Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,018 institutions that hold shares in the stock, with a total of 1.35 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
3,238
shares
|
$501,566
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,237
shares
|
$501,411
0.14% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
3,225
shares
|
$499,552
0.07% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,219
shares
|
$498,623
0.37% of portfolio
|
Q4 2024
Added 33.35%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,214
shares
|
$497,848
0.08% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,214
shares
|
$497,848
0.1% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
3,210
shares
|
$497,229
0.1% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
3,197
shares
|
$495,215
0.38% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,196
shares
|
$495,060
0.07% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
3,195
shares
|
$494,905
0.11% of portfolio
|
Q2 2024
Reduced 23.84%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,194
shares
|
$494,750
0.01% of portfolio
|
Q3 2024
Added 149.14%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
3,194
shares
|
$494,750
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,188
shares
|
$493,821
0.14% of portfolio
|
Q1 2023
Added 0.95%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,187
shares
|
$493,666
0.05% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
3,187
shares
|
$493,666
0.02% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
3,181
shares
|
$492,736
0.32% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,179
shares
|
$492,427
0.12% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,179
shares
|
$492,427
0.09% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
3,177
shares
|
$492,117
0.26% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
3,170
shares
|
$491,033
0.16% of portfolio
|
Q4 2024
Added 28.34%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,165
shares
|
$490,258
0.13% of portfolio
|
Q4 2024
Reduced 85.5%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
3,163
shares
|
$489,948
0.16% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
3,162
shares
|
$489,793
0.15% of portfolio
|
Q4 2024
Added 50.86%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
3,161
shares
|
$489,638
0.13% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,160
shares
|
$489,484
0.36% of portfolio
|
Q4 2022
Added 0.7%
|