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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
1,486
shares
|
$231,295
0.06% of portfolio
|
Q3 2024
Reduced 57.84%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
1,482
shares
|
$230,673
0.48% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
1,480
shares
|
$230,362
0.11% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Diversified Investment Strategies, LLC
|
Jan 23, 2025 Q4 2024 |
1,478
shares
|
$230,050
0.14% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
1,478
shares
|
$230,050
0.08% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,476
shares
|
$229,739
0.12% of portfolio
|
Q1 2024
Reduced 37.88%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,459
shares
|
$227,093
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
1,459
shares
|
$227,093
0.11% of portfolio
|
Q3 2024
Reduced 30.56%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,457
shares
|
$226,782
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
1,456
shares
|
$226,626
0.01% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
1,453
shares
|
$226,159
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
1,453
shares
|
$226,159
0.06% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,446
shares
|
$225,069
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,445
shares
|
$224,914
0.1% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
1,443
shares
|
$224,602
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,441
shares
|
$224,291
0.15% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,440
shares
|
$224,136
0.13% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
1,439
shares
|
$223,980
0.07% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
1,439
shares
|
$223,980
0.06% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,439
shares
|
$223,980
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
1,439
shares
|
$223,980
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
1,436
shares
|
$223,513
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,436
shares
|
$223,513
0.07% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,436
shares
|
$223,513
0.06% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,434
shares
|
$223,202
0.04% of portfolio
|
Q3 2024
Added 5.75%
|