Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,988 institutions that hold shares in the stock, with a total of 1.34 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,483
shares
|
$1.02 Million
0.51% of portfolio
|
Q1 2024
Reduced 29.3%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
6,481
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
6,480
shares
|
$1.02 Million
0.85% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
6,464
shares
|
$1.02 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,444
shares
|
$1.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
6,436
shares
|
$1.01 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,417
shares
|
$1.01 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
6,400
shares
|
$1.01 Million
0.3% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
6,400
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,384
shares
|
$1.01 Million
0.36% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
6,381
shares
|
$1 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
6,380
shares
|
$1 Million
0.11% of portfolio
|
Q4 2024
Added 53.22%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
6,380
shares
|
$1 Million
0.74% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,379
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
6,376
shares
|
$1 Million
0.2% of portfolio
|
Q4 2024
Reduced 72.61%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
6,372
shares
|
$1 Million
0.08% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
6,368
shares
|
$1 Million
0.4% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
6,364
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
6,341
shares
|
$998,327
0.39% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
6,339
shares
|
$998,012
0.5% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
6,324
shares
|
$995,650
0.07% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
6,307
shares
|
$992,974
0.44% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
6,301
shares
|
$992,029
0.55% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,299
shares
|
$991,714
0.28% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,285
shares
|
$989,510
0.2% of portfolio
|
Q3 2024
Added 1.55%
|