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Chevron (CVX) Institutional Ownership

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$135.57 -1.70 (-1.24%)
Closing price 05/21/2025 03:59 PM Eastern
Extended Trading
$135.43 -0.14 (-0.10%)
As of 07:09 AM 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)
2756
Total
Institutional Inflows
(last 12 months)
$22.08B
Number of
Institutional Sellers
(last 12 months)
2212
Total
Institutional Outflows
(last 12 months)
$10.84B
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CVX Institutional Buying and Selling by Quarter

Chevron Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025Westbourne Investments Inc.5,706$955K0.6%+72.1%0.000%
5/21/2025Indiana Trust & Investment Management Co7,297$1.22M0.4%+2.9%0.000%
5/21/2025MBL Wealth LLC6,720$1.12M0.1%+6.5%0.000%
5/21/2025Acadian Asset Management LLC50,514$8.45M0.0%+278.1%0.003%
5/21/2025 Geneos Wealth Management Inc.42,143$7.05M0.2%+7.1%0.002%
5/21/2025Schmidt P J Investment Management Inc.6,996$1.17M0.2%-6.3%0.000%
5/21/2025 IFM Investors Pty Ltd311,131$52.05M0.6%-0.6%0.018%
5/20/2025 Acorns Advisers LLC3,242$542K0.0%+23.0%0.000%
5/20/2025 Fortis Capital Advisors LLC3,404$570K0.1%+33.5%0.000%
5/20/2025 Belpointe Asset Management LLC23,083$3.86M0.2%+5.5%0.001%
5/20/2025 Intech Investment Management LLC46,445$7.77M0.1%-19.7%0.003%
5/20/2025 Focus Partners Wealth1,371,121$229.38M0.6%+12.9%0.079%
5/20/2025 Flaharty Asset Management LLC489$82K0.0%N/A0.000%
5/20/2025 Strive Asset Management LLC3,505$586K0.4%+7.2%0.000%
5/20/2025 Integrity Alliance LLC.22,376$3.74M0.1%+104.0%0.001%
5/20/2025 Ransom Advisory Ltd10,334$1.73M0.9%N/A0.001%
5/20/2025 Anchor Investment Management LLC41,126$6.88M0.6%+0.8%0.002%
5/20/2025 Glenview Trust co240,188$40.18M0.8%-0.2%0.014%
5/20/2025 Ilmarinen Mutual Pension Insurance Co307,000$51.36M0.5%+3.2%0.018%
5/20/2025 Plato Investment Management Ltd44,436$7.51M0.6%+3.5%0.003%
5/19/2025 SageView Advisory Group LLC15,324$2.56M0.1%+4.7%0.001%
5/19/2025 Advisory Alpha LLC9,307$1.56M0.1%+11.8%0.001%
5/19/2025 Bayforest Capital Ltd316$53K0.0%+85.9%0.000%
5/19/2025 Alaethes Wealth LLC14,316$2.40M0.9%+3.9%0.001%
5/19/2025 SCS Capital Management LLC35,275$5.90M0.1%N/A0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC8,497,288$1.42B0.4%+7.2%0.487%
5/16/2025 Wilson & Boucher Capital Management LLC2,865$479K0.4%-17.3%0.000%
5/16/2025 Woodline Partners LP141,200$23.62M0.2%+40.7%0.008%
5/16/2025 Zurich Insurance Group Ltd FI495,593$82.91M0.7%-10.9%0.028%
5/16/2025 Prostatis Group LLC3,663$613K0.2%-3.5%0.000%
5/16/2025 American Trust1,725$289K0.1%-35.6%0.000%
5/16/2025 McIlrath & Eck LLC2,706$453K0.1%+35.2%0.000%
5/16/2025 Empowered Funds LLC619,904$103.70M1.5%-6.6%0.035%
5/16/2025 Logan Capital Management Inc.182,650$30.56M1.4%+3.9%0.010%
5/16/2025 Northeast Financial Consultants Inc76,692$12.83M0.6%-0.6%0.004%
5/16/2025 Peloton Wealth Strategists1,390$233K0.1%N/A0.000%
5/16/2025 Faithward Advisors LLC4,920$823K0.1%+10.7%0.000%
5/16/2025 MBB Public Markets I LLC1,938$324K0.0%N/A0.000%
5/16/2025 Ascent Group LLC41,040$6.87M0.3%+30.1%0.002%
5/16/2025 Meiji Yasuda Life Insurance Co9,658$1.62M0.0%-3.7%0.001%
A new financial chapter (Ad)

Porter Stansberry says what happened last week could become the defining legacy of his financial publishing career. In a special event watched by thousands, he unveiled what he calls “the boldest undertaking” he’s ever attempted — a real-money initiative that will document every trade, decision, win, and loss in pursuit of a million-dollar mission. And the results are already surprising. One early beta tester tripled her investment income in just three trades.

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5/16/2025 RNC Capital Management LLC403,070$67.43M3.4%+1.7%0.023%
5/16/2025 Coppell Advisory Solutions LLC12,643$2.12M0.2%-19.4%0.001%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.135,339$22.64M0.9%-2.3%0.008%
5/16/2025 Canada Post Corp Registered Pension Plan56,531$9.46M4.2%-16.8%0.003%
5/16/2025 Arete Wealth Advisors LLC21,441$3.59M0.3%+4.0%0.001%
5/16/2025 Great Lakes Advisors LLC207,358$34.69M0.3%-3.6%0.012%
5/16/2025 Bell Investment Advisors Inc2,000$335K0.1%+6.8%0.000%
5/16/2025 Strait & Sound Wealth Management LLC1,259$211K0.1%-12.1%0.000%
5/16/2025 Signature Estate & Investment Advisors LLC82,097$13.73M0.4%-79.3%0.005%
5/16/2025 Hamilton Capital LLC18,903$3.16M0.2%+17.6%0.001%
5/16/2025 Voleon Capital Management LP 10,785$1.80M0.1%N/A0.001%
5/16/2025 Fred Alger Management LLC70,715$11.83M0.1%+6.2%0.004%
5/16/2025 Everstar Asset Management LLC4,381$733K0.1%+45.1%0.000%
5/16/2025 Challenger Wealth Management20,591$3.45M2.7%+5.2%0.001%
5/16/2025 Ashton Thomas Private Wealth LLC107,181$17.93M0.7%+16.4%0.006%
5/16/2025 Guardian Partners Inc.68,335$11.43M1.2%-0.8%0.004%
5/16/2025 Kestra Investment Management LLC7,964$1.33M0.0%+8.2%0.000%
5/16/2025 Resources Management Corp CT ADV54,503$9.12M1.3%-0.3%0.003%
5/16/2025 Knightsbridge Asset Management LLC3,344$559K0.1%+51.2%0.000%
5/16/2025 Cape Investment Advisory Inc.19,782$3.31M1.3%-10.6%0.001%
5/16/2025 Jones Financial Companies Lllp123,460$20.65M0.0%-77.7%0.007%
5/16/2025 Front Street Capital Management Inc.3,231$541K0.1%-65.8%0.000%
5/16/2025 Aberdeen Wealth Management LLC4,042$676K0.5%-3.2%0.000%
5/16/2025 Coordinated Financial Services Inc. CO2,380$398K0.3%N/A0.000%
5/16/2025 Talon Private Wealth LLC1,785$299K0.0%+22.2%0.000%
5/16/2025 USS Investment Management Ltd226,515$37.92M0.3%-52.6%0.013%
5/16/2025 UniSuper Management Pty Ltd102,556$17.16M0.1%+6.4%0.006%
5/16/2025 Sepio Capital LP24,893$4.16M0.3%-9.5%0.001%
5/16/2025 Raab & Moskowitz Asset Management LLC18,197$3.04M0.8%+14.3%0.001%
5/16/2025 Redwood Financial Network Corp2,966$496K0.4%-17.8%0.000%
5/16/2025 Richwood Investment Advisors LLC2,634$441K0.4%-6.8%0.000%
5/16/2025 Rise Advisors LLC1,727$289K0.1%+9.5%0.000%
5/16/2025 Pacific Center for Financial Services14,706$2.46M0.7%-2.4%0.001%
5/16/2025 Pingora Partners LLC4,002$669K0.5%-10.0%0.000%
5/16/2025 Pinnacle Family Advisors LLC1,219$204K0.1%N/A0.000%
5/16/2025 Plancorp LLC11,423$1.91M0.1%+3.9%0.001%
5/16/2025 Needham Investment Management LLC8,750$1.46M0.1%-2.8%0.001%
5/16/2025 New England Asset Management Inc.34,075$5.70M0.9%+0.7%0.002%
5/16/2025 NFJ Investment Group LLC254,094$42.51M1.4%+2.3%0.015%
5/16/2025 Nissay Asset Management Corp Japan ADV209,540$35.05M0.2%-0.6%0.012%
5/16/2025 NewEdge Advisors LLC512,304$85.70M0.5%-3.5%0.029%
5/16/2025 Nippon Life Global Investors Americas Inc.175,500$29.36M1.4%N/A0.010%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.223,844$37.44M0.1%+8.4%0.013%
5/16/2025 Integrated Wealth Concepts LLC119,296$19.96M0.2%+1.9%0.007%
5/16/2025 Interval Partners LP58,044$9.71M0.2%+29.2%0.003%
5/16/2025 Investmark Advisory Group LLC25,146$4.21M2.1%-1.1%0.001%
5/16/2025 KDT Advisors LLC6,055$1.01M1.5%-13.7%0.000%
5/16/2025 Gotham Asset Management LLC125,629$21.02M0.2%-35.9%0.007%
5/16/2025 Hancock Whitney Corp95,627$16.00M0.5%-0.6%0.005%
5/16/2025 DnB Asset Management AS428,341$71.66M0.3%-7.5%0.025%
A new financial chapter (Ad)

Porter Stansberry says what happened last week could become the defining legacy of his financial publishing career. In a special event watched by thousands, he unveiled what he calls “the boldest undertaking” he’s ever attempted — a real-money initiative that will document every trade, decision, win, and loss in pursuit of a million-dollar mission. And the results are already surprising. One early beta tester tripled her investment income in just three trades.

If you missed the event, he’s republishing the message he sent to attendees right after it ended.
5/16/2025 Edmond DE Rothschild Holding S.A.6,746$1.13M0.0%-11.5%0.000%
5/16/2025 Eight 31 Financial LLC7,834$1.31M0.8%-13.2%0.000%
5/16/2025 Centerstone Investors LLC7,680$1.29M3.0%-70.0%0.000%
5/16/2025 Clark Capital Management Group Inc.480,738$80.42M0.6%+22.5%0.028%
5/16/2025 Concorde Asset Management LLC2,570$430K0.2%+33.0%0.000%
5/16/2025 Curi RMB Capital LLC93,639$15.67M0.4%+1.0%0.005%
5/16/2025 Bridgeway Capital Management LLC114,189$19.10M0.5%-11.0%0.007%
5/16/2025 Beaird Harris Wealth Management LLC4,956$829K0.1%-3.7%0.000%
5/16/2025 Banque Transatlantique SA19,432$3.00M0.1%+1,029.8%0.001%
5/16/2025 Alliancebernstein L.P.2,432,190$406.88M0.1%-10.4%0.139%
(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, 4,151 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($26.16B), State Street Corp ($23.43B), BlackRock Inc. ($19.62B), Berkshire Hathaway Inc ($18.81B), Morgan Stanley ($5.76B), Charles Schwab Investment Management Inc. ($5.59B), and Geode Capital Management LLC ($5.25B).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 3,659 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 ($426.50M), Norges Bank ($40.29M), Berkshire Hathaway Inc ($15.85M), GQG Partners LLC ($8.77M), Nuveen LLC ($8.14M), Charles Schwab Investment Management Inc. ($8.09M), and International Assets Investment Management LLC ($8.08M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 692,641,404 shares in the last 24 months. This purchase volume represents approximately $107.97B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,861 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 ($22.16M), Commonwealth Equity Services LLC ($10.31M), BlackRock Inc. ($9.12M), Capital International Investors ($7.70M), State Street Corp ($5.03M), Capital Research Global Investors ($5.01M), and Price T Rowe Associates Inc. MD ($4.98M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 177,334,397 shares in the last 24 months. This volume of shares sold represents approximately $27.66B in transactions.



This page (NYSE:CVX) was last updated on 5/22/2025 by MarketBeat.com Staff
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