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 |
|---|---|---|---|---|---|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
28
shares
|
$4,177
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
27
shares
|
$4,028
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$4,028
0.0% of portfolio
|
Q2 2023
Reduced 63.01%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
26
shares
|
$3,878
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
25
shares
|
$3,729
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
21
shares
|
$3,132
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
21
shares
|
$3,132
0.09% of portfolio
|
Q3 2024
Reduced 99.65%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
21
shares
|
$3,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
16
shares
|
$2,387
0.0% of portfolio
|
Q3 2024
Reduced 77.46%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
5
shares
|
$745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4
shares
|
$596
0.0% of portfolio
|
Q3 2024
Reduced 97.44%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1
shares
|
$149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|