S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
The Dodgers gave Shohei Ohtani $700 million to hit and pitch — but also because he can sell
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Elon Musk restores X account of conspiracy theorist Alex Jones
At UN climate talks, cameras are everywhere. Many belong to Emirati company with a murky history
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
The EU wants to put a tax on emissions from imports. It's irked some other nations at COP28
Miyazaki's 'The Boy and the Heron' is No. 1 at the box office, a first for the Japanese anime master
New CBOE “special perk” helps traders target income every weekend (Ad)
AP PHOTOS: Moscow hosts a fashion forum with designers from Brazil, China, India and South Africa
Military-themed brewery wants to open in a big Navy town. An ex-SEAL is getting in the way
S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
The Dodgers gave Shohei Ohtani $700 million to hit and pitch — but also because he can sell
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Elon Musk restores X account of conspiracy theorist Alex Jones
At UN climate talks, cameras are everywhere. Many belong to Emirati company with a murky history
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
The EU wants to put a tax on emissions from imports. It's irked some other nations at COP28
Miyazaki's 'The Boy and the Heron' is No. 1 at the box office, a first for the Japanese anime master
New CBOE “special perk” helps traders target income every weekend (Ad)
AP PHOTOS: Moscow hosts a fashion forum with designers from Brazil, China, India and South Africa
Military-themed brewery wants to open in a big Navy town. An ex-SEAL is getting in the way
S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
The Dodgers gave Shohei Ohtani $700 million to hit and pitch — but also because he can sell
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Elon Musk restores X account of conspiracy theorist Alex Jones
At UN climate talks, cameras are everywhere. Many belong to Emirati company with a murky history
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
The EU wants to put a tax on emissions from imports. It's irked some other nations at COP28
Miyazaki's 'The Boy and the Heron' is No. 1 at the box office, a first for the Japanese anime master
New CBOE “special perk” helps traders target income every weekend (Ad)
AP PHOTOS: Moscow hosts a fashion forum with designers from Brazil, China, India and South Africa
Military-themed brewery wants to open in a big Navy town. An ex-SEAL is getting in the way
S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
The Dodgers gave Shohei Ohtani $700 million to hit and pitch — but also because he can sell
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
Elon Musk restores X account of conspiracy theorist Alex Jones
At UN climate talks, cameras are everywhere. Many belong to Emirati company with a murky history
[Investor Alert] Potential Breakthrough Medical Tech Investment Opportunity (Ad)
The EU wants to put a tax on emissions from imports. It's irked some other nations at COP28
Miyazaki's 'The Boy and the Heron' is No. 1 at the box office, a first for the Japanese anime master
New CBOE “special perk” helps traders target income every weekend (Ad)
AP PHOTOS: Moscow hosts a fashion forum with designers from Brazil, China, India and South Africa
Military-themed brewery wants to open in a big Navy town. An ex-SEAL is getting in the way
Followed 121 TimesTop FollowedTop-Rated Dividend StocksTop-Rated Dividend

Chevron (CVX) Institutional Ownership

$144.31
+1.89 (+1.33%)
(As of 12/8/2023 ET)
Compare
Today's Range
$143.12
▼
$144.67
50-Day Range
$141.78
▼
$169.10
52-Week Range
$140.72
▼
$187.81
Volume
10.82 million shs
Average Volume
10.58 million shs
Market Capitalization
$272.42 billion
P/E Ratio
10.71
Dividend Yield
4.19%
Price Target
$187.89
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
68.87%
Number of
Institutional Buyers
(last 12 months)
2528
Total
Institutional Inflows
(last 12 months)
$96.63 B
Number of
Institutional Sellers
(last 12 months)
2042
Total
Institutional Outflows
(last 12 months)
$22.94 B
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Skip Chart & View Institutional Buying and Selling Data

CVX Institutional Buying and Selling by Quarter


Chevron Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/8/2023Etfidea LLC2,213$0.37M0.2%+4.2%0.000%
12/8/2023CCM Investment Advisers LLC67,380$11.36M1.6%-0.9%0.004%
12/8/2023Raleigh Capital Management Inc.14,156$2.39M1.2%+39.8%0.001%
12/7/2023Financial Insights Inc.2,873$0.48M0.2%N/A0.000%
12/6/2023VisionPoint Advisory Group LLC489$82K0.0%+46.0%0.000%
12/6/2023Raleigh Capital Management Inc.13,927$2.35M1.2%+37.6%0.001%
12/6/2023Fragasso Group Inc.1,243$0.21M0.0%N/A0.000%
12/5/2023Advisory Resource Group21,263$3.59M1.0%+391.4%0.001%
12/5/2023Austin Wealth Management LLC1,789$0.30M0.1%N/A0.000%
12/4/2023WT Wealth Management8,673$1.46M0.6%-13.3%0.000%
12/4/2023Tucker Asset Management LLC2,000$0.34M0.1%+13.1%0.000%
12/1/2023B. Riley Wealth Advisors Inc.121,825$20.54M0.6%-64.6%0.006%
12/1/2023Fortis Group Advisors LLC5,421$0.89M0.3%+28.5%0.000%
12/1/2023Wellington Management Group LLP3,630,433$612.16M0.1%+13.2%0.192%
11/30/2023American Century Companies Inc.1,888,605$318.46M0.2%-3.9%0.100%
11/30/2023Fidelity D & D Bancorp Inc.5,204$0.88M0.9%N/A0.000%
11/30/2023Modera Wealth Management LLC30,321$5.11M0.1%-2.9%0.002%
11/29/2023Quantum Financial Advisors LLC4,208$0.71M0.2%+66.2%0.000%
11/28/2023ASB Consultores LLC2,095$0.35M0.1%-24.7%0.000%
11/28/2023IMA Wealth Inc.17,454$2.94M0.8%-1.4%0.001%
11/28/2023Bar Harbor Wealth Management105,476$17.79M1.4%-1.1%0.006%
11/27/2023Obsidian Personal Planning Solutions LLC1,212$0.20M0.2%N/A0.000%
11/27/2023Trust Co. of Vermont84,664$14.28M1.0%+9.3%0.004%
11/27/2023Banque Pictet & Cie SA211,756$35.71M0.4%-15.9%0.011%
11/24/2023Deutsche Bank AG6,577,875$1.11B0.7%-1.9%0.348%
11/24/2023EP Wealth Advisors LLC100,694$16.98M0.3%+401.6%0.005%
11/22/2023Public Sector Pension Investment Board418,216$70.52M0.5%+14.1%0.022%
11/22/2023Chelsea Counsel Co.43,859$7.40M3.8%-0.2%0.002%
11/22/2023Connors Investor Services Inc.86,408$14.54M1.8%+17.4%0.005%
11/22/2023Graham Capital Management L.P.183,459$30.94M0.7%+52.6%0.010%
11/22/2023Verity Asset Management Inc.4,162$0.70M0.5%+4.3%0.000%
11/21/2023Invst LLC1,552$0.26M0.0%+8.1%0.000%
11/21/2023Auxier Asset Management26,869$4.53M0.8%+2.2%0.001%
11/21/2023GUNN & Co INVESTMENT MANAGEMENT INC.1,740$0.29M0.3%N/A0.000%
11/21/2023Allen Mooney & Barnes Investment Advisors LLC18,543$3.13M0.7%N/A0.001%
11/21/2023Comerica Bank854,879$144.15M0.8%-34.5%0.045%
11/21/2023Braun Stacey Associates Inc.140,048$23.62M1.1%-0.9%0.007%
11/21/2023Rooted Wealth Advisors Inc.1,987$0.34M0.2%+13.9%0.000%
11/21/2023Carlson Capital Management3,307$0.56M0.0%-2.4%0.000%
11/20/2023Silver Oak Securities Incorporated4,586$0.77M0.1%-34.2%0.000%
11/20/2023Kampmann Melissa S.16,592$2.80M2.7%N/A0.001%
11/20/2023Savoie Capital LLC1,700$0.29M0.1%N/A0.000%
11/17/2023Diversified Trust Co47,740$8.05M0.3%-7.1%0.003%
11/17/2023OLD National Bancorp IN103,345$17.43M0.5%-0.7%0.005%
11/17/2023Garde Capital Inc.1,063$0.18M0.0%-25.8%0.000%
11/17/2023Spartan Planning & Wealth Management491$83K0.1%N/A0.000%
11/17/2023Seelaus Asset Management LLC5,405$0.91M1.0%-42.1%0.000%
11/17/2023Athena Investment Management11,086$1.87M1.3%-1.8%0.001%
11/17/2023SkyView Investment Advisors LLC412$69K0.0%-91.8%0.000%
11/16/2023Berkshire Hathaway Inc110,248,289$18.59B5.9%-10.5%5.840%
11/16/2023Resources Management Corp CT ADV58,176$9.81M1.6%-0.4%0.003%
11/16/2023CM Wealth Advisors LLC3,885$0.66M0.4%+22.6%0.000%
11/16/2023Integrated Advisors Network LLC39,693$6.69M0.4%+0.8%0.002%
11/16/2023Creative Planning534,652$90.15M0.1%+6.4%0.028%
11/16/2023Revisor Wealth Management LLC4,960$0.84M0.7%N/A0.000%
11/16/2023Chesapeake Wealth Management17,825$3.01M1.3%-3.0%0.001%
11/16/2023Financial Gravity Asset Management Inc.669$0.11M0.0%+212.6%0.000%
11/16/2023Strait & Sound Wealth Management LLC3,955$0.67M0.6%N/A0.000%
11/16/2023RB Capital Management LLC23,348$3.94M1.2%+12.7%0.001%
11/16/2023Orion Capital Management LLC595$100K0.1%N/A0.000%
11/16/2023Atticus Wealth Management LLC4,193$0.71M0.3%+3.7%0.000%
11/16/2023Monograph Wealth Advisors LLC9,429$1.59M0.3%+43.3%0.000%
11/16/2023Exchange Bank24,749$4.17M4.0%-10.3%0.001%
11/16/2023Blueprint Investment Partners LLC3,284$0.55M0.2%+104.2%0.000%
11/16/2023VitalStone Financial LLC1,432$0.24M0.2%+5.8%0.000%
11/16/2023Cravens & Co Advisors LLC9,597$1.62M1.5%+3.5%0.001%
11/16/2023BRYN MAWR TRUST Co93,561$15.78M0.7%-0.8%0.005%
11/16/2023Owen LaRue LLC18,184$3.07M3.4%-3.3%0.001%
11/16/2023McCarthy Asset Management Inc.1,394$0.24M0.2%-6.1%0.000%
11/16/2023Harbour Investments Inc.18,354$3.10M0.2%+7.6%0.001%
11/16/2023Belpointe Asset Management LLC24,923$4.20M0.4%+19.6%0.001%
11/16/2023First Foundation Advisors133,311$22.48M1.1%-8.1%0.007%
11/16/2023Public Employees Retirement System of Ohio918,400$154.86M0.7%-4.3%0.049%
11/16/2023Spouting Rock Asset Management LLC7,922$1.34M0.4%+33.8%0.000%
11/16/2023Studio Investment Management LLC20,115$3.39M0.9%+13.4%0.001%
11/16/2023American Trust3,095$0.52M0.0%-28.6%0.000%
11/16/2023Pacific Center for Financial Services16,629$2.80M1.0%+8.4%0.001%
11/16/2023FineMark National Bank & Trust42,006$7.08M0.3%-0.8%0.002%
11/16/2023Advisors Capital Management LLC449,958$75.87M1.9%+6.5%0.024%
11/16/2023Morgan Stanley34,166,899$5.76B0.6%+7.0%1.810%
11/16/2023Essex Financial Services Inc.43,517$7.34M0.8%-1.8%0.002%
11/16/2023Journey Advisory Group LLC54,707$9.23M1.4%+8.4%0.003%
11/15/2023Stonebridge Capital Advisors LLC80,152$13.52M1.5%+2.5%0.004%
11/15/2023Integrated Wealth Concepts LLC106,355$17.93M0.3%+1.9%0.006%
11/15/2023Holderness Investments Co.12,231$2.06M0.8%+4.4%0.001%
11/15/2023Townsquare Capital LLC175,571$29.61M0.5%-2.9%0.009%
11/15/2023Ramirez Asset Management Inc.464$78K0.0%N/A0.000%
11/15/2023WealthPlan Investment Management LLC63,416$10.69M1.3%+2,971.0%0.003%
11/15/2023Hamilton Capital LLC8,376$1.41M0.1%-8.9%0.000%
11/15/2023Mercer Global Advisors Inc. ADV302,567$51.02M0.2%+15.1%0.016%
11/15/2023Toroso Investments LLC152,007$25.63M0.8%+3.1%0.008%
11/15/2023iA Global Asset Management Inc.96,620$16.29M0.3%+8.2%0.005%
11/15/2023The Manufacturers Life Insurance Company 1,580,870$266.57M0.2%+12.7%0.084%
11/15/2023V Wealth Advisors LLC1,729$0.29M0.2%-75.3%0.000%
11/15/2023Brick & Kyle Associates22,057$3.72M2.0%+6.0%0.001%
11/15/2023Dana Investment Advisors Inc.34,861$5.88M0.3%-4.1%0.002%
11/15/2023Crestwood Advisors Group LLC78,724$13.27M0.3%+9.6%0.004%
11/15/2023Theory Financial LLC1,903$0.32M0.2%N/A0.000%
11/15/2023Old North State Trust LLC2,764$0.47M0.4%-6.0%0.000%
11/15/2023Baker Avenue Asset Management LP22,958$3.87M0.2%-2.3%0.001%
(Data available from 1/1/2016 forward)













CVX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CVX shares?

During the previous two years, 3,663 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($22.89B), BlackRock Inc. ($19.62B), State Street Corp ($19.01B), Berkshire Hathaway Inc ($18.59B), Morgan Stanley ($5.76B), Geode Capital Management LLC ($5.11B), and Charles Schwab Investment Management Inc. ($4.06B).Learn more on CVX's institutional investors.

What percentage of Chevron stock is owned by institutional investors?

68.87% of Chevron stock is owned by institutional investors. Learn more on CVX's institutional investor holdings.

Which institutional investors have been buying Chevron stock?

Of the 3,301 institutional investors that purchased Chevron stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($426.78M), Norges Bank ($43.55M), Moneta Group Investment Advisors LLC ($24.47M), Charles Schwab Investment Management Inc. ($11.27M), Commonwealth Equity Services LLC ($10.43M), Renaissance Technologies LLC ($7.66M), and Price T Rowe Associates Inc. MD ($7.39M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 709,506,688 shares in the last 24 months. This purchase volume represents approximately $111.61B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,646 institutional investors that sold Chevron stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($55.11M), BlackRock Inc. ($20.08M), State Street Corp ($17.56M), Commonwealth Equity Services LLC ($10.28M), Capital Research Global Investors ($10.08M), Renaissance Technologies LLC ($9.01M), and Massachusetts Financial Services Co. MA ($5.07M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 263,719,268 shares in the last 24 months. This volume of shares sold represents approximately $40.86B in transactions.


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This page (NYSE:CVX) was last updated on 12/10/2023 by MarketBeat.com Staff

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