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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
453
shares
|
$67,660
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
451
shares
|
$67,361
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
451
shares
|
$67,361
0.1% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
450
shares
|
$67,212
0.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
449
shares
|
$67,062
0.02% of portfolio
|
Q3 2023
Added 102.25%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
444
shares
|
$66,315
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
440
shares
|
$65,718
0.03% of portfolio
|
Q3 2024
Reduced 18.22%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
434
shares
|
$64,822
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
434
shares
|
$64,822
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
407
shares
|
$60,789
0.03% of portfolio
|
Q2 2024
Added 97.57%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
400
shares
|
$59,744
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
383
shares
|
$57,204
0.0% of portfolio
|
Q2 2024
Reduced 72.31%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
376
shares
|
$56,159
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
365
shares
|
$54,516
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
363
shares
|
$54,217
0.03% of portfolio
|
Q3 2024
Added 46.96%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
353
shares
|
$52,724
0.08% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
338
shares
|
$50,483
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
330
shares
|
$49,288
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
330
shares
|
$49,288
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
329
shares
|
$49,139
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
328
shares
|
$48,990
0.03% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
327
shares
|
$48,840
0.01% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
325
shares
|
$48,542
0.04% of portfolio
|
Q1 2024
Reduced 18.55%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
325
shares
|
$48,542
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
324
shares
|
$48,392
0.02% of portfolio
|
Q3 2024
Reduced 2.11%
|