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Chevron (CVX) Institutional Ownership

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$153.59 +0.22 (+0.14%)
Closing price 03:59 PM Eastern
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$153.57 -0.02 (-0.01%)
As of 07:56 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)
2887
Total
Institutional Inflows
(last 12 months)
$37.75B
Number of
Institutional Sellers
(last 12 months)
2394
Total
Institutional Outflows
(last 12 months)
$12.10B
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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
10/3/2025Shorepoint Capital Partners LLC54,861$8.52M1.7%N/A0.003%
10/2/2025Central Pacific Bank Trust Division19,104$2.97M0.4%-1.7%0.001%
10/2/2025St. Louis Financial Planners Asset Management LLC18,683$2.90M1.9%+1.2%0.001%
10/2/2025GAMMA Investing LLC45,515$7.07M0.4%+66.3%0.003%
10/2/2025Bank of New Hampshire11,969$1.86M0.4%-0.6%0.001%
10/2/2025AHL Investment Management Inc.14,532$2.26M1.5%-7.7%0.001%
10/2/2025Trust Co of the South2,759$428K0.1%+14.8%0.000%
10/2/2025First Hawaiian Bank12,394$1.93M0.2%+4.5%0.001%
10/2/2025Capital Asset Advisory Services LLC29,142$4.53M0.2%+5.5%0.002%
10/2/2025Global Wealth Strategies & Associates798$124K0.0%+299.0%0.000%
10/1/2025 Park National Corp OH146,118$22.69M0.7%-4.2%0.008%
10/1/2025 Jacobs & Co. CA21,719$3.37M0.3%-2.3%0.001%
10/1/2025 Roxbury Financial LLC6,475$1.01M0.9%+4.4%0.000%
10/1/2025 American National Bank of Texas3,329$517K0.5%N/A0.000%
10/1/2025 Rowlandmiller & PARTNERS.ADV52,504$8.15M1.6%+5.3%0.003%
10/1/2025 First Financial Bank Trust Division36,180$5.62M0.5%-3.9%0.002%
10/1/2025 BancFirst Trust & Investment Management9,392$1.47M0.6%+2.3%0.001%
10/1/2025 Farmers Trust Co.11,488$1.78M0.3%+7.4%0.001%
10/1/2025 Neville Rodie & Shaw Inc.61,320$9.52M0.7%+2.3%0.004%
10/1/2025 Hobart Private Capital LLC1,581$245K0.1%N/A0.000%
9/30/2025Rydar Equities Inc.4,752$680K0.5%N/A0.000%
9/30/2025Cullen Capital Management LLC904,996$129.59M1.5%-36.6%0.052%
9/29/2025Summit Financial Wealth Advisors LLC31,803$4.55M0.8%+8.6%0.002%
9/26/2025Corient Private Wealth LLC2,535,099$363.00M0.5%+1.9%0.147%
9/26/2025Capital A Wealth Management LLC459$68K0.7%-45.9%0.000%
9/25/2025CacheTech Inc.1,912$274K0.1%N/A0.000%
9/25/2025Adams Wealth Management1,912$274K0.1%N/A0.000%
9/24/2025Texas Permanent School Fund Corp113,881$16.31M0.2%-37.2%0.007%
9/23/2025RS Crum Inc.4,140$593K0.1%-2.1%0.000%
9/22/2025Caldwell Trust Co57,221$8.19M0.8%N/A0.003%
9/19/2025Watts Gwilliam & Co. LLC13,719$2.18M0.4%+286.1%0.001%
9/19/2025Canal Capital Management LLC8,409$1.20M0.2%+4.3%0.000%
9/12/2025Valeo Financial Advisors LLC48,344$6.92M0.1%-2.5%0.003%
9/11/2025Milestones Private Investment Advisors LLC1,637$234K0.2%N/A0.000%
9/11/2025Silicon Valley Capital Partners7,729$1.11M0.1%+11.8%0.000%
9/9/2025Cambridge Financial Group LLC2,299$329K0.1%-33.5%0.000%
9/4/2025Reynders McVeigh Capital Management LLC1,615$231K0.0%+33.3%0.000%
9/4/2025SevenBridge Financial Group LLC7,552$1.17M0.2%-14.0%0.000%
9/3/2025American Trust2,546$365K0.0%+47.6%0.000%
9/2/2025FSC Wealth Advisors LLC623$89K0.1%-11.3%0.000%
8/29/2025Evolution Wealth Management Inc.344$49K0.1%N/A0.000%
8/29/2025Centaurus Financial Inc.11,465$1.64M0.1%-1.7%0.001%
8/28/2025China Universal Asset Management Co. Ltd.5,663$811K0.1%-40.3%0.000%
8/27/2025Impala Asset Management LLC10,000$1.43M0.8%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC168,722$24.16M0.2%+13.8%0.010%
8/26/2025Provident Investment Management Inc.6,618$948K0.1%+7.7%0.000%
8/26/2025Thrivent Financial for Lutherans140,669$20.18M0.0%+1.8%0.008%
8/26/2025Claris Financial LLC4,619$661K0.5%+28.9%0.000%
8/26/2025MASTERINVEST Kapitalanlage GmbH11,715$1.68M0.2%N/A0.001%
8/26/2025Nautilus Advisors LLC2,261$324K0.2%-8.3%0.000%
8/25/2025Silverlake Wealth Management LLC13,810$1.98M0.6%+26.4%0.001%
8/25/2025Hilltop Partners LLC1,851$265K0.1%-76.9%0.000%
8/22/2025TT Capital Management LLC27,780$3.92M1.3%N/A0.002%
8/22/2025Cim Investment Management Inc.13,127$1.89M0.4%+99.7%0.001%
8/21/2025Pathway Financial Advisers LLC27,938$4M1.3%+1.3%0.002%
8/21/2025Clarion Wealth Managment Partners LLC2,891$414K0.5%N/A0.000%
8/20/2025Kentucky Retirement Systems104,922$15.02M0.4%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund44,530$6.38M0.4%-6.5%0.003%
8/20/2025Monarch Capital Management Inc.14,081$2.02M0.5%+1.9%0.001%
8/20/2025North Dallas Bank & Trust Co.13,141$1.88M1.4%N/A0.001%
8/20/2025Coppell Advisory Solutions LLC8,143$1.17M0.1%-35.6%0.000%
8/19/2025Newbridge Financial Services Group Inc.11,260$1.61M0.3%+106.1%0.001%
8/19/2025Cape Investment Advisory Inc.20,320$2.91M1.1%+2.7%0.001%
8/19/2025Advisory Services Network LLC145,461$22.06M0.4%-6.3%0.008%
8/19/2025Anchor Investment Management LLC42,693$6.11M0.5%+3.8%0.002%
8/19/2025Asset Dedication LLC14,730$2.11M0.2%-5.7%0.001%
8/19/2025Hohimer Wealth Management LLC7,806$1.12M0.2%+2.0%0.000%
8/19/2025Campbell Capital Management Inc.48,911$7.00M2.7%+12.3%0.003%
8/19/2025Pitcairn Co.15,179$2.17M0.1%-16.6%0.001%
8/18/2025Brick & Kyle Associates22,119$3.23M1.4%+5.6%0.001%
8/18/2025Old North State Trust LLC3,549$508K0.3%+33.8%0.000%
8/18/2025N.E.W. Advisory Services LLC2,242$321K0.0%-6.4%0.000%
8/18/2025Geneos Wealth Management Inc.61,217$8.77M0.2%+45.3%0.004%
8/18/2025Hollencrest Capital Management7,626$1.09M0.0%-6.8%0.000%
8/18/2025V2 Financial group LLC1,625$233K0.1%+35.4%0.000%
8/18/2025Westwood Holdings Group Inc.623,595$89.29M0.7%+0.0%0.036%
8/18/2025Kestra Investment Management LLC4,888$700K0.0%-38.6%0.000%
8/18/2025Semper Augustus Investments Group LLC6,389$915K0.1%+3.7%0.000%
8/18/2025Wellington Capital Management Inc.4,917$704K1.0%N/A0.000%
8/18/2025Second Line Capital LLC24,006$3.44M0.8%-3.6%0.001%
8/18/20251248 Management LLC15,795$2.26M0.8%+56.5%0.001%
8/18/2025Rexford Capital Inc.4,993$715K0.6%N/A0.000%
8/18/2025Pacific Center for Financial Services14,028$2.01M0.5%-4.6%0.001%
8/18/2025Front Row Advisors LLC1,529$219K0.1%-40.5%0.000%
8/18/2025Goodman Advisory Group LLC499$71K0.0%N/A0.000%
8/16/2025Nikko Asset Management Americas Inc.14,986$2.15M0.0%-12.4%0.001%
8/16/2025Parr Mcknight Wealth Management Group LLC68,773$9.85M1.4%+11.0%0.004%
8/16/2025Public Sector Pension Investment Board334,291$47.87M0.2%-25.2%0.019%
8/16/2025Winslow Asset Management Inc.11,790$1.69M0.3%+2.0%0.001%
8/16/2025Evergreen Capital Management LLC32,808$4.70M0.1%-18.4%0.002%
8/15/2025CANADA LIFE ASSURANCE Co1,145,089$164.12M0.3%+4.0%0.066%
8/15/202544 Wealth Management LLC9,740$1.40M0.5%+2.1%0.001%
8/15/2025Tower Research Capital LLC TRC 74,420$10.66M0.3%-44.3%0.004%
8/15/2025Front Street Capital Management Inc.3,411$488K0.1%+5.6%0.000%
8/15/2025MUFG Securities EMEA plc4,799$687K0.0%N/A0.000%
8/15/2025Howland Capital Management LLC139,238$19.94M0.8%+3.4%0.008%
8/15/2025Brooks Moore & Associates Inc.32,237$4.89M2.6%-1.5%0.002%
8/15/2025Security National Bank of SO Dak1,621$232K0.1%-34.7%0.000%
8/15/2025Blue Edge Capital LLC2,833$406K0.1%-3.5%0.000%
8/15/2025Semmax Financial Advisors Inc.6,068$941K0.2%+8.6%0.000%
(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, 4,180 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 3,684 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 255,330,434 shares in the last 24 months. This purchase volume represents approximately $37.75B in transactions.

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

Of the 2,392 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 81,074,056 shares in the last 24 months. This volume of shares sold represents approximately $12.10B in transactions.



This page (NYSE:CVX) was last updated on 10/3/2025 by MarketBeat.com Staff
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