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Chevron (CVX) Institutional Ownership

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$219.72 -2.32 (-1.05%)
As of 02:18 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)
2972
Total
Institutional Inflows
(last 12 months)
$69.71B
Number of
Institutional Sellers
(last 12 months)
2025
Total
Institutional Outflows
(last 12 months)
$10.09B
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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
10/15/2026Assenagon Asset Management S.A.1,432,618$293.42M0.2%+26.9%0.073%
10/15/2026Maryland Capital Advisors Inc.3,911$799K0.3%+1.3%0.000%
10/15/2026Retirement Planning Co of New England Inc.8,404$1.72M0.6%-0.8%0.000%
10/15/2026Mystic Asset Management Inc.23,893$4.88M1.1%+0.9%0.001%
10/15/2026WealthPLAN Partners LLC12,288$2.51M0.5%-8.0%0.001%
10/15/2026RDA Financial Network3,048$622K0.1%-16.4%0.000%
10/15/2026Ninety One UK Ltd2,637,019$538.51M1.2%-10.6%0.133%
10/15/2026Summit Financial Wealth Advisors LLC31,697$6.47M0.8%-1.5%0.002%
10/15/2026Ninety One SA Pty Ltd96,263$19.70M1.0%-9.6%0.005%
10/15/2026State of Alaska Department of Revenue255,534$53.63M0.5%+12.0%0.013%
10/15/2026LifeSteps Financial Inc.4,337$886K0.5%-1.6%0.000%
10/15/2026Charles Schwab Trust Co20,241$4.13M0.2%+1.3%0.001%
10/15/2026Trust Co. of Oklahoma16,891$3.45M1.0%-18.9%0.001%
10/15/2026Curated Wealth Partners LLC11,003$2.30M0.2%-90.2%0.001%
10/15/2026WealthPlan Investment Management LLC60,232$12.30M0.6%-16.5%0.003%
10/15/2026Purus Wealth Management LLC6,758$1.50M0.4%+39.9%0.000%
10/15/2026Mainsail Asset Management LLC3,319$689K0.3%+7.5%0.000%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,347$1.30M0.1%+4.3%0.000%
10/15/2026InvesTrust15,202$3.10M1.1%-12.5%0.001%
10/15/2026Nvwm LLC24,134$4.93M0.9%+1.1%0.001%
10/15/2026Covenant Asset Management LLC5,790$1.18M0.2%-4.0%0.000%
10/15/2026Viking Fund Management LLC199,500$40.74M3.3%+3.1%0.010%
10/15/2026Kellett Wealth Advisors LLC1,107$226K0.1%N/A0.000%
10/15/2026HBW Advisory Services LLC15,271$3.12M0.3%-12.0%0.001%
10/15/2026KG Capital Management4,592$938K0.6%+1.7%0.000%
10/15/2026Fort Washington Investment Advisors Inc. OH460,621$94.06M0.5%-5.2%0.023%
10/15/2026B.A. Schrock Wealth Management Inc.16,149$3.35M1.1%N/A0.001%
10/15/2026Howard Financial Services LTD.5,836$1.19M0.1%+8.6%0.000%
10/15/2026ZWJ Investment Counsel Inc.272,206$55.59M1.6%+3.8%0.014%
10/15/2026Martel Wealth Advisors LLC1,537$314K0.0%-57.1%0.000%
10/15/2026Triangle Securities Wealth Management13,277$2.71M0.5%-2.2%0.001%
10/15/2026William Allan Corp2,423$495K0.3%-9.3%0.000%
10/15/2026Mather Group LLC.89,259$18.39M0.2%+77.3%0.005%
10/15/2026Hudock Inc.21,104$4.36M0.5%+5.3%0.001%
10/15/2026West Wealth Group LLC2,651$541K0.1%+9.1%0.000%
10/15/2026First Pacific Financial21,377$4.37M0.4%+2.7%0.001%
10/15/2026Summit Financial Strategies Inc.3,099$633K0.0%+2.1%0.000%
10/15/2026Reliant Investment Management LLC33,097$6.76M2.3%N/A0.002%
10/15/2026Cliftonlarsonallen Wealth Advisors LLC15,330$3.13M0.0%-32.2%0.001%
10/15/2026Sloy Dahl & Holst LLC7,459$1.52M0.2%-6.1%0.000%
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10/15/2026Newton One Investments LLC265$54K0.0%-32.2%0.000%
10/15/2026Meridian Investment Counsel Inc.48,136$9.83M2.2%+0.3%0.002%
10/15/2026Godsey & Gibb Inc.131,261$26.81M1.8%-2.8%0.007%
10/15/2026Harbor Group Inc.1,895$387K0.0%-11.2%0.000%
10/14/2026Columbus Macro LLC1,830$374K0.0%+2.8%0.000%
10/14/2026Virginia Wealth Management Group Inc.35,168$7.18M3.1%+0.3%0.002%
10/14/2026Tempus Wealth Planning LLC3,014$616K0.1%-50.7%0.000%
10/14/2026Fortress Financial Solutions LLC2,559$523K0.4%N/A0.000%
10/14/2026Union Savings Bank6,278$1.28M0.5%-2.0%0.000%
10/14/2026Cultivar Capital Inc.1,011$206K0.1%N/A0.000%
10/14/2026Orca Wealth Management LLC13,898$2.84M1.7%-1.6%0.001%
10/14/2026Triumph Capital Management2,981$622K0.1%+23.6%0.000%
10/14/2026Mitchell & Pahl Private Wealth LLC16,115$3.29M1.1%+3.9%0.001%
10/14/2026WealthSpring Partners LLC7,813$1.60M1.8%-23.9%0.000%
10/14/2026Sanders Morris Harris LLC11,984$2.45M0.3%+6.1%0.001%
10/14/2026Consilium Wealth Advisory LLC8,042$1.64M0.5%+3.4%0.000%
10/14/2026Investment Planning Advisors Inc.2,179$445K0.1%+24.9%0.000%
10/14/2026Adirondack Trust Co.12,636$2.58M0.9%-15.2%0.001%
10/14/2026Seelaus Asset Management LLC2,850$530K0.4%+15.4%0.000%
10/14/2026ABLE Financial Group LLC10,025$2.05M0.3%+4.0%0.001%
10/14/2026Aspen Wealth Management LLC3,930$802K0.1%-1.2%0.000%
10/14/2026Firethorn Wealth Partners LLC3,623$740K0.2%+3.5%0.000%
10/14/2026Thurston Springer Miller Herd & Titak Inc.1,264$258K0.4%-77.0%0.000%
10/14/2026WestHill Financial Advisors Inc.4,833$987K0.2%-3.2%0.000%
10/14/2026First Citizens Bank & Trust Co.99,236$20.51M0.3%+8.6%0.005%
10/14/2026Fearless Solutions LLC dba Best Invest1,561$319K0.2%-16.1%0.000%
10/14/2026Focus Financial Network Inc.14,873$3.04M0.1%+2.2%0.001%
10/14/2026Roberts Wealth Advisors LLC4,421$903K0.2%-2.1%0.000%
10/14/2026ASK Capital Investment Managers LLC22,014$4.50M5.0%N/A0.001%
10/14/2026Enclave Advisors LLC13,537$2.76M0.4%-0.9%0.001%
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.290$59K0.1%+20.8%0.000%
10/14/2026MFA Wealth Services1,940$396K0.2%+4.0%0.000%
10/14/2026XY Planning Network Inc.4,337$886K0.1%+19.1%0.000%
10/14/2026Capstone Capital LLC1,046$214K0.1%N/A0.000%
10/14/2026KMG Fiduciary Partners LLC57,547$11.75M1.1%-1.6%0.003%
10/14/2026Allied Investment Advisors LLC95,265$19.45M1.7%+1.4%0.005%
10/14/2026Wetzel Investment Advisors Inc.1,174$240K0.1%N/A0.000%
10/14/2026Salem Investment Counselors Inc.32,689$6.68M0.2%+0.9%0.002%
10/14/2026Signal Advisors Wealth LLC18,359$3.90M0.2%+185.2%0.001%
10/14/2026Copeland Capital Management LLC2,950$602K0.0%N/A0.000%
10/14/2026BigSur Wealth Management LLC1,953$399K0.1%-4.9%0.000%
10/14/2026Foster Group Inc.5,971$1.22M0.0%+3.3%0.000%
10/14/2026B. Riley Wealth Advisors Inc.33,695$6.93M0.3%+24.8%0.002%
10/14/2026Krilogy Financial LLC24,032$5.24M0.1%+5.6%0.001%
10/14/2026Walker Asset Management LLC11,359$2.32M1.1%+5.6%0.001%
10/14/2026Edge Wealth Management LLC5,568$1.15M0.2%-2.9%0.000%
10/14/2026Affinity Capital Advisors LLC3,471$736K0.1%-3.7%0.000%
10/13/2026Mechanics Bank Trust Department33,631$6.87M0.9%-5.8%0.002%
10/13/2026Spartan Planning & Wealth Management2,991$611K0.4%+19.2%0.000%
10/13/2026Fagan Associates Inc.54,592$11.15M1.3%-0.7%0.003%
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10/13/2026Lineweaver Wealth Advisors LLC24,746$5.05M0.6%+4.5%0.001%
10/13/2026Courier Capital LLC15,188$3.10M0.6%-69.7%0.001%
10/13/2026Accel Wealth Management6,699$1.37M0.3%+2.4%0.000%
10/13/2026Contravisory Investment Management Inc.40,732$8.32M1.1%+1.7%0.002%
10/13/2026Catalyst Private Wealth LLC1,906$389K0.2%N/A0.000%
10/13/2026Financial Planning Hawaii Inc.10,593$2.16M1.2%-1.9%0.001%
10/13/2026Salvus Wealth Management LLC8,788$1.80M0.9%+5.6%0.000%
10/13/2026Downshift Financial LLC252$55K0.0%+34.8%0.000%
10/13/2026St. Clair Advisors LLC1,363$278K0.1%N/A0.000%
10/13/2026First County Bank CT4,822$985K0.4%+3.1%0.000%


CVX Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,506 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were State Street Corp ($28.02B), Vanguard Group Inc. ($27.89B), BlackRock Inc. ($25.66B), Berkshire Hathaway Inc ($19.84B), Kingstone Capital Partners Texas LLC ($13.21B), Geode Capital Management LLC ($6.62B), 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 4,029 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: 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), State Street Corp ($19.66M), and GQG Partners LLC ($13.09M).

Institutional investors have bought a total of 427,457,208 shares in the last 24 months. This purchase volume represents approximately $69.64B in transactions.

Of the 2,011 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. ($2.50M), Bank of America Corp DE ($2.02M), and Northern Trust Corp ($1.93M).

Institutional investors have sold a total of 61,212,728 shares in the last 24 months. This volume of shares sold represents approximately $10.00B in transactions.


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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 10/15/2026. New 13F filings are added each quarter as they're published.
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