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 |
|---|---|---|---|---|---|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
1,383
shares
|
$215,263
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
1,383
shares
|
$215,263
0.01% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,380
shares
|
$214,797
0.09% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,377
shares
|
$214,330
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,375
shares
|
$214,018
0.03% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
1,372
shares
|
$213,551
0.02% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,366
shares
|
$212,617
0.02% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,365
shares
|
$212,462
0.04% of portfolio
|
Q3 2023
Reduced 4.14%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
1,355
shares
|
$210,905
0.02% of portfolio
|
Q3 2024
Added 29.79%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,351
shares
|
$210,283
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
1,351
shares
|
$210,283
0.13% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
1,348
shares
|
$209,816
0.94% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,314
shares
|
$204,524
0.08% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,313
shares
|
$204,368
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,308
shares
|
$203,590
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,304
shares
|
$202,967
0.03% of portfolio
|
Q3 2024
Added 44.89%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,301
shares
|
$202,500
0.06% of portfolio
|
Q2 2023
Added 0.7%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
1,300
shares
|
$202,345
0.03% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
1,288
shares
|
$200,477
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,284
shares
|
$199,854
0.1% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,274
shares
|
$198,298
0.16% of portfolio
|
Q3 2024
Reduced 21.07%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
1,264
shares
|
$196,741
0.1% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,264
shares
|
$196,741
0.05% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
1,263
shares
|
$196,585
0.01% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,253
shares
|
$195,029
0.07% of portfolio
|
Q3 2024
Reduced 5.0%
|