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 |
|---|---|---|---|---|---|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
1,538
shares
|
$239,389
0.15% of portfolio
|
Q4 2024
Reduced 79.67%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
1,536
shares
|
$239,078
0.09% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
1,533
shares
|
$238,611
0.02% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
1,533
shares
|
$238,611
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,530
shares
|
$238,144
0.35% of portfolio
|
Q1 2024
Added 18.6%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
1,530
shares
|
$238,144
0.13% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
1,530
shares
|
$238,144
0.14% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,527
shares
|
$237,677
0.05% of portfolio
|
Q2 2023
Added 0.99%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,524
shares
|
$237,210
0.04% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
1,524
shares
|
$237,210
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
1,520
shares
|
$236,588
0.04% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,519
shares
|
$236,432
0.39% of portfolio
|
Q2 2022
Added 19.51%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,518
shares
|
$236,276
0.09% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,517
shares
|
$236,121
0.06% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
1,517
shares
|
$236,121
0.05% of portfolio
|
Q3 2024
Reduced 37.78%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
1,514
shares
|
$235,654
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
1,514
shares
|
$235,654
0.05% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,512
shares
|
$235,342
0.16% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Check Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
1,510
shares
|
$235,031
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
1,504
shares
|
$234,097
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
1,503
shares
|
$233,941
0.06% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
1,500
shares
|
$233,475
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
1,500
shares
|
$233,475
0.02% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
1,496
shares
|
$232,852
0.13% of portfolio
|
Q3 2024
Reduced 71.5%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,488
shares
|
$231,607
0.07% of portfolio
|
Q3 2024
Reduced 18.69%
|