Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,852 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 $215 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
2,154
shares
|
$347,698
0.06% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
2,150
shares
|
$347,053
0.07% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
2,146
shares
|
$346,407
0.2% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,141
shares
|
$345,600
0.07% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,136
shares
|
$344,793
0.12% of portfolio
|
Q3 2024
Added 42.59%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
2,134
shares
|
$344,470
0.58% of portfolio
|
Q3 2022
Added 1.33%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
2,131
shares
|
$343,986
0.06% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
2,129
shares
|
$343,663
0.2% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
2,126
shares
|
$343,178
0.24% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
2,125
shares
|
$343,017
0.03% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
2,123
shares
|
$342,694
0.11% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
2,121
shares
|
$342,371
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,117
shares
|
$341,726
0.07% of portfolio
|
Q3 2021
Reduced 4.9%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
2,102
shares
|
$339,304
0.18% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,100
shares
|
$338,982
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
2,098
shares
|
$338,659
0.18% of portfolio
|
Q3 2024
Added 22.33%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
2,096
shares
|
$338,336
0.1% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
2,093
shares
|
$337,852
0.18% of portfolio
|
Q3 2024
Reduced 8.72%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,092
shares
|
$337,690
0.15% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
2,091
shares
|
$337,529
0.06% of portfolio
|
Q3 2024
Reduced 28.02%
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
2,087
shares
|
$336,883
0.24% of portfolio
|
Q3 2021
Added 8.87%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
2,087
shares
|
$336,883
0.15% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
2,084
shares
|
$336,399
0.11% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
|
Fortem Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,083
shares
|
$336,237
0.13% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,081
shares
|
$335,915
0.21% of portfolio
|
Q3 2024
Reduced 9.48%
|