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Chevron (CVX) Institutional Ownership

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$167.95 +2.01 (+1.21%)
Closing price 03/26/2025 03:59 PM Eastern
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$167.74 -0.21 (-0.12%)
As of 03/26/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
2583
Total
Institutional Inflows
(last 12 months)
$17.53B
Number of
Institutional Sellers
(last 12 months)
2030
Total
Institutional Outflows
(last 12 months)
$10.57B
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CVX Institutional Buying and Selling by Quarter

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Chevron Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Fire Capital Management LLC4,126$598K0.4%N/A0.000%
3/24/2025Fulcrum Equity Management1,851$268K0.3%-52.2%0.000%
3/24/2025Mascagni Wealth Management Inc.6,487$940K0.8%N/A0.000%
3/21/2025Prostatis Group LLC3,796$550K0.2%-8.0%0.000%
3/19/2025DSG Capital Advisors LLC18,941$2.74M0.5%N/A0.001%
3/19/2025Chancellor Financial Group WB LP4,362$632K0.5%N/A0.000%
3/18/2025Triton Wealth Management PLLC2,913$461K0.2%+24.8%0.000%
3/18/2025Thoma Capital Management LLC4,546$658K0.5%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC1,029,649$149.13M0.3%+16.8%0.058%
3/17/2025Members Wealth LLC2,233$346K0.3%N/A0.000%
3/14/2025Tableaux LLC4,414$639K0.5%N/A0.000%
3/14/2025 Hara Capital LLC3,056$443K0.3%-11.9%0.000%
3/13/2025PKO Investment Management Joint Stock Co52,873$7.66M1.0%N/A0.003%
3/12/2025 Northstar Financial Companies Inc.9,372$1.36M1.3%N/A0.001%
3/12/2025 Centaurus Financial Inc.11,894$1.72M0.1%-57.4%0.001%
3/11/2025 Campbell Deegan Wealth Management LLC3,220$466K0.6%N/A0.000%
3/11/2025 Anchor Pointe Wealth Management LLC2,335$334K0.4%N/A0.000%
3/10/2025 SpringVest Wealth Management LLC1,865$270K0.2%N/A0.000%
3/10/2025 Old North State Trust LLC2,652$384K0.2%+4.0%0.000%
3/6/2025 Copia Wealth Management964$140K0.1%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC1,799$260K0.1%N/A0.000%
3/6/2025 TFR Capital LLC.2,094$303K0.2%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC87,600$13.61M3.3%-3.4%0.005%
3/5/2025 Probity Advisors Inc.3,260$472K0.1%+3.4%0.000%
3/5/2025 Copley Financial Group Inc.5,998$869K0.7%+8.5%0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL50,822$7.36M2.7%-7.7%0.003%
3/4/2025 Smith Shellnut Wilson LLC ADV3,353$486K0.2%+7.3%0.000%
3/3/2025 American Investment Services Inc.35,632$5.16M0.9%+46.0%0.002%
2/28/2025 Park Square Financial Group LLC709$103K0.1%N/A0.000%
2/28/2025 Menard Financial Group LLC11,495$1.67M1.0%-1.5%0.001%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH589,039$85.32M0.2%N/A0.033%
2/28/2025 Employees Retirement System of Texas14,610$2.12M0.0%-20.6%0.001%
2/27/2025 Brucke Financial Inc.2,158$322K0.3%N/A0.000%
2/27/2025 Omnia Family Wealth LLC1,504$218K0.1%N/A0.000%
2/27/2025 REAP Financial Group LLC254$37K0.0%-33.5%0.000%
2/27/2025 Landaas & Co. WI ADV1,564$227K0.1%-5.1%0.000%
2/27/2025 ABLE Financial Group LLC6,838$990K0.3%-4.9%0.000%
2/27/2025 Chelsea Counsel Co.40,662$5.89M3.0%-2.4%0.002%
2/27/2025 Bernard Wealth Management Corp.1,040$151K0.1%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.5,760$834K0.1%-26.9%0.000%
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2/27/2025 Carolinas Wealth Consulting LLC3,759$544K0.1%-8.1%0.000%
2/26/2025 Yoffe Investment Management LLC2,971$430K0.6%N/A0.000%
2/26/2025 LifeWealth Investments LLC1,455$211K0.1%N/A0.000%
2/26/2025 Capital A Wealth Management LLC528$77K0.1%N/A0.000%
2/26/2025 LM Advisors LLC4,479$649K0.1%-57.3%0.000%
2/26/2025 Lakeshore Capital Group Inc.4,249$615K0.9%N/A0.000%
2/26/2025 Virtue Capital Management LLC3,223$467K0.1%+10.8%0.000%
2/26/2025 Sculati Wealth Management LLC18,759$2.72M1.1%-6.5%0.001%
2/25/2025 Heck Capital Advisors LLC7,221$1.05M0.1%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC3,326$482K0.3%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.81,570$11.82M0.4%-6.2%0.005%
2/25/2025 Brick & Kyle Associates21,407$3.10M1.3%-0.5%0.001%
2/25/2025 Armis Advisers LLC2,742$397K0.0%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC34,095$4.94M0.4%-3.9%0.002%
2/25/2025 Integrated Advisors Network LLC62,279$9.02M0.4%-3.9%0.003%
2/25/2025 Polar Asset Management Partners Inc.166,000$24.04M0.3%N/A0.009%
2/25/2025 Garde Capital Inc.2,283$331K0.0%+235.2%0.000%
2/24/2025 Pullen Investment Management LLC16,488$2.39M1.6%-6.7%0.001%
2/24/2025 Instrumental Wealth LLC2,553$401K0.4%+14.2%0.000%
2/24/2025 Wilkins Miller Wealth Management LLC8,342$1.21M1.3%N/A0.000%
2/24/2025 Liberty Square Wealth Partners LLC2,709$421K0.2%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.108,253$15.68M0.4%+64.3%0.006%
2/24/2025 Cypress Asset Management Inc. TX13,083$1.96M0.5%N/A0.001%
2/24/2025 Ameriflex Group Inc.10,937$1.63M0.7%N/A0.001%
2/24/2025 United Advisor Group LLC7,494$1.09M0.2%+22.3%0.000%
2/24/2025 Sunbeam Capital Management LLC2,935$425K0.4%N/A0.000%
2/24/2025 Challenger Wealth Management19,570$2.83M2.4%N/A0.001%
2/22/2025 American Trust2,680$388K0.0%-8.7%0.000%
2/21/2025 Ascent Group LLC31,552$4.57M0.3%+5.5%0.002%
2/21/2025 Aberdeen Wealth Management LLC4,174$605K0.4%-1.5%0.000%
2/21/2025 WNY Asset Management LLC4,067$589K0.1%-4.1%0.000%
2/21/2025 Putney Financial Group LLC2,643$383K0.3%N/A0.000%
2/21/2025 Aurdan Capital Management LLC35,650$5.16M2.0%N/A0.002%
2/21/2025 Vermillion Wealth Management Inc.2,329$337K0.2%N/A0.000%
2/20/2025 Mackenzie Financial Corp876,351$126.93M0.2%-11.4%0.049%
2/20/2025 Forum Financial Management LP36,561$5.30M0.1%+12.8%0.002%
2/20/2025 Griffith & Werner Inc.15,639$2.27M1.5%N/A0.001%
2/20/2025 Sunbeam Capital Management LLC881$128K0.3%N/A0.000%
2/20/2025 Michels Family Financial LLC10,908$1.58M1.4%N/A0.001%
2/20/2025 Kingstone Capital Partners Texas LLC14,637$2.12M1.7%N/A0.001%
2/20/2025 Revisor Wealth Management LLC1,978$289K0.3%-33.6%0.000%
2/19/2025 Toronto Dominion Bank791,870$114.69M0.2%+12.3%0.044%
2/19/2025 Auxier Asset Management25,651$3.72M0.6%-2.7%0.001%
2/19/2025 Warm Springs Advisors Inc.3,699$536K0.5%N/A0.000%
2/19/2025 Formidable Asset Management LLC25,421$3.68M0.6%-5.6%0.001%
2/19/2025 North Star Asset Management Inc.12,967$1.88M0.1%+9.6%0.001%
2/19/2025 Centerstone Investors LLC25,561$3.70M3.4%-0.8%0.001%
2/19/2025 Retirement Planning Group LLC NY1,784$258K0.3%N/A0.000%
2/19/2025 Parr Mcknight Wealth Management Group LLC55,839$8.09M1.2%N/A0.003%
2/19/2025 Public Employees Retirement System of Ohio749,289$108.53M0.4%-3.9%0.042%
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2/18/2025 Centerstone Investors LLC20,415$2.96M4.3%-20.8%0.001%
2/18/2025 Pacific Point Advisors LLC1,675$257K0.2%N/A0.000%
2/18/2025 Neo Ivy Capital Management13,245$1.92M0.4%N/A0.001%
2/18/2025 Western Wealth Management LLC10,901$1.58M0.5%-63.0%0.001%
2/18/2025 Strait & Sound Wealth Management LLC1,433$208K0.1%-18.7%0.000%
2/18/2025 Helium Advisors LLC3,136$454K0.4%N/A0.000%
2/18/2025 US Asset Management LLC2,235$324K0.3%-5.3%0.000%
2/18/2025 Sunbelt Securities Inc.35,637$5.10M0.4%-2.4%0.002%
2/18/2025 GTS Securities LLC17,617$2.55M0.1%-78.3%0.001%
2/18/2025 Fourth Dimension Wealth LLC277$40K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

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CVX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVX shares?

During the previous two years, 4,065 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were State Street Corp ($23.43B), Vanguard Group Inc. ($22.74B), BlackRock Inc. ($19.62B), Berkshire Hathaway Inc ($18.81B), Morgan Stanley ($5.76B), Geode Capital Management LLC ($5.25B), and Charles Schwab Investment Management Inc. ($4.61B).Learn more on CVX's institutional investors.

What percentage of Chevron stock is owned by institutional investors?

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

Which institutional investors have been buying Chevron stock?

Of the 3,578 institutional investors that purchased Chevron stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($426.82M), Norges Bank ($40.29M), Charles Schwab Investment Management Inc. ($16.78M), Berkshire Hathaway Inc ($15.85M), Commonwealth Equity Services LLC ($10.49M), International Assets Investment Management LLC ($8.08M), and Pathway Financial Advisers LLC ($7.78M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 701,732,692 shares in the last 24 months. This purchase volume represents approximately $109.29B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,784 institutional investors that sold Chevron stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($52.73M), BlackRock Inc. ($10.63M), Commonwealth Equity Services LLC ($10.31M), Capital International Investors ($7.70M), State Street Corp ($5.03M), Capital Research Global Investors ($5.01M), and International Assets Investment Management LLC ($4.89M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 206,873,414 shares in the last 24 months. This volume of shares sold represents approximately $32.41B in transactions.


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This page (NYSE:CVX) was last updated on 3/27/2025 by MarketBeat.com Staff
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