Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 3,988 institutions that hold shares in the stock, with a total of 1.34 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 |
|---|---|---|---|---|---|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
5,818
shares
|
$915,985
0.28% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
5,817
shares
|
$915,828
0.16% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
5,814
shares
|
$915,356
0.22% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
5,805
shares
|
$913,939
0.3% of portfolio
|
Q1 2024
Reduced 21.6%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,804
shares
|
$913,781
0.31% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
5,800
shares
|
$913,152
0.39% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
5,800
shares
|
$913,152
0.7% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
5,793
shares
|
$912,049
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
5,775
shares
|
$909,216
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
5,764
shares
|
$907,484
0.03% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,760
shares
|
$906,854
0.02% of portfolio
|
Q4 2024
Reduced 26.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
5,757
shares
|
$906,382
0.17% of portfolio
|
Q3 2024
Added 38.19%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
5,753
shares
|
$905,752
0.15% of portfolio
|
Q2 2024
Reduced 53.8%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
5,752
shares
|
$905,594
0.21% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
5,749
shares
|
$905,122
0.43% of portfolio
|
Q2 2022
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
5,748
shares
|
$904,965
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
5,739
shares
|
$903,548
0.28% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
5,733
shares
|
$902,603
0.07% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
5,733
shares
|
$902,603
0.16% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
5,729
shares
|
$901,973
0.44% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
5,713
shares
|
$899,454
0.17% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
5,709
shares
|
$898,824
0.07% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
5,708
shares
|
$898,667
0.08% of portfolio
|
Q3 2024
Added 87.7%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,704
shares
|
$898,037
0.11% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
5,699
shares
|
$897,250
0.12% of portfolio
|
Q4 2024
Added 7.16%
|