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Chevron (CVX) Institutional Ownership

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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)
2548
Total
Institutional Inflows
(last 12 months)
$92.01B
Number of
Institutional Sellers
(last 12 months)
1921
Total
Institutional Outflows
(last 12 months)
$21.69B
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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
4/25/2024Greylin Investment Management Inc39,939$6.30M1.0%+2.2%0.002%
4/25/2024Cambridge Investment Research Advisors Inc.455,401$71.84M0.3%+3.3%0.025%
4/25/2024Heirloom Wealth Management2,848$449K0.2%-16.1%0.000%
4/24/2024Leavell Investment Management Inc.65,119$10.27M0.6%-1.4%0.004%
4/24/2024Krilogy Financial LLC19,828$3.13M0.2%+39.3%0.001%
4/24/2024PSI Advisors LLC11,952$1.89M0.7%+0.9%0.001%
4/24/2024Beddow Capital Management Inc.1,900$300K0.1%+5.0%0.000%
4/24/2024Patton Albertson Miller Group LLC47,094$7.43M1.1%+10.2%0.003%
4/24/2024Keene & Associates Inc.27,477$4.33M3.2%+3.1%0.001%
4/24/2024Family Legacy Inc.7,335$1.16M0.4%+2.1%0.000%
4/24/2024Verity & Verity LLC2,582$407K0.1%-98.1%0.000%
4/24/2024CENTRAL TRUST Co171,370$27.03M0.7%-1.6%0.009%
4/24/20241900 Wealth Management LLC7,787$1.23M0.1%-41.7%0.000%
4/24/2024Oak Family Advisors LLC13,247$2.09M0.8%-9.5%0.001%
4/24/2024Diamant Asset Management Inc.4,716$744K0.5%+6.7%0.000%
4/24/2024Berkshire Bank15,956$2.52M0.6%-6.4%0.001%
4/24/2024Newbridge Financial Services Group Inc.4,801$757K0.3%+111.2%0.000%
4/24/2024Pinnacle Wealth Management Group Inc.2,899$457K0.3%-7.5%0.000%
4/24/2024Fulcrum Equity Management4,269$673K0.8%+26.9%0.000%
4/24/2024Pegasus Partners Ltd.1,331$210K0.0%N/A0.000%
4/24/2024Adams Natural Resources Fund Inc.541,671$85.44M12.1%+2.8%0.029%
4/24/2024Adams Diversified Equity Fund Inc.89,500$14.12M0.5%N/A0.005%
4/24/2024Carl Stuart Investment Advisor Inc.1,309$206K0.1%-33.0%0.000%
4/24/2024Premier Path Wealth Partners LLC10,973$1.73M0.3%+11.9%0.001%
4/24/2024Acorn Creek Capital LLC2,793$441K0.3%-13.4%0.000%
4/24/2024Trinity Legacy Partners LLC30,504$4.81M1.4%+3.9%0.002%
4/24/2024Hartford Financial Management Inc.39,373$6.21M1.3%+0.9%0.002%
4/24/2024Round Rock Advisors LLC17,727$2.80M0.7%-18.2%0.001%
4/24/2024Dakota Wealth Management128,204$20.22M0.5%+39.2%0.007%
4/24/2024Smith Anglin Financial LLC6,068$957K0.1%+2.1%0.000%
4/24/2024Simplicity Wealth LLC70,174$11.07M0.3%+4,178.9%0.004%
4/24/2024Archford Capital Strategies LLC10,643$1.68M0.3%+2.3%0.001%
4/24/2024NBT Bank N A NY90,110$14.21M1.0%-2.5%0.005%
4/24/2024Wells Trecaso Financial Group LLC8,963$1.41M0.5%+1.3%0.000%
4/24/2024Childress Capital Advisors LLC7,985$1.26M0.4%+22.3%0.000%
4/24/2024Spire Wealth Management32,978$5.20M0.2%+2.7%0.002%
4/24/2024Gemmer Asset Management LLC4,029$636K0.1%-19.7%0.000%
4/24/2024Essex Financial Services Inc.45,865$7.24M0.7%-4.2%0.002%
4/24/2024Bar Harbor Wealth Management99,426$15.68M1.0%-2.5%0.005%
4/24/2024West Branch Capital LLC6,742$1.06M0.4%+28.5%0.000%
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4/24/2024Assenagon Asset Management S.A.254,463$40.14M0.1%-54.7%0.014%
4/23/2024 Wetzel Investment Advisors Inc.2,306$363K0.2%+27.3%0.000%
4/23/2024 Dupont Capital Management Corp85,619$13.51M1.1%-6.0%0.005%
4/23/2024 Bell Bank6,835$1.08M0.1%+30.5%0.000%
4/23/2024 Godsey & Gibb Inc.119,435$18.84M2.0%+1.9%0.006%
4/23/2024 Charter Oak Capital Management LLC3,679$580K0.1%-3.3%0.000%
4/23/2024 Iowa State Bank49,733$7.85M1.7%+1.0%0.003%
4/23/2024 Canal Capital Management LLC9,693$1.53M0.3%-3.6%0.001%
4/23/2024 Triad Wealth Partners LLC2,308$364K0.3%N/A0.000%
4/23/2024Busey Bank159,109$25.10M0.9%-14.6%0.009%
4/23/2024 BSW Wealth Partners3,688$582K0.1%+1.8%0.000%
4/23/2024 Carderock Capital Management Inc.4,307$679K0.2%-7.9%0.000%
4/23/2024 Precedent Wealth Partners LLC9,470$1.49M0.6%+6.4%0.001%
4/23/2024 Absher Wealth Management LLC120,779$19.05M2.6%+18.2%0.007%
4/23/2024 Bfsg LLC27,583$4.35M0.6%+1.6%0.001%
4/23/2024 Milestone Asset Management LLC17,911$2.83M0.8%N/A0.001%
4/23/2024 Eads & Heald Wealth Management13,097$2.07M1.0%-6.2%0.001%
4/23/2024 Global Retirement Partners LLC47,596$7.51M0.3%+4.6%0.003%
4/23/2024 Covenant Asset Management LLC10,828$1.71M0.3%+4.6%0.001%
4/23/2024 Fishman Jay A Ltd. MI9,948$1.57M0.2%-6.8%0.001%
4/23/2024 LaFleur & Godfrey LLC74,741$11.79M1.7%+0.8%0.004%
4/23/2024 Louisiana State Employees Retirement System101,000$15.93M0.3%-4.8%0.005%
4/23/2024 Sage Mountain Advisors LLC10,640$1.68M0.2%+21.6%0.001%
4/23/2024 Moody Lynn & Lieberson LLC109,253$17.23M1.2%+9.0%0.006%
4/23/2024 Hamel Associates Inc.45,591$7.19M2.3%+4.4%0.002%
4/23/2024 United Asset Strategies Inc.81,834$12.91M1.3%+10.4%0.004%
4/23/2024 Wealth Advisory Solutions LLC49,051$7.74M2.0%+6.1%0.003%
4/23/2024 WASHINGTON TRUST Co13,882$2.19M0.1%-0.8%0.001%
4/23/2024 Canvas Wealth Advisors LLC1,791$280K0.1%N/A0.000%
4/23/2024 Venturi Wealth Management LLC23,964$3.78M0.2%+24.2%0.001%
4/23/2024 Rational Advisors LLC252$40K0.0%-74.8%0.000%
4/23/2024 Silver Lake Advisory LLC2,364$373K0.2%N/A0.000%
4/23/2024 Asset Planning Services Inc. LA ADV43,445$6.85M3.8%-0.3%0.002%
4/23/2024 Community Financial Services Group LLC12,852$2.03M0.5%N/A0.001%
4/23/2024 Live Oak Private Wealth LLC65,747$10.37M1.8%+0.7%0.004%
4/23/2024 Spectrum Asset Management Inc. NB CA 43,745$6.90M3.0%+3.5%0.002%
4/23/2024 Amalgamated Bank357,114$56.33M0.5%-15.3%0.019%
4/23/2024 Birinyi Associates Inc.7,330$1.16M0.4%-12.5%0.000%
4/23/2024 Legacy Trust2,926$462K0.1%-15.0%0.000%
4/23/2024 Nations Financial Group Inc. IA ADV32,182$5.08M0.4%+3.5%0.002%
4/23/2024 Gradient Investments LLC253,375$39.97M0.9%+6.7%0.014%
4/23/2024 New Mexico Educational Retirement Board88,416$13.95M0.5%-4.5%0.005%
4/23/2024 Tyche Wealth Partners LLC35,100$5.54M1.4%-10.0%0.002%
4/23/2024 Fifth Third Bancorp993,159$156.66M0.6%-2.1%0.053%
4/23/2024 Wesbanco Bank Inc.227,996$35.96M1.4%+16.6%0.012%
4/23/2024 Summit Trail Advisors LLC32,770$5.17M0.1%+163.2%0.002%
4/23/2024 Regatta Capital Group LLC5,294$835K0.2%+14.9%0.000%
4/23/2024 Stablepoint Partners LLC36,003$5.68M1.2%+21.4%0.002%
4/23/2024 Principle Wealth Partners LLC37,056$5.85M0.5%+3.8%0.002%
4/23/2024 Duncker Streett & Co. Inc.29,430$4.64M0.9%-0.3%0.002%
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4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA78,158$12.66M0.1%-0.6%0.004%
4/23/2024 Arcadia Investment Management Corp MI6,724$1.06M0.2%-4.9%0.000%
4/23/2024 Cigna Investments Inc. New18,339$2.89M0.5%-1.0%0.001%
4/23/2024 Strategic Blueprint LLC22,771$3.59M0.3%+10.7%0.001%
4/23/2024 KLR Investment Advisors LLC4,435$718K0.5%+3.1%0.000%
4/23/2024 Bank of Stockton18,085$2.85M0.9%+2.4%0.001%
4/23/2024 Revisor Wealth Management LLC4,780$734K0.3%+80.7%0.000%
4/23/2024 Accurate Wealth Management LLC22,503$3.60M1.0%+4.1%0.001%
4/23/2024 Genesee Capital Advisors LLC4,307$679K0.4%+2.3%0.000%
4/23/2024 Rebalance LLC1,500$237K0.0%-4.5%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, 3,750 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 3,349 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 ($10.51M), 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 673,496,618 shares in the last 24 months. This purchase volume represents approximately $106.09B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,678 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 240,069,323 shares in the last 24 months. This volume of shares sold represents approximately $37.92B in transactions.


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This page (NYSE:CVX) was last updated on 4/25/2024 by MarketBeat.com Staff

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