Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,909 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 $197 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,434
shares
|
$213,938
0.02% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,426
shares
|
$212,744
0.05% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,424
shares
|
$212,446
0.03% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,423
shares
|
$212,297
0.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,422
shares
|
$212,148
0.02% of portfolio
|
Q3 2024
Reduced 73.77%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,417
shares
|
$211,402
0.19% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
1,412
shares
|
$210,656
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
1,411
shares
|
$210,507
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,410
shares
|
$210,357
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,410
shares
|
$210,357
0.08% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
1,410
shares
|
$210,357
0.12% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
1,405
shares
|
$209,611
0.02% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,405
shares
|
$209,611
0.09% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,403
shares
|
$209,313
0.03% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
1,401
shares
|
$209,015
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,400
shares
|
$208,866
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
1,400
shares
|
$208,866
0.15% of portfolio
|
Q3 2024
Reduced 93.53%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$208,866
0.06% of portfolio
|
Q3 2024
Reduced 92.16%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
1,395
shares
|
$208,120
0.13% of portfolio
|
Q2 2023
Added 1.16%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
1,394
shares
|
$207,970
0.03% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
1,393
shares
|
$207,821
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,392
shares
|
$207,672
0.03% of portfolio
|
Q4 2023
Reduced 14.91%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
1,392
shares
|
$207,672
0.11% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
1,389
shares
|
$207,224
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
1,389
shares
|
$207,224
0.06% of portfolio
|
Q4 2024
New holding
|