Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,857 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 $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
597
shares
|
$89,167
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
578
shares
|
$86,330
0.02% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
568
shares
|
$84,836
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
568
shares
|
$84,836
0.23% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
560
shares
|
$83,641
0.04% of portfolio
|
Q3 2024
Added 53.42%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
559
shares
|
$83,492
0.03% of portfolio
|
Q2 2023
Reduced 39.89%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
557
shares
|
$83,193
0.09% of portfolio
|
Q4 2021
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
553
shares
|
$82,596
0.05% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
536
shares
|
$80,056
0.02% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
526
shares
|
$78,563
0.02% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
512
shares
|
$76,472
0.07% of portfolio
|
Q1 2024
Reduced 41.95%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$74,680
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
500
shares
|
$74,680
0.0% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
499
shares
|
$74,530
0.03% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
495
shares
|
$73,933
0.02% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
487
shares
|
$72,738
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
480
shares
|
$71,692
0.02% of portfolio
|
Q3 2024
Added 166.67%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
470
shares
|
$70,199
0.01% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
469
shares
|
$70,049
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
465
shares
|
$69,452
0.02% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
464
shares
|
$69,303
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
463
shares
|
$69,153
0.01% of portfolio
|
Q3 2024
Reduced 45.01%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
459
shares
|
$68,556
0.02% of portfolio
|
Q4 2023
Added 7.75%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
457
shares
|
$68,257
0.04% of portfolio
|
Q4 2022
Reduced 2.56%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
454
shares
|
$67,809
0.05% of portfolio
|
Q3 2024
Added 16.71%
|