Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,974 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
25
shares
|
$3,894
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
24
shares
|
$3,738
0.0% of portfolio
|
Q4 2024
Reduced 99.85%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
21
shares
|
$3,271
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
21
shares
|
$3,271
0.09% of portfolio
|
Q3 2024
Reduced 99.65%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
21
shares
|
$3,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$2,492
0.0% of portfolio
|
Q3 2024
Reduced 77.46%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,869
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
7
shares
|
$1,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
5
shares
|
$778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1
shares
|
$155
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1
shares
|
$155
0.0% of portfolio
|
Q4 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
|