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 |
---|---|---|---|---|---|
Financial Connections Group, Inc.
|
Jul 26, 2024 Q2 2024 |
125
shares
|
$18,186
0.01% of portfolio
|
Q2 2024
New holding
|
|
Kessler Investment Group, LLC
|
Jul 18, 2024 Q2 2024 |
125
shares
|
$18,186
0.01% of portfolio
|
Q3 2022
New holding
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
124
shares
|
$18,040
0.02% of portfolio
|
Q3 2022
Reduced 0.8%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
121
shares
|
$17,604
0.01% of portfolio
|
Q2 2024
Reduced 24.84%
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
121
shares
|
$17,604
0.01% of portfolio
|
Q1 2024
Reduced 16.55%
|
|
Advantage Trust CO
Salina, KS |
Aug 09, 2024 Q2 2024 |
110
shares
|
$16,003
0.01% of portfolio
|
Q4 2023
New holding
|
|
Robbins Farley LLC
Manchester, NH |
Jul 16, 2024 Q2 2024 |
100
shares
|
$14,549
0.01% of portfolio
|
Q3 2023
New holding
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
95
shares
|
$13,821
0.01% of portfolio
|
Q2 2024
New holding
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
95
shares
|
$13,821
0.01% of portfolio
|
Q1 2024
New holding
|
|
Esl Trust Services, LLC
|
Aug 12, 2024 Q2 2024 |
93
shares
|
$13,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hwg Holdings LP
Houston, TX |
Aug 19, 2024 Q2 2024 |
85
shares
|
$12,366
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
83
shares
|
$12,075
0.0% of portfolio
|
Q2 2024
Reduced 43.92%
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
81
shares
|
$11,784
0.01% of portfolio
|
Q2 2024
Added 1.25%
|
|
Moser Wealth Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
80
shares
|
$11,639
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tower View Investment Management & Research LLC
|
Jul 26, 2024 Q2 2024 |
80
shares
|
$11,639
0.01% of portfolio
|
Q1 2024
Reduced 31.62%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 26, 2024 Q2 2024 |
80
shares
|
$11,639
0.01% of portfolio
|
Q2 2024
Added 50.94%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
71
shares
|
$10,329
0.01% of portfolio
|
Q2 2024
Added 343.75%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 07, 2024 Q2 2024 |
71
shares
|
$10,329
0.0% of portfolio
|
Q1 2024
Reduced 79.36%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
68
shares
|
$9,893
0.0% of portfolio
|
Q1 2024
Reduced 11.69%
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 13, 2024 Q2 2024 |
67
shares
|
$9,747
0.01% of portfolio
|
Q2 2024
Added 1.52%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
63
shares
|
$9,165
0.01% of portfolio
|
Q2 2022
Reduced 35.71%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Jul 08, 2024 Q2 2024 |
60
shares
|
$8,729
0.0% of portfolio
|
Q2 2024
Reduced 54.2%
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
56
shares
|
$8,147
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 25, 2024 Q2 2024 |
42
shares
|
$6,110
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 31, 2024 Q2 2024 |
40
shares
|
$5,819
0.52% of portfolio
|
Q2 2024
Reduced 2.44%
|