Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,837 institutions that hold shares in the stock, with a total of 1.37 Billion shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,527
shares
|
$222,163
0.05% of portfolio
|
Q2 2023
Added 0.99%
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,524
shares
|
$221,726
0.04% of portfolio
|
Q1 2023
Added 0.73%
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Jul 26, 2024 Q2 2024 |
1,524
shares
|
$221,726
0.18% of portfolio
|
Q1 2024
New holding
|
|
Grant
|
Jul 22, 2024 Q2 2024 |
1,521
shares
|
$221,290
0.12% of portfolio
|
Q2 2024
Added 0.07%
|
|
Reynders Mc Veigh Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
1,520
shares
|
$221,144
0.01% of portfolio
|
Q2 2024
New holding
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,519
shares
|
$220,999
0.39% of portfolio
|
Q2 2022
Added 19.51%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
1,516
shares
|
$220,562
0.18% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 18, 2024 Q2 2024 |
1,514
shares
|
$220,271
0.18% of portfolio
|
Q2 2024
Added 6.02%
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 24, 2024 Q2 2024 |
1,507
shares
|
$219,253
0.17% of portfolio
|
Q2 2024
Added 11.38%
|
|
Zimmermann Investment Management & Planning LLC
|
Jul 26, 2024 Q2 2024 |
1,505
shares
|
$218,962
0.08% of portfolio
|
Q2 2024
Reduced 20.12%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
1,504
shares
|
$218,816
0.12% of portfolio
|
Q2 2024
New holding
|
|
Financial Planning & Information Services, Inc.
|
Aug 13, 2024 Q2 2024 |
1,501
shares
|
$218,380
0.04% of portfolio
|
Q2 2023
Added 5.41%
|
|
First National Bank Of Hutchinson
|
Jul 25, 2024 Q2 2024 |
1,500
shares
|
$218,235
0.15% of portfolio
|
Q2 2024
New holding
|
|
Check Capital Management Inc
|
Jul 25, 2024 Q2 2024 |
1,500
shares
|
$218,235
0.01% of portfolio
|
Q1 2023
Reduced 0.59%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
1,500
shares
|
$218,235
0.03% of portfolio
|
Q2 2024
New holding
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 12, 2024 Q2 2024 |
1,500
shares
|
$218,235
0.02% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Jul 18, 2024 Q2 2024 |
1,498
shares
|
$217,944
0.11% of portfolio
|
Q2 2024
Added 1.08%
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 14, 2024 Q2 2024 |
1,492
shares
|
$217,071
0.19% of portfolio
|
Q2 2024
New holding
|
|
Pcg Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,490
shares
|
$216,780
0.11% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
North Point Portfolio Managers Corp
|
Jul 29, 2024 Q2 2024 |
1,487
shares
|
$216,343
0.04% of portfolio
|
Q2 2024
New holding
|
|
Forth Right Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
1,481
shares
|
$215,470
0.08% of portfolio
|
Q2 2024
Added 0.34%
|
|
Kercheville Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
1,480
shares
|
$215,325
0.1% of portfolio
|
Q1 2024
New holding
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
1,478
shares
|
$215,034
0.09% of portfolio
|
Q2 2024
Added 1.03%
|
|
Interactive Financial Advisors
Chicago, IL |
Aug 02, 2024 Q2 2024 |
1,476
shares
|
$214,743
0.13% of portfolio
|
Q1 2024
Reduced 37.88%
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
1,476
shares
|
$214,743
0.14% of portfolio
|
Q2 2024
Reduced 1.01%
|