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Chevron (CVX) Institutional Ownership

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$194.72 +0.30 (+0.15%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$194.81 +0.09 (+0.05%)
As of 07/24/2026 07:33 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.
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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)
2994
Total
Institutional Inflows
(last 12 months)
$34.89B
Number of
Institutional Sellers
(last 12 months)
2223
Total
Institutional Outflows
(last 12 months)
$12.73B
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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
7/16/2026 Processus Wealth & Capital Management LLC11,467$1.90M0.6%-4.9%0.001%
7/12/2026 First Community Trust NA8,066$1.34M0.6%+1.6%0.000%
7/12/2026 Walker Asset Management LLC10,757$1.78M0.9%-1.1%0.001%
7/10/2026 Regent Peak Wealth Advisors LLC4,883$809K0.1%+7.7%0.000%
7/10/2026 Buska Wealth Management LLC1,231$204K0.1%+8.6%0.000%
7/10/2026 Wedge Capital Management L L P NC3,300$547K0.0%-7.1%0.000%
7/10/2026 Abound Wealth Management1,211$201K0.0%-7.4%0.000%
7/10/2026 Northside Capital Management LLC13,154$2.18M0.2%-11.6%0.001%
7/10/2026 Investors Research Corp1,506$250K0.0%-5.3%0.000%
7/10/2026 Annex Advisory Services LLC142,201$23.57M0.4%-1.7%0.007%
7/10/2026 Insight Wealth Strategies LLC171,403$28.40M2.8%-2.2%0.009%
7/10/2026 Accel Wealth Management6,545$1.09M0.2%+3.0%0.000%
7/10/2026 Butensky & Cohen Financial Security Inc.34,105$5.65M1.4%-0.6%0.002%
7/10/2026 Hudson Value Partners LLC6,940$1.15M0.3%+105.6%0.000%
7/10/2026 Processus Wealth & Capital Management LLC11,467$1.90M1.1%-4.9%0.001%
7/10/2026 Whitener Capital Management Inc.22,755$3.77M0.8%-3.6%0.001%
7/10/2026 JFS Wealth Advisors LLC16,500$2.74M0.1%-2.1%0.001%
7/10/2026 Tema ETFs LLC39,304$6.52M0.2%+10.6%0.002%
7/10/2026 West Branch Capital LLC23,424$3.88M0.9%+0.7%0.001%
7/10/2026 Canvas Wealth Advisors LLC2,510$416K0.1%-3.3%0.000%
7/10/2026 Rise Advisors LLC1,639$272K0.1%-5.8%0.000%
7/10/2026 Nolet Wealth Management LLC2,702$448K0.2%+7.3%0.000%
7/10/2026 Fruth Investment Management52,361$8.68M2.1%-1.0%0.003%
7/10/2026 HRC Wealth Management LLC1,299$215K0.1%-9.7%0.000%
7/10/2026 G&S Capital LLC28,498$4.72M1.4%+1.9%0.001%
7/10/2026 Lederer & Associates Investment Counsel CA4,344$720K0.5%+2.1%0.000%
7/10/2026 Kentucky Trust Co18,691$3.10M1.5%-0.8%0.001%
7/10/2026 Doliver Advisors LP7,486$1.24M0.3%+2.1%0.000%
7/10/2026 Diversified Management Inc.1,480$245K0.1%-75.1%0.000%
7/10/2026 Generali Investments Management Co LLC30,744$5.10M1.1%-15.7%0.002%
7/10/2026 City Holding Co.37,101$6.15M0.7%-3.1%0.002%
7/10/2026 Charles Schwab Trust Co19,977$3.31M0.2%+2.0%0.001%
7/10/2026 Salvus Wealth Management LLC8,325$1.38M0.8%-3.0%0.000%
7/10/2026 KWB Wealth2,106$349K0.0%+5.0%0.000%
7/10/2026 Spinnaker Investment Group LLC3,415$566K0.1%+50.6%0.000%
7/10/2026 KMG Fiduciary Partners LLC58,508$9.70M0.9%-26.4%0.003%
7/10/2026 Redhawk Wealth Advisors Inc.9,336$1.55M0.2%-6.0%0.000%
7/10/2026 Sage Capital Advisors llc44,095$7.31M1.5%+1.1%0.002%
7/10/2026 LVM Capital Management Ltd. MI38,284$6.35M0.5%-0.5%0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,251$2.03M0.2%-6.6%0.001%
Your withdrawal order could cost you in taxes (Ad)

If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answer to a multi-variable problem. Withdrawal sequencing, sequence-of-returns risk, Roth conversion timing, and legacy goals can all shift your real number significantly. Research from Vanguard suggests advisor best practices - covering allocation, rebalancing, tax management, and behavioral coaching - may add roughly 3% in net annual return potential. Morningstar's 2025 data shows the average investor return gap is 1.2% per year due to mistimed buying and selling. Get matched with a fiduciary advisor in your area at no cost and with no obligation to hire.tc pixel

Answer three quick questions to find your advisor match today
7/10/2026 Community Financial Services Group LLC3,129$518K0.1%+27.2%0.000%
7/10/2026 Perkins Coie Trust Co44,561$7.39M1.2%+1.3%0.002%
7/10/2026 Alliance Private Wealth LLC8,866$1.47M0.5%-9.1%0.000%
7/10/2026 Fulton Bank N.A.41,020$6.80M0.2%-9.8%0.002%
7/10/2026 Wealthcare Advisory Partners LLC30,920$5.13M0.1%-11.9%0.002%
7/10/2026 Paladin Wealth LLC6,732$1.12M0.6%+1.9%0.000%
7/9/2026 Financial Management Professionals Inc.6,568$1.09M0.1%-7.1%0.000%
7/9/2026 First Bank & Trust21,683$3.59M0.5%-10.4%0.001%
7/9/2026 Shrier Wealth Management LLC19,999$3.32M1.1%+8.9%0.001%
7/9/2026 Revolve Wealth Partners LLC7,278$1.21M0.1%+74.6%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC2,433$403K0.1%-2.4%0.000%
7/9/2026 Centurion Wealth Management LLC1,902$315K0.1%-16.5%0.000%
7/9/2026 Bay Rivers Group1,748$290K0.1%+18.9%0.000%
7/9/2026 Franklin Street Advisors Inc. NC126,194$20.92M1.2%+614.8%0.006%
7/9/2026 Wealthcare Capital Partners LLC3,255$540K0.2%-5.1%0.000%
7/9/2026 Veery Capital LLC1,448$240K0.1%-4.5%0.000%
7/9/2026 Barry Investment Advisors LLC3,323$551K0.1%-11.1%0.000%
7/9/2026 Contravisory Investment Management Inc.40,053$6.64M1.2%-1.5%0.002%
7/9/2026 Sapient Capital LLC225,469$37.37M0.5%-1.7%0.011%
7/9/2026 World Equity Group Inc.8,628$1.43M0.3%-58.0%0.000%
7/9/2026 Focus Financial Network Inc.14,556$2.41M0.1%-4.1%0.001%
7/9/2026 Legacy Wealth Asset Management LLC5,077$842K0.2%-2.4%0.000%
7/9/2026 Pettinga Financial Advisors LLC2,687$445K0.1%-3.6%0.000%
7/9/2026 Vertrix Wealth Management LLC24,697$4.09M1.4%+2.6%0.001%
7/9/2026 Allied Private Wealth LLC1,872$329K0.2%N/A0.000%
7/9/2026 Deane Retirement Strategies Inc.39,525$6.56M2.8%N/A0.002%
7/9/2026 Wealth Science Advisors LLC1,516$251K0.1%+8,322.2%0.000%
7/9/2026 Birchbrook Inc.2,160$358K0.2%-29.4%0.000%
7/9/2026 Exchange Bank22,089$3.66M2.3%-1.7%0.001%
7/9/2026 Arista Wealth Management LLC9,775$1.62M0.2%+1.2%0.000%
7/9/2026 GoalVest Advisory LLC6,592$1.09M0.2%-8.7%0.000%
7/9/2026 Aletheian Wealth Advisors LLC2,138$354K0.2%+6.1%0.000%
7/9/2026 Everhart Financial Group Inc.11,896$1.97M0.1%-10.2%0.001%
7/9/2026 Jacobs & Co. CA16,927$2.81M0.2%-20.3%0.001%
7/9/2026 Sax Wealth Advisors LLC14,190$2.35M0.1%+17.9%0.001%
7/9/2026 Oliver Luxxe Assets LLC34,623$5.74M0.8%-1.1%0.002%
7/9/2026 Everpar Advisors LLC13,288$2.20M0.6%-0.5%0.001%
7/9/2026 Chemistry Wealth Management LLC6,215$1.03M0.2%+12.3%0.000%
7/9/2026 Avity Investment Management Inc.185,853$30.81M2.0%+0.2%0.009%
7/9/2026 Hennion & Walsh Asset Management Inc.29,152$4.83M0.1%-2.5%0.001%
7/9/2026 Windsor Capital Management LLC6,300$1.04M0.3%-9.4%0.000%
7/9/2026 First National Bank of Mount Dora Trust Investment Services4,106$681K0.1%-1.8%0.000%
7/9/2026 Lexington Hill Partners LLC1,289$214K0.1%N/A0.000%
7/9/2026 Legacy Wealth Management LLC MS5,447$903K0.2%-13.4%0.000%
7/9/2026 Breakwater Capital Group5,465$906K0.1%+1.7%0.000%
7/9/2026 Affinity Capital Advisors LLC3,606$606K0.1%+11.0%0.000%
7/9/2026 Agate Pass Investment Management LLC10,958$1.82M0.7%-23.4%0.001%
7/9/2026 Valeo Financial Advisors LLC45,590$7.56M0.2%+2.8%0.002%
7/9/2026 Worth Asset Management LLC1,664$276K0.1%-64.5%0.000%
7/9/2026 Norway Savings Bank20,138$3.34M1.4%-2.9%0.001%
Your withdrawal order could cost you in taxes (Ad)

If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answer to a multi-variable problem. Withdrawal sequencing, sequence-of-returns risk, Roth conversion timing, and legacy goals can all shift your real number significantly. Research from Vanguard suggests advisor best practices - covering allocation, rebalancing, tax management, and behavioral coaching - may add roughly 3% in net annual return potential. Morningstar's 2025 data shows the average investor return gap is 1.2% per year due to mistimed buying and selling. Get matched with a fiduciary advisor in your area at no cost and with no obligation to hire.tc pixel

Answer three quick questions to find your advisor match today
7/8/2026 MRA Advisory Group9,706$1.61M0.6%+416.3%0.000%
7/8/2026 Beaird Harris Wealth Management LLC5,699$945K0.1%+10.9%0.000%
7/8/2026 Gradient Investments LLC324,903$53.86M0.7%+5.3%0.016%
7/8/2026 Atwood & Palmer Inc.4,974$824K0.0%-2.2%0.000%
7/8/2026 Rockland Trust Co.45,134$7.48M0.3%-2.8%0.002%
7/8/2026 Beacon Bank & Trust14,309$2.37M0.5%-5.2%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.5,492$910K0.3%-13.5%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.104,023$17.24M0.6%-7.2%0.005%
7/8/2026 Quantum Financial Advisors LLC3,094$513K0.0%+5.4%0.000%
7/8/2026 Shulman DeMeo Asset Management LLC8,390$1.39M0.3%-3.4%0.000%


CVX Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,443 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), Bank of America Corp DE ($5.72B), 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 3,960 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).

Institutional investors have bought a total of 223,071,009 shares in the last 24 months. This purchase volume represents approximately $34.89B in transactions.

Of the 2,223 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), Assenagon Asset Management S.A. ($4.02M), Laurel Wealth Advisors LLC ($3.70M), Pacer Advisors Inc. ($2.89M), and Northern Trust Corp ($1.93M).

Institutional investors have sold a total of 80,573,029 shares in the last 24 months. This volume of shares sold represents approximately $12.73B in transactions.


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This page (NYSE:CVX) was last updated on 7/26/2026 by MarketBeat.com Staff.
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