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 |
---|---|---|---|---|---|
Strengthening Families & Communities, LLC
|
Jul 22, 2024 Q2 2024 |
896
shares
|
$130,359
0.04% of portfolio
|
Q2 2024
New holding
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
890
shares
|
$129,486
0.06% of portfolio
|
Q1 2024
Added 1.71%
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
884
shares
|
$128,613
0.34% of portfolio
|
Q3 2023
Added 6.0%
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 14, 2024 Q2 2024 |
882
shares
|
$128,322
0.18% of portfolio
|
Q1 2024
New holding
|
|
Raelipskie Partnership
Waterloo, A6 |
Jul 18, 2024 Q2 2024 |
865
shares
|
$125,848
0.07% of portfolio
|
Q4 2023
New holding
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
861
shares
|
$125,266
0.08% of portfolio
|
Q2 2024
Added 0.7%
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
860
shares
|
$125,121
0.04% of portfolio
|
Q2 2024
Added 52.75%
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 25, 2024 Q2 2024 |
857
shares
|
$124,684
0.07% of portfolio
|
Q2 2023
Reduced 40.53%
|
|
Clean Yield Group
|
Jul 10, 2024 Q2 2024 |
843
shares
|
$122,648
0.05% of portfolio
|
Q3 2023
Reduced 4.42%
|
|
Trust CO
|
Jul 15, 2024 Q2 2024 |
842
shares
|
$122,502
0.02% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
Deane Retirement Strategies, Inc.
|
Jul 08, 2024 Q2 2024 |
842
shares
|
$122,502
0.07% of portfolio
|
Q4 2023
Reduced 96.49%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
840
shares
|
$122,211
0.09% of portfolio
|
Q2 2024
Added 93.55%
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
837
shares
|
$121,775
0.0% of portfolio
|
Q2 2024
Added 35.22%
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
831
shares
|
$120,902
0.01% of portfolio
|
Q2 2024
Reduced 16.15%
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 05, 2024 Q2 2024 |
825
shares
|
$120,029
0.02% of portfolio
|
Q2 2024
Added 0.98%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
823
shares
|
$119,738
0.03% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
811
shares
|
$117,992
0.07% of portfolio
|
Q2 2024
Added 1.5%
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
804
shares
|
$116,973
0.05% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 05, 2024 Q2 2024 |
779
shares
|
$113,336
0.0% of portfolio
|
Q2 2024
New holding
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
776
shares
|
$112,900
0.02% of portfolio
|
Q3 2023
Added 2.24%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
745
shares
|
$108,390
0.07% of portfolio
|
Q2 2024
Added 6.43%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
736
shares
|
$107,080
0.03% of portfolio
|
Q2 2024
Reduced 34.98%
|
|
Proffitt & Goodson Inc
|
Jul 23, 2024 Q2 2024 |
730
shares
|
$106,207
0.02% of portfolio
|
Q2 2024
Added 9.45%
|
|
Fsc Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
728
shares
|
$105,916
0.08% of portfolio
|
Q2 2024
Added 5.51%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
727
shares
|
$105,771
0.01% of portfolio
|
Q2 2024
Added 52.41%
|