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Chevron (CVX) Institutional Ownership

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$185.30 -7.34 (-3.81%)
Closing price 05/6/2026 03:59 PM Eastern
Extended Trading
$185.40 +0.09 (+0.05%)
As of 05/6/2026 07:59 PM 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)
3167
Total
Institutional Inflows
(last 12 months)
$49.54B
Number of
Institutional Sellers
(last 12 months)
2422
Total
Institutional Outflows
(last 12 months)
$12.90B
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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
5/6/2026Freemont Management S.A.27,200$5.63M0.9%N/A0.001%
5/6/2026Sterling Financial Planning Inc.1,991$412K0.1%-6.5%0.000%
5/6/2026Jennison Associates LLC534,696$110.63M0.1%-48.4%0.027%
5/6/2026Aviance Capital Partners LLC15,168$3.14M0.4%+1.6%0.001%
5/6/2026 McAlvany Wealth Management LLC17,990$3.79M2.4%+58.6%0.001%
5/6/2026Annis Gardner Whiting Capital Advisors LLC15,232$3.15M0.5%+10.6%0.001%
5/6/2026GatePass Capital LLC5,559$1.15M0.5%+2.4%0.000%
5/6/2026German American Bancorp Inc.3,370$697K0.1%+18.9%0.000%
5/6/2026IMA Advisory Services Inc.13,412$2.78M0.3%-3.6%0.001%
5/6/2026California Public Employees Retirement System3,461,111$716.10M0.4%+1.7%0.174%
5/6/2026Ceera Investments LLC6,195$1.28M0.6%+3.8%0.000%
5/6/2026Clifford Swan Investment Counsel LLC311,474$64.44M2.2%-0.7%0.016%
5/6/2026Quadrant Private Wealth Management LLC19,895$4.12M0.6%-21.5%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC452,540$87.01M1.2%-5.4%0.023%
5/6/2026MTM Investment Management LLC30,502$6.31M2.0%+0.5%0.002%
5/6/2026Ranch Capital Advisors Inc.15,324$3.17M1.1%+0.9%0.001%
5/6/2026Heartland Bank & Trust Co12,823$2.65M0.6%+68.7%0.001%
5/6/2026Zhang Financial LLC7,989$1.65M0.1%+21.1%0.000%
5/6/2026Centennial Bank AR 8,463$1.75M0.6%-1.4%0.000%
5/6/2026Simon Quick Advisors LLC17,099$3.54M0.2%-6.8%0.001%
5/6/2026FSA Advisors Inc.1,129$234K0.2%N/A0.000%
5/6/2026Future Fund LLC4,895$1.01M0.4%-16.4%0.000%
5/6/2026Aire Advisors LLC12,282$2.54M0.5%+2.6%0.001%
5/6/2026John G Ullman & Associates Inc.6,261$1.30M0.2%-2.3%0.000%
5/6/2026Kera Capital Partners Inc.3,724$770K0.1%-4.7%0.000%
5/6/2026SK Wealth Management LLC1,755$349K0.1%N/A0.000%
5/6/2026Cornerstone Planning Group LLC1,051$202K0.0%+13.0%0.000%
5/6/2026Gryphon Financial Partners LLC19,163$3.97M0.4%+1.8%0.001%
5/6/2026Arcus Capital Partners LLC1,052$218K0.1%-62.0%0.000%
5/6/2026Modera Wealth Management LLC32,212$6.67M0.1%+2.7%0.002%
5/6/2026Townsend Asset Management Corp NC ADV6,990$1.45M0.5%+10.0%0.000%
5/6/2026Juno Financial Group LLC14,748$3.05M1.2%-24.3%0.001%
5/6/2026Advisortrust Partners LLC1,435$297K0.1%N/A0.000%
5/6/2026Catalyst Capital Advisors LLC21,475$4.44M0.1%+7.4%0.001%
5/6/2026Forty three Eighteen Advisors LLC12,747$2.64M2.0%N/A0.001%
5/6/2026Assetmark Inc.182,419$37.74M0.1%+8.7%0.009%
5/6/2026NovaPoint Capital LLC23,677$4.90M1.2%+3.4%0.001%
5/6/2026PeakShares LLC7,912$1.64M1.5%-2.4%0.000%
5/6/2026Paradigm Capital Management LLC NV12,450$2.58M2.4%+2.3%0.001%
5/6/2026Main Street Group LTD136$28K0.0%N/A0.000%
5/6/2026Barings LLC100,446$20.78M0.3%+8.7%0.005%
5/6/2026Angeles Wealth Management LLC15,785$3.27M0.2%+20.6%0.001%
5/6/2026AXS Investments LLC952$197K0.1%-30.8%0.000%
5/6/2026Brown Shipley& Co Ltd17,797$3.68M2.2%+2.9%0.001%
5/6/2026Clearstead Trust LLC22,124$4.58M0.7%+2.0%0.001%
5/6/2026Financiere des Professionnels Fonds d investissement inc.71,226$14.74M0.9%+297.4%0.004%
5/6/2026Bessemer Group Inc.3,471,036$718.16M1.1%+16.2%0.174%
5/6/2026Jag Capital Management LLC2,519$521K0.1%+68.6%0.000%
5/6/2026Avalon Trust Co1,285$266K0.0%+164.9%0.000%
5/6/2026 Gerald Baker Financial Group LLC24,795$5.13M1.7%N/A0.001%
5/6/2026 Allspring Global Investments Holdings LLC302,380$59.69M0.1%+35.4%0.015%
5/6/2026 Frisch Financial Group Inc.4,263$882K0.2%+9.6%0.000%
5/6/2026 Independent Financial Group LLC31,999$6.62M0.2%N/A0.002%
5/6/2026 Enterprise Financial Services Corp8,438$1.75M0.9%+4.1%0.000%
5/6/2026 Prosperity Consulting Group LLC12,117$2.51M0.1%-6.0%0.001%
5/6/2026 Frazier Financial Advisors LLC905$187K0.1%+35.9%0.000%
5/6/2026 Helium Advisors LLC2,211$458K0.4%+6.7%0.000%
5/6/2026 Gaddis Premier Wealth Advisors LLC5,798$1.20M0.9%-2.2%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super214,687$44.42M0.7%N/A0.011%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co70,909$14.67M1.2%+1.3%0.004%
5/5/2026 Quartz Partners LLC1,057$219K0.1%N/A0.000%
5/5/2026 BCGM Wealth Management LLC2,524$522K0.1%-2.2%0.000%
5/5/2026 Evergreen Advisors LLC720$149K0.0%N/A0.000%
5/5/2026 Delta Financial Advisors LLC26,895$5.57M1.4%-0.6%0.001%
5/5/2026 Vectors Research Management LLC7,762$1.61M0.5%+1.5%0.000%
5/5/2026 Gallagher Capital Advisors LLC1,145$233K0.1%N/A0.000%
5/5/2026 Wealthfront Advisers LLC239,405$49.53M0.1%+17.9%0.012%
5/5/2026 D.A. Davidson & CO.416,011$86.07M0.5%+0.1%0.021%
5/5/2026 RFG Bristol Wealth Advisors LLC6,562$1.36M0.4%-1.5%0.000%
5/5/2026 Navigation Group LLC19,258$3.98M0.9%N/A0.001%
5/5/2026 Beaumont Financial Advisors LLC20,084$4.16M0.3%-13.5%0.001%
5/5/2026 Marks Group Wealth Management Inc2,675$553K0.1%+28.7%0.000%
5/5/2026 Midwest Professional Planners LTD.7,829$1.62M0.4%-0.9%0.000%
5/5/2026 Bank of New York Mellon Corp14,928,556$3.09B0.6%-9.6%0.749%
5/5/2026 Blackhawk Capital Partners LLC10,853$2.25M0.8%-6.3%0.001%
5/5/2026 Illinois Municipal Retirement Fund247,765$51.26M0.7%+0.8%0.012%
5/5/2026 Three Seasons Wealth LLC4,895$1.01M0.4%+3.2%0.000%
5/5/2026 truNorth Financial Services Inc.1,104$228K0.2%N/A0.000%
5/5/2026 Theory Financial LLC1,828$378K0.1%-23.9%0.000%
5/5/2026 Good Harbor Advisors Inc.3,209$664K0.7%-3.5%0.000%
5/5/2026 Gentry Private Wealth LLC2,081$431K0.3%-10.8%0.000%
5/5/2026 Collaborative Wealth Managment Inc.981$203K0.1%-67.3%0.000%
5/5/2026 Journey Advisory Group LLC24,351$5.04M0.4%-22.4%0.001%
5/5/2026 Providence Wealth Advisors LLC13,483$2.66M1.7%-0.5%0.001%
5/5/2026 Harmony Asset Management LLC8,247$1.71M0.5%+4.8%0.000%
5/5/2026 Geneos Wealth Management Inc.88,781$18.37M0.4%-3.3%0.004%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.41,778$8.64M0.1%+19.0%0.002%
5/5/2026 MASTERINVEST Kapitalanlage GmbH22,180$4.59M0.5%+48.4%0.001%
5/5/2026 NFSG Corp9,538$1.97M0.3%-4.1%0.000%
5/5/2026 Northstar Financial Companies Inc.18,067$3.74M3.0%+7.2%0.001%
5/5/2026 Ethos Financial Group LLC4,874$1.01M0.1%+64.7%0.000%
5/5/2026 Signet Financial Management LLC4,730$979K0.1%-79.9%0.000%
5/5/2026 SouthState Bank Corp106,461$22.03M1.0%+4.3%0.005%
5/5/2026 Opinicus Capital Inc.6,538$1.35M1.0%-7.4%0.000%
5/5/2026 Meridian Management Co.14,010$2.90M0.7%N/A0.001%
5/5/2026 Sanctuary Advisors LLC472,061$97.67M0.5%+19.0%0.024%
5/5/2026 BlueChip Wealth Advisors LLC1,838$380K0.2%-15.5%0.000%
5/5/2026 Sterling Investment Advisors Ltd.30,875$6.39M1.1%-2.2%0.002%
5/5/2026 Sigma Planning Corp75,995$15.72M0.4%-5.7%0.004%
5/5/2026 Cornerstone Advisory LLC5,625$1.16M0.1%+0.9%0.000%


CVX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVX shares?

During the previous two years, 4,452 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($27.89B), State Street Corp ($23.21B), Berkshire Hathaway Inc ($19.84B), Kingstone Capital Partners Texas LLC ($13.21B), Geode Capital Management LLC ($6.62B), Morgan Stanley ($5.53B), and Charles Schwab Investment Management Inc. ($5.49B).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 3,975 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 ($64.30M), Vanguard Group Inc. ($27.96M), State Street Corp ($13.66M), Berkshire Hathaway Inc ($11.55M), GQG Partners LLC ($8.77M), and Raymond James Financial Inc. ($8.33M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 325,735,892 shares in the last 24 months. This purchase volume represents approximately $49.54B in transactions.

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

Of the 2,411 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 ($5.54M), State Street Corp ($4.88M), Primecap Management Co. CA ($4.04M), Laurel Wealth Advisors LLC ($3.70M), Vanguard Group Inc. ($1.97M), Northern Trust Corp ($1.93M), and Price T Rowe Associates Inc. MD ($1.88M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 83,181,406 shares in the last 24 months. This volume of shares sold represents approximately $12.90B in transactions.



This page (NYSE:CVX) was last updated on 5/7/2026 by MarketBeat.com Staff.
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