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Chevron (CVX) Institutional Ownership

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$158.37 -0.42 (-0.26%)
As of 11:20 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)
2569
Total
Institutional Inflows
(last 12 months)
$17.53B
Number of
Institutional Sellers
(last 12 months)
2030
Total
Institutional Outflows
(last 12 months)
$10.65B
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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
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%
2/20/2025Griffith & Werner Inc.15,639$2.27M1.5%N/A0.001%
2/20/2025Sunbeam Capital Management LLC881$128K0.3%N/A0.000%
2/20/2025Michels Family Financial LLC10,908$1.58M1.4%N/A0.001%
2/20/2025Kingstone Capital Partners Texas LLC14,637$2.12M1.7%N/A0.001%
2/20/2025Revisor 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%
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%
2/18/2025 Stonebridge Financial Planning Group LLC1,905$276K0.1%+26.7%0.000%
2/18/2025 Breed s Hill Capital LLC1,877$272K0.1%N/A0.000%
2/18/2025 Vise Technologies Inc.26,259$3.80M0.3%+58.5%0.001%
2/18/2025 Blue Fin Capital Inc.4,828$699K0.1%-37.8%0.000%
2/18/2025 Connecticut Wealth Management LLC7,588$1.10M0.1%-5.5%0.000%
2/18/2025 Headinvest LLC33,008$4.78M0.9%+4.0%0.002%
2/18/2025 Investmark Advisory Group LLC25,438$3.68M1.8%+0.8%0.001%
2/18/2025 JT Stratford LLC2,552$370K0.1%-11.0%0.000%
2/18/2025 Cornerstone Advisory LLC5,060$786K0.1%+27.9%0.000%
2/18/2025 Inspire Trust Co. N.A.54,200$7.85M2.0%+6.6%0.003%
2/18/2025 Brown Shipley& Co Ltd18,582$2.69M1.3%N/A0.001%
2/18/2025 Mosaic Family Wealth Partners LLC4,599$666K0.1%-7.2%0.000%
2/18/2025 RB Capital Management LLC29,334$4.25M1.0%+2.9%0.002%
2/18/2025 Pinkerton Retirement Specialists LLC29,091$4.21M0.6%+3.4%0.002%
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2/18/2025 Harmony Asset Management LLC18,258$2.65M1.0%-17.8%0.001%
2/18/2025 49 Wealth Management LLC4,457$646K0.1%+9.9%0.000%
2/18/2025 Orion Capital Management LLC420$61K0.0%N/A0.000%
2/18/2025 McIlrath & Eck LLC2,001$290K0.0%+39.5%0.000%
2/18/2025 JDM Financial Group LLC266$39K0.0%-26.7%0.000%
2/18/2025 Novem Group7,813$1.13M0.2%N/A0.000%
2/18/2025 10Elms LLP200$29K0.0%N/A0.000%
2/18/2025 MidWestOne Financial Group Inc.23,356$3.38M0.5%-0.5%0.001%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp332,717$48.19M0.3%+13.9%0.019%
2/18/2025 Focus Partners Advisor Solutions LLC53,632$7.77M0.1%+24.8%0.003%
2/18/2025 First Heartland Consultants Inc.4,135$599K0.1%+8.9%0.000%
2/18/2025 Continuum Advisory LLC16,934$2.45M0.3%-2.7%0.001%
2/18/2025 Ames National Corp8,962$1.30M0.8%N/A0.000%
2/18/2025 NCM Capital Management LLC6,250$905K0.4%+14.2%0.000%
2/18/2025 Glen Eagle Advisors LLC3,979$576K0.1%-2.4%0.000%
2/18/2025 White Knight Strategic Wealth Advisors LLC4,200$608K0.3%N/A0.000%
2/18/2025 Mpwm Advisory Solutions LLC1,481$215K0.2%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC4,365$632K0.7%-1.7%0.000%
2/18/2025 Principal Street Partners LLC36,214$5.25M1.0%-3.7%0.002%
2/18/2025 Kinloch Capital LLC24,499$3.55M1.8%+3.9%0.001%
2/18/2025 Lantern Wealth Advisors LLC5,548$804K0.5%+2.4%0.000%
2/18/2025 Vanguard Capital Wealth Advisors2,458$356K0.4%+4.2%0.000%
2/18/2025 Delta Investment Management LLC16,650$2.41M0.5%-2.9%0.001%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,924,216$1.15B0.3%+1.7%0.441%
2/17/2025 USS Investment Management Ltd477,715$69.23M0.5%+134.1%0.027%
2/17/2025 Vance Wealth LLC3,221$467K0.2%-15.1%0.000%
2/17/2025 Vista Investment Management7,828$1.13M0.4%-4.8%0.000%
2/17/2025 Worldquant Millennium Advisors LLC23,266$3.37M0.0%-93.1%0.001%
2/17/2025 Waverly Advisors LLC77,200$11.18M0.2%+24.7%0.004%
2/17/2025 Wellington Wealth Strategies LLC.1,775$277K0.3%N/A0.000%
2/17/2025 Whelan Financial3,117$452K0.2%+2.7%0.000%
2/17/2025 William B. Walkup & Associates Inc.5,135$744K0.5%+2.1%0.000%
2/17/2025 Williams Jones Wealth Management LLC.102,174$14.80M0.2%-10.4%0.006%
2/17/2025 Willis Johnson & Associates Inc.27,021$3.91M0.3%+5.1%0.002%
2/17/2025 Woodline Partners LP100,368$14.54M0.1%N/A0.006%
2/17/2025 Zurich Insurance Group Ltd FI555,941$80.52M0.7%+146.3%0.031%
2/17/2025 Vident Advisory LLC240,201$34.79M0.6%+99.4%0.013%
2/17/2025 Spurstone Advisory Services LLC2,020$293K5.6%N/A0.000%
2/17/2025 Visionary Wealth Advisors77,181$11.18M0.7%+0.2%0.004%
2/17/2025 Vivaldi Capital Management LP2,078$327K0.0%+12.8%0.000%
2/17/2025 Waters Parkerson & CO. LLC303,390$43.94M2.3%+2.1%0.017%
2/17/2025 WBI Investments LLC9,819$1.42M0.4%N/A0.001%
2/17/2025 Westwood Holdings Group Inc.649,219$94.03M0.7%+1.8%0.036%
2/17/2025 Wimmer Associates 1 LLC18,769$2.72M1.3%-3.0%0.001%
2/17/2025 Trustco Bank Corp N Y14,972$2.17M2.3%-5.1%0.001%
2/17/2025 Two Sigma Investments LP35,171$5.09M0.0%+84.5%0.002%
2/17/2025 Texas Bank & Trust Co23,477$3.40M1.4%N/A0.001%
2/17/2025 Tidal Investments LLC106,394$15.41M0.1%+12.1%0.006%
2/17/2025 TrinityPoint Wealth LLC11,114$1.61M0.2%-18.4%0.001%
2/17/2025 State of Wyoming2,226$322K0.0%+662.3%0.000%
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2/17/2025 Strategic Wealth Partners Ltd.8,118$1.27M0.1%-5.6%0.000%
2/17/2025 Strive Asset Management LLC3,270$474K0.4%N/A0.000%
2/17/2025 Stuart Chaussee & Associates Inc.500$72K0.0%-50.0%0.000%
2/17/2025 Tang Capital Management LLC5,978$866K0.1%N/A0.000%
2/17/2025 Toronto Dominion Bank791,870$114.69M0.2%+12.3%0.044%
2/17/2025 Studio Investment Management LLC20,290$2.94M0.6%-1.0%0.001%
2/17/2025 Safeguard Investment Advisory Group LLC5,485$794K0.2%+3.6%0.000%
2/17/2025 Scissortail Wealth Management LLC5,045$731K0.2%+23,923.8%0.000%
2/17/2025 Second Line Capital LLC25,420$3.68M1.0%-15.3%0.001%
2/17/2025 Sentinus LLC2,099$304K0.1%-24.3%0.000%
(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, 4,037 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 3,552 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 701,994,565 shares in the last 24 months. This purchase volume represents approximately $109.38B 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 207,025,935 shares in the last 24 months. This volume of shares sold represents approximately $32.44B in transactions.


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This page (NYSE:CVX) was last updated on 2/21/2025 by MarketBeat.com Staff
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