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Chevron (CVX) Institutional Ownership

Chevron logo
$204.73 -0.92 (-0.45%)
As of 12:09 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
2978
Total
Institutional Inflows
(last 12 months)
$69.79B
Number of
Institutional Sellers
(last 12 months)
2019
Total
Institutional Outflows
(last 12 months)
$10.13B
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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
9/23/2026 QRG Capital Management Inc.345,288$57.24M0.4%+11.6%0.017%
9/23/2026 Envestnet Portfolio Solutions Inc.146,083$24.93M0.1%+9.5%0.007%
9/23/2026 Envestnet Asset Management Inc.5,359,482$932.96M0.1%+2.9%0.271%
9/22/2026 State Street Corp159,136,768$28.02B0.6%+3.9%8.054%
9/21/2026 Silicon Valley Capital Partners825$137K0.0%-31.0%0.000%
9/18/2026 Security National Bank of Sioux City Iowa IA782$130K0.1%N/A0.000%
9/16/2026 IKE Capital LLC11,392$1.89M1.0%-9.5%0.001%
9/15/2026 Reynders McVeigh Capital Management LLC2,212$367K0.0%-2.7%0.000%
9/11/2026 Bullseye Investment Management LLC1,539$255K0.1%N/A0.000%
9/11/2026 Smith Chas P & Associates PA Cpas14,666$2.43M0.1%-3.9%0.001%
9/9/2026 Keystone Financial Planning Inc.81,844$13.57M3.5%+228.8%0.004%
9/9/2026 Rench Wealth Management Inc.33,778$5.60M1.5%+0.8%0.002%
9/9/2026 Bouchey Financial Group Ltd.2,558$424K0.0%-5.6%0.000%
9/9/2026 Miramontes Capital LLC15,410$2.55M0.8%+3.9%0.001%
9/9/2026 Core Capital Management & Research inc.15,327$2.54M1.3%N/A0.001%
9/9/2026 The Manufacturers Life Insurance Company1,519,457$251.87M0.1%+2.1%0.077%
9/9/2026 Capstone Financial Advisors Inc.3,891$645K0.0%+7.7%0.000%
9/9/2026 Tortoise Investment Management LLC2,134$354K0.0%+3.6%0.000%
9/9/2026 Sequoia Financial Advisors LLC173,771$28.80M0.1%+8.1%0.009%
9/9/2026 Van Hulzen Asset Management LLC25,033$4.15M0.3%-0.2%0.001%
9/9/2026 MCF Advisors LLC18,888$3.13M0.1%+1.2%0.001%
9/9/2026 Archford Capital Strategies LLC7,896$1.31M0.1%+1.4%0.000%
9/9/2026 Gemmer Asset Management LLC4,207$697K0.0%+2.8%0.000%
9/9/2026 National Pension Service4,525,852$750.21M0.5%+1.0%0.229%
9/9/2026 Engineers Gate Manager LP119,529$19.81M0.3%+233.3%0.006%
9/9/2026 Cidel Asset Management Inc.33,565$5.56M0.3%+0.7%0.002%
9/9/2026 Plimoth Trust Co. LLC29,159$4.83M1.0%-0.6%0.001%
9/9/2026 Capital Analysts LLC47,261$7.83M0.2%-1.5%0.002%
9/9/2026 SVB Wealth LLC49,079$8.14M0.5%+1.5%0.002%
9/9/2026 Insight Wealth Partners LLC8,330$1.38M0.2%+299.3%0.000%
9/9/2026 Capital Advantage Inc.19,037$3.16M0.4%-4.2%0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC23,269$3.86M0.2%+14.6%0.001%
9/9/2026 NorthRock Partners LLC39,620$6.57M0.1%-10.3%0.002%
9/9/2026 Integrated Wealth Concepts LLC150,114$24.88M0.1%+8.5%0.008%
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%
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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%
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%
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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%


CVX Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,479 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were State Street Corp ($28.02B), Vanguard Group Inc. ($27.89B), BlackRock Inc. ($25.66B), Berkshire Hathaway Inc ($19.84B), Kingstone Capital Partners Texas LLC ($13.21B), Geode Capital Management LLC ($6.62B), and Morgan Stanley ($5.53B).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 4,003 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: 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), State Street Corp ($19.66M), and GQG Partners LLC ($13.09M).

Institutional investors have bought a total of 428,583,061 shares in the last 24 months. This purchase volume represents approximately $69.79B in transactions.

Of the 2,019 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 62,195,020 shares in the last 24 months. This volume of shares sold represents approximately $10.13B in transactions.


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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 9/23/2026. New 13F filings are added each quarter as they're published.
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