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Disclosery

CVX CHEVRON CORPORATION

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COM (common), issuer CIK 93410

3,714 managers (3,764 13F filers) reported a position in CVX shares at 2024-12-31, 1,339,036,874 shares in all. 133 filers opened a position and 119 filers sold out during the quarter.

Managers
3,714
13F filers
3,764
New
133
Added
1,490
Reduced
1,478
Sold out
119
Shares held by filers
1,339,036,874

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Copperwynd Financial, LLC5,049$731K0.2%-2613F-HRTimeline
Aprio Wealth Management, LLC5,047$731K0.11%+49513F-HRTimeline
Scissortail Wealth Management, LLC5,045$731K0.19%+5,02413F-HRTimeline
Rosenberg Matthew Hamilton5,038$730K0.19%-92513F-HRTimeline
Unified Investment Management5,035$729K0.83%13F-HRTimeline
Lynx Investment Advisory5,026$728K0.5%+8513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,024$728K0.33%+44113F-HRTimeline
Paragon Private Wealth Management, LLC5,023$727K0.34%+43113F-HRTimeline
Northwest Bank & Trust Co4,484$726K0.54%+1113F-HRTimeline
Cromwell Holdings LLC5,007$725K0.42%+31513F-HRTimeline
CFO4Life Group, LLC5,006$725K0.13%+16013F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC5,000$724K0.53%013F-HRTimelineGroup
Seelaus Asset Management LLC5,000$724K0.66%-15013F-HRTimeline
Goldstone Financial Group, LLC4,977$721K0.11%+87013F-HRTimeline
Tanglewood Legacy Advisors, LLC4,969$720K0.31%+76913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,966$719K0.08%+94513F-HRTimelineGroup
Mill Creek Capital Advisors, LLC4,954$718K0.02%+1,24313F-HRTimeline
Smallwood Wealth Investment Management,…4,952$717K0.49%013F-HRTimeline
BSW Wealth Partners4,951$717K0.11%+75413F-HRTimeline
ATWOOD & PALMER INC4,919$712K0.05%+1613F-HRTimeline
Callan Capital, LLC4,918$712K0.05%+22413F-HRTimeline
Cross Staff Investments Inc4,914$712K0.5%-29313F-HRTimeline
Amica Retiree Medical Trust4,887$708K0.67%-42613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,865$705K0.03%+26313F-HRTimeline
Monterey Private Wealth, Inc.4,859$704K0.23%+17013F-HRTimeline
Addison Advisors LLC4,856$703K0.2%-18413F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC4,846$702K0.54%013F-HRTimeline
LifeSteps Financial, Inc.4,838$701K0.54%-49113F-HRTimeline
HTG Investment Advisors, Inc.4,831$700K0.32%013F-HRTimeline
Veracity Capital LLC4,829$699K0.25%+26513F-HRTimeline
Blue Fin Capital, Inc.4,828$699K0.13%-2,93013F-HRTimeline
Kolinsky Wealth Management, LLC4,828$699K0.43%013F-HRTimeline
Samalin Investment Counsel, LLC4,807$696K0.3%013F-HRTimeline
Fortitude Family Office, LLC4,806$696K0.25%-47213F-HRTimeline
James Hambro & Partners LLP4,800$696K0.03%013F-HRTimeline
First Western Trust Bank4,797$695K0.03%+11913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,794$694K0.06%+9813F-HR/ATimeline
COTTONWOOD CAPITAL ADVISORS, LLC4,780$692K0.5%-2613F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…4,779$692K0.11%+2,06213F-HRTimelineGroup
MBA Advisors LLC4,766$690K0.35%-1,46613F-HRTimeline
Blue Capital, Inc.4,766$690K0.49%13F-HRTimeline
Bangor Savings Bank4,764$690K0.06%-14,46813F-HRTimeline
Fortune 45 LLC4,758$690K0.45%-39013F-HRTimeline
Eldridge Investment Advisors, Inc.4,749$688K0.16%-4913F-HRTimeline
Winthrop Advisory Group LLC4,722$684K0.08%+41513F-HRTimeline
West Family Investments, Inc.4,706$682K0.24%-413F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.4,699$681K0.13%-54513F-HRTimeline
Merriman Wealth Management, LLC4,696$680K0.03%-17613F-HRTimeline
W.H. Cornerstone Investments Inc.4,672$677K0.45%+6613F-HRTimeline
Vision Capital Management, Inc.4,668$676K0.1%+20513F-HRTimeline
Providence First Trust Co4,666$676K0.25%-1,21513F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…4,660$675K0.22%+2013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…4,653$674K0.71%-1,47413F-HRTimeline
Chapman Investment Management, LLC4,650$674K0.5%-7413F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,639$672K0.23%+10213F-HRTimeline
Occidental Asset Management, LLC4,630$671K0.1%-13013F-HRTimeline
Select Asset Management & Trust4,620$669K0.26%013F-HRTimeline
General Partner, Inc.4,610$668K0.4%013F-HRTimeline
Gemmer Asset Management LLC4,609$668K0.07%-27913F-HRTimeline
Sloy Dahl & Holst, LLC4,602$667K0.08%+7013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,599$666K0.1%-35513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,588$665K0.08%-5313F-HRTimeline
CYBER HORNET ETFs LLC4,585$664K0.64%+11713F-HRTimeline
Net Worth Advisory Group4,583$664K0.2%-1,12613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.4,556$660K0.25%-9813F-HRTimeline
Sylvest Advisors, LLC4,552$659K0.41%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,547$659K0.25%+34813F-HRTimeline
Thoma Capital Management LLC4,546$658K0.45%13F-HRTimeline
Sterling Financial Group, Inc.4,545$658K0.24%-1613F-HRTimeline
Versant Capital Management, Inc4,539$657K0.14%+1813F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …4,538$657K0.04%-13913F-HRTimelineGroup
Three Seasons Wealth, LLC4,535$657K0.32%013F-HRTimeline
FIDELITY D & D BANCORP INC4,528$656K0.44%+613F-HR/ATimeline
LAZARI CAPITAL MANAGEMENT, INC.4,507$653K0.26%+31213F-HRTimeline
Bolthouse Investments, LLC4,507$653K0.6%13F-HRTimeline
Stiles Financial Services Inc4,501$652K0.24%+15513F-HRTimeline
NFSG Corp4,502$652K0.17%new13F-HRTimeline
CM WEALTH ADVISORS LLC4,500$652K0.21%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,499$652K0.08%+33813F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC4,493$651K0.43%+2613F-HRTimeline
Aljian Capital Management, LLC4,488$650K0.14%+513F-HRTimeline
LM Advisors LLC4,479$649K0.12%-6,00613F-HR/ATimeline
ProVise Management Group, LLC4,474$648K0.06%-2,73913F-HRTimeline
ACT WEALTH MANAGEMENT, LLC4,468$647K0.3%-3413F-HRTimeline
GARDNER RUSSO & QUINN LLC4,465$647K0.01%+1613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC4,459$646K0.04%+1313F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,457$646K0.09%+40313F-HRTimeline
Klingman & Associates, LLC4,453$645K0.04%-1,64813F-HRTimeline
Genesee Capital Advisors, LLC4,452$645K0.3%-5413F-HRTimeline
LJI Wealth Management, LLC4,450$645K0.13%+15513F-HRTimeline
Ruggaard & Associates LLC4,449$644K0.28%+20813F-HRTimeline
Pingora Partners LLC4,448$644K0.42%-10013F-HRTimeline
Greenfield Seitz Capital Management, LLC4,446$644K0.25%+40013F-HRTimeline
Faithward Advisors, LLC4,445$644K0.11%+12913F-HRTimeline
Deseret Mutual Benefit Administrators4,441$643K0.32%+23813F-HRTimeline
SUTTON PLACE INVESTORS LLC4,431$642K0.37%+10613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,425$641K0.1%-7713F-HRTimeline
WealthShield Partners, LLC4,425$641K0.09%-36413F-HRTimeline
Malaga Cove Capital, LLC4,420$640K0.25%+10013F-HRTimeline
Howard Capital Management Group, LLC4,418$640K0.04%-7613F-HRTimeline
RW Investment Management LLC4,417$640K0.08%-1,51813F-HRTimeline
AMARILLO NATIONAL BANK4,416$640K0.12%-5513F-HRTimeline
TABLEAUX LLC4,414$639K0.53%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.4,412$639K0.09%+1,02213F-HRTimeline
Shepherd Financial Partners LLC4,408$638K0.08%+7113F-HRTimeline
Coastal Bridge Advisors, LLC4,405$638K0.16%013F-HRTimeline
McElhenny Sheffield Capital Management,…4,381$635K0.21%-2613F-HRTimeline
Black Diamond Financial, LLC4,378$634K0.1%+2,45213F-HRTimeline
Nova R Wealth, Inc.4,375$634K0.32%+9713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC4,372$633K0.2%013F-HRTimeline
Harbor Advisors LLC4,372$633K0.1%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…4,382$633K0.01%+4,23213F-HRTimelineGroup
AF Advisors, Inc.4,370$633K0.09%013F-HRTimeline
Talisman Wealth Advisors LLC4,365$632K0.67%-7613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,365$632K0.37%new13F-HRTimeline
Chancellor Financial Group WB LP4,362$632K0.51%13F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC4,342$629K0.12%+7113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,341$629K0.27%-313F-HRTimeline
JNBA Financial Advisors4,340$629K0.06%+8013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,338$628K0.37%13F-HRTimeline
Cherry Creek Investment Advisors, Inc.4,335$628K0.31%-10913F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,334$628K0.1%-1,68813F-HRTimeline
Crestmont Private Wealth LLC4,334$628K0.28%013F-HRTimeline
Berger Financial Group, Inc4,327$627K0.04%-11213F-HRTimeline
Glass Jacobson Investment Advisors llc4,324$626K0.21%+5213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMB WEALTH MANAGEMENT4,323$626K0.35%-2013F-HRTimeline
Shum Financial Group, Inc.4,319$626K0.54%+7213F-HRTimeline
RFP Financial Group LLC4,314$625K0.24%-4,72813F-HRTimeline
Advisory Resource Group4,313$625K0.13%+4313F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC4,307$624K0.16%013F-HRTimeline
OAKLAND FINANCIAL CORP4,300$623K7.13%13F-HRTimeline
Sprinkle Financial Consultants LLC4,296$622K0.42%-42113F-HRTimeline
Houlihan Financial Resource Group, Ltd.4,296$622K0.27%+1313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,291$621K0.24%-26713F-HRTimeline
Werba Rubin Papier Wealth Management4,290$621K0.15%+14913F-HRTimeline
KDK Private Wealth Management, LLC4,288$621K0.64%13F-HRTimeline
Ellis Investment Partners, LLC4,280$620K0.12%-29113F-HRTimeline
Prairie Wealth Advisors, Inc.4,277$620K0.3%-43013F-HRTimeline
Lakeshore Capital Group, Inc.4,249$615K0.93%13F-HRTimeline
Hummer Financial Advisory Services Inc4,233$613K0.48%-20013F-HRTimeline
RS CRUM INC.4,230$613K0.15%+1,72113F-HRTimeline
J. L. Bainbridge & Co., Inc.4,225$612K0.06%+3013F-HRTimeline
Fortitude Advisory Group L.L.C.4,215$611K0.37%-26013F-HRTimeline
iA Global Asset Management Inc.4,210$610K0.01%-6,36113F-HRTimeline
Fractal Investments LLC4,200$608K0.09%013F-HRTimeline
White Knight Strategic Wealth Advisors,…4,200$608K0.25%new13F-HRTimeline
JB Capital LLC4,183$606K0.03%-26313F-HRTimeline
Arrowroot Family Office, LLC4,175$605K0.31%-1213F-HRTimeline
Aberdeen Wealth Management LLC4,174$605K0.41%-6513F-HRTimeline
Horan Securities, Inc.4,159$602K0.23%-15113F-HRTimeline
OUTFITTERS FINANCIAL LLC4,148$601K0.48%013F-HRTimeline
First Heartland Consultants, Inc.4,135$599K0.06%+33813F-HRTimeline
Saxony Capital Management, LLC4,134$599K0.53%+10113F-HRTimeline
Fire Capital Management LLC4,126$598K0.45%13F-HRTimeline
Altiora Financial Group, LLC4,124$597K0.13%-613F-HRTimeline
Horan Capital Advisors, LLC.4,121$597K0.2%-1513F-HRTimeline
Regent Peak Wealth Advisors LLC4,117$596K0.13%+16813F-HR/ATimeline
FDx Advisors, Inc.4,113$596K0.17%+17413F-HRTimeline
Verity Asset Management, Inc.4,064$596K0.34%-4,31813F-HRTimeline
Dale Q Rice Investment Management Ltd4,104$594K0.26%13F-HRTimeline
Matthew Goff Investment Advisor, LLC4,103$594K0.11%+5013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC4,100$594K0.08%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avion Wealth4,088$592K0.15%+47413F-HRTimeline
Fox Hill Wealth Management4,087$592K0.33%+10413F-HRTimeline
Security National Bank4,083$591K0.08%-20713F-HRTimeline
WNY Asset Management, LLC4,067$589K0.07%-17513F-HRTimeline
Kapstone Financial Advisors LLC3,781$589K0.31%-25513F-HRTimeline
Cornerstone Capital, Inc.4,057$588K0.06%013F-HRTimeline
Bernardo Wealth Planning LLC3,827$586K0.14%-913F-HRTimeline
Clarity Wealth Advisors, LLC4,044$586K0.16%+113F-HRTimeline
Chemistry Wealth Management LLC4,040$585K0.14%-10413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,036$585K0.23%+113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,028$583K0.54%13F-HRTimeline
PCG ASSET MANAGEMENT, LLC4,026$583K0.51%13F-HRTimeline
Affinity Capital Advisors, LLC3,895$583K0.11%-33013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC4,017$582K0.17%-113F-HRTimeline
Transce3nd, LLC4,013$582K0.2%13F-HRTimeline
Boit C F David4,000$579K0.24%013F-HRTimeline
RDA Financial Network3,996$579K0.17%-25013F-HRTimeline
Silver Coast Investments LLC3,994$578K0.22%+513F-HRTimeline
Coign Capital Advisors LLC3,993$578K0.53%13F-HRTimeline
Latitude Advisors, LLC3,992$578K0.33%-1113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,987$577K0.24%-16213F-HRTimeline
Sivia Capital Partners, LLC3,983$577K0.29%+33613F-HRTimeline
Glen Eagle Advisors, LLC3,979$576K0.1%-9713F-HRTimeline
Barry Investment Advisors, LLC3,962$574K0.18%-31313F-HRTimeline
NorthStar Asset Management LLC /NJ/3,961$574K0.37%+12313F-HRTimeline
MJP ASSOCIATES INC /ADV3,952$572K0.1%+70413F-HRTimeline
Valtrion Capital Management, LLC3,952$572K0.75%13F-HRTimeline
Centennial Wealth Advisory LLC3,948$572K0.22%-1,50513F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,948$572K0.01%013F-HRTimeline
Atlas Legacy Advisors, LLC3,944$571K0.14%13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC3,943$571K0.23%-2,26113F-HRTimeline
BRAVE ASSET MANAGEMENT INC3,939$571K0.18%013F-HRTimeline
Laidlaw Wealth Management LLC3,937$570K0.25%+28913F-HRTimeline
Ullmann Wealth Partners Group, LLC3,924$568K0.07%+9013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC3,923$568K0.28%-19713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…3,908$566K0.28%+22713F-HRTimelineGroup
Guinness Atkinson Asset Management Inc3,904$565K0.29%-913F-HRTimeline
Triad Wealth Partners, LLC3,902$565K0.2%new13F-HRTimeline