Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free CVX Stock Alerts

Chevron (CVX) Institutional Ownership

Chevron logo
$208.48 -2.84 (-1.34%)
As of 09/4/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
72.42%
Number of
Institutional Buyers
(last 12 months)
2968
Total
Institutional Inflows
(last 12 months)
$140.03B
Number of
Institutional Sellers
(last 12 months)
2017
Total
Institutional Outflows
(last 12 months)
$10.13B
Get CVX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Chevron stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CVX Institutional Buying and Selling by Quarter

Chevron Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2026Parkside 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%
8/24/2026 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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
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%
8/22/2026 Burford Brothers Inc.9,323$1.55M0.6%+0.7%0.000%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC16,837$2.79M0.4%-3.2%0.001%
8/21/2026 Alley Investment Management Company LLC123,205$20.42M2.4%-2.3%0.006%
8/21/2026 Fortune 45 LLC1,638$272K0.1%-5.4%0.000%
8/21/2026 High Net Worth Advisory Group LLC9,475$1.57M0.3%-12.8%0.000%
8/21/2026 Carter Financial Group INC.1,378$228K0.1%+32.6%0.000%
8/21/2026 Athena Investment Management8,789$1.46M0.9%-15.5%0.000%
8/21/2026 WorthPointe LLC7,769$1.29M0.3%+41.9%0.000%
8/21/2026 Beacon Capital Management LLC8,215$1.36M0.2%-0.8%0.000%
8/21/2026 Greenspring Advisors LLC5,440$902K0.0%-1.0%0.000%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
8/21/2026 Paragon Private Wealth Management LLC7,534$1.25M0.3%+16.3%0.000%
8/21/2026 Outfitters Financial LLC11,977$1.99M1.4%-17.4%0.001%
8/21/2026 Continuum Advisory LLC21,588$3.58M0.3%-6.7%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC6,106$1.01M0.2%+26.9%0.000%
8/21/2026 Nykredit A S211,661$35.09M0.1%N/A0.011%
8/21/2026 B. Metzler seel. Sohn & Co. AG62,313$10.33M0.1%+3.2%0.003%
8/21/2026 MBA Advisors LLC5,893$977K0.3%+5.9%0.000%
8/21/2026 Live Oak Private Wealth LLC66,196$10.97M1.4%-2.8%0.003%
8/21/2026 Emergent Wealth Advisors LLC1,256$208K0.1%-7.0%0.000%
8/21/2026 Pacifica Partners Inc.4,014$679K0.2%-3.1%0.000%


CVX Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,472 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 3,997 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 852,538,294 shares in the last 24 months. This purchase volume represents approximately $140.03B 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 62,164,989 shares in the last 24 months. This volume of shares sold represents approximately $10.13B in transactions.


Related Companies

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 9/4/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel