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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
563
shares
|
$87,630
0.06% of portfolio
|
Q4 2024
Reduced 87.92%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
560
shares
|
$87,164
0.04% of portfolio
|
Q3 2024
Added 53.42%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
557
shares
|
$86,697
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
553
shares
|
$86,074
0.05% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
536
shares
|
$83,428
0.02% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
526
shares
|
$81,871
0.02% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
523
shares
|
$81,404
0.01% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
517
shares
|
$80,471
0.06% of portfolio
|
Q4 2024
Added 14.89%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
512
shares
|
$79,692
0.07% of portfolio
|
Q1 2024
Reduced 41.95%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$77,825
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
500
shares
|
$77,825
0.0% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
499
shares
|
$77,669
0.03% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
495
shares
|
$77,046
0.02% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
494
shares
|
$76,891
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
487
shares
|
$75,801
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
480
shares
|
$74,712
0.02% of portfolio
|
Q3 2024
Added 166.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
479
shares
|
$74,556
0.04% of portfolio
|
Q4 2024
Added 95.51%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
473
shares
|
$73,622
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
470
shares
|
$73,155
0.01% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
465
shares
|
$72,377
0.02% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
464
shares
|
$72,221
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
459
shares
|
$71,443
0.02% of portfolio
|
Q4 2023
Added 7.75%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
457
shares
|
$71,132
0.04% of portfolio
|
Q4 2022
Reduced 2.56%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
454
shares
|
$70,665
0.05% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
453
shares
|
$70,509
0.03% of portfolio
|
Q1 2024
New holding
|