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Chevron (CVX) Institutional Ownership

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$157.23 -1.02 (-0.64%)
Closing price 09/12/2025 03:59 PM Eastern
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$157.24 +0.02 (+0.01%)
As of 09/12/2025 07:59 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)
2883
Total
Institutional Inflows
(last 12 months)
$37.74B
Number of
Institutional Sellers
(last 12 months)
2393
Total
Institutional Outflows
(last 12 months)
$12.02B
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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
9/12/2025 Valeo Financial Advisors LLC48,344$6.92M0.1%-2.5%0.003%
9/11/2025 Milestones Private Investment Advisors LLC1,637$234K0.2%N/A0.000%
9/11/2025 Silicon Valley Capital Partners7,729$1.11M0.1%+11.8%0.000%
9/9/2025 Cambridge Financial Group LLC2,299$329K0.1%-33.5%0.000%
9/4/2025 Reynders McVeigh Capital Management LLC1,615$231K0.0%+33.3%0.000%
9/4/2025 SevenBridge Financial Group LLC7,552$1.17M0.2%-14.0%0.000%
9/3/2025 American Trust2,546$365K0.0%+47.6%0.000%
9/2/2025 FSC Wealth Advisors LLC623$89K0.1%-11.3%0.000%
8/29/2025 Evolution Wealth Management Inc.344$49K0.1%N/A0.000%
8/29/2025 Centaurus Financial Inc.11,465$1.64M0.1%-1.7%0.001%
8/28/2025 China Universal Asset Management Co. Ltd.5,663$811K0.1%-40.3%0.000%
8/27/2025 Impala Asset Management LLC10,000$1.43M0.8%N/A0.001%
8/27/2025 Orion Porfolio Solutions LLC168,722$24.16M0.2%+13.8%0.010%
8/26/2025 Provident Investment Management Inc.6,618$948K0.1%+7.7%0.000%
8/26/2025 Thrivent Financial for Lutherans140,669$20.18M0.0%+1.8%0.008%
8/26/2025 Claris Financial LLC4,619$661K0.5%+28.9%0.000%
8/26/2025 MASTERINVEST Kapitalanlage GmbH11,715$1.68M0.2%N/A0.001%
8/26/2025 Nautilus Advisors LLC2,261$324K0.2%-8.3%0.000%
8/25/2025 Silverlake Wealth Management LLC13,810$1.98M0.6%+26.4%0.001%
8/25/2025 Hilltop Partners LLC1,851$265K0.1%-76.9%0.000%
8/22/2025 TT Capital Management LLC27,780$3.92M1.3%N/A0.002%
8/22/2025 Cim Investment Management Inc.13,127$1.89M0.4%+99.7%0.001%
8/21/2025 Pathway Financial Advisers LLC27,938$4M1.3%+1.3%0.002%
8/21/2025 Clarion Wealth Managment Partners LLC2,891$414K0.5%N/A0.000%
8/20/2025 Kentucky Retirement Systems104,922$15.02M0.4%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund44,530$6.38M0.4%-6.5%0.003%
8/20/2025 Monarch Capital Management Inc.14,081$2.02M0.5%+1.9%0.001%
8/20/2025 North Dallas Bank & Trust Co.13,141$1.88M1.4%N/A0.001%
8/20/2025 Coppell Advisory Solutions LLC8,143$1.17M0.1%-35.6%0.000%
8/19/2025 Newbridge Financial Services Group Inc.11,260$1.61M0.3%+106.1%0.001%
8/19/2025 Cape Investment Advisory Inc.20,320$2.91M1.1%+2.7%0.001%
8/19/2025 Advisory Services Network LLC145,461$22.06M0.4%-6.3%0.008%
8/19/2025 Anchor Investment Management LLC42,693$6.11M0.5%+3.8%0.002%
8/19/2025 Asset Dedication LLC14,730$2.11M0.2%-5.7%0.001%
8/19/2025 Hohimer Wealth Management LLC7,806$1.12M0.2%+2.0%0.000%
8/19/2025 Campbell Capital Management Inc.48,911$7.00M2.7%+12.3%0.003%
8/19/2025 Pitcairn Co.15,179$2.17M0.1%-16.6%0.001%
8/18/2025 Brick & Kyle Associates22,119$3.23M1.4%+5.6%0.001%
8/18/2025 Old North State Trust LLC3,549$508K0.3%+33.8%0.000%
8/18/2025 N.E.W. Advisory Services LLC2,242$321K0.0%-6.4%0.000%
8/18/2025 Geneos Wealth Management Inc.61,217$8.77M0.2%+45.3%0.004%
8/18/2025 Hollencrest Capital Management7,626$1.09M0.0%-6.8%0.000%
8/18/2025 V2 Financial group LLC1,625$233K0.1%+35.4%0.000%
8/18/2025 Westwood Holdings Group Inc.623,595$89.29M0.7%+0.0%0.036%
8/18/2025 Kestra Investment Management LLC4,888$700K0.0%-38.6%0.000%
8/18/2025 Semper Augustus Investments Group LLC6,389$915K0.1%+3.7%0.000%
8/18/2025 Wellington Capital Management Inc.4,917$704K1.0%N/A0.000%
8/18/2025 Second Line Capital LLC24,006$3.44M0.8%-3.6%0.001%
8/18/2025 1248 Management LLC15,795$2.26M0.8%+56.5%0.001%
8/18/2025 Rexford Capital Inc.4,993$715K0.6%N/A0.000%
8/18/2025 Pacific Center for Financial Services14,028$2.01M0.5%-4.6%0.001%
8/18/2025 Front Row Advisors LLC1,529$219K0.1%-40.5%0.000%
8/18/2025 Goodman Advisory Group LLC499$71K0.0%N/A0.000%
8/16/2025 Nikko Asset Management Americas Inc.14,986$2.15M0.0%-12.4%0.001%
8/16/2025 Parr Mcknight Wealth Management Group LLC68,773$9.85M1.4%+11.0%0.004%
8/16/2025 Public Sector Pension Investment Board334,291$47.87M0.2%-25.2%0.019%
8/16/2025 Winslow Asset Management Inc.11,790$1.69M0.3%+2.0%0.001%
8/16/2025 Evergreen Capital Management LLC32,808$4.70M0.1%-18.4%0.002%
8/15/2025 CANADA LIFE ASSURANCE Co1,145,089$164.12M0.3%+4.0%0.066%
8/15/2025 44 Wealth Management LLC9,740$1.40M0.5%+2.1%0.001%
8/15/2025 Tower Research Capital LLC TRC 74,420$10.66M0.3%-44.3%0.004%
8/15/2025 Front Street Capital Management Inc.3,411$488K0.1%+5.6%0.000%
8/15/2025 MUFG Securities EMEA plc4,799$687K0.0%N/A0.000%
8/15/2025 Howland Capital Management LLC139,238$19.94M0.8%+3.4%0.008%
8/15/2025 Brooks Moore & Associates Inc.32,237$4.89M2.6%-1.5%0.002%
8/15/2025 Security National Bank of SO Dak1,621$232K0.1%-34.7%0.000%
8/15/2025 Blue Edge Capital LLC2,833$406K0.1%-3.5%0.000%
8/15/2025 Semmax Financial Advisors Inc.6,068$941K0.2%+8.6%0.000%
8/15/2025 Resources Management Corp CT ADV54,273$7.77M1.1%-0.4%0.003%
8/15/2025 Fairfield Bush & CO.19,348$2.77M1.6%-3.1%0.001%
8/15/2025 Brown Financial Advisors16,039$2.30M0.9%+8.1%0.001%
8/15/2025 Rakuten Securities Inc.961$138K0.1%+7.4%0.000%
8/15/2025 Corient Private Wealth LLC2,540,796$364.14M0.5%+2.2%0.147%
8/15/2025 Puff Wealth Management LLC2,214$317K0.1%-7.2%0.000%
8/15/2025 Equitable Holdings Inc.76,054$10.89M0.1%+7.1%0.004%
8/15/2025 Morse Asset Management Inc10,765$1.54M0.3%-39.5%0.001%
8/15/2025 Florida Financial Advisors LLC5,399$773K0.3%+1.3%0.000%
8/15/2025 Northeast Financial Consultants Inc76,092$10.90M0.4%-0.8%0.004%
8/15/2025 State of Tennessee Department of Treasury538,919$77.17M0.3%-1.3%0.031%
8/15/2025 Hayek Kallen Investment Management13,093$1.88M0.6%+5.0%0.001%
8/15/2025 Chapman Financial Group LLC7,235$1.04M0.9%N/A0.000%
8/15/2025 E Fund Management Co. Ltd.17,188$2.46M0.1%-21.6%0.001%
8/15/2025 Stonebridge Capital Advisors LLC101,678$14.56M1.1%+0.1%0.006%
8/15/2025 Sender Co & Partners Inc.1,733$248K0.1%N/A0.000%
8/15/2025 Captrust Financial Advisors1,257,834$180.11M0.4%+1.8%0.073%
8/15/2025 Keel Point LLC6,920$991K0.1%-9.2%0.000%
8/15/2025 Alaethes Wealth LLC14,921$2.14M0.6%+4.2%0.001%
8/15/2025 Prevail Innovative Wealth Advisors LLC6,882$985K0.2%+25.4%0.000%
8/15/2025 Fidelity D & D Bancorp Inc.3,878$555K0.3%-13.4%0.000%
8/15/2025 WFA of San Diego LLC2,432$348K0.3%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC6,770$969K0.5%N/A0.000%
8/15/2025 Vident Advisory LLC61,354$8.79M0.1%-14.4%0.004%
8/15/2025 Visionary Wealth Advisors78,987$11.31M0.6%+4.0%0.005%
8/15/2025 Voleon Capital Management LP12,782$1.83M0.1%+18.5%0.001%
8/15/2025 Voya Financial Advisors Inc.4,114$592K0.1%-11.3%0.000%
8/15/2025 Wasatch Advisors LP24,811$3.55M0.0%+2.5%0.001%
8/15/2025 Two Sigma Securities LLC3,040$435K0.1%-15.4%0.000%
8/15/2025 Talisman Wealth Advisors LLC3,480$498K0.4%-18.5%0.000%
8/15/2025 Scott Marsh Financial LLC8,902$1.28M0.5%N/A0.001%
8/15/2025 Tidal Investments LLC197,832$28.33M0.2%+99.2%0.011%
(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, 4,173 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 3,677 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 ($8.08M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 255,286,866 shares in the last 24 months. This purchase volume represents approximately $37.74B in transactions.

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

Of the 2,393 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 80,510,000 shares in the last 24 months. This volume of shares sold represents approximately $12.02B in transactions.


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This page (NYSE:CVX) was last updated on 9/13/2025 by MarketBeat.com Staff
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