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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
59
shares
|
$9,518
0.01% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
56
shares
|
$9,034
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
49
shares
|
$7,905
0.0% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
47
shares
|
$7,582
0.62% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
46
shares
|
$7,421
0.0% of portfolio
|
Q3 2024
Reduced 50.54%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
42
shares
|
$6,775
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
38
shares
|
$6,130
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
30
shares
|
$4,839
0.0% of portfolio
|
Q3 2024
Reduced 96.36%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
30
shares
|
$4,839
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
29
shares
|
$4,678
0.0% of portfolio
|
Q3 2024
Reduced 93.18%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
28
shares
|
$4,517
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$4,355
0.0% of portfolio
|
Q2 2023
Reduced 63.01%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
27
shares
|
$4,355
0.0% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
25
shares
|
$4,033
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
24
shares
|
$3,871
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
21
shares
|
$3,387
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
21
shares
|
$3,387
0.09% of portfolio
|
Q3 2024
Reduced 99.65%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
20
shares
|
$3,226
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
16
shares
|
$2,581
0.0% of portfolio
|
Q3 2024
Reduced 77.46%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,935
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4
shares
|
$645
0.0% of portfolio
|
Q3 2024
Reduced 97.44%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 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
|