Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,898 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $206 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,787
shares
|
$279,343
0.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,786
shares
|
$279,187
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,784
shares
|
$278,874
0.03% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,784
shares
|
$278,874
0.17% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,778
shares
|
$277,936
0.12% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
1,774
shares
|
$277,311
0.12% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,774
shares
|
$277,311
0.26% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,773
shares
|
$277,155
0.09% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,770
shares
|
$276,686
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,768
shares
|
$276,373
0.11% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,766
shares
|
$276,061
0.07% of portfolio
|
Q2 2024
Added 149.44%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,766
shares
|
$276,061
0.06% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
1,763
shares
|
$275,592
0.04% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1,763
shares
|
$275,592
0.13% of portfolio
|
Q3 2024
Reduced 52.36%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,760
shares
|
$275,123
0.09% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,751
shares
|
$273,716
0.14% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
1,750
shares
|
$273,560
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,750
shares
|
$273,560
0.02% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
1,746
shares
|
$272,934
0.17% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,744
shares
|
$272,622
0.03% of portfolio
|
Q2 2023
Reduced 17.31%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
1,744
shares
|
$272,622
0.14% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
1,743
shares
|
$272,465
0.09% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,742
shares
|
$272,309
0.2% of portfolio
|
Q4 2024
Reduced 21.03%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,740
shares
|
$271,996
0.18% of portfolio
|
Q3 2024
Reduced 88.66%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,737
shares
|
$271,527
0.05% of portfolio
|
Q3 2022
Added 7.02%
|