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Chevron (CVX) Institutional Ownership

Chevron logo
$143.32 -0.47 (-0.33%)
As of 03:58 PM Eastern
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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)
2760
Total
Institutional Inflows
(last 12 months)
$22.06B
Number of
Institutional Sellers
(last 12 months)
2218
Total
Institutional Outflows
(last 12 months)
$10.94B
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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
6/20/2025Real Talk Capital LLC4,077$682K0.9%+3.2%0.000%
6/18/2025Voya Investment Management LLC1,979,439$330.98M0.4%-27.8%0.113%
6/17/2025Howe & Rusling Inc.47,748$7.99M0.7%+0.3%0.003%
6/17/2025Guinness Asset Management LTD89,753$14.98M0.3%-23.0%0.005%
6/16/2025Maple Capital Management Inc.162,849$27.24M2.1%+2.7%0.009%
6/16/2025Lynx Investment Advisory6,258$1.05M0.7%+24.5%0.000%
6/16/2025Peterson Wealth Management8,014$1.34M0.9%+1.5%0.000%
6/13/2025Optima Capital LLC1,586$265K0.2%+7.3%0.000%
6/10/2025Birchbrook Inc.3,058$512K0.3%-3.9%0.000%
6/9/20251248 Management LLC10,095$1.69M0.7%-38.2%0.001%
6/9/2025Asset Planning Services Inc. LA ADV43,590$7.29M3.7%-0.6%0.002%
6/6/2025First Long Island Investors LLC98,009$16.40M1.4%-3.7%0.006%
6/6/2025eCIO Inc.1,083$181K0.1%N/A0.000%
6/6/2025Bontempo Ohly Capital Mgmt LLC17,269$2.89M1.4%+6.7%0.001%
6/5/2025Fruth Investment Management44,966$7.52M2.1%-0.9%0.003%
6/5/2025Osterweis Capital Management Inc.175$29K0.0%-90.5%0.000%
6/4/2025First Hawaiian Bank11,905$1.99M0.1%-53.8%0.001%
6/4/2025Harold Davidson & Associates Inc.3,273$548K0.3%-3.0%0.000%
6/4/2025Drummond Knight Asset Management Pty Ltd95,994$16.06M8.1%-4.0%0.005%
6/3/2025CBIZ Investment Advisory Services LLC914$153K0.0%-22.8%0.000%
6/3/2025Invst LLC5,332$892K0.1%N/A0.000%
6/2/2025Hodges Capital Management Inc.5,939$993K0.1%-23.2%0.000%
6/2/2025Modern Wealth Management LLC112,588$18.84M0.6%+8.9%0.006%
5/29/2025Nova Wealth Management Inc.466$78K0.1%+102.6%0.000%
5/28/2025Jones Financial Companies Lllp697,011$115.89M0.1%+25.7%0.040%
5/28/2025Birmingham Capital Management Co. Inc. AL47,850$8.01M3.0%-5.8%0.003%
5/28/2025Silicon Valley Capital Partners6,915$1.15M0.1%+2.2%0.000%
5/28/2025Strs Ohio619,694$103.67M0.4%N/A0.035%
5/28/2025GK Wealth Management LLC3,074$514K0.6%+2.5%0.000%
5/28/2025Ellsworth Advisors LLC40,216$6.73M1.8%+5.5%0.002%
5/28/2025Wealth Management Associates Inc.7,332$1.23M0.5%-6.7%0.000%
5/28/2025Intrua Financial LLC25,522$4.27M0.6%+1.7%0.001%
5/28/2025Addison Capital Co8,266$1.38M0.5%+4.6%0.000%
5/27/2025Jacobi Capital Management LLC39,130$6.55M0.5%+4.5%0.002%
5/27/2025Carderock Capital Management Inc.4,182$700K0.2%-2.9%0.000%
5/27/2025Advisors Capital Management LLC594,427$99.44M1.5%+5.7%0.034%
5/27/2025Iron Gate Global Advisors LLC4,763$797K0.1%-9.4%0.000%
5/23/2025SWAN Capital LLC205$34K0.0%-65.7%0.000%
5/23/2025Triune Financial Partners LLC2,551$427K0.1%+5.2%0.000%
5/22/2025Mattson Financial Services LLC26,358$4.41M1.3%+4.1%0.002%
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5/22/2025BOS Asset Management LLC9,104$1.52M0.5%+9.8%0.001%
5/22/2025WBI Investments LLC5,057$846K0.2%-48.5%0.000%
5/22/2025Chelsea Counsel Co.35,884$6.00M3.3%-11.8%0.002%
5/21/2025Westbourne Investments Inc.5,706$955K0.6%+72.1%0.000%
5/21/2025Indiana Trust & Investment Management Co7,297$1.22M0.4%+2.9%0.000%
5/21/2025MBL Wealth LLC6,720$1.12M0.1%+6.5%0.000%
5/21/2025Acadian Asset Management LLC50,514$8.45M0.0%+278.1%0.003%
5/21/2025Geneos Wealth Management Inc.42,143$7.05M0.2%+7.1%0.002%
5/21/2025Schmidt P J Investment Management Inc.6,996$1.17M0.2%-6.3%0.000%
5/21/2025IFM Investors Pty Ltd311,131$52.05M0.6%-0.6%0.018%
5/20/2025Acorns Advisers LLC3,242$542K0.0%+23.0%0.000%
5/20/2025Fortis Capital Advisors LLC3,404$570K0.1%+33.5%0.000%
5/20/2025Belpointe Asset Management LLC23,083$3.86M0.2%+5.5%0.001%
5/20/2025Intech Investment Management LLC46,445$7.77M0.1%-19.7%0.003%
5/20/2025Focus Partners Wealth1,371,121$229.38M0.6%+12.9%0.079%
5/20/2025Flaharty Asset Management LLC489$82K0.0%N/A0.000%
5/20/2025Strive Asset Management LLC3,505$586K0.4%+7.2%0.000%
5/20/2025Integrity Alliance LLC.22,376$3.74M0.1%+104.0%0.001%
5/20/2025Ransom Advisory Ltd10,334$1.73M0.9%N/A0.001%
5/20/2025Anchor Investment Management LLC41,126$6.88M0.6%+0.8%0.002%
5/20/2025Glenview Trust co240,188$40.18M0.8%-0.2%0.014%
5/20/2025Ilmarinen Mutual Pension Insurance Co307,000$51.36M0.5%+3.2%0.018%
5/20/2025Plato Investment Management Ltd44,436$7.51M0.6%+3.5%0.003%
5/19/2025SageView Advisory Group LLC15,324$2.56M0.1%+4.7%0.001%
5/19/2025Advisory Alpha LLC9,307$1.56M0.1%+11.8%0.001%
5/19/2025Bayforest Capital Ltd316$53K0.0%+85.9%0.000%
5/19/2025Alaethes Wealth LLC14,316$2.40M0.9%+3.9%0.001%
5/19/2025SCS Capital Management LLC35,275$5.90M0.1%N/A0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC8,497,288$1.42B0.4%+7.2%0.487%
5/16/2025Wilson & Boucher Capital Management LLC2,865$479K0.4%-17.3%0.000%
5/16/2025Woodline Partners LP141,200$23.62M0.2%+40.7%0.008%
5/16/2025Zurich Insurance Group Ltd FI495,593$82.91M0.7%-10.9%0.028%
5/16/2025Prostatis Group LLC3,663$613K0.2%-3.5%0.000%
5/16/2025American Trust1,725$289K0.1%-35.6%0.000%
5/16/2025McIlrath & Eck LLC2,706$453K0.1%+35.2%0.000%
5/16/2025Empowered Funds LLC619,904$103.70M1.5%-6.6%0.035%
5/16/2025Logan Capital Management Inc.182,650$30.56M1.4%+3.9%0.010%
5/16/2025Northeast Financial Consultants Inc76,692$12.83M0.6%-0.6%0.004%
5/16/2025Peloton Wealth Strategists1,390$233K0.1%N/A0.000%
5/16/2025Faithward Advisors LLC4,920$823K0.1%+10.7%0.000%
5/16/2025MBB Public Markets I LLC1,938$324K0.0%N/A0.000%
5/16/2025Ascent Group LLC41,040$6.87M0.3%+30.1%0.002%
5/16/2025Meiji Yasuda Life Insurance Co9,658$1.62M0.0%-3.7%0.001%
5/16/2025RNC Capital Management LLC403,070$67.43M3.4%+1.7%0.023%
5/16/2025Coppell Advisory Solutions LLC12,643$2.12M0.2%-19.4%0.001%
5/16/2025Meiji Yasuda Asset Management Co Ltd.135,339$22.64M0.9%-2.3%0.008%
5/16/2025Canada Post Corp Registered Pension Plan56,531$9.46M4.2%-16.8%0.003%
5/16/2025Arete Wealth Advisors LLC21,441$3.59M0.3%+4.0%0.001%
5/16/2025Great Lakes Advisors LLC207,358$34.69M0.3%-3.6%0.012%
5/16/2025Bell Investment Advisors Inc2,000$335K0.1%+6.8%0.000%
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5/16/2025Strait & Sound Wealth Management LLC1,259$211K0.1%-12.1%0.000%
5/16/2025Signature Estate & Investment Advisors LLC82,097$13.73M0.4%-79.3%0.005%
5/16/2025Hamilton Capital LLC18,903$3.16M0.2%+17.6%0.001%
5/16/2025Voleon Capital Management LP 10,785$1.80M0.1%N/A0.001%
5/16/2025Fred Alger Management LLC70,715$11.83M0.1%+6.2%0.004%
5/16/2025Everstar Asset Management LLC4,381$733K0.1%+45.1%0.000%
5/16/2025Challenger Wealth Management20,591$3.45M2.7%+5.2%0.001%
5/16/2025Ashton Thomas Private Wealth LLC107,181$17.93M0.7%+16.4%0.006%
5/16/2025Guardian Partners Inc.68,335$11.43M1.2%-0.8%0.004%
5/16/2025Kestra Investment Management LLC7,964$1.33M0.0%+8.2%0.000%
(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, 4,155 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($26.16B), State Street Corp ($23.43B), BlackRock Inc. ($19.62B), Berkshire Hathaway Inc ($18.81B), Morgan Stanley ($5.76B), Charles Schwab Investment Management Inc. ($5.59B), and Geode Capital Management LLC ($5.25B).Learn more on Chevron's institutional investors.

What percentage of Chevron's stock is owned by institutional investors?

72.42% of Chevron's stock is owned by institutional investors. Learn more on CVX's institutional investor holdings.

Which institutional investors have been buying Chevron's stock?

Of the 3,663 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: Bank Julius Baer & Co. Ltd Zurich ($426.50M), Norges Bank ($40.29M), Berkshire Hathaway Inc ($15.85M), GQG Partners LLC ($8.77M), Nuveen LLC ($8.14M), Charles Schwab Investment Management Inc. ($8.09M), and International Assets Investment Management LLC ($8.08M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 144,609,300 shares in the last 24 months. This purchase volume represents approximately $22.06B in transactions.

Which of Chevron's major shareholders have been selling company stock?

Of the 2,218 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: International Assets Investment Management LLC ($4.87M), Legal & General Group Plc ($4.33M), Pathway Financial Advisers LLC ($3.87M), Pacer Advisors Inc. ($3.19M), Renaissance Technologies LLC ($2.36M), Diamond Hill Capital Management Inc. ($2.30M), and Wellington Management Group LLP ($2.22M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 71,786,704 shares in the last 24 months. This volume of shares sold represents approximately $10.94B in transactions.


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This page (NYSE:CVX) was last updated on 6/30/2025 by MarketBeat.com Staff
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