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 |
|---|---|---|---|---|---|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,846
shares
|
$297,981
0.14% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,845
shares
|
$297,819
0.24% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
1,845
shares
|
$297,819
0.03% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,843
shares
|
$297,497
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,842
shares
|
$297,335
0.08% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
1,837
shares
|
$296,528
0.02% of portfolio
|
Q3 2024
Reduced 24.81%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
1,835
shares
|
$296,205
0.07% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,835
shares
|
$296,205
0.02% of portfolio
|
Q3 2024
Added 152.41%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
1,833
shares
|
$295,882
0.05% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
1,832
shares
|
$295,721
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
1,830
shares
|
$295,398
0.06% of portfolio
|
Q2 2019
Closed
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
1,828
shares
|
$295,075
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,824
shares
|
$294,430
0.17% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
1,823
shares
|
$294,268
0.05% of portfolio
|
Q3 2023
Added 23.76%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
1,821
shares
|
$293,945
0.19% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
Nov 14, 2024 Q3 2024 |
1,821
shares
|
$293,945
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
1,820
shares
|
$293,784
0.23% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,817
shares
|
$293,300
0.16% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
1,816
shares
|
$293,138
0.14% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,808
shares
|
$291,847
0.18% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
1,808
shares
|
$291,847
0.07% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
1,806
shares
|
$291,524
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Scp Investment, LP
|
Nov 08, 2024 Q3 2024 |
1,800
shares
|
$290,556
0.19% of portfolio
|
Q3 2024
Reduced 62.5%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
1,796
shares
|
$289,910
0.22% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
1,795
shares
|
$289,748
0.12% of portfolio
|
Q2 2024
Reduced 4.52%
|