Free Trial

Chevron (CVX) Institutional Ownership

Chevron logo
$162.20 +0.87 (+0.54%)
(As of 02:00 PM ET)

Institutional Ownership Changes (13F Filings) for Chevron (NYSE:CVX)

Current
Institutional Ownership
Percentage
72.42%
Number of
Institutional Buyers
(last 12 months)
2315
Total
Institutional Inflows
(last 12 months)
$18.84B
Number of
Institutional Sellers
(last 12 months)
1839
Total
Institutional Outflows
(last 12 months)
$8.37B
Get CVX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Chevron stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CVX Institutional Buying and Selling by Quarter

Chevron Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 Morse Asset Management Inc23,823$3.51M0.8%-8.2%0.001%
11/20/2024Diamant Asset Management Inc.5,510$811K0.5%+6.2%0.000%
11/20/2024Westside Investment Management Inc.3,405$503K0.1%+9.0%0.000%
11/20/2024Advisory Resource Group4,270$629K0.1%-1.6%0.000%
11/20/2024 Bard Financial Services Inc.62,535$9.21M1.1%-14.1%0.003%
11/19/2024 McIlrath & Eck LLC1,434$211K0.0%+5.8%0.000%
11/19/2024 Invst LLC1,388$204K0.0%-13.0%0.000%
11/19/2024 Citizens Business Bank30,040$4.61M0.9%-1.0%0.002%
11/19/2024 Second Line Capital LLC30,015$4.42M1.2%+77.7%0.002%
11/19/2024 TCW Group Inc.64,495$9.50M0.1%-25.5%0.004%
11/18/2024 Soltis Investment Advisors LLC70,756$10.42M1.0%+76.7%0.004%
11/18/2024 Rehmann Capital Advisory Group20,041$2.98M0.2%-7.5%0.001%
11/18/2024 TD Private Client Wealth LLC73,148$10.77M0.3%-8.9%0.004%
11/18/2024 Hobbs Group Advisors LLC685$101K0.0%-82.8%0.000%
11/18/2024 Virtue Capital Management LLC2,909$428K0.1%-50.3%0.000%
11/18/2024 Fortem Financial Group LLC2,083$307K0.1%-29.5%0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky134,007$19.74M0.2%-6.8%0.007%
11/18/2024 Sunbelt Securities Inc.36,520$5.38M0.5%-8.2%0.002%
11/18/2024 Toronto Dominion Bank705,151$103.85M0.2%-21.6%0.039%
11/18/2024 Empire Financial Management Company LLC20,881$3.08M0.9%+0.5%0.001%
11/18/2024 Brown Financial Advisors13,068$1.93M0.8%-12.2%0.001%
11/18/2024 Coldstream Capital Management Inc.65,754$9.70M0.2%+12.6%0.004%
11/18/2024 Strait & Sound Wealth Management LLC1,763$260K0.1%-52.4%0.000%
11/18/2024 RB Capital Management LLC28,507$4.20M1.0%+4.6%0.002%
11/18/2024 GG Group Ventures LLC3,238$524K0.8%N/A0.000%
11/18/2024 First Dallas Securities Inc.2,876$424K0.2%-26.6%0.000%
11/18/2024 JDM Financial Group LLC363$53K0.0%+47.0%0.000%
11/16/2024 Geode Capital Management LLC35,876,354$5.27B0.4%-0.2%1.996%
11/15/2024 MidWestOne Financial Group Inc.23,483$3.46M0.5%-0.4%0.001%
11/15/2024 Insight Inv LLC16,560$2.44M2.0%-1.0%0.001%
11/15/2024 Savoie Capital LLC134,475$19.80M2.4%+33.8%0.007%
11/15/2024 Brophy Wealth Management LLC4,392$647K0.2%N/A0.000%
11/15/2024 Resources Management Corp CT ADV54,970$8.10M1.1%-0.4%0.003%
11/15/2024 Executive Wealth Management LLC1,538$226K0.0%N/A0.000%
11/15/2024 Abel Hall LLC3,634$535K0.4%-10.7%0.000%
11/15/2024 Continuum Advisory LLC17,411$2.82M0.4%+6.9%0.001%
11/15/2024 O Brien Greene & Co. Inc15,258$2.25M0.7%-1.5%0.001%
11/15/2024 LRI Investments LLC13,336$2.16M0.2%-1.2%0.001%
11/15/2024 PYA Waltman Capital LLC15,211$2.24M0.7%+5.3%0.001%
11/15/2024 Geller Advisors LLC2,238$330K0.0%-15.2%0.000%
Trump won. Buy this coin now. (Ad)

Juan Villaverde called the top and bottom of every crypto bull market since 2012. He believes Bitcoin will go to $150,000 — or more. But there’s one coin he thinks could go even higher.

11/15/2024 Hamilton Capital LLC10,954$1.63M0.1%+11.0%0.001%
11/15/2024 Public Employees Retirement System of Ohio779,426$114.79M0.5%-1.0%0.043%
11/15/2024 SGL Investment Advisors Inc.33,229$5.38M2.7%N/A0.002%
11/15/2024 EWA LLC1,253$203K0.1%-5.0%0.000%
11/15/2024 Cape Cod Five Cents Savings Bank48,411$7.57M0.7%-0.8%0.003%
11/15/2024 Nomura Asset Management Co. Ltd.982,888$144.75M0.4%+7.2%0.055%
11/15/2024 Y Intercept Hong Kong Ltd15,632$2.30M0.1%-41.8%0.001%
11/15/2024 Raab & Moskowitz Asset Management LLC16,133$2.38M0.6%-2.7%0.001%
11/15/2024 MML Investors Services LLC558,078$82.19M0.3%-4.9%0.031%
11/15/2024 Hodges Capital Management Inc.7,647$1.13M0.1%-42.0%0.000%
11/15/2024 First National Bank of Omaha112,770$16.61M1.1%-2.1%0.006%
11/15/2024 Montchanin Asset Management LLC11,984$1.77M1.6%+2.4%0.001%
11/15/2024 CTC Alternative Strategies Ltd.6,867$1.01M1.3%+1.4%0.000%
11/15/2024 Dean Investment Associates LLC63,993$9.42M1.3%+10.6%0.004%
11/15/2024 Legacy Investment Solutions LLC183$29K0.0%N/A0.000%
11/15/2024 Headinvest LLC31,731$4.67M0.9%+5.2%0.002%
11/15/2024 Mosaic Financial Group LLC10,828$1.60M1.1%+1.8%0.001%
11/15/2024 Dunhill Financial LLC560$82K0.0%+53.4%0.000%
11/15/2024 Bontempo Ohly Capital Mgmt LLC16,466$2.43M1.1%+6.7%0.001%
11/15/2024 Delos Wealth Advisors LLC2,357$347K0.3%+450.7%0.000%
11/15/2024 MCIA Inc1,436$223K0.0%N/A0.000%
11/15/2024 Orion Portfolio Solutions LLC164,140$24.17M0.5%-8.9%0.009%
11/15/2024 World Investment Advisors LLC196,153$28.89M0.2%+437.6%0.011%
11/15/2024 Zacks Investment Management306,625$45.16M0.4%-68.1%0.017%
11/15/2024 Zega Financial LLC2,685$395K0.1%+6.0%0.000%
11/15/2024 Zurich Insurance Group Ltd FI225,725$33.24M0.3%-39.1%0.013%
11/15/2024 DF Dent & Co. Inc.10,214$1.50M0.0%+2.6%0.001%
11/15/2024 Hendershot Investments Inc.12,683$1.87M0.3%+0.8%0.001%
11/15/2024 Goldstream Capital Management Ltd5,793$853K0.3%N/A0.000%
11/15/2024 Glen Eagle Advisors LLC4,076$600K0.1%-21.9%0.000%
11/15/2024 iA Global Asset Management Inc.10,571$1.56M0.0%-60.6%0.001%
11/15/2024 EP Wealth Advisors LLC129,155$19.02M0.2%+16.3%0.007%
11/15/2024 United Services Automobile Association264,887$39.01M1.0%-26.9%0.015%
11/15/2024 Insigneo Advisory Services LLC18,189$2.68M0.3%+7.2%0.001%
11/15/2024 Kovitz Investment Group Partners LLC169,566$24.97M0.2%+45.8%0.009%
11/15/2024 Wellington Management Group LLP4,472,185$658.62M0.1%-9.6%0.249%
11/15/2024 WESCAP Management Group Inc.2,519$371K0.1%+9.6%0.000%
11/15/2024 Worldquant Millennium Advisors LLC339,092$49.94M0.4%+20.0%0.019%
11/15/2024 Wahed Invest LLC41,503$6.11M1.1%+6.6%0.002%
11/15/2024 Wallace Capital Management Inc.8,229$1.21M0.2%+0.8%0.000%
11/15/2024 Weaver Consulting Group6,781$999K0.3%+11.4%0.000%
11/15/2024 Wills Financial Group Inc.38,004$5.60M2.3%+5.0%0.002%
11/15/2024 Two Sigma Advisers LP245,563$36.16M0.1%+1,202.3%0.014%
11/15/2024 Texas Capital Bank Wealth Management Services Inc5,708$841K0.1%+87.7%0.000%
11/15/2024 State Street Corp159,105,244$23.43B1.0%+0.6%8.853%
11/15/2024 Stifel Financial Corp2,912,816$428.98M0.4%-3.6%0.162%
11/15/2024 SYM FINANCIAL Corp2,729$402K0.1%-4.8%0.000%
11/15/2024 Safe Harbor Fiduciary LLC6,942$1.02M1.0%N/A0.000%
11/15/2024 SageView Advisory Group LLC12,610$1.86M0.1%-33.5%0.001%
11/15/2024 Quantinno Capital Management LP149,359$22.00M0.3%+38.3%0.008%
Trump won. Buy this coin now. (Ad)

Juan Villaverde called the top and bottom of every crypto bull market since 2012. He believes Bitcoin will go to $150,000 — or more. But there’s one coin he thinks could go even higher.

11/15/2024 Quarry LP320$47K0.0%-22.1%0.000%
11/15/2024 Royal London Asset Management Ltd.845,084$124.46M0.3%+5.0%0.047%
11/15/2024 Redwood Investment Management LLC13,837$2.02M0.2%-28.4%0.001%
11/15/2024 Rench Wealth Management Inc.30,784$4.53M1.6%+6.3%0.002%
11/15/2024 Resurgent Financial Advisors LLC10,426$1.54M0.9%-32.5%0.001%
11/15/2024 Reynders McVeigh Capital Management LLC1,712$252K0.0%+12.6%0.000%
11/15/2024 Menard Financial Group LLC11,668$1.72M1.1%-6.3%0.001%
11/15/2024 Merewether Investment Management LP82,300$12.12M0.6%-72.0%0.005%
11/15/2024 Mission Creek Capital Partners Inc.32,029$4.72M1.1%+0.6%0.002%
11/15/2024 Morse Asset Management Inc23,897$3.52M0.8%-7.9%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, 3,766 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($25.35B), State Street Corp ($23.43B), BlackRock Inc. ($19.62B), Berkshire Hathaway Inc ($18.81B), International Assets Investment Management LLC ($7.22B), Morgan Stanley ($5.76B), and Geode Capital Management LLC ($5.27B).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 3,305 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 ($426.78M), Norges Bank ($19.46M), Charles Schwab Investment Management Inc. ($16.03M), Berkshire Hathaway Inc ($15.85M), Commonwealth Equity Services LLC ($10.51M), International Assets Investment Management LLC ($8.10M), and Pathway Financial Advisers LLC ($7.78M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 665,626,870 shares in the last 24 months. This purchase volume represents approximately $104.96B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,684 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 ($55.11M), BlackRock Inc. ($10.63M), Commonwealth Equity Services LLC ($10.31M), Capital International Investors ($5.66M), State Street Corp ($5.03M), Renaissance Technologies LLC ($4.91M), and Capital Research Global Investors ($4.32M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 186,744,253 shares in the last 24 months. This volume of shares sold represents approximately $29.94B in transactions.



This page (NYSE:CVX) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners