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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
736
shares
|
$114,558
0.02% of portfolio
|
Q2 2024
Reduced 34.98%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
735
shares
|
$114,402
0.03% of portfolio
|
Q4 2024
Reduced 22.47%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
732
shares
|
$113,935
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
718
shares
|
$111,756
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
703
shares
|
$109,421
0.03% of portfolio
|
Q3 2021
Reduced 7.13%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
685
shares
|
$106,620
0.04% of portfolio
|
Q3 2024
Reduced 82.85%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
681
shares
|
$105,997
0.01% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
678
shares
|
$105,530
0.1% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
677
shares
|
$105,375
0.05% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
674
shares
|
$104,908
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
667
shares
|
$103,818
0.05% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
664
shares
|
$103,351
0.01% of portfolio
|
Q3 2024
Reduced 64.83%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
650
shares
|
$101,172
0.02% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
648
shares
|
$100,861
0.07% of portfolio
|
Q4 2022
Reduced 38.81%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
643
shares
|
$100,082
0.03% of portfolio
|
Q1 2023
Reduced 71.26%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
643
shares
|
$100,082
0.03% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
642
shares
|
$99,927
0.01% of portfolio
|
Q4 2024
Added 38.66%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
638
shares
|
$99,304
0.04% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
633
shares
|
$98,526
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
631
shares
|
$98,215
0.03% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
623
shares
|
$96,969
0.03% of portfolio
|
Q2 2024
Reduced 17.15%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
619
shares
|
$96,347
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
597
shares
|
$92,923
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
578
shares
|
$89,965
0.02% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
568
shares
|
$88,409
0.23% of portfolio
|
Q3 2024
Reduced 9.27%
|