Chevron (CVX) Institutional Ownership

$144.98

+1.02 (+0.71%)

(As of 09/19/2024 ET)

Current Institutional Ownership Percentage: 72.42%
Number of Institutional Buyers (last 12 months): 2442
Total Institutional Inflows (last 12 months): $17.97B

Number of Institutional Sellers (last 12 months): 1770
Total Institutional Outflows (last 12 months): $10.45B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/16/2024	Verity & Verity LLC	164,657	$25.76M	2.9%	+1.3%	0.009%
9/12/2024	Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group	8,055	$1.26M	0.5%	-7.7%	0.000%
9/12/2024	American Trust	3,066	$480K	0.0%	-14.1%	0.000%
9/11/2024	Newbridge Financial Services Group Inc.	4,585	$717K	0.3%	-4.5%	0.000%
9/10/2024	Prio Wealth Limited Partnership	24,933	$3.90M	0.1%	-1.0%	0.001%
9/9/2024	Heritage Wealth Management Inc.	25,970	$4.01M	1.3%	N/A	0.001%
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9/9/2024	Lazari Capital Management Inc.	4,067	$636K	0.3%	+23.0%	0.000%
9/5/2024	Sanctuary Advisors LLC	391,039	$64.87M	0.5%	N/A	0.021%
8/30/2024	Creekside Partners	8,894	$1.39M	0.8%	N/A	0.000%
8/30/2024	Brown Financial Advisors	14,892	$2.33M	1.0%	N/A	0.001%
8/30/2024	Strategic Investment Solutions Inc. IL	3,137	$491K	0.2%	N/A	0.000%
8/28/2024	Farmers National Bank	46,044	$7.20M	2.2%	+0.5%	0.002%
8/28/2024	RiverFront Investment Group LLC	69,449	$10.86M	0.3%	+12.6%	0.004%
8/28/2024	Gibson Wealth Advisors LLC	11,248	$1.76M	1.6%	+0.7%	0.001%
8/28/2024	Birmingham Capital Management Co. Inc. AL	53,901	$8.43M	3.3%	-0.7%	0.003%
8/28/2024	Heritage Oak Wealth Advisors LLC	3,136	$491K	0.3%	N/A	0.000%
8/28/2024	Souders Financial Advisors	7,393	$1.16M	0.2%	-26.1%	0.000%
8/27/2024	Clearbridge Investments LLC	1,999,218	$312.72M	0.3%	-1.3%	0.108%
8/27/2024	Dana Investment Advisors Inc.	34,294	$5.36M	0.2%	-2.3%	0.002%
8/27/2024	Custom Portfolio Group LLC	4,108	$632K	0.5%	-2.4%	0.000%
8/27/2024	New Century Financial Group LLC	5,578	$873K	0.4%	-71.2%	0.000%
8/26/2024	Teachers Retirement System of The State of Kentucky	143,818	$22.50M	0.2%	-31.2%	0.008%
8/26/2024	Founders Financial Alliance LLC	16,988	$2.66M	0.8%	-0.6%	0.001%
8/23/2024	Orleans Capital Management Corp LA	19,404	$3.04M	1.9%	-1.6%	0.001%
8/22/2024	Cetera Investment Advisers	715,379	$111.90M	0.3%	-4.5%	0.039%
8/22/2024	3Chopt Investment Partners LLC	10,570	$1.65M	0.5%	+2.3%	0.001%
8/21/2024	SPC Financial Inc.	5,671	$887K	0.1%	+23.8%	0.000%
8/21/2024	McGinn Penninger Investment Management Inc.	28,818	$4.51M	3.1%	+1.9%	0.002%
8/21/2024	Advisory Alpha LLC	7,343	$1.15M	0.0%	-16.6%	0.000%
8/21/2024	IMS Capital Management	6,899	$998K	0.4%	-2.0%	0.000%
8/21/2024	Truist Financial Corp	1,961,297	$306.79M	0.5%	-3.3%	0.106%
8/20/2024	Pathway Financial Advisers LLC	24,614	$3.83M	1.4%	+1.5%	0.001%
8/20/2024	Next Capital Management LLC	2,012	$315K	0.1%	+22.9%	0.000%
8/19/2024	Chase Investment Counsel Corp	17,363	$2.72M	0.9%	-6.4%	0.001%
8/19/2024	Hershey Financial Advisers LLC	1,700	$266K	0.2%	N/A	0.000%
8/19/2024	EP Wealth Advisors LLC	111,051	$17.37M	0.2%	+7.7%	0.006%
8/19/2024	Brandes Investment Partners LP	988,673	$154.65M	1.9%	+14.0%	0.054%
8/19/2024	Kimelman & Baird LLC	42,932	$6.72M	0.6%	N/A	0.002%
8/19/2024	B. Riley Wealth Advisors Inc.	112,796	$17.64M	0.4%	-7.4%	0.006%
8/16/2024	CMG Global Holdings LLC	20,573	$3.22M	2.1%	-4.4%	0.001%
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8/16/2024	Core Alternative Capital	53,227	$8.33M	1.7%	-12.0%	0.003%
8/16/2024	Regal Investment Advisors LLC	55,951	$8.75M	0.6%	+3.7%	0.003%
8/16/2024	Quarry LP	411	$64K	0.0%	+172.2%	0.000%
8/16/2024	Covington Investment Advisors Inc.	59,335	$9.28M	1.5%	-2.6%	0.003%
8/16/2024	Second Line Capital LLC	16,889	$2.64M	0.8%	-14.9%	0.001%
8/16/2024	Wallace Advisory Group LLC	44,323	$6.93M	5.0%	+1.9%	0.002%
8/16/2024	William B. Walkup & Associates Inc.	5,234	$819K	0.5%	N/A	0.000%
8/16/2024	Sunbelt Securities Inc.	39,799	$6.23M	0.6%	+16.0%	0.002%
8/16/2024	Front Row Advisors LLC	10,871	$1.70M	0.6%	+12.7%	0.001%
8/16/2024	Coastal Bridge Advisors LLC	4,416	$691K	0.2%	-16.3%	0.000%
8/16/2024	Northwestern Mutual Wealth Management Co.	593,645	$92.86M	0.1%	+2.6%	0.032%
8/16/2024	NewEdge Advisors LLC	508,930	$79.61M	0.6%	+7.9%	0.028%
8/16/2024	Ascension Asset Management LLC	8,850	$1.38M	0.7%	-1.9%	0.000%
8/16/2024	Northeast Financial Consultants Inc	78,301	$12.25M	0.6%	-0.5%	0.004%
8/16/2024	Nemes Rush Group LLC	7,093	$1.11M	0.2%	-10.2%	0.000%
8/16/2024	Magnolia Capital Advisors LLC	58,226	$9.11M	0.3%	N/A	0.003%
8/16/2024	Copperwynd Financial LLC	5,110	$820K	0.3%	+15.8%	0.000%
8/16/2024	Creative Planning	569,660	$89.11M	0.1%	+1.8%	0.031%
8/16/2024	Duff & Phelps Investment Management Co.	3,980	$623K	0.0%	-80.3%	0.000%
8/16/2024	Aviso Wealth Management	5,037	$788K	0.5%	-23.6%	0.000%
8/16/2024	Ascent Group LLC	23,411	$3.66M	0.3%	-4.9%	0.001%
8/16/2024	MidWestOne Financial Group Inc.	23,575	$3.69M	0.7%	-0.6%	0.001%
8/16/2024	Kathmere Capital Management LLC	2,759	$432K	0.0%	+6.4%	0.000%
8/16/2024	Brick & Kyle Associates	21,739	$3.40M	1.4%	-1.2%	0.001%
8/16/2024	Texas Capital Bank Wealth Management Services Inc	3,041	$476K	0.0%	+42.0%	0.000%
8/16/2024	Texas Capital Bancshares Inc TX	1,939	$303K	0.1%	-6.6%	0.000%
8/16/2024	Sepio Capital LP	29,436	$4.60M	0.4%	-8.8%	0.002%
8/16/2024	Raab & Moskowitz Asset Management LLC	16,580	$2.59M	0.7%	-0.8%	0.001%
8/16/2024	Core Wealth Advisors Inc.	1,279	$200K	0.1%	+7.5%	0.000%
8/15/2024	Arkos Global Advisors	1,932	$302K	0.0%	-42.2%	0.000%
8/15/2024	Oliver Lagore Vanvalin Investment Group	9,396	$1.47M	0.4%	+12.2%	0.001%
8/15/2024	Comerica Bank	866,606	$135.56M	0.6%	-1.8%	0.047%
8/15/2024	Beaird Harris Wealth Management LLC	5,454	$853K	0.1%	+26.8%	0.000%
8/15/2024	Smith Thornton Advisors LLC	3,851	$602K	0.4%	N/A	0.000%
8/15/2024	First County Bank CT	8,187	$1.28M	0.7%	-6.3%	0.000%
8/15/2024	Scientech Research LLC	5,003	$783K	0.2%	+132.3%	0.000%
8/15/2024	Legal & General Group Plc	13,570,971	$2.12B	0.5%	+4.9%	0.736%
8/15/2024	Mackenzie Financial Corp	989,445	$154.77M	0.2%	-35.2%	0.054%
8/15/2024	The Manufacturers Life Insurance Company	1,326,669	$207.52M	0.2%	-1.7%	0.072%
8/15/2024	Marathon Capital Management	63,513	$9.94M	2.5%	+0.8%	0.003%
8/15/2024	MBB Public Markets I LLC	124,820	$19.52M	0.4%	+2,806.8%	0.007%
8/15/2024	Daymark Wealth Partners LLC	193,001	$30.19M	1.1%	+2.6%	0.010%
8/15/2024	Deerfield Management Company L.P. Series C	1,559	$244K	0.0%	N/A	0.000%
8/15/2024	Deprince Race & Zollo Inc.	188,799	$29.53M	0.7%	-1.2%	0.010%
8/15/2024	Delta Investment Management LLC	17,173	$2.69M	0.6%	+1.1%	0.001%
8/15/2024	Drucker Wealth 3.0 LLC	1,383	$216K	0.1%	N/A	0.000%
8/15/2024	Ameriprise Financial Inc.	17,111,051	$2.68B	0.7%	+3.0%	0.928%
8/15/2024	AQR Capital Management LLC	858,155	$134.23M	0.2%	+41.3%	0.047%
8/15/2024	AXA S.A.	413,390	$64.66M	0.2%	+15.1%	0.022%
8/15/2024	Abich Financial Wealth Management LLC	2,730	$427K	0.3%	+92.9%	0.000%
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8/15/2024	Affinity Capital Advisors LLC	4,474	$700K	0.1%	+17.7%	0.000%
8/15/2024	AlTi Global Inc.	161,708	$25.29M	0.7%	-12.3%	0.009%
8/15/2024	Alley Investment Management Company LLC	106,532	$16.66M	2.3%	+0.7%	0.006%
8/15/2024	Alpha DNA Investment Management LLC	14,352	$2.25M	0.9%	+82.9%	0.001%
8/15/2024	Prairie Wealth Advisors Inc.	4,709	$737K	0.4%	-13.8%	0.000%
8/15/2024	Trinity Legacy Partners LLC	31,177	$4.88M	1.4%	+2.2%	0.002%
8/15/2024	Merewether Investment Management LP	293,700	$45.94M	2.3%	N/A	0.016%
8/15/2024	Point72 Europe London LLP	6,315	$988K	0.1%	-94.4%	0.000%
8/15/2024	Toronto Dominion Bank	899,933	$140.77M	0.2%	-13.9%	0.049%
8/14/2024	Fred Alger Management LLC	64,073	$10.02M	0.0%	+7.4%	0.003%

(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, 3,762 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($25.35B), BlackRock Inc. ($19.62B), State Street Corp ($19.01B), Berkshire Hathaway Inc ($18.81B), Morgan Stanley ($5.76B), Geode Capital Management LLC ($5.11B), and Charles Schwab Investment Management Inc. ($3.89B).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 3,343 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), Berkshire Hathaway Inc ($15.85M), Charles Schwab Investment Management Inc. ($12.83M), Commonwealth Equity Services LLC ($10.53M), Massachusetts Financial Services Co. MA ($7.65M), and Price T Rowe Associates Inc. MD ($7.39M).

How much institutional buying is happening at Chevron?: Institutional investors have bought a total of 651,001,737 shares in the last 24 months. This purchase volume represents approximately $102.76B in transactions.
Which Chevron major shareholders have been selling company stock?: Of the 2,614 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. ($17.45M), State Street Corp ($12.69M), Commonwealth Equity Services LLC ($10.27M), Renaissance Technologies LLC ($8.38M), Vanguard Group Inc. ($5.78M), and Capital International Investors ($5.66M).
How much institutional selling is happening at Chevron?: Institutional investors have sold a total of 208,184,036 shares in the last 24 months. This volume of shares sold represents approximately $32.98B in transactions.