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Chevron (CVX) Institutional Ownership

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$168.05 -1.15 (-0.68%)
As of 01:39 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)
3109
Total
Institutional Inflows
(last 12 months)
$47.23B
Number of
Institutional Sellers
(last 12 months)
2354
Total
Institutional Outflows
(last 12 months)
$12.29B
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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
7/6/2026Boltwood Capital Management22,860$3.79M0.9%+0.4%0.001%
7/6/2026Trilogy Capital Inc.4,713$781K0.0%+1.9%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB275,637$45.69M1.2%-3.5%0.014%
7/2/2026 Versant Capital Management Inc10,603$1.76M0.2%-1.3%0.001%
7/2/2026 Collective Family Office LLC4,755$788K0.2%+12.7%0.000%
7/2/2026 Hilltop National Bank9,043$1.50M0.3%+3.7%0.000%
7/2/2026 CX Institutional17,976$2.98M0.1%-20.9%0.001%
7/2/2026 First County Bank CT 4,679$776K0.4%-2.0%0.000%
7/1/2026 Confluence Investment Management LLC742,863$123.14M1.9%-3.8%0.037%
7/1/2026 First Financial Bank Trust Division36,540$6.06M0.4%+2.2%0.002%
7/1/2026 Adelphi Trust Co3,067$508K0.3%+18.0%0.000%
7/1/2026 Eastern Bank51,130$8.48M0.1%-3.5%0.003%
7/1/2026 Trust Co of the South2,996$497K0.1%-5.0%0.000%
6/30/2026Winning Points Advisors LLC5,289$1.09M1.1%+2.8%0.000%
6/24/2026Redwood Investment Management LLC4,981$1.03M0.1%-10.3%0.000%
6/22/2026Sapient Capital LLC229,287$47.45M0.7%-23.8%0.012%
6/18/2026Pacer Advisors Inc.475,192$98.32M0.2%-83.7%0.024%
6/18/2026Southern Financial Group LLC1,167$241K0.1%N/A0.000%
6/16/2026 PVG Asset Management Corp1,240$257K0.2%N/A0.000%
6/10/2026FAS Wealth Partners Inc.47,730$9.88M0.6%+2.4%0.002%
6/9/2026Rathbones Group PLC697,392$144.29M0.6%-6.6%0.035%
6/8/2026First National Bank of Mount Dora Trust Investment Services4,183$865K0.2%-20.4%0.000%
6/8/2026Pine Valley Investments Ltd Liability Co49,403$10.22M0.5%-3.6%0.002%
6/8/2026Farmers National Bank52,412$10.84M2.4%+9.0%0.003%
6/4/2026Chelsea Counsel Co.33,574$6.95M3.0%-5.9%0.002%
6/3/2026Wealthquest Corp5,886$1.22M0.1%+1.2%0.000%
6/3/2026CoreFirst Bank & Trust11,249$2.33M1.2%-10.0%0.001%
6/3/2026Parallel Advisors LLC112,048$23.18M0.4%+0.3%0.006%
6/3/2026NewEdge Advisors LLC1,212,537$250.87M0.9%-9.2%0.061%
6/2/2026Blue Edge Capital LLC3,423$708K0.1%+4.0%0.000%
6/1/2026First Nebraska Trust Co96,557$19.98M1.8%N/A0.005%
6/1/2026Flagship Wealth Advisors LLC5,916$1.22M0.5%-20.7%0.000%
6/1/2026Concorde Asset Management LLC4,053$839K0.4%-10.4%0.000%
6/1/2026Financial Solutions Advisory Group Inc.4,902$1.01M0.1%N/A0.000%
6/1/2026Keel Point LLC8,543$1.77M0.1%-1.1%0.000%
5/29/2026Mullaney Keating & Wright Inc.984$204K0.1%N/A0.000%
5/29/2026Asset Dedication LLC11,728$2.43M0.2%-17.4%0.001%
5/28/2026Cozad Asset Management Inc.5,463$1.13M0.1%+1.8%0.000%
5/28/2026Blue Fin Capital Inc.7,047$1.46M0.2%+10.2%0.000%
5/28/2026Carlson Capital L.P.12,713$2.63M0.8%+33.8%0.001%
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5/27/2026Allen Capital Group LLC51,023$10.56M0.9%+2.3%0.003%
5/27/2026Security Financial Services INC.1,075$222K0.0%N/A0.000%
5/27/2026Westshore Wealth LLC1,725$357K0.1%+11.3%0.000%
5/26/2026Summit Financial Wealth Advisors LLC33,265$6.88M1.0%+1.0%0.002%
5/26/2026Axiom Investment Management LLC908$188K0.1%N/A0.000%
5/22/2026Summitry LLC134,125$27.75M1.0%+3,584.8%0.007%
5/22/2026WNY Asset Management LLC3,884$804K0.1%N/A0.000%
5/22/2026Segall Bryant & Hamill LLC215,063$44.50M0.6%+22.5%0.011%
5/22/2026Wellington Grp LLC4,411$913K0.3%+19.9%0.000%
5/22/2026Verus Capital Partners LLC12,909$2.67M0.2%-12.9%0.001%
5/21/2026Montchanin Asset Management LLC9,074$1.88M1.9%N/A0.000%
5/21/2026Raab & Moskowitz Asset Management LLC17,598$3.64M0.8%+1.3%0.001%
5/21/2026GKV Capital Management Co. Inc.14,670$3.04M1.1%-1.1%0.001%
5/21/2026Argent Capital Management LLC144,848$29.97M0.9%-10.2%0.007%
5/21/2026Essential Partners LLC835$173K0.1%+8.7%0.000%
5/21/2026Vestor Capital LLC1,288$266K0.0%-92.3%0.000%
5/21/2026J. Derek Lewis & Associates Inc.4,844$1.00M0.2%+6.3%0.000%
5/20/2026CCM Investment Advisers LLC72,289$14.96M1.4%-2.3%0.004%
5/20/2026Hobbs Group Advisors LLC972$201K0.1%N/A0.000%
5/20/2026January Capital Advisors LLC5,618$1.16M1.6%N/A0.000%
5/20/2026Arete Wealth Advisors LLC20,295$4.20M0.3%-9.2%0.001%
5/20/2026SOA Wealth Advisors LLC.3,858$798K0.1%+7.2%0.000%
5/20/2026Boothe Investment Group Inc.24,173$5.00M1.6%-1.7%0.001%
5/19/2026Front Row Advisors LLC1,229$254K0.1%-19.6%0.000%
5/19/2026Western Wealth Management LLC29,135$6.03M0.2%+72.5%0.001%
5/19/2026McIlrath & Eck LLC5,936$1.23M0.1%+87.4%0.000%
5/19/2026Eley Financial Management Inc7,580$1.57M0.5%+2.6%0.000%
5/19/2026Orographic Financial Advisors LLC16,013$3.31M2.3%N/A0.001%
5/19/2026Silicon Valley Capital Partners1,196$247K0.0%-85.2%0.000%
5/19/2026Paragon Private Wealth Management LLC6,479$1.34M0.4%+14.8%0.000%
5/19/2026Royal Fund Management LLC25,345$5.24M0.5%+12.3%0.001%
5/19/2026Bank of America Corp DE27,630,227$5.72B0.4%+5.1%1.387%
5/19/2026Genesis Financial Group LLC1,494$309K0.2%N/A0.000%
5/19/2026Alexander Labrunerie & CO. Inc.13,713$2.84M1.1%-6.0%0.001%
5/19/2026Strait & Sound Wealth Management LLC6,082$1.26M0.5%+1.5%0.000%
5/19/2026Edgestream Partners L.P.13,453$2.78M0.1%-50.3%0.001%
5/19/2026Financial Insights Inc.3,122$646K0.2%+123.5%0.000%
5/19/2026Kentucky Retirement Systems158,780$32.85M1.1%+31.7%0.008%
5/19/2026Kentucky Retirement Systems Insurance Trust Fund49,388$10.22M0.7%-2.3%0.002%
5/19/2026Chesapeake Wealth Management14,933$3.09M0.9%-2.6%0.001%
5/19/2026Janus Henderson Group PLC4,181,809$865.18M0.4%-14.3%0.210%
5/19/2026Centaurus Financial Inc.12,634$2.61M0.1%+1.0%0.001%
5/19/2026Bull Harbor Capital LLC2,114$437K0.1%N/A0.000%
5/19/2026Strategic Investment Advisors MI10,611$2.20M0.2%+380.6%0.001%
5/19/2026Ashton Thomas Securities LLC6,971$1.44M0.2%+22.0%0.000%
5/19/2026Arkadios Wealth Advisors155,177$32.11M0.5%+4.2%0.008%
5/19/2026South Dakota Investment Council79,126$16.37M0.3%-21.5%0.004%
5/19/2026IFS Group LLC2,447$506K0.5%N/A0.000%
5/19/2026Arete Wealth Advisors LLC10,769$2.23M0.2%-51.8%0.001%
5/19/2026Opal Capital LLC85,718$17.74M3.1%+122.4%0.004%
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5/18/2026Sunbelt Securities Inc.26,565$5.50M0.3%-3.0%0.001%
5/18/2026Guardian Partners Inc.70,702$14.67M1.2%-0.2%0.004%
5/18/2026Amundi12,185,436$2.52B0.7%+3.0%0.612%
5/18/2026Parvin Asset Management LLC5,980$1.24M0.9%+4.1%0.000%
5/18/2026Constant Guidance Financial LLC16,539$3.42M2.4%+94.4%0.001%
5/18/2026EverSource Wealth Advisors LLC45,548$9.42M0.3%+15.2%0.002%
5/18/2026Empire Financial Management Company LLC24,192$5.01M1.1%+2.2%0.001%
5/18/2026Talon Private Wealth LLC1,513$313K0.0%N/A0.000%
5/18/2026California State Teachers Retirement System2,215,894$458.47M0.5%-3.7%0.111%
5/18/2026Resources Management Corp CT ADV54,754$11.33M1.5%-0.8%0.003%


CVX Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,464 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 3,990 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 309,256,955 shares in the last 24 months. This purchase volume represents approximately $47.23B in transactions.

Of the 2,354 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), Pacer Advisors Inc. ($2.89M), Northern Trust Corp ($1.93M), and Massachusetts Financial Services Co. MA ($1.85M).

Institutional investors have sold a total of 78,156,600 shares in the last 24 months. This volume of shares sold represents approximately $12.29B in transactions.


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This page (NYSE:CVX) was last updated on 7/6/2026 by MarketBeat.com Staff.
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