Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,884 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 |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,635
shares
|
$254,487
0.05% of portfolio
|
Q4 2024
Reduced 40.02%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,634
shares
|
$254,332
0.02% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
1,633
shares
|
$254,176
0.1% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
1,632
shares
|
$254,020
0.02% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,632
shares
|
$254,020
0.1% of portfolio
|
Q3 2024
Added 42.66%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
1,631
shares
|
$253,865
0.05% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,630
shares
|
$253,709
0.11% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
1,629
shares
|
$253,553
0.05% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,628
shares
|
$253,398
0.11% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,627
shares
|
$253,242
0.09% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
1,627
shares
|
$253,242
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,621
shares
|
$252,308
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
1,617
shares
|
$251,686
0.02% of portfolio
|
Q3 2024
Reduced 73.02%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
1,615
shares
|
$251,374
0.11% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
1,610
shares
|
$250,596
0.02% of portfolio
|
Q2 2024
Reduced 98.89%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,610
shares
|
$250,596
0.02% of portfolio
|
Q1 2024
Reduced 98.89%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,609
shares
|
$250,440
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,606
shares
|
$249,973
0.17% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
1,606
shares
|
$249,973
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,604
shares
|
$249,662
0.1% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
1,604
shares
|
$249,662
0.09% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,602
shares
|
$249,351
0.22% of portfolio
|
Q3 2024
Reduced 42.62%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
1,600
shares
|
$249,040
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,599
shares
|
$248,884
0.08% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
1,597
shares
|
$248,573
0.08% of portfolio
|
Q3 2024
New holding
|