Institutional Ownership Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX). We have compiled data on the 4,133 institutions that hold shares in the stock, with a total of 1.35 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 |
|---|---|---|---|---|---|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
42
shares
|
$6,662
0.26% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
42
shares
|
$6,662
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
41
shares
|
$6,503
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
41
shares
|
$6,503
0.0% of portfolio
|
Q4 2024
Reduced 77.6%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
41
shares
|
$6,503
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
40
shares
|
$6,344
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
38
shares
|
$6,027
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
38
shares
|
$6,027
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
37
shares
|
$5,868
0.49% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
31
shares
|
$4,917
0.0% of portfolio
|
Q4 2024
Reduced 36.73%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
30
shares
|
$4,758
0.0% of portfolio
|
Q4 2024
Reduced 68.42%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
30
shares
|
$4,758
0.0% of portfolio
|
Q3 2024
Reduced 96.36%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
30
shares
|
$4,758
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
29
shares
|
$4,599
0.0% of portfolio
|
Q3 2024
Reduced 93.18%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
27
shares
|
$4,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
27
shares
|
$4,282
0.0% of portfolio
|
Q2 2023
Reduced 63.01%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
26
shares
|
$4,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
26
shares
|
$4,124
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
25
shares
|
$3,965
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
24
shares
|
$3,806
0.0% of portfolio
|
Q4 2024
Reduced 99.85%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
22
shares
|
$3,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
21
shares
|
$3,331
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
21
shares
|
$3,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
20
shares
|
$3,172
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$2,537
0.0% of portfolio
|
Q3 2024
Reduced 77.46%
|