares
|
$280,084
0.17% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
1,793
shares
|
$280,084
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
1,789
shares
|
$279,459
0.06% of portfolio
|
Q4 2023
Added 1.13%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
1,788
shares
|
$279,303
0.08% of portfolio
|
Q3 2023
Reduced 7.5%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
1,788
shares
|
$279,303
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
1,788
shares
|
$279,303
0.19% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,787
shares
|
$279,147
0.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,786
shares
|
$278,991
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,784
shares
|
$278,678
0.03% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,784
shares
|
$278,678
0.17% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,778
shares
|
$277,741
0.12% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
1,774
shares
|
$277,116
0.12% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,773
shares
|
$276,960
0.09% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,770
shares
|
$276,491
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,768
shares
|
$276,179
0.11% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,766
shares
|
$275,866
0.07% of portfolio
|
Q2 2024
Added 149.44%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,766
shares
|
$275,866
0.06% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
1,763
shares
|
$275,398
0.04% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1,763
shares
|
$275,398
0.13% of portfolio
|
Q3 2024
Reduced 52.36%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,760
shares
|
$274,929
0.09% of portfolio
|
Q4 2024
Added 1.27%
|