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 |
|---|---|---|---|---|---|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
5,793
shares
|
$912,049
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
5,775
shares
|
$909,216
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
5,764
shares
|
$907,484
0.03% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,760
shares
|
$906,854
0.02% of portfolio
|
Q4 2024
Reduced 26.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,757
shares
|
$906,382
0.17% of portfolio
|
Q3 2024
Added 38.19%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
5,753
shares
|
$905,752
0.15% of portfolio
|
Q2 2024
Reduced 53.8%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
5,752
shares
|
$905,594
0.21% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
5,749
shares
|
$905,122
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
5,748
shares
|
$904,965
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
5,739
shares
|
$903,548
0.28% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
5,733
shares
|
$902,603
0.07% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,733
shares
|
$902,603
0.16% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
5,729
shares
|
$901,973
0.44% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
5,713
shares
|
$899,454
0.17% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
5,709
shares
|
$898,824
0.07% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
5,708
shares
|
$898,667
0.08% of portfolio
|
Q3 2024
Added 87.7%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,704
shares
|
$898,037
0.11% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
5,699
shares
|
$897,250
0.12% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,699
shares
|
$897,250
0.31% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
5,698
shares
|
$897,093
0.08% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,697
shares
|
$896,935
0.55% of portfolio
|
Q1 2023
Added 21.06%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
5,693
shares
|
$896,305
0.07% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
5,692
shares
|
$896,148
0.02% of portfolio
|
Q4 2024
Added 64.41%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5,682
shares
|
$894,574
0.6% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
5,672
shares
|
$892,999
0.11% of portfolio
|
Q4 2024
Added 3.67%
|