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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
5,200
shares
|
$805,480
0.05% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
5,200
shares
|
$805,480
0.45% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
5,172
shares
|
$801,142
0.52% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
5,172
shares
|
$801,142
0.28% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
5,167
shares
|
$800,368
0.24% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,163
shares
|
$799,748
0.08% of portfolio
|
Q4 2022
Added 2.38%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,163
shares
|
$799,748
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
5,150
shares
|
$797,735
0.37% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
5,150
shares
|
$797,735
0.04% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
5,149
shares
|
$797,580
0.07% of portfolio
|
Q4 2024
Added 22.86%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
5,149
shares
|
$797,580
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
5,148
shares
|
$797,425
0.54% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
5,145
shares
|
$796,960
0.06% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,141
shares
|
$796,340
0.28% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
5,141
shares
|
$796,340
0.25% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
5,139
shares
|
$796,031
0.31% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
5,139
shares
|
$796,031
0.59% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
5,139
shares
|
$796,031
0.23% of portfolio
|
Q4 2024
Reduced 9.37%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
5,129
shares
|
$794,482
0.11% of portfolio
|
Q2 2018
Reduced 8.88%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
5,128
shares
|
$794,327
0.14% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
5,122
shares
|
$793,397
0.89% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,113
shares
|
$792,003
0.39% of portfolio
|
Q4 2024
Added 59.78%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
5,101
shares
|
$790,144
0.16% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
5,092
shares
|
$788,750
0.09% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
5,083
shares
|
$787,356
0.3% of portfolio
|
Q4 2024
Added 3.61%
|