Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,793 institutions that hold shares in the stock, with a total of 1.32 Billion shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fwl Investment Management, LLC
|
May 13, 2024 Q1 2024 |
56
shares
|
$8,873
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Apr 17, 2024 Q1 2024 |
53
shares
|
$8,398
0.01% of portfolio
|
Q4 2022
Reduced 11.67%
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 24, 2024 Q1 2024 |
42
shares
|
$6,655
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
41
shares
|
$6,496
0.32% of portfolio
|
Q1 2024
Reduced 10.87%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
38
shares
|
$6,021
0.0% of portfolio
|
Q4 2022
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
33
shares
|
$5,229
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
30
shares
|
$4,753
0.0% of portfolio
|
Q4 2023
New holding
|
|
Horrell Capital Management, Inc.
|
Apr 25, 2024 Q1 2024 |
28
shares
|
$4,436
0.0% of portfolio
|
Q3 2017
New holding
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
27
shares
|
$4,278
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$4,278
0.0% of portfolio
|
Q2 2023
Reduced 63.01%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
26
shares
|
$4,119
0.0% of portfolio
|
Q4 2023
New holding
|
|
Gs Investments, Inc.
|
May 09, 2024 Q1 2024 |
21
shares
|
$3,327
0.0% of portfolio
|
Q1 2022
New holding
|
|
Dougherty Wealth Advisers LLC
|
Apr 26, 2024 Q1 2024 |
20
shares
|
$3,169
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hwg Holdings LP
Houston, TX |
Jan 04, 2024 Q4 2023 |
17
shares
|
$2,693
0.0% of portfolio
|
Q4 2023
Reduced 77.92%
|
|
Pfg Private Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
16
shares
|
$2,535
0.0% of portfolio
|
Q4 2023
Reduced 51.52%
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
12
shares
|
$1,901
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
10
shares
|
$1,584
0.0% of portfolio
|
Q1 2024
Reduced 58.33%
|
|
Ifs Advisors, LLC
|
Apr 04, 2024 Q1 2024 |
10
shares
|
$1,584
0.0% of portfolio
|
Q4 2023
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
5
shares
|
$792
0.0% of portfolio
|
Q1 2024
Reduced 97.63%
|
|
Quest Partners LLC
New York, NY |
May 09, 2024 Q1 2024 |
4
shares
|
$633
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|