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Chevron (CVX) Institutional Ownership

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$179.54 -0.86 (-0.48%)
As of 11:14 AM 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)
3113
Total
Institutional Inflows
(last 12 months)
$47.25B
Number of
Institutional Sellers
(last 12 months)
2355
Total
Institutional Outflows
(last 12 months)
$11.91B
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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
6/10/2026 FAS Wealth Partners Inc.47,730$9.88M0.6%+2.4%0.002%
6/9/2026 Rathbones Group PLC697,392$144.29M0.6%-6.6%0.035%
6/8/2026 First National Bank of Mount Dora Trust Investment Services4,183$865K0.2%-20.4%0.000%
6/8/2026 Pine Valley Investments Ltd Liability Co49,403$10.22M0.5%-3.6%0.002%
6/8/2026 Farmers National Bank52,412$10.84M2.4%+9.0%0.003%
6/4/2026 Chelsea Counsel Co.33,574$6.95M3.0%-5.9%0.002%
6/3/2026 Wealthquest Corp5,886$1.22M0.1%+1.2%0.000%
6/3/2026 CoreFirst Bank & Trust11,249$2.33M1.2%-10.0%0.001%
6/3/2026 Parallel Advisors LLC112,048$23.18M0.4%+0.3%0.006%
6/3/2026 NewEdge Advisors LLC1,212,537$250.87M0.9%-9.2%0.061%
6/2/2026 Blue Edge Capital LLC3,423$708K0.1%+4.0%0.000%
6/1/2026 First Nebraska Trust Co96,557$19.98M1.8%N/A0.005%
6/1/2026 Flagship Wealth Advisors LLC5,916$1.22M0.5%-20.7%0.000%
6/1/2026 Concorde Asset Management LLC4,053$839K0.4%-10.4%0.000%
6/1/2026 Financial Solutions Advisory Group Inc.4,902$1.01M0.1%N/A0.000%
6/1/2026 Keel Point LLC8,543$1.77M0.1%-1.1%0.000%
5/29/2026 Mullaney Keating & Wright Inc.984$204K0.1%N/A0.000%
5/29/2026 Asset Dedication LLC11,728$2.43M0.2%-17.4%0.001%
5/28/2026 Cozad Asset Management Inc.5,463$1.13M0.1%+1.8%0.000%
5/28/2026 Blue Fin Capital Inc.7,047$1.46M0.2%+10.2%0.000%
5/28/2026 Carlson Capital L.P.12,713$2.63M0.8%+33.8%0.001%
5/27/2026 Allen Capital Group LLC51,023$10.56M0.9%+2.3%0.003%
5/27/2026 Security Financial Services INC.1,075$222K0.0%N/A0.000%
5/27/2026 Westshore Wealth LLC1,725$357K0.1%+11.3%0.000%
5/26/2026 Summit Financial Wealth Advisors LLC33,265$6.88M1.0%+1.0%0.002%
5/26/2026 Axiom Investment Management LLC908$188K0.1%N/A0.000%
5/22/2026 Summitry LLC134,125$27.75M1.0%+3,584.8%0.007%
5/22/2026 WNY Asset Management LLC3,884$804K0.1%N/A0.000%
5/22/2026 Segall Bryant & Hamill LLC215,063$44.50M0.6%+22.5%0.011%
5/22/2026 Wellington Grp LLC4,411$913K0.3%+19.9%0.000%
5/22/2026 Verus Capital Partners LLC12,909$2.67M0.2%-12.9%0.001%
5/21/2026 Montchanin Asset Management LLC9,074$1.88M1.9%N/A0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC17,598$3.64M0.8%+1.3%0.001%
5/21/2026 GKV Capital Management Co. Inc.14,670$3.04M1.1%-1.1%0.001%
5/21/2026 Argent Capital Management LLC144,848$29.97M0.9%-10.2%0.007%
5/21/2026 Essential Partners LLC835$173K0.1%+8.7%0.000%
5/21/2026 Vestor Capital LLC1,288$266K0.0%-92.3%0.000%
5/21/2026 J. Derek Lewis & Associates Inc.4,844$1.00M0.2%+6.3%0.000%
5/20/2026 CCM Investment Advisers LLC72,289$14.96M1.4%-2.3%0.004%
5/20/2026 Hobbs Group Advisors LLC972$201K0.1%N/A0.000%
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5/20/2026 January Capital Advisors LLC5,618$1.16M1.6%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC20,295$4.20M0.3%-9.2%0.001%
5/20/2026 SOA Wealth Advisors LLC.3,858$798K0.1%+7.2%0.000%
5/20/2026 Boothe Investment Group Inc.24,173$5.00M1.6%-1.7%0.001%
5/19/2026 Front Row Advisors LLC1,229$254K0.1%-19.6%0.000%
5/19/2026 Western Wealth Management LLC29,135$6.03M0.2%+72.5%0.001%
5/19/2026 McIlrath & Eck LLC5,936$1.23M0.1%+87.4%0.000%
5/19/2026 Eley Financial Management Inc7,580$1.57M0.5%+2.6%0.000%
5/19/2026 Orographic Financial Advisors LLC16,013$3.31M2.3%N/A0.001%
5/19/2026 Silicon Valley Capital Partners1,196$247K0.0%-85.2%0.000%
5/19/2026 Paragon Private Wealth Management LLC6,479$1.34M0.4%+14.8%0.000%
5/19/2026 Royal Fund Management LLC25,345$5.24M0.5%+12.3%0.001%
5/19/2026 Bank of America Corp DE27,630,227$5.72B0.4%+5.1%1.387%
5/19/2026 Genesis Financial Group LLC1,494$309K0.2%N/A0.000%
5/19/2026 Alexander Labrunerie & CO. Inc.13,713$2.84M1.1%-6.0%0.001%
5/19/2026 Strait & Sound Wealth Management LLC6,082$1.26M0.5%+1.5%0.000%
5/19/2026 Edgestream Partners L.P.13,453$2.78M0.1%-50.3%0.001%
5/19/2026 Financial Insights Inc.3,122$646K0.2%+123.5%0.000%
5/19/2026 Kentucky Retirement Systems158,780$32.85M1.1%+31.7%0.008%
5/19/2026 Kentucky Retirement Systems Insurance Trust Fund49,388$10.22M0.7%-2.3%0.002%
5/19/2026 Chesapeake Wealth Management14,933$3.09M0.9%-2.6%0.001%
5/19/2026 Janus Henderson Group PLC4,181,809$865.18M0.4%-14.3%0.210%
5/19/2026 Centaurus Financial Inc.12,634$2.61M0.1%+1.0%0.001%
5/19/2026 Bull Harbor Capital LLC2,114$437K0.1%N/A0.000%
5/19/2026 Strategic Investment Advisors MI10,611$2.20M0.2%+380.6%0.001%
5/19/2026 Ashton Thomas Securities LLC6,971$1.44M0.2%+22.0%0.000%
5/19/2026 Arkadios Wealth Advisors155,177$32.11M0.5%+4.2%0.008%
5/19/2026 South Dakota Investment Council79,126$16.37M0.3%-21.5%0.004%
5/19/2026 IFS Group LLC2,447$506K0.5%N/A0.000%
5/19/2026 Arete Wealth Advisors LLC10,769$2.23M0.2%-51.8%0.001%
5/19/2026 Opal Capital LLC85,718$17.74M3.1%+122.4%0.004%
5/18/2026 Sunbelt Securities Inc.26,565$5.50M0.3%-3.0%0.001%
5/18/2026 Guardian Partners Inc.70,702$14.67M1.2%-0.2%0.004%
5/18/2026 Amundi12,185,436$2.52B0.7%+3.0%0.612%
5/18/2026 Parvin Asset Management LLC5,980$1.24M0.9%+4.1%0.000%
5/18/2026 Constant Guidance Financial LLC16,539$3.42M2.4%+94.4%0.001%
5/18/2026 EverSource Wealth Advisors LLC45,548$9.42M0.3%+15.2%0.002%
5/18/2026 Empire Financial Management Company LLC24,192$5.01M1.1%+2.2%0.001%
5/18/2026 Talon Private Wealth LLC1,513$313K0.0%N/A0.000%
5/18/2026 California State Teachers Retirement System2,215,894$458.47M0.5%-3.7%0.111%
5/18/2026 Resources Management Corp CT ADV54,754$11.33M1.5%-0.8%0.003%
5/18/2026 ROI Financial Advisors LLC3,554$735K0.4%-1.8%0.000%
5/18/2026 Recurrent Investment Advisors LLC43,163$8.93M0.5%+0.9%0.002%
5/18/2026 Regal Partners Ltd69,071$14.29M0.8%N/A0.003%
5/18/2026 Richwood Investment Advisors LLC1,950$404K0.3%-9.3%0.000%
5/18/2026 Rokos Capital Management LLP116,387$24.08M0.2%-78.4%0.006%
5/18/2026 Eley Financial Management Inc7,120$1.47M0.5%-3.6%0.000%
5/18/2026 Elite Wealth Management Inc.1,622$336K0.1%-42.5%0.000%
5/18/2026 Empowered Funds LLC748,882$154.94M1.0%+0.9%0.038%
5/18/2026 Evelyn Partners Investment Management LLP100,111$20.71M0.6%-3.5%0.005%
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5/18/2026 Evercore Wealth Management LLC144,505$29.90M0.5%-6.1%0.007%
5/16/2026 The Manufacturers Life Insurance Company 1,487,550$307.77M0.3%+2.3%0.075%
5/16/2026 KCM Investment Advisors LLC314,600$65.09M2.2%+0.2%0.016%
5/16/2026 Infrastructure Capital Advisors LLC985$204K0.0%-93.1%0.000%
5/16/2026 Measured Risk Portfolios Inc.9,176$1.90M2.1%-19.8%0.000%
5/16/2026 Glen Eagle Advisors LLC3,676$761K0.1%+6.6%0.000%
5/16/2026 Excelsior Advisor Network LLC18,432$3.81M1.5%+9.7%0.001%
5/16/2026 Quantinno Capital Management LP899,637$186.14M0.3%+32.6%0.045%
5/16/2026 Copley Financial Group Inc.8,406$1.74M1.0%+22.4%0.000%
5/16/2026 Lazard Asset Management LLC203,477$42.10M0.1%+4.4%0.010%


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 309,377,925 shares in the last 24 months. This purchase volume represents approximately $47.25B in transactions.

Of the 2,355 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), Northern Trust Corp ($1.93M), Massachusetts Financial Services Co. MA ($1.85M), and Capital World Investors ($1.81M).

Institutional investors have sold a total of 76,437,153 shares in the last 24 months. This volume of shares sold represents approximately $11.91B in transactions.


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This page (NYSE:CVX) was last updated on 6/16/2026 by MarketBeat.com Staff.
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