Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,974 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 $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
38
shares
|
$5,919
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
38
shares
|
$5,919
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
37
shares
|
$5,763
0.49% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
31
shares
|
$4,828
0.0% of portfolio
|
Q4 2024
Reduced 36.73%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
30
shares
|
$4,673
0.0% of portfolio
|
Q4 2024
Reduced 68.42%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
30
shares
|
$4,673
0.0% of portfolio
|
Q3 2024
Reduced 96.36%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
30
shares
|
$4,673
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
29
shares
|
$4,517
0.0% of portfolio
|
Q3 2024
Reduced 93.18%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
28
shares
|
$4,361
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
27
shares
|
$4,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$4,205
0.0% of portfolio
|
Q2 2023
Reduced 63.01%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
26
shares
|
$4,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
26
shares
|
$4,050
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
25
shares
|
$3,894
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
24
shares
|
$3,738
0.0% of portfolio
|
Q4 2024
Reduced 99.85%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
21
shares
|
$3,271
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
21
shares
|
$3,271
0.09% of portfolio
|
Q3 2024
Reduced 99.65%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
21
shares
|
$3,271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$2,492
0.0% of portfolio
|
Q3 2024
Reduced 77.46%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,869
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
7
shares
|
$1,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
5
shares
|
$778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1
shares
|
$155
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1
shares
|
$155
0.0% of portfolio
|
Q4 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
|