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Chevron (CVX) Institutional Ownership

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$153.72 -0.76 (-0.49%)
As of 11:36 AM Eastern
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Institutional Ownership Changes (13F Filings) for Chevron (NYSE:CVX)

Current
Institutional Ownership
Percentage
72.42%
Number of
Institutional Buyers
(last 12 months)
2901
Total
Institutional Inflows
(last 12 months)
$38.00B
Number of
Institutional Sellers
(last 12 months)
2384
Total
Institutional Outflows
(last 12 months)
$12.15B
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CVX Institutional Buying and Selling by Quarter

Chevron Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/21/2025Sterling Investment Counsel LLC1,415$220K0.1%-35.1%0.000%
10/21/2025Wagner Wealth Management LLC1,308$203K0.0%N/A0.000%
10/21/2025Silver Oak Securities Incorporated17,937$2.79M0.2%+122.5%0.001%
10/21/2025PUREfi Wealth LLC3,384$526K0.4%+18.2%0.000%
10/21/2025KOM Wealth Management Group LLC2,141$333K0.3%-14.5%0.000%
10/21/2025Amplius Wealth Advisors LLC2,889$449K0.0%-10.6%0.000%
10/21/2025CV Advisors LLC6,545$1.02M0.3%+11.4%0.000%
10/21/2025Generali Asset Management SPA SGR67,790$10.53M0.2%-9.6%0.004%
10/21/2025CapWealth Advisors LLC191,708$29.77M2.7%-4.3%0.011%
10/21/2025Golden State Equity Partners15,623$2.43M0.4%-16.4%0.001%
10/21/2025Invesco LLC12,108$1.88M0.6%+3.4%0.001%
10/21/2025Mattern Capital Management LLC9,927$1.54M0.2%+21.1%0.001%
10/21/2025Bank Pictet & Cie Europe AG14,242$2.21M0.0%-7.4%0.001%
10/21/2025True Wealth Design LLC373$58K0.0%+79.3%0.000%
10/21/2025Guyasuta Investment Advisors Inc.262,452$40.76M2.3%+1.5%0.015%
10/21/2025Coastline Trust Co13,206$2.05M0.2%-2.2%0.001%
10/21/2025Wealth Management Associates Inc.7,880$1.22M0.4%+7.5%0.000%
10/21/2025Financial Consulate Inc.3,690$573K0.1%N/A0.000%
10/21/2025Salomon & Ludwin LLC3,579$550K0.0%+23.8%0.000%
10/21/2025Pine Haven Investment Counsel Inc1,293$201K0.1%N/A0.000%
10/21/2025West Branch Capital LLC15,177$2.36M0.6%+6.9%0.001%
10/21/2025Ninety One UK Ltd370,173$57.48M0.1%+5.1%0.021%
10/21/2025McElhenny Sheffield Capital Management LLC4,610$716K0.2%+5.3%0.000%
10/21/2025Romano Brothers AND Company14,391$2.24M0.3%-4.1%0.001%
10/21/2025Roberts Wealth Advisors LLC6,301$978K0.3%+3.0%0.000%
10/21/2025Hofer & Associates. Inc1,776$276K0.2%+7.6%0.000%
10/21/2025Cantor Fitzgerald Investment Advisors L.P.102,198$15.87M1.1%+0.2%0.006%
10/21/2025GSG Advisors LLC1,419$219K0.1%N/A0.000%
10/21/2025Mather Group LLC.20,273$3.15M0.0%+33.0%0.001%
10/20/2025Mattern Wealth Management LLC20,775$3.23M0.6%-2.2%0.001%
10/20/2025XML Financial LLC45,081$7.00M0.6%-1.3%0.003%
10/20/2025Pinnacle Wealth Management Advisory Group LLC19,506$3.03M0.2%+7.9%0.001%
10/20/2025Delta Investment Management LLC19,182$2.98M0.5%+9.1%0.001%
10/20/2025Davidson Trust Co.27,229$4.23M1.7%+9.5%0.002%
10/20/2025Monarch Capital Management Inc.14,311$2.22M0.5%+1.6%0.001%
10/20/2025Motive Wealth Advisors1,647$256K0.1%+14.4%0.000%
10/20/2025Shira Ridge Wealth Management2,232$347K0.1%+3.8%0.000%
10/20/2025Yarbrough Capital LLC28,152$4.37M0.1%-3.3%0.002%
10/20/2025Burns J W & Co. Inc. NY67,313$10.45M1.2%-4.6%0.004%
10/20/2025Accurate Wealth Management LLC27,013$4.12M0.5%+4.4%0.002%
10/20/2025Hennessy Advisors Inc.63,232$9.82M0.3%-3.4%0.004%
10/20/2025Avaii Wealth Management LLC44,959$6.98M2.7%+1,957.6%0.003%
10/20/2025Davis Investment Partners LLC1,441$223K0.1%-76.9%0.000%
10/20/2025Miracle Mile Advisors LLC82,245$12.77M0.2%+5.6%0.005%
10/20/2025Chemistry Wealth Management LLC9,666$1.50M0.3%+1.3%0.001%
10/20/2025IAM Advisory LLC1,452$226K0.1%N/A0.000%
10/20/2025Advocate Group LLC66,074$10.26M1.7%+0.8%0.004%
10/20/2025Masso Torrence Wealth Management Inc.1,411$219K0.1%N/A0.000%
10/20/2025Allspring Global Investments Holdings LLC236,734$36.59M0.1%-8.4%0.014%
10/20/2025JB Capital LLC4,818$748K0.0%+9.0%0.000%
10/20/2025Mainstream Capital Management LLC5,108$793K0.5%-4.8%0.000%
10/20/2025Stonebridge Financial Group LLC5,558$863K0.1%+1.8%0.000%
10/20/2025Shum Financial Group Inc.4,060$630K0.5%N/A0.000%
10/20/2025Sterling Investment Management LLC5,768$896K0.5%N/A0.000%
10/20/2025Merit Financial Group LLC139,452$21.66M0.2%+10.7%0.008%
10/20/2025Hamilton Point Investment Advisors LLC1,355$210K0.0%-6.3%0.000%
10/20/20253Chopt Investment Partners LLC12,917$2.01M0.5%+6.2%0.001%
10/20/2025Moody Lynn & Lieberson LLC110,131$17.10M0.9%+66.7%0.006%
10/20/2025Adirondack Trust Co.16,025$2.49M0.8%-0.4%0.001%
10/20/2025Consilium Wealth Advisory LLC5,457$847K0.3%+4.5%0.000%
10/20/2025Marietta Wealth Management LLC46,627$7.24M0.9%+3.3%0.003%
10/20/2025OMNI 360 Wealth Inc.2,294$356K0.2%-8.5%0.000%
10/20/2025TBH Global Asset Management LLC7,033$1.09M0.2%-8.7%0.000%
10/20/2025Calamos Wealth Management LLC129,567$20.12M0.7%+2,307.4%0.007%
10/20/2025Calamos Advisors LLC635,452$98.68M0.4%+54.6%0.037%
10/20/2025Brendel Financial Advisors LLC6,234$968K0.5%+1.2%0.000%
10/20/2025Access Financial Services Inc.4,654$723K0.3%-48.2%0.000%
10/20/2025VIRGINIA RETIREMENT SYSTEMS ET Al209,771$32.58M0.2%+45.1%0.012%
10/20/2025Oak Asset Management LLC78,559$12.20M4.2%-3.9%0.005%
10/20/2025Sax Wealth Advisors LLC10,774$1.67M0.1%+8.4%0.001%
10/20/2025Smith Salley Wealth Management125,256$19.45M1.0%-0.9%0.007%
10/20/2025Lewis Asset Management LLC11,831$1.84M0.8%+16.6%0.001%
10/20/2025Forefront Wealth Partners LLC1,624$252K0.1%N/A0.000%
10/20/2025Investment Partners Asset Management Inc.2,152$334K0.2%+36.5%0.000%
10/20/2025Ascent Group LLC58,582$9.10M0.3%+47.3%0.003%
10/20/2025Great Diamond Partners LLC8,065$1.25M0.2%+4.8%0.000%
10/20/2025McGlone Suttner Wealth Management Inc.5,523$858K0.1%+1.9%0.000%
10/20/2025Baron Wealth Management LLC5,698$885K0.3%+3.2%0.000%
10/20/2025Sivia Capital Partners LLC4,112$639K0.2%+70.9%0.000%
10/20/2025Weaver Capital Management LLC9,432$1.47M0.3%+49.2%0.001%
10/20/2025Diversified Trust Co44,006$6.83M0.1%+30.5%0.003%
10/20/2025Clark Asset Management LLC1,415$220K0.0%-10.0%0.000%
10/20/2025Armbruster Capital Management Inc.1,713$266K0.0%-10.5%0.000%
10/20/2025YANKCOM Partnership5,854$909K0.4%+4.1%0.000%
10/20/2025Brown Shipley& Co Ltd17,950$2.79M1.5%-2.0%0.001%
10/20/2025Segment Wealth Management LLC29,027$4.51M0.3%-0.7%0.002%
10/20/2025LVW Advisors LLC15,417$2.39M0.2%+17.7%0.001%
10/20/2025Bravias Capital Group LLC2,398$372K0.2%+15.4%0.000%
10/20/2025Continuum Advisory LLC21,203$3.29M0.3%+19.5%0.001%
10/20/2025Lawson Kroeker Investment Management Inc. NE33,120$5.14M0.9%-0.7%0.002%
10/20/2025LifeWealth Investments LLC5,018$779K0.2%+8.1%0.000%
10/20/2025First American Bank81,569$12.67M0.8%-5.9%0.005%
10/20/2025Wealth Quarterback LLC8,602$1.34M0.5%-7.7%0.000%
10/20/2025waypoint wealth counsel2,614$406K0.2%+30.3%0.000%
10/20/2025Albion Financial Group UT25,269$3.92M0.2%+6.3%0.001%
10/20/2025Benin Management CORP23,108$3.59M0.8%+0.3%0.001%
10/20/2025Pure Financial Advisors LLC23,096$3.59M0.1%+6.1%0.001%
10/20/2025Tripletail Wealth Management LLC1,117$172K0.2%N/A0.000%
10/17/2025Oak Harvest Investment Services67,997$10.56M1.2%+2.1%0.004%
10/17/2025Austin Private Wealth LLC10,879$1.69M0.1%-0.8%0.001%
(Data available from 1/1/2016 forward)

CVX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVX shares?

During the previous two years, 4,172 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($22.31B), State Street Corp ($20.02B), Berkshire Hathaway Inc ($17.48B), Kingstone Capital Partners Texas LLC ($13.21B), Morgan Stanley ($5.76B), Geode Capital Management LLC ($5.25B), and Charles Schwab Investment Management Inc. ($4.98B).Learn more on Chevron's institutional investors.

What percentage of Chevron's stock is owned by institutional investors?

72.42% of Chevron's stock is owned by institutional investors. Learn more on CVX's institutional investor holdings.

Which institutional investors have been buying Chevron's stock?

Of the 3,674 institutional investors that purchased Chevron's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($83.72M), Norges Bank ($59.30M), Berkshire Hathaway Inc ($19.30M), Charles Schwab Investment Management Inc. ($9.24M), GQG Partners LLC ($8.77M), Nuveen LLC ($8.14M), and International Assets Investment Management LLC ($8.06M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 256,879,148 shares in the last 24 months. This purchase volume represents approximately $38.00B in transactions.

Which of Chevron's major shareholders have been selling company stock?

Of the 2,375 institutional investors that sold Chevron's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($4.87M), State Street Corp ($4.56M), Legal & General Group Plc ($4.33M), Pathway Financial Advisers LLC ($3.87M), Vanguard Group Inc. ($2.70M), Wellington Management Group LLP ($2.22M), and Diamond Hill Capital Management Inc. ($2.06M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 81,343,439 shares in the last 24 months. This volume of shares sold represents approximately $12.15B in transactions.


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This page (NYSE:CVX) was last updated on 10/21/2025 by MarketBeat.com Staff
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