Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,849 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
919
shares
|
$148,262
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
915
shares
|
$147,616
0.07% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
911
shares
|
$146,971
0.09% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
900
shares
|
$145,197
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
900
shares
|
$145,197
0.08% of portfolio
|
Q1 2024
Reduced 30.77%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
899
shares
|
$145,035
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
899
shares
|
$145,035
0.24% of portfolio
|
Q2 2023
Reduced 0.11%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
884
shares
|
$142,615
0.34% of portfolio
|
Q3 2023
Added 6.0%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
882
shares
|
$142,293
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
867
shares
|
$139,873
0.07% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
860
shares
|
$138,743
0.03% of portfolio
|
Q2 2024
Added 52.75%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
857
shares
|
$138,259
0.06% of portfolio
|
Q2 2023
Reduced 40.53%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
843
shares
|
$136,001
0.04% of portfolio
|
Q3 2023
Reduced 4.42%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
842
shares
|
$135,839
0.28% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
841
shares
|
$135,678
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
832
shares
|
$134,226
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
831
shares
|
$134,065
0.01% of portfolio
|
Q2 2024
Reduced 16.15%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
812
shares
|
$130,999
0.02% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
800
shares
|
$129,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
793
shares
|
$127,934
0.03% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
781
shares
|
$125,998
0.09% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
776
shares
|
$125,192
0.02% of portfolio
|
Q3 2023
Added 2.24%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
745
shares
|
$120,190
0.02% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
745
shares
|
$120,190
0.06% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
736
shares
|
$118,738
0.02% of portfolio
|
Q2 2024
Reduced 34.98%
|