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Chevron (CVX) Institutional Ownership

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$151.72 +2.83 (+1.90%)
As of 03:51 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)
2873
Total
Institutional Inflows
(last 12 months)
$37.85B
Number of
Institutional Sellers
(last 12 months)
2376
Total
Institutional Outflows
(last 12 months)
$12.06B
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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
10/10/2025 F&V Capital Management LLC124,141$19.28M4.3%-0.1%0.007%
10/10/2025 ABLE Financial Group LLC6,945$1.08M0.2%+2.5%0.000%
10/10/2025 CHICAGO TRUST Co NA36,385$5.65M0.8%+4.6%0.002%
10/10/2025 First Bank & Trust25,569$3.97M0.7%+8.4%0.001%
10/10/2025 Spinnaker Investment Group LLC2,258$351K0.1%N/A0.000%
10/10/2025 Arlington Financial Advisors LLC32,037$4.98M0.7%+3.3%0.002%
10/10/2025 Lineweaver Wealth Advisors LLC20,520$3.19M0.5%+2.8%0.001%
10/10/2025 Tlwm10,073$1.56M0.3%+5.8%0.001%
10/10/2025 Sound Income Strategies LLC5,513$836K0.0%-13.6%0.000%
10/10/2025 SoundView Advisors Inc.2,631$408K0.1%-3.4%0.000%
10/10/2025 Thomasville National Bank7,446$1.16M0.1%+28.4%0.000%
10/10/2025 Seneca House Advisors5,655$878K0.4%+2.4%0.000%
10/10/2025 Foster Victor Wealth Advisors LLC80,492$12.36M0.8%+8.9%0.005%
10/10/2025 Stolper Co53,135$8.25M2.5%+1.0%0.003%
10/10/2025 Douglas Lane & Associates LLC487,924$75.77M1.1%+1.4%0.028%
10/10/2025 Red Door Wealth Management LLC69,984$10.87M1.2%+3.3%0.004%
10/10/2025 Trust Point Inc.14,211$2.21M0.2%-11.0%0.001%
10/10/2025 Wedge Capital Management L L P NC3,171$492K0.0%+13.7%0.000%
10/10/2025 Brown Lisle Cummings Inc.15,872$2.47M0.6%-1.4%0.001%
10/10/2025 Corsicana & Co.9,322$1.45M0.8%N/A0.001%
10/10/2025 Flputnam Investment Management Co.100,960$15.68M0.2%+10.4%0.006%
10/10/2025 Viking Fund Management LLC151,500$23.53M2.8%+0.3%0.009%
10/10/2025 Congress Asset Management Co.81,408$12.64M0.1%-1.4%0.005%
10/10/2025 CCM Investment Advisers LLC73,294$11.38M1.1%+0.7%0.004%
10/10/2025 Sharkey Howes & Javer1,340$208K0.0%N/A0.000%
10/10/2025 Falcon Wealth Planning2,607$405K0.0%+25.0%0.000%
10/10/2025 Cyndeo Wealth Partners LLC14,655$2.28M0.1%-26.5%0.001%
10/10/2025 Fairvoy Private Wealth LLC8,464$1.31M0.3%+29.8%0.000%
10/10/2025 Quotient Wealth Partners LLC46,271$7.19M0.2%+12.3%0.003%
10/10/2025 Abound Wealth Management881$137K0.0%+25.1%0.000%
10/10/2025 Castleview Partners LLC2,792$434K0.2%+5.4%0.000%
10/10/2025 Advance Capital Management Inc.1,545$240K0.0%N/A0.000%
10/10/2025 Perpetual Ltd284,382$44.16M0.5%+1,543.0%0.016%
10/10/2025 Focus Financial Network Inc.17,342$2.69M0.1%-3.2%0.001%
10/10/2025 KMG Fiduciary Partners LLC75,967$11.80M0.8%+1.9%0.004%
10/10/2025 Signal Advisors Wealth LLC4,042$628K0.1%-37.4%0.000%
10/10/2025 Rydar Equities Inc.4,515$698K0.6%-5.0%0.000%
10/10/2025 Fiduciary Financial Group LLC4,965$771K0.1%+7.5%0.000%
10/10/2025 Sunflower Bank N.A.4,919$764K0.2%+16.6%0.000%
10/9/2025 CGN Advisors LLC27,619$4.29M0.4%+6.6%0.002%
10/9/2025 Bartlett & CO. Wealth Management LLC496,109$77.04M1.0%-2.4%0.029%
10/9/2025 Independence Bank of Kentucky44,610$6.93M0.9%+10.0%0.003%
10/9/2025 Secure Asset Management LLC17,084$2.64M0.4%+19.7%0.001%
10/9/2025 Baker Tilly Wealth Management LLC5,153$800K0.2%+8.5%0.000%
10/9/2025 Financial Enhancement Group LLC1,476$227K0.0%+11.6%0.000%
10/9/2025 Norman Fields Gottscho Capital Management LLC1,540$239K0.1%-13.2%0.000%
10/9/2025 Brady Family Wealth LLC10,889$1.69M0.5%-14.5%0.001%
10/9/2025 L. Roy Papp & Associates LLP36,718$5.70M0.6%-2.0%0.002%
10/9/2025 Whitcomb & Hess Inc.1,373$213K0.1%N/A0.000%
10/9/2025 Curated Wealth Partners LLC2,217$344K0.0%+18.0%0.000%
10/9/2025 IVC Wealth Advisors LLC2,972$462K0.2%+10.1%0.000%
10/9/2025 Toth Financial Advisory Corp3,279$509K0.1%-4.5%0.000%
10/9/2025 Compton Wealth Advisory Group LLC13,800$2.14M0.5%+2.3%0.001%
10/9/2025 ACT Advisors LLC.1,455$226K0.1%N/A0.000%
10/9/2025 LVM Capital Management Ltd. MI41,602$6.46M0.6%-14.7%0.002%
10/9/2025 Newman Dignan & Sheerar Inc.13,925$2.16M0.5%-7.2%0.001%
10/9/2025 Astoria Portfolio Advisors LLC.1,548$238K0.1%-27.4%0.000%
10/9/2025 Central Bank & Trust Co.5,988$930K0.1%+6.2%0.000%
10/9/2025 Perkins Coie Trust Co40,882$6.35M1.2%+6.9%0.002%
10/9/2025 Sky Investment Group LLC55,271$8.58M1.4%-0.4%0.003%
10/9/2025 Princeton Global Asset Management LLC1,443$224K0.0%-19.5%0.000%
10/9/2025 Franklin Street Advisors Inc. NC18,100$2.81M0.2%-0.7%0.001%
10/9/2025 U.S. Capital Wealth Advisors LLC212,309$32.97M0.9%+0.4%0.012%
10/9/2025 Prentice Wealth Management LLC4,510$700K0.2%+17.3%0.000%
10/9/2025 Kennebec Savings Bank3,828$594K0.5%+9.8%0.000%
10/9/2025 Redhawk Wealth Advisors Inc.9,715$1.51M0.2%+10.0%0.001%
10/9/2025 Bath Savings Trust Co21,981$3.41M0.3%-0.6%0.001%
10/9/2025 Richard P Slaughter Associates Inc1,626$253K0.1%N/A0.000%
10/9/2025 Voya Investment Management LLC1,949,198$302.41M0.3%+17.8%0.113%
10/9/2025 Voya Financial Advisors Inc.3,310$517K0.0%-19.5%0.000%
10/9/2025 Harbour Capital Advisors LLC30,100$4.66M1.0%-0.3%0.002%
10/9/2025 Eclectic Associates Inc. ADV4,093$636K0.1%+8.0%0.000%
10/9/2025 Fermata Advisors LLC10,916$1.70M0.4%-1.9%0.001%
10/9/2025 Chapin Davis Inc.37,106$5.76M1.4%-1.0%0.002%
10/9/2025 Buckhead Capital Management LLC31,320$4.86M1.8%+0.3%0.002%
10/9/2025 Contravisory Investment Management Inc.45,134$7.01M1.4%-4.4%0.003%
10/9/2025 Dakota Community Bank & Trust NA1,458$226K0.9%+7.5%0.000%
10/9/2025 Long Run Wealth Advisors LLC2,055$319K0.1%+5.7%0.000%
10/9/2025 Central Valley Advisors LLC16,461$2.56M0.8%+1.9%0.001%
10/9/2025 North Capital Inc.828$129K0.1%+43.5%0.000%
10/9/2025 Riversedge Advisors LLC4,573$710K0.1%+18.2%0.000%
10/9/2025 Pacifica Partners Inc.4,337$670K0.2%+17.5%0.000%
10/9/2025 Wilsey Asset Management Inc.197,824$30.72M5.6%-2.2%0.011%
10/8/2025 Talbot Financial LLC153,927$23.90M2.0%+4.7%0.009%
10/8/2025 Genesis Private Wealth LLC2,454$381K0.2%+25.0%0.000%
10/8/2025 First County Bank CT 6,022$935K0.5%-7.3%0.000%
10/8/2025 Marshall Financial Group LLC8,151$1.27M0.2%N/A0.000%
10/8/2025 Patriot Financial Group Insurance Agency LLC8,855$1.38M0.2%-11.9%0.001%
10/8/2025 Hilltop National Bank6,900$1.07M0.3%+14.6%0.000%
10/8/2025 YHB Investment Advisors Inc.30,504$4.74M0.3%+1.6%0.002%
10/8/2025 Rise Advisors LLC1,729$269K0.1%-10.0%0.000%
10/8/2025 Agate Pass Investment Management LLC14,892$2.31M0.9%+23.7%0.001%
10/8/2025 Ipswich Investment Management Co. Inc.38,785$6.02M1.4%-1.6%0.002%
10/8/2025 Osprey Private Wealth LLC1,400$217K0.1%N/A0.000%
10/8/2025 Flower City Capital4,044$628K0.3%N/A0.000%
10/8/2025 Armstrong Advisory Group Inc.3,941$612K0.0%-2.4%0.000%
10/8/2025 Peoples Bank KS4,171$648K0.6%-60.7%0.000%
10/8/2025 Fiduciary Alliance LLC20,093$3.12M0.2%-0.8%0.001%
10/8/2025 Dixon Fnancial Services Inc.6,015$934K0.4%-6.3%0.000%
10/8/2025 RDA Financial Network13,795$2.14M0.5%+0.7%0.001%
(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, 4,171 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($22.31B), State Street Corp ($20.02B), Berkshire Hathaway Inc ($17.48B), Kingstone Capital Partners Texas LLC ($13.21B), Morgan Stanley ($5.76B), Geode Capital Management LLC ($5.25B), and Charles Schwab Investment Management Inc. ($4.98B).Learn more on Chevron's institutional investors.

What percentage of Chevron's stock is owned by institutional investors?

72.42% of Chevron's stock is owned by institutional investors. Learn more on CVX's institutional investor holdings.

Which institutional investors have been buying Chevron's stock?

Of the 3,670 institutional investors that purchased Chevron's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($83.72M), Norges Bank ($59.30M), Berkshire Hathaway Inc ($19.30M), Charles Schwab Investment Management Inc. ($9.24M), GQG Partners LLC ($8.77M), Nuveen LLC ($8.14M), and International Assets Investment Management LLC ($8.06M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 255,976,575 shares in the last 24 months. This purchase volume represents approximately $37.85B in transactions.

Which of Chevron's major shareholders have been selling company stock?

Of the 2,376 institutional investors that sold Chevron's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($4.87M), State Street Corp ($4.56M), Legal & General Group Plc ($4.33M), Pathway Financial Advisers LLC ($3.87M), Vanguard Group Inc. ($2.70M), Wellington Management Group LLP ($2.22M), and Diamond Hill Capital Management Inc. ($2.06M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 80,753,524 shares in the last 24 months. This volume of shares sold represents approximately $12.06B in transactions.


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This page (NYSE:CVX) was last updated on 10/13/2025 by MarketBeat.com Staff
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