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 |
---|---|---|---|---|---|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
542
shares
|
$78,855
0.07% of portfolio
|
Q4 2022
Added 10740.0%
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
538
shares
|
$78,273
0.04% of portfolio
|
Q2 2024
Reduced 23.36%
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 22, 2024 Q2 2024 |
533
shares
|
$77,546
0.05% of portfolio
|
Q2 2024
Added 21.41%
|
|
Sws Partners
|
Jul 17, 2024 Q2 2024 |
521
shares
|
$75,800
0.02% of portfolio
|
Q2 2024
New holding
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 29, 2024 Q2 2024 |
512
shares
|
$74,490
0.08% of portfolio
|
Q1 2024
Reduced 41.95%
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
499
shares
|
$72,599
0.02% of portfolio
|
Q2 2022
New holding
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
495
shares
|
$72,017
0.03% of portfolio
|
Q4 2023
Reduced 28.78%
|
|
Tributary Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
490
shares
|
$71,290
0.01% of portfolio
|
Q1 2024
New holding
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 26, 2024 Q2 2024 |
487
shares
|
$70,853
0.04% of portfolio
|
Q1 2024
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
485
shares
|
$70,562
0.05% of portfolio
|
Q2 2024
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
465
shares
|
$67,652
0.02% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
Ramirez Asset Management, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
464
shares
|
$67,507
0.01% of portfolio
|
Q3 2023
New holding
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 10, 2024 Q2 2024 |
463
shares
|
$67,361
0.04% of portfolio
|
Q2 2024
Added 0.87%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 2024 |
461
shares
|
$67,070
0.06% of portfolio
|
Q2 2024
Added 129.35%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 17, 2024 Q2 2024 |
459
shares
|
$66,779
0.03% of portfolio
|
Q4 2023
Added 7.75%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
457
shares
|
$66,488
0.04% of portfolio
|
Q4 2022
Reduced 2.56%
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
453
shares
|
$65,906
0.03% of portfolio
|
Q1 2024
New holding
|
|
Canton Hathaway, LLC
|
Jul 22, 2024 Q2 2024 |
449
shares
|
$65,325
0.02% of portfolio
|
Q3 2023
Added 102.25%
|
|
Cedar Mountain Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
447
shares
|
$65,034
0.02% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
Western Pacific Wealth Management, LP
|
Aug 14, 2024 Q2 2024 |
447
shares
|
$65,034
0.05% of portfolio
|
Q2 2024
Added 115.94%
|
|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
444
shares
|
$64,597
0.02% of portfolio
|
Q2 2024
Added 63.24%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
444
shares
|
$64,597
0.04% of portfolio
|
Q4 2023
New holding
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
428
shares
|
$62,269
0.07% of portfolio
|
Q1 2024
Added 3.13%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 08, 2024 Q2 2024 |
425
shares
|
$61,833
0.0% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
411
shares
|
$59,796
0.02% of portfolio
|
Q2 2024
Added 172.19%
|