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Chevron (CVX) Institutional Ownership

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(As of 04/29/2024 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)
2535
Total
Institutional Inflows
(last 12 months)
$92.07B
Number of
Institutional Sellers
(last 12 months)
1897
Total
Institutional Outflows
(last 12 months)
$21.54B
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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
4/29/2024Commonwealth Equity Services LLC1,328,235$209.52M0.3%+0.5%0.072%
4/29/2024Mcdaniel Terry & Co.13,166$2.08M0.2%+1.3%0.001%
4/29/2024FAS Wealth Partners Inc.33,849$5.34M0.5%+3.8%0.002%
4/29/2024Boyd Watterson Asset Management LLC OH18,691$2.95M1.1%+2.0%0.001%
4/29/2024Greenleaf Trust53,615$8.46M0.1%+4.2%0.003%
4/29/2024Principal Financial Group Inc.3,186,629$502.66M0.3%-7.2%0.172%
4/29/2024Benjamin Edwards Inc.26,395$4.16M0.8%-1.8%0.001%
4/29/2024Crew Capital Management Ltd.1,343$212K0.2%N/A0.000%
4/29/2024Benjamin F. Edwards & Company Inc.108,884$17.18M0.3%-6.0%0.006%
4/29/2024Lederer & Associates Investment Counsel CA8,561$1.35M0.9%-9.5%0.000%
4/29/2024Notis McConarty Edward14,170$2.24M0.9%-3.0%0.001%
4/29/2024Silicon Valley Capital Partners4,633$731K0.1%+73.7%0.000%
4/29/2024Castle Wealth Management LLC5,626$887K0.5%+2.8%0.000%
4/29/2024Meritage Portfolio Management26,267$4.14M0.3%-5.6%0.001%
4/29/2024Onyx Bridge Wealth Group LLC12,173$2.02M0.4%+1.7%0.001%
4/29/2024Monte Financial Group LLC39,829$6.28M2.8%+8.4%0.002%
4/29/2024Insight Inv LLC15,440$2.44M2.1%+0.6%0.001%
4/29/2024Heritage Investors Management Corp159,536$25.17M0.9%+1.5%0.009%
4/29/2024RWA Wealth Partners LLC123,310$19.45M0.3%+0.4%0.007%
4/29/2024Archvest Wealth Advisors Inc.1,997$318K0.2%-5.0%0.000%
4/29/2024American Capital Advisory LLC156$25K0.0%+403.2%0.000%
4/29/2024Tower Bridge Advisors65,091$10.27M1.0%-16.3%0.004%
4/29/2024Schaper Benz & Wise Investment Counsel Inc. WI104,302$16.45M1.4%+1.3%0.006%
4/29/2024PBMares Wealth Management LLC6,191$977K0.3%+11.7%0.000%
4/29/2024Union Savings Bank7,307$1.15M0.6%-6.9%0.000%
4/29/2024RAM Investment Partners LLC1,343$212K0.1%N/A0.000%
4/29/2024First National Bank & Trust Co. of Newtown28,476$4.49M0.9%+0.3%0.002%
4/29/2024Harbor Advisory Corp MA1,308$206K0.1%N/A0.000%
4/29/2024China Universal Asset Management Co. Ltd.3,590$566K0.1%N/A0.000%
4/29/2024Argyle Capital Management Inc.25,422$4.01M1.6%-3.4%0.001%
4/29/2024Marks Group Wealth Management Inc2,148$339K0.0%+3.1%0.000%
4/29/2024Guardian Wealth Advisors LLC5,809$916K0.6%+11.5%0.000%
4/29/2024Baxter Bros Inc.66,435$10.48M1.3%+5.9%0.004%
4/27/2024 Riverwater Partners LLC2,234$352K0.3%-3.7%0.000%
4/27/2024 Weatherly Asset Management L. P.22,938$3.62M0.3%-1.5%0.001%
4/27/2024 James Hambro & Partners4,896$772K0.0%+1.6%0.000%
4/27/2024 White Pine Investment CO33,744$5.32M1.6%+0.2%0.002%
4/27/2024 Hourglass Capital LLC42,554$6.71M2.0%-5.6%0.002%
4/27/2024 NORTHSTAR ASSET MANAGEMENT Co LLC17,413$2.75M0.7%+0.7%0.001%
4/27/2024 Finer Wealth Management Inc.15,530$2.45M1.6%-0.9%0.001%
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4/27/2024 Foster Victor Wealth Advisors LLC2,307$373K0.0%-40.6%0.000%
4/26/2024 Pinnacle Associates Ltd.172,093$27.15M0.4%+0.7%0.009%
4/26/2024 Trueblood Wealth Management LLC17,488$2.76M1.6%+1.2%0.001%
4/26/2024 Sterling Investment Counsel LLC3,913$617K0.3%+6.8%0.000%
4/26/2024 Securian Asset Management Inc.102,157$16.11M0.5%-8.1%0.006%
4/26/2024 Plan Group Financial LLC3,993$630K0.4%+46.2%0.000%
4/26/2024 BLB&B Advisors LLC132,162$20.85M1.2%+0.8%0.007%
4/26/2024 UMB Bank n.a.394,899$62.29M1.0%-1.8%0.021%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC16,800$2.78M1.2%-3.5%0.001%
4/26/2024 Advisors Management Group Inc. ADV21,570$3.40M0.8%+3.2%0.001%
4/26/2024 Narwhal Capital Management35,989$5.68M0.6%+2.1%0.002%
4/26/2024 MBA Advisors LLC6,295$993K0.5%-2.5%0.000%
4/26/2024 LifeSteps Financial Inc.5,127$809K0.6%-3.8%0.000%
4/26/2024 Cottonwood Capital Advisors LLC5,005$789K0.6%-4.9%0.000%
4/26/2024 Highview Capital Management LLC DE 5,865$925K0.4%N/A0.000%
4/26/2024Prestige Wealth Management Group LLC1,132$179K0.0%-8.0%0.000%
4/26/2024 GUNN & Co INVESTMENT MANAGEMENT INC.1,740$274K0.2%-88.8%0.000%
4/26/2024 Northwest Bancshares Inc.42,775$6.75M1.1%+0.8%0.002%
4/26/2024 JNBA Financial Advisors4,260$672K0.1%-2.4%0.000%
4/26/2024 Yousif Capital Management LLC308,396$48.65M0.5%-0.8%0.017%
4/26/2024 Schmidt P J Investment Management Inc.8,304$1.31M0.2%-10.9%0.000%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA29,809$4.70M1.9%-0.7%0.002%
4/26/2024 YHB Investment Advisors Inc.31,227$4.93M0.4%+2.2%0.002%
4/26/2024 SlateStone Wealth LLC90,718$14.31M1.4%+61.7%0.005%
4/26/2024 ZWJ Investment Counsel Inc.219,966$34.70M1.6%+7.8%0.012%
4/26/2024 Opus Capital Group LLC4,775$753K0.1%-9.0%0.000%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.197,128$31.10M1.9%-1.4%0.011%
4/26/2024 First National Trust Co152,891$24.12M1.0%+3.6%0.008%
4/26/2024 Sage Rhino Capital LLC3,607$569K0.1%+4.5%0.000%
4/26/2024 McKinley Carter Wealth Services Inc.20,284$3.20M0.2%-0.5%0.001%
4/26/2024 Mitchell & Pahl Private Wealth LLC11,543$1.82M1.0%+3.1%0.001%
4/26/2024 Guardian Investment Management21,228$3.35M2.6%-2.6%0.001%
4/26/2024 Clear Creek Financial Management LLC16,212$2.56M0.3%+45.9%0.001%
4/26/2024 Quantum Financial Advisors LLC3,460$546K0.1%+8.2%0.000%
4/26/2024 Members Trust Co3,150$497K0.0%-4.3%0.000%
4/26/2024 Legacy Bridge LLC8,638$1.36M0.8%-9.2%0.000%
4/26/2024 SYSTM Wealth Solutions LLC10,487$1.65M0.2%-9.5%0.001%
4/26/2024 Sumitomo Life Insurance Co.30,512$4.81M0.1%-3.7%0.002%
4/26/2024 Pioneer Trust Bank N A OR57,610$9.09M2.5%+0.6%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.197,822$31.21M0.7%N/A0.011%
4/26/2024 Patrick M Sweeney & Associates Inc.2,770$437K0.4%+5.8%0.000%
4/26/2024 MONECO Advisors LLC16,942$2.67M0.4%-4.0%0.001%
4/26/2024 LifePro Asset Management9,275$1.46M1.0%+2.2%0.000%
4/26/2024 Sigma Investment Counselors Inc.18,855$2.97M0.2%-2.4%0.001%
4/26/2024 KG&L Capital Management LLC10,610$1.68M0.7%-9.2%0.001%
4/26/2024 Verdence Capital Advisors LLC22,057$3.48M0.3%-26.9%0.001%
4/26/2024 Petredis Investment Advisors LLC58,869$9.29M1.1%+2.4%0.003%
4/26/2024 Emerald Advisors LLC6,083$959K0.2%+5.1%0.000%
4/26/2024 Financial Insights Inc.3,158$498K0.1%+7.1%0.000%
4/26/2024 Triton Wealth Management PLLC2,333$379K0.3%+58.0%0.000%
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4/26/2024 Checchi Capital Advisers LLC21,420$3.38M0.3%+2.5%0.001%
4/26/2024 Latitude Advisors LLC4,085$644K0.4%-10.7%0.000%
4/26/2024 Tritonpoint Wealth LLC46,823$7.39M0.7%-1.2%0.003%
4/26/2024 Meridian Wealth Management LLC69,704$11.00M1.8%+14.6%0.004%
4/26/2024 Bogart Wealth LLC65,964$10.41M0.5%-4.2%0.004%
4/25/2024 Allworth Financial LP106,533$16.81M0.1%+10.7%0.006%
4/25/2024 Alta Capital Management LLC30,394$4.79M0.3%+321.7%0.002%
4/25/2024 Jacobsen Capital Management1,862$294K0.1%+36.7%0.000%
4/25/2024 Lindbrook Capital LLC13,541$2.14M0.2%+4.7%0.001%
4/25/2024 New York State Teachers Retirement System1,746,059$275.42M0.6%-3.8%0.094%
(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, 3,739 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($24.09B), 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 3,341 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 ($426.79M), Norges Bank ($19.46M), Berkshire Hathaway Inc ($15.85M), Charles Schwab Investment Management Inc. ($12.83M), Commonwealth Equity Services LLC ($10.52M), Price T Rowe Associates Inc. MD ($7.39M), and Renaissance Technologies LLC ($6.93M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 673,142,203 shares in the last 24 months. This purchase volume represents approximately $106.03B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,656 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 ($14.37M), Commonwealth Equity Services LLC ($10.28M), Capital Research Global Investors ($9.17M), Capital International Investors ($7.45M), and Renaissance Technologies LLC ($6.58M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 238,637,112 shares in the last 24 months. This volume of shares sold represents approximately $37.68B in transactions.


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This page (NYSE:CVX) was last updated on 4/30/2024 by MarketBeat.com Staff

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