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Chevron (CVX) Institutional Ownership

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$210.09 +1.49 (+0.71%)
Closing price 09/8/2026 03:59 PM Eastern
Extended Trading
$211.53 +1.44 (+0.69%)
As of 06:25 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Chevron (NYSE:CVX)

Current
Institutional Ownership
Percentage
72.42%
Number of
Institutional Buyers
(last 12 months)
2972
Total
Institutional Inflows
(last 12 months)
$140.05B
Number of
Institutional Sellers
(last 12 months)
2018
Total
Institutional Outflows
(last 12 months)
$10.14B
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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
9/9/2026 Community Bank N.A.33,584$5.57M0.6%-1.3%0.002%
9/9/2026 RFG Advisory LLC29,012$4.81M0.1%+6.5%0.001%
9/9/2026 NewEdge Advisors LLC1,249,960$207.19M0.6%+3.1%0.063%
9/9/2026 Pointe Capital Management LLC3,380$560K0.2%-1.9%0.000%
9/9/2026 IFP Advisors Inc65,858$10.92M0.2%-13.2%0.003%
9/9/2026 Baird Financial Group Inc.1,728,643$286.54M0.4%+2.9%0.087%
9/9/2026 Sterling Investment Advisors Ltd.27,922$4.63M0.7%-9.6%0.001%
9/9/2026 Stableford Capital II LLC6,354$1.05M0.4%+26.2%0.000%
9/9/2026 XY Planning Network Inc.3,640$603K0.1%+26.8%0.000%
9/8/2026 Ramsay Stattman Vela & Price Inc.39,685$6.58M1.2%+0.6%0.002%
9/8/2026 Mraz Amerine & Associates Inc.9,315$1.54M0.2%+2.7%0.000%
9/8/2026 Hudock Inc.20,050$3.32M0.4%+10.8%0.001%
9/8/2026 Allworth Financial LP367,543$60.92M0.3%-14.7%0.019%
9/8/2026 Arizona State Retirement System512,155$84.90M0.4%-2.3%0.026%
9/8/2026 Edge Wealth Management LLC5,736$951K0.2%-1.7%0.000%
9/8/2026 West Family Investments Inc.7,766$1.29M0.4%+68.8%0.000%
9/8/2026 Waverly Advisors LLC177,024$29.34M0.2%+20.5%0.009%
9/8/2026 Bank OZK11,450$1.90M0.6%-5.2%0.001%
9/8/2026 Paragon Capital Management Ltd3,872$642K0.1%-5.7%0.000%
9/8/2026 Empirical Finance LLC74,091$12.28M0.5%-2.3%0.004%
9/4/2026 Parkside Financial Bank & Trust19,515$3.24M0.2%+3.4%0.001%
9/3/2026 Anchor Capital Advisors LLC108,213$17.94M0.3%-8.0%0.005%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group2,432$403K0.0%-2.0%0.000%
9/2/2026 Second Line Capital LLC22,207$3.68M0.7%-6.0%0.001%
9/2/2026 Range Advisory LLC4,822$799K0.1%+2.1%0.000%
9/2/2026 Brown Lisle Cummings Inc.15,398$2.55M0.6%+2.2%0.001%
8/28/2026 Cornerstone Financial Management LLC805$133K0.1%-7.6%0.000%
8/27/2026 Corient Private Wealth LP2,300,306$381.32M0.5%-2.5%0.116%
8/27/2026 Tucker Asset Management LLC2,949$489K0.1%+4.7%0.000%
8/26/2026 HORAN Wealth LLC9,058$1.50M0.2%-49.8%0.000%
8/26/2026 Principia Wealth Advisory LLC181$30K0.0%+49.6%0.000%
8/26/2026 Amundi13,900,271$2.30B0.6%+14.1%0.704%
8/26/2026 Wellington Grp LLC5,963$988K0.2%+35.2%0.000%
8/26/2026 Brown Financial Advisors13,306$2.21M0.8%+4.1%0.001%
8/26/2026 HighTower Advisors LLC2,912,517$482.78M0.5%-9.6%0.147%
8/25/2026 January Capital Advisors LLC2,618$434K0.4%-53.4%0.000%
8/25/2026 Kirkwood Financial Services2,288$379K0.1%N/A0.000%
8/25/2026 Tobias Financial Advisors Inc.1,472$244K0.0%-11.7%0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al387,621$64.25M0.4%N/A0.020%
8/25/2026 Financial Insights Inc.1,372$227K0.1%-56.1%0.000%
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8/24/2026 California State Teachers Retirement System432,663,934$71.72B0.2%+19,425.5%21.898%
8/23/2026 Tanager Wealth Management LLP9,528$1.58M0.1%-0.6%0.000%
8/23/2026 DMC Group LLC7,144$1.18M0.8%-10.1%0.000%
8/23/2026 Studio Investment Management LLC20,165$3.34M0.6%-1.2%0.001%
8/23/2026 Washington Trust Advisors Inc.4,045$670K0.0%+1.7%0.000%
8/23/2026 Ameritas Advisory Services LLC45,298$7.51M0.2%+67.9%0.002%
8/23/2026 Guardian Wealth Advisors LLC NC11,437$1.90M0.1%+2.5%0.001%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.1,302$216K0.1%N/A0.000%
8/23/2026 Wedmont Private Capital21,343$3.77M0.1%+1.2%0.001%
8/23/2026 Kintra Wealth LLC13,934$2.31M0.1%+25.5%0.001%
8/23/2026 Aspire Capital Advisors LLC5,652$937K0.2%+5.9%0.000%
8/23/2026 Endeavor Private Wealth Inc.3,508$581K0.1%-9.3%0.000%
8/23/2026 POM Investment Strategies LLC317$53K0.1%-81.6%0.000%
8/23/2026 Widmann Financial Services Inc.11,655$1.93M1.0%-3.5%0.001%
8/23/2026 Midwest Heritage Bank FSB2,473$410K0.1%-3.9%0.000%
8/23/2026 Yarger Wealth Strategies LLC2,393$422K0.2%+5.7%0.000%
8/23/2026 Operose Advisors LLC6,720$1.11M0.2%N/A0.000%
8/23/2026 HB Wealth Management LLC192,692$31.94M0.2%+2.9%0.010%
8/23/2026 Gibson Wealth Advisors LLC10,698$1.77M1.1%-15.8%0.001%
8/23/2026 Nilsine Partners LLC19,569$3.24M0.2%+0.7%0.001%
8/23/2026 Nvest Financial LLC2,266$376K0.1%-2.3%0.000%
8/23/2026 Saudi Central Bank129,202$21.42M0.3%+83.0%0.007%
8/23/2026 Fortitude Advisory Group L.L.C.4,730$784K0.3%+4.8%0.000%
8/23/2026 Angeles Wealth Management LLC16,272$2.70M0.1%+3.1%0.001%
8/23/2026 Azimuth Capital Investment Management LLC148,458$24.61M0.8%-1.2%0.008%
8/23/2026 Unique Wealth LLC7,722$1.28M0.1%+29.1%0.000%
8/22/2026 Advisory Solutions Group LLC4,781$793K0.3%N/A0.000%
8/22/2026 NI Acquisitions Company LLC999$166K0.1%N/A0.000%
8/22/2026 NBH Bank13,142$2.18M0.9%N/A0.001%
8/22/2026 AlphaGrep UK Ltd2,590$429K0.1%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC3,985$661K0.2%N/A0.000%
8/22/2026 Succession Financial Inc.2,249$373K0.4%N/A0.000%
8/22/2026 MW Advisory LLC2,977$493K0.2%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC16,165$2.68M0.9%N/A0.001%
8/22/2026 Markowski Investments19,293$3.20M0.7%N/A0.001%
8/22/2026 SeedSafe Financial LLC1,452$241K0.2%N/A0.000%
8/22/2026 Old Mission Investment Co LLC33,190$5.50M1.1%N/A0.002%
8/22/2026 Montgomery Financial Services LLC884$147K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC1,811$300K0.1%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.4,297$712K0.5%N/A0.000%
8/22/2026 Strive Financial Group LLC3,425$568K0.2%+182.8%0.000%
8/22/2026 Invested Advisors3,211$532K0.5%+6.7%0.000%
8/22/2026 BAM Wealth Management LLC3,703$614K0.4%N/A0.000%
8/22/2026 Cooke Wealth Management LLC1,954$324K0.3%-5.3%0.000%
8/22/2026 Cornerstone Advisors Asset Management LLC1,690$280K0.0%-14.4%0.000%
8/22/2026 Raiffeisen Bank International AG49,979$8.42M0.1%+5.3%0.003%
8/22/2026 Investor s Fiduciary Advisor Network LLC12,338$2.05M0.7%-7.2%0.001%
8/22/2026 Copley Financial Group Inc.7,043$1.17M0.6%-16.2%0.000%
8/22/2026 LifePlan Investment Advisors Inc.1,791$297K0.1%+4.4%0.000%
8/22/2026 NWF Advisory Services Inc.29,821$4.94M0.5%-0.3%0.002%
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8/22/2026 Rogco LP9,343$1.55M0.5%-1.6%0.000%
8/22/2026 Syon Capital LLC23,166$3.84M0.2%+16.2%0.001%
8/22/2026 TD Waterhouse Canada Inc.166,613$27.62M0.1%-16.3%0.008%
8/22/2026 Syntax Research Inc.5,357$888K0.6%+1.2%0.000%
8/22/2026 Kampmann Melissa S.18,701$3.10M2.3%+3.8%0.001%
8/22/2026 Premier Path Wealth Partners LLC15,044$2.49M0.3%+0.9%0.001%
8/22/2026 United Community Bank15,975$2.65M0.8%+0.8%0.001%
8/22/2026 Concurrent Investment Advisors LLC184,166$30.53M0.3%+13.2%0.009%
8/22/2026 Prosperitas Financial LLC33,842$5.61M1.8%+9.5%0.002%
8/22/2026 NEOS Investment Management LLC305,289$50.61M0.2%+11.9%0.015%


CVX Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,473 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were California State Teachers Retirement System ($71.72B), Vanguard Group Inc. ($27.89B), BlackRock Inc. ($25.66B), State Street Corp ($23.21B), Berkshire Hathaway Inc ($19.84B), Kingstone Capital Partners Texas LLC ($13.21B), and Geode Capital Management LLC ($6.62B).Learn more on Chevron's institutional investors.

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

Of the 3,999 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: California State Teachers Retirement System ($430.82M), BlackRock Inc. ($154.82M), Kingstone Capital Partners Texas LLC ($83.72M), Norges Bank ($64.30M), Vanguard Group Inc. ($27.96M), Bank of New York Mellon Corp ($21.06M), and State Street Corp ($13.66M).

Institutional investors have bought a total of 852,635,683 shares in the last 24 months. This purchase volume represents approximately $140.05B in transactions.

Of the 2,017 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: Bank of New York Mellon Corp ($4.70M), Primecap Management Co. CA ($4.04M), Assenagon Asset Management S.A. ($4.02M), Laurel Wealth Advisors LLC ($3.70M), Pacer Advisors Inc. ($2.89M), Bank of America Corp DE ($2.02M), and Northern Trust Corp ($1.93M).

Institutional investors have sold a total of 62,255,121 shares in the last 24 months. This volume of shares sold represents approximately $10.14B in transactions.



Institutional ownership data for NYSE:CVX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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