Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,921 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 $203 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1,763
shares
|
$270,126
0.13% of portfolio
|
Q3 2024
Reduced 52.36%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,760
shares
|
$269,667
0.09% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,751
shares
|
$268,288
0.14% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
1,750
shares
|
$268,135
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,750
shares
|
$268,135
0.02% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
1,746
shares
|
$267,522
0.17% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
1,744
shares
|
$267,215
0.14% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Feb 03, 2025 Q4 2024 |
1,743
shares
|
$267,062
0.01% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
1,743
shares
|
$267,062
0.09% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,742
shares
|
$266,909
0.2% of portfolio
|
Q4 2024
Reduced 21.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,740
shares
|
$266,602
0.18% of portfolio
|
Q3 2024
Reduced 88.66%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,737
shares
|
$266,143
0.05% of portfolio
|
Q3 2022
Added 7.02%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
1,734
shares
|
$265,683
0.55% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,732
shares
|
$265,377
0.06% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,732
shares
|
$265,377
0.04% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
1,730
shares
|
$265,070
0.13% of portfolio
|
Q2 2024
Added 48.61%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,729
shares
|
$264,917
0.24% of portfolio
|
Q3 2023
Reduced 75.32%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,729
shares
|
$264,917
0.23% of portfolio
|
Q4 2023
Added 1.47%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
1,729
shares
|
$264,917
0.21% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
1,726
shares
|
$264,457
0.16% of portfolio
|
Q4 2024
Reduced 62.37%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
1,725
shares
|
$264,304
0.18% of portfolio
|
Q1 2024
Added 1.47%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,724
shares
|
$264,151
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,722
shares
|
$263,844
0.03% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,716
shares
|
$262,925
0.15% of portfolio
|
Q3 2024
Reduced 30.07%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,715
shares
|
$262,772
0.05% of portfolio
|
Q3 2023
Reduced 12.54%
|