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Chevron (CVX) Institutional Ownership

Chevron logo
$142.85 +1.70 (+1.20%)
(As of 12/20/2024 05:45 PM ET)
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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)
2318
Total
Institutional Inflows
(last 12 months)
$18.76B
Number of
Institutional Sellers
(last 12 months)
1839
Total
Institutional Outflows
(last 12 months)
$8.25B
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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
12/19/2024 Independent Solutions Wealth Management LLC23,011$3.39M0.8%+3.2%0.001%
12/18/2024 Syntax Research Inc.25,428$3.75M2.5%+814.3%0.001%
12/13/2024 B. Riley Wealth Advisors Inc.86,966$12.95M0.4%-22.9%0.005%
12/11/2024 1ST Source Bank43,765$6.45M0.4%-6.8%0.002%
12/10/2024 Birmingham Capital Management Co. Inc. AL55,072$8.11M3.0%+2.2%0.003%
12/9/2024 Copley Financial Group Inc.5,527$814K0.7%N/A0.000%
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12/6/2024 Logan Capital Management Inc.178,678$26.31M1.1%-1.0%0.010%
12/6/2024 Retirement Systems of Alabama840,473$123.78M0.5%-17.5%0.047%
12/3/2024 Garde Capital Inc.681$100K0.0%-18.1%0.000%
12/2/2024 Capasso Planning Partners LLC5,168$761K0.2%-32.1%0.000%
12/2/2024 Inspire Trust Co. N.A.50,868$7.49M2.1%+19.9%0.003%
12/2/2024 Beaird Harris Wealth Management LLC4,191$617K0.1%-23.2%0.000%
11/29/2024 American Trust2,934$432K0.0%-4.3%0.000%
11/29/2024 Old North State Trust LLC2,549$375K0.3%+17.6%0.000%
11/27/2024 Franklin Resources Inc.17,200,188$2.61B0.7%+3.4%0.957%
11/26/2024 Asset Advisors Investment Management LLC2,799$412K0.0%-26.0%0.000%
11/26/2024 Tri Ri Asset Management Corp20,579$3.03M1.5%N/A0.001%
11/26/2024 Peapack Gladstone Financial Corp358,985$52.87M0.8%-0.5%0.020%
11/25/2024 Synovus Financial Corp223,573$32.93M0.4%-4.5%0.012%
11/25/2024 Castellan Group18,570$2.74M1.1%+112.0%0.001%
11/25/2024 Centerstone Investors LLC25,777$3.80M3.5%-15.7%0.001%
11/25/2024 Tidal Investments LLC94,880$13.97M0.1%+5.8%0.005%
11/25/2024 Cim Investment Management Inc.6,583$969K0.3%-2.4%0.000%
11/25/2024 Destination Wealth Management32,616$4.80M0.1%+4.8%0.002%
11/25/2024 Wilmington Savings Fund Society FSB155,344$22.88M0.4%+67.3%0.009%
11/25/2024 Arvest Bank Trust Division19,630$2.89M0.2%N/A0.001%
11/25/2024 Sfmg LLC9,510$1.40M0.1%-9.0%0.001%
11/25/2024 World Investment Advisors LLC47,543$7.00M0.2%+30.3%0.003%
11/25/2024 Sanctuary Advisors LLC394,768$64.09M0.4%+1.0%0.022%
11/25/2024 Pine Valley Investments Ltd Liability Co48,227$7.10M0.4%+8.6%0.003%
11/22/2024 Stock Yards Bank & Trust Co.298,193$43.92M1.4%-2.9%0.017%
11/22/2024 Sculati Wealth Management LLC19,565$3.09M1.3%-0.4%0.001%
11/22/2024 Eaton Financial Holdings Company LLC13,211$1.95M0.8%N/A0.001%
11/22/2024 Fulcrum Equity Management3,869$570K0.5%-25.2%0.000%
11/21/2024 Anchor Investment Management LLC46,350$6.83M0.6%+11.8%0.003%
11/21/2024 Tudor Financial Inc.4,243$625K0.4%N/A0.000%
11/21/2024 Te Ahumairangi Investment Management Ltd22,219$3.25M0.6%+4.5%0.001%
11/21/2024 Wealthquest Corp5,222$782K0.1%+2.3%0.000%
11/21/2024 Tri Ri Asset Management Corp20,579$3.31M3.7%N/A0.001%
11/20/2024 Morse Asset Management Inc23,823$3.51M0.8%-8.2%0.001%
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11/20/2024 Diamant Asset Management Inc.5,510$811K0.5%+6.2%0.000%
11/20/2024 Westside Investment Management Inc.3,405$503K0.1%+9.0%0.000%
11/20/2024 Advisory 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%
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%
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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%
(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, 3,773 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 3,310 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 665,614,996 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 186,801,686 shares in the last 24 months. This volume of shares sold represents approximately $29.95B in transactions.


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This page (NYSE:CVX) was last updated on 12/21/2024 by MarketBeat.com Staff
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