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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,079
shares
|
$335,592
0.15% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
2,079
shares
|
$335,592
0.24% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
2,078
shares
|
$335,430
0.29% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
2,075
shares
|
$334,946
0.33% of portfolio
|
Q2 2024
Added 14.96%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
2,074
shares
|
$334,785
0.06% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
2,063
shares
|
$333,009
0.12% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,062
shares
|
$332,848
0.05% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
2,055
shares
|
$331,718
0.02% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 09, 2024 Q3 2024 |
2,053
shares
|
$331,395
0.2% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
2,051
shares
|
$331,072
0.05% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
2,049
shares
|
$330,749
0.04% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
2,044
shares
|
$329,942
0.13% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
2,041
shares
|
$329,458
0.05% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,037
shares
|
$328,812
0.02% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
2,032
shares
|
$328,005
0.28% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
2,028
shares
|
$327,359
0.16% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
2,024
shares
|
$326,714
0.16% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
2,024
shares
|
$326,714
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
2,023
shares
|
$326,552
0.13% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
2,018
shares
|
$325,745
0.05% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
2,017
shares
|
$325,584
0.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
2,013
shares
|
$324,938
0.09% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
2,012
shares
|
$324,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
2,003
shares
|
$323,324
0.03% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
2,003
shares
|
$323,324
0.03% of portfolio
|
Q3 2024
Reduced 4.8%
|