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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
1,456
shares
|
$226,684
0.01% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
1,453
shares
|
$226,217
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
1,453
shares
|
$226,217
0.06% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,446
shares
|
$225,127
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
1,445
shares
|
$224,972
0.1% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
1,443
shares
|
$224,660
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,441
shares
|
$224,349
0.15% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,440
shares
|
$224,193
0.13% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 15, 2025 Q4 2024 |
1,439
shares
|
$224,037
0.07% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
1,439
shares
|
$224,037
0.06% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,439
shares
|
$224,037
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
1,439
shares
|
$224,037
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
1,436
shares
|
$223,570
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,436
shares
|
$223,570
0.07% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
1,436
shares
|
$223,570
0.06% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,434
shares
|
$223,259
0.04% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,434
shares
|
$223,259
0.02% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,426
shares
|
$222,013
0.05% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,424
shares
|
$221,702
0.03% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,423
shares
|
$221,546
0.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,422
shares
|
$221,391
0.02% of portfolio
|
Q3 2024
Reduced 73.77%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,417
shares
|
$220,612
0.19% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
1,412
shares
|
$219,834
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
1,411
shares
|
$219,678
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,410
shares
|
$219,522
0.05% of portfolio
|
Q3 2024
New holding
|