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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
300
shares
|
$46,695
0.01% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
292
shares
|
$45,449
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
288
shares
|
$44,827
0.02% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
286
shares
|
$44,515
0.21% of portfolio
|
Q1 2022
Reduced 18.29%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
283
shares
|
$44,048
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
279
shares
|
$43,426
0.05% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
270
shares
|
$42,025
0.0% of portfolio
|
Q4 2024
Reduced 92.16%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
266
shares
|
$41,402
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
255
shares
|
$39,690
0.01% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
250
shares
|
$38,912
0.01% of portfolio
|
Q4 2024
Reduced 44.57%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
250
shares
|
$38,912
0.01% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
250
shares
|
$38,912
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
236
shares
|
$36,733
0.03% of portfolio
|
Q4 2024
Reduced 45.62%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
235
shares
|
$36,577
0.02% of portfolio
|
Q3 2023
Reduced 39.74%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
207
shares
|
$32,219
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
206
shares
|
$32,063
0.02% of portfolio
|
Q3 2024
Reduced 55.31%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
203
shares
|
$31,596
0.01% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
200
shares
|
$31,130
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
200
shares
|
$31,130
0.02% of portfolio
|
Q2 2023
Reduced 41.18%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
197
shares
|
$30,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
193
shares
|
$30,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
184
shares
|
$28,639
0.01% of portfolio
|
Q3 2024
Reduced 96.58%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
183
shares
|
$28,483
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
183
shares
|
$28,483
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
178
shares
|
$27,705
0.01% of portfolio
|
Q4 2023
New holding
|