Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,849 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 $214 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
149
shares
|
$24,038
0.01% of portfolio
|
Q3 2024
Added 23.14%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
148
shares
|
$23,876
0.01% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
137
shares
|
$22,102
0.01% of portfolio
|
Q4 2022
Added 19.13%
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
136
shares
|
$21,940
0.04% of portfolio
|
Q4 2019
New holding
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
132
shares
|
$21,295
0.01% of portfolio
|
Q2 2024
Added 6.45%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
129
shares
|
$20,811
0.03% of portfolio
|
Q1 2024
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
127
shares
|
$20,488
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
127
shares
|
$20,488
0.02% of portfolio
|
Q1 2024
Reduced 96.95%
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
125
shares
|
$20,166
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
124
shares
|
$20,004
0.02% of portfolio
|
Q3 2022
Reduced 0.8%
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
116
shares
|
$18,714
0.01% of portfolio
|
Q3 2024
Reduced 23.18%
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
113
shares
|
$18,230
0.01% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
110
shares
|
$17,746
0.01% of portfolio
|
Q4 2023
New holding
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
100
shares
|
$16,133
0.01% of portfolio
|
Q3 2023
New holding
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
95
shares
|
$15,326
0.0% of portfolio
|
Q2 2024
New holding
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
95
shares
|
$15,326
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
83
shares
|
$13,390
0.0% of portfolio
|
Q2 2024
Reduced 43.92%
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
82
shares
|
$13,229
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
80
shares
|
$12,906
0.01% of portfolio
|
Q1 2024
New holding
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
80
shares
|
$12,906
0.01% of portfolio
|
Q1 2024
Reduced 31.62%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
71
shares
|
$11,454
0.0% of portfolio
|
Q1 2024
Reduced 79.36%
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
68
shares
|
$10,970
0.0% of portfolio
|
Q1 2024
Reduced 11.69%
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
67
shares
|
$10,809
0.0% of portfolio
|
Q2 2024
Added 1.52%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
63
shares
|
$10,163
0.01% of portfolio
|
Q2 2022
Reduced 35.71%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
60
shares
|
$9,679
0.0% of portfolio
|
Q2 2024
Reduced 54.2%
|