Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,909 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 $197 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
183
shares
|
$27,301
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
183
shares
|
$27,301
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
178
shares
|
$26,555
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
174
shares
|
$25,959
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
169
shares
|
$25,213
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
168
shares
|
$25,063
0.02% of portfolio
|
Q3 2023
Reduced 47.17%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
166
shares
|
$24,765
0.01% of portfolio
|
Q1 2022
Added 6.41%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
164
shares
|
$24,467
0.0% of portfolio
|
Q3 2024
Reduced 95.91%
|
|
|
Lipe & Dalton
|
Nov 04, 2024 Q3 2024 |
150
shares
|
$22,378
0.01% of portfolio
|
Q2 2024
Reduced 23.86%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
150
shares
|
$22,378
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
148
shares
|
$22,080
0.01% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
141
shares
|
$21,035
0.01% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
137
shares
|
$20,439
0.01% of portfolio
|
Q4 2022
Added 19.13%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
136
shares
|
$20,289
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
132
shares
|
$19,693
0.01% of portfolio
|
Q2 2024
Added 6.45%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
127
shares
|
$18,947
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
127
shares
|
$18,947
0.02% of portfolio
|
Q1 2024
Reduced 96.95%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
125
shares
|
$18,648
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
118
shares
|
$17,604
0.01% of portfolio
|
Q4 2024
Added 73.53%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
118
shares
|
$17,604
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
116
shares
|
$17,306
0.01% of portfolio
|
Q3 2024
Reduced 23.18%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
114
shares
|
$17,007
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
110
shares
|
$16,410
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
108
shares
|
$16,112
0.01% of portfolio
|
Q4 2024
Reduced 84.05%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
100
shares
|
$14,919
0.01% of portfolio
|
Q3 2023
New holding
|