Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,851 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 $216 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
745
shares
|
$120,958
0.06% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
736
shares
|
$119,496
0.02% of portfolio
|
Q2 2024
Reduced 34.98%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
733
shares
|
$119,009
0.08% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
718
shares
|
$116,574
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
703
shares
|
$114,139
0.04% of portfolio
|
Q3 2021
Reduced 7.13%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
685
shares
|
$111,216
0.04% of portfolio
|
Q3 2024
Reduced 82.85%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
678
shares
|
$110,080
0.1% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
677
shares
|
$109,917
0.05% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
667
shares
|
$108,294
0.05% of portfolio
|
Q3 2024
Reduced 17.76%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
664
shares
|
$107,807
0.01% of portfolio
|
Q3 2024
Reduced 64.83%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
650
shares
|
$105,534
0.02% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
648
shares
|
$105,209
0.07% of portfolio
|
Q4 2022
Reduced 38.81%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
643
shares
|
$104,397
0.03% of portfolio
|
Q1 2023
Reduced 71.26%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
633
shares
|
$102,773
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
630
shares
|
$102,286
0.03% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
623
shares
|
$101,150
0.03% of portfolio
|
Q2 2024
Reduced 17.15%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
619
shares
|
$100,500
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
618
shares
|
$100,338
0.04% of portfolio
|
Q2 2024
Reduced 16.26%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
618
shares
|
$100,338
0.07% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
597
shares
|
$96,928
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
578
shares
|
$93,844
0.02% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
568
shares
|
$92,220
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
568
shares
|
$92,220
0.23% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
560
shares
|
$90,921
0.04% of portfolio
|
Q3 2024
Added 53.42%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
559
shares
|
$90,759
0.03% of portfolio
|
Q2 2023
Reduced 39.89%
|