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Chevron (CVX) Institutional Ownership

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$135.14 -0.49 (-0.36%)
As of 03:58 PM 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)
2584
Total
Institutional Inflows
(last 12 months)
$18.15B
Number of
Institutional Sellers
(last 12 months)
2042
Total
Institutional Outflows
(last 12 months)
$10.53B
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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
4/14/2025Harbor Capital Advisors Inc.32,057$5.36M0.2%-33.0%0.002%
4/14/2025Yousif Capital Management LLC294,770$49.31M0.6%+0.6%0.017%
4/14/2025Regatta Capital Group LLC5,621$940K0.2%-1.6%0.000%
4/14/2025Parisi Gray Wealth Management2,719$455K0.1%+11.7%0.000%
4/14/2025Octavia Wealth Advisors LLC10,034$1.68M0.2%+20.9%0.001%
4/14/2025Bruce G. Allen Investments LLC3,113$521K0.4%-2.6%0.000%
4/14/2025Midland Wealth Advisors LLC13,682$2.29M0.1%-6.0%0.001%
4/14/2025International Private Wealth Advisors LLC1,870$313K0.3%+5.4%0.000%
4/14/2025Tounjian Advisory Partners LLC16,890$2.83M0.5%N/A0.001%
4/14/2025Pallas Capital Advisors LLC18,191$3.04M0.1%-3.2%0.001%
4/14/2025WFA Asset Management Corp5,331$841K0.5%-3.1%0.000%
4/14/2025Cetera Trust Company N.A9,106$1.52M1.0%+16.3%0.001%
4/14/2025Farther Finance Advisors LLC90,290$15.22M0.4%+25.8%0.005%
4/14/2025City Holding Co.38,720$6.48M0.9%+0.9%0.002%
4/14/2025Daymark Wealth Partners LLC188,998$31.62M1.1%-0.3%0.011%
4/14/2025CHICAGO TRUST Co NA32,746$5.48M1.0%-1.8%0.002%
4/14/2025Destiny Wealth Partners LLC3,320$555K0.1%+8.6%0.000%
4/14/2025Deane Retirement Strategies Inc.21,960$3.67M1.8%+2.1%0.001%
4/14/2025 Portside Wealth Group LLC22,692$3.80M0.6%+17.9%0.001%
4/14/2025Moss Adams Wealth Advisors LLC6,586$1.10M0.1%+9.5%0.000%
4/14/2025NewSquare Capital LLC521$87K0.0%+714.1%0.000%
4/14/2025Greystone Financial Group LLC60,477$10.12M1.8%+7.4%0.003%
4/14/2025Toth Financial Advisory Corp3,466$580K0.1%+3.9%0.000%
4/14/2025Baldwin Wealth Partners LLC MA71,410$11.95M0.8%-0.7%0.004%
4/14/2025Foundation Resource Management Inc.231,471$38.72M6.1%-3.5%0.013%
4/14/2025Courier Capital LLC62,072$10.38M0.7%+0.5%0.004%
4/14/2025Wesbanco Bank Inc.231,419$38.71M1.3%-2.5%0.013%
4/14/2025Cherrydale Wealth Management LLC1,461$244K0.1%N/A0.000%
4/14/2025First Citizens Bank & Trust Co.93,138$15.58M0.3%-0.3%0.005%
4/14/2025AHL Investment Management Inc.15,409$2.58M1.8%-1.3%0.001%
4/14/2025Priebe Wealth Holdings LLC1,775$297K0.2%+11.7%0.000%
4/14/2025Abacus Planning Group Inc.3,729$624K0.1%-26.5%0.000%
4/14/2025Capital Investment Advisors LLC319,968$53.53M1.0%+6.8%0.018%
4/14/2025Hickory Point Bank & Trust7,862$1.32M1.2%+3.7%0.000%
4/14/2025Central Bank & Trust Co.5,535$926K0.2%+5.0%0.000%
4/14/2025Lloyd Advisory Services LLC.1,551$260K0.1%+9.9%0.000%
4/14/2025Meridian Financial Partners LLC13,556$2.27M1.2%+1.0%0.001%
4/14/2025BCS Wealth Management5,054$845K0.2%-2.1%0.000%
4/14/2025Bangor Savings Bank4,288$717K0.1%-10.0%0.000%
4/14/2025Park Avenue Securities LLC97,305$16.28M0.2%+14.8%0.006%
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4/14/2025OLD National Bancorp IN48,388$8.10M0.2%-12.7%0.003%
4/14/2025Broadway Wealth Solutions Inc.2,444$409K0.3%-10.6%0.000%
4/14/2025Griffith & Werner Inc.17,036$2.85M1.8%+8.9%0.001%
4/14/2025KMG Fiduciary Partners LLC73,253$12.25M1.0%+7.0%0.004%
4/14/2025City Center Advisors LLC1,385$232K0.3%N/A0.000%
4/14/2025ARS Wealth Advisors Group LLC118,881$19.89M2.8%+0.5%0.007%
4/14/2025Miracle Mile Advisors LLC73,307$12.26M0.2%+4.8%0.004%
4/14/2025RDA Financial Network12,586$2.11M0.6%+215.0%0.001%
4/14/2025Patriot Financial Group Insurance Agency LLC9,633$1.61M0.2%+2.1%0.001%
4/14/2025Revolve Wealth Partners LLC3,232$541K0.1%+8.3%0.000%
4/14/2025Wedmont Private Capital15,023$2.51M0.1%+9.2%0.001%
4/14/2025UMB Bank n.a.370,782$62.03M1.0%-2.3%0.021%
4/14/2025Perennial Advisors LLC5,184$867K0.2%N/A0.000%
4/14/2025Clean Yield Group543$91K0.0%-35.6%0.000%
4/14/2025Eagle Wealth Strategies LLC10,113$1.69M1.0%-1.4%0.001%
4/14/2025LexAurum Advisors LLC10,838$1.81M0.3%-2.2%0.001%
4/14/2025Orrstown Financial Services Inc.7,881$1.32M0.3%-11.6%0.000%
4/14/2025Gemmer Asset Management LLC4,528$757K0.1%-1.8%0.000%
4/14/2025Sunflower Bank N.A.3,459$579K0.2%+3.1%0.000%
4/11/2025 Perkins Coie Trust Co39,404$6.59M1.5%-2.6%0.002%
4/11/2025 First City Capital Management Inc.14,045$2.35M1.4%-26.2%0.001%
4/11/2025 Gleason Group Inc.11,076$1.85M0.3%+1.1%0.001%
4/11/2025 Godsey & Gibb Inc.126,659$21.19M2.1%+0.6%0.007%
4/11/2025 Holland Advisory Services Inc.1,211$203K0.3%N/A0.000%
4/11/2025 Princeton Global Asset Management LLC1,602$268K0.1%+43.7%0.000%
4/11/2025 Intergy Private Wealth LLC2,117$354K0.1%+19.6%0.000%
4/11/2025 Reliant Investment Management LLC2,093$350K0.2%+17.7%0.000%
4/11/2025 Pine Haven Investment Counsel Inc1,275$213K0.2%N/A0.000%
4/11/2025 Gateway Investment Advisers LLC414,637$69.37M0.8%+4.1%0.024%
4/11/2025 Vanguard Capital Wealth Advisors2,154$360K0.4%-12.4%0.000%
4/11/2025 Successful Portfolios LLC3,433$574K0.4%+2.9%0.000%
4/11/2025 Independence Bank of Kentucky40,591$6.79M1.1%-4.2%0.002%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV22,772$3.81M0.5%-1.1%0.001%
4/11/2025 Sara Bay Financial1,799$299K0.1%-15.6%0.000%
4/11/2025 Congress Asset Management Co.83,034$13.89M0.1%+0.8%0.005%
4/11/2025 Radnor Capital Management LLC23,587$3.95M0.7%+0.5%0.001%
4/11/2025 Impact Capital Partners LLC15,221$2.55M0.9%+164.8%0.001%
4/11/2025 Horizon Wealth Management LLC3,196$535K0.1%+6.0%0.000%
4/11/2025 Tower Wealth Partners Inc.3,164$529K0.3%+3.1%0.000%
4/11/2025 First National Corp MA ADV3,372$564K0.1%+8.6%0.000%
4/11/2025 Constitution Capital LLC3,391$567K0.3%+79.3%0.000%
4/11/2025 Chemistry Wealth Management LLC3,952$661K0.2%-2.2%0.000%
4/11/2025 Verum Partners LLC2,945$493K0.1%+8.2%0.000%
4/11/2025 Pines Wealth Management LLC7,808$1.31M0.6%+3.3%0.000%
4/11/2025 Sovereign Financial Group Inc.2,895$484K0.1%+7.7%0.000%
4/11/2025 Eagle Rock Investment Company LLC49,506$8.28M1.4%-0.6%0.003%
4/11/2025 Ehrlich Financial Group1,263$211K0.2%N/A0.000%
4/11/2025 IAM Advisory LLC5,571$932K0.2%-3.1%0.000%
4/11/2025 SeaCrest Wealth Management LLC38,209$6.39M0.7%-2.5%0.002%
4/11/2025 Sandbox Financial Partners LLC5,837$976K0.3%+1.7%0.000%
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4/11/2025 Prospect Financial Services LLC1,471$246K0.1%-28.2%0.000%
4/11/2025 Procyon Advisors LLC43,153$7.07M0.4%+9.3%0.002%
4/11/2025 Davis Capital Management2,207$369K0.3%+81.3%0.000%
4/11/2025 Unique Wealth LLC5,112$855K0.2%+131.4%0.000%
4/11/2025 Magnus Financial Group LLC21,752$3.64M0.4%+2.2%0.001%
4/11/2025 A. D. Beadell Investment Counsel Inc.6,919$1.16M1.0%+2.4%0.000%
4/11/2025 Stablepoint Partners LLC40,046$6.70M1.2%+0.5%0.002%
4/11/2025 Insight Advisors LLC PA1,881$315K0.1%+5.3%0.000%
4/11/2025 Consilio Wealth Advisors LLC1,567$262K0.1%+11.9%0.000%
4/11/2025 Herbst Group LLC11,300$1.89M1.3%-1.3%0.001%
(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, 4,064 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 3,574 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 707,056,127 shares in the last 24 months. This purchase volume represents approximately $110.18B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,789 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 206,898,722 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 4/14/2025 by MarketBeat.com Staff
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