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Chevron (CVX) Institutional Ownership

Chevron logo
$212.61 +1.06 (+0.50%)
As of 01:13 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)
2979
Total
Institutional Inflows
(last 12 months)
$69.70B
Number of
Institutional Sellers
(last 12 months)
2011
Total
Institutional Outflows
(last 12 months)
$10.07B
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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
10/9/2026Cypress Asset Management Inc. TX12,493$2.55M0.5%-1.1%0.001%
10/9/2026Graves Light Lenhart Wealth Inc.37,076$7.57M0.7%-4.9%0.002%
10/9/2026Breakwater Capital Group5,097$1.04M0.1%-6.7%0.000%
10/9/2026Legacy Wealth Asset Management LLC4,951$1.01M0.2%-2.5%0.000%
10/9/2026Chapin Davis Inc.36,931$7.54M1.5%+1.2%0.002%
10/9/2026Hardin Capital Partners LLC4,064$830K0.4%-20.3%0.000%
10/9/2026LifeGoal Investments LLC3,447$704K0.2%+13.5%0.000%
10/9/2026Attessa Capital LLC1,000$204K0.1%N/A0.000%
10/9/2026Market Street Wealth Management Advisors LLC1,026$210K0.0%N/A0.000%
10/9/2026ACT Wealth Management LLC4,022$821K0.2%-2.7%0.000%
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10/9/2026Monument Capital Management7,573$1.64M0.3%+27.0%0.000%
10/9/2026Emergent Wealth Advisors LLC1,321$270K0.1%+5.2%0.000%
10/9/2026Stableford Capital II LLC5,384$1.10M0.4%-15.3%0.000%
10/9/2026Diversified Management Inc.5,981$1.22M0.2%+304.1%0.000%
10/9/2026Keystone Financial Planning Inc.81,529$16.65M3.2%-0.4%0.004%
10/9/2026Acropolis Investment Management LLC16,099$3.29M0.1%-1.8%0.001%
10/9/2026First Heartland Consultants Inc.7,362$1.57M0.1%+57.1%0.000%
10/9/2026Allen Mooney & Barnes Investment Advisors LLC16,538$3.38M0.5%-1.8%0.001%
10/9/2026Galvin Gaustad & Stein LLC19,213$3.92M0.3%-11.1%0.001%
10/8/2026Hamilton Capital LLC13,154$2.69M0.2%-25.7%0.001%
10/8/2026Bonness Enterprises Inc.1,100$225K0.0%N/A0.000%
10/8/2026Farther Finance Advisors LLC165,398$34.29M0.2%+11.6%0.008%
10/8/2026Sapient Capital LLC223,779$45.70M0.6%-0.7%0.011%
10/8/2026CoreCap Advisors LLC28,500$5.87M0.2%-27.4%0.001%
10/8/2026Atwood & Palmer Inc.7,493$1.53M0.1%+50.6%0.000%
10/8/2026Kure Advisory LLC1,010$206K0.1%N/A0.000%
10/8/2026Apeiron RIA LLC2,539$526K0.1%-67.5%0.000%
10/8/2026YHB Investment Advisors Inc.32,327$6.60M0.4%+2.0%0.002%
10/8/2026Titleist Asset Management LLC23,671$4.90M0.3%+2.7%0.001%
10/8/2026Apella Capital LLC25,747$5.35M0.1%+14.3%0.001%
10/8/2026Everhart Financial Group Inc.19,369$4.37M0.3%+62.8%0.001%
10/8/2026Gradient Investments LLC285,053$58.21M0.8%-12.3%0.014%
10/8/2026Avidian Wealth Enterprises LLC74,571$15.34M0.4%-3.7%0.004%
10/8/2026Veracity Capital LLC9,766$1.99M0.5%+40.8%0.000%
10/8/2026Vista Investment Partners LLC52,629$10.75M2.8%-0.1%0.003%
10/8/2026Tactive Advisors LLC986$201K0.0%N/A0.000%
10/8/2026New Covenant Trust Company N.A.1,873$382K0.3%+3.4%0.000%
10/8/2026Quintet Private Bank Europe S.A.214,947$43.89M2.0%+51.9%0.011%
10/8/2026Toth Financial Advisory Corp5,441$1.12M0.1%+7.2%0.000%
10/8/2026Whalen Wealth Management Inc.15,225$3.11M1.4%+3.3%0.001%
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10/8/2026Vann Equity Management LLC5,183$1.06M0.6%-9.8%0.000%
10/8/2026Alkeme Wealth LLC27,365$5.59M1.9%-1.6%0.001%
10/8/2026City Center Advisors LLC1,815$371K0.3%-5.1%0.000%
10/8/2026Chickasaw Capital Management LLC7,225$1.48M0.1%+0.8%0.000%
10/8/2026Applied Capital LLC FL4,872$995K0.4%+2.4%0.000%
10/8/2026Martin Capital Partners LLC49,766$10.16M3.1%+0.3%0.003%
10/7/2026Steph & Co.4,085$834K0.2%+1.6%0.000%
10/7/2026Dominguez Wealth Management Solutions Inc.1,179$241K0.1%N/A0.000%
10/7/2026KFA Private Wealth Group LLC1,202$245K0.1%N/A0.000%
10/7/2026Retirement Wealth Solutions LLC247$51K0.0%+88.5%0.000%
10/7/2026Cooper Financial Group19,420$4.05M0.3%+9.5%0.001%
10/7/2026Canandaigua National Trust Co of Florida7,345$1.50M0.8%N/A0.000%
10/7/2026Canandaigua National Bank & Trust Co.47,139$9.63M0.9%-1.4%0.002%
10/7/2026Exchange Bank22,537$4.60M3.0%+2.0%0.001%
10/7/2026Bath Savings Trust Co19,822$4.05M0.4%-3.7%0.001%
10/7/2026Greenfield Savings Bank11,531$2.36M0.9%+1.4%0.001%
10/7/2026Rhodes Investment Advisors Inc. ADV1,353$276K0.2%+11.1%0.000%
10/7/2026Wealth Enhancement Trust Services Inc.21,540$4.40M0.5%-12.1%0.001%
10/7/2026Echo45 Advisors LLC1,281$262K0.1%N/A0.000%
10/7/2026Silvia Mccoll Wealth Management LLC38,371$7.84M4.7%-0.1%0.002%
10/7/2026Bank & Trust Co13,246$2.85M1.4%+21.6%0.001%
10/7/2026North Point Portfolio Managers Corp OH2,316$473K0.1%+21.5%0.000%
10/7/2026MRA Advisory Group2,650$541K0.2%-72.7%0.000%
10/7/2026PFW Advisors LLC1,030$210K0.1%N/A0.000%
10/7/2026American National Bank of Texas3,210$656K0.6%-1.8%0.000%
10/7/2026American National Bank & Trust88,640$18.10M1.6%-5.0%0.004%
10/7/2026Worth Asset Management LLC7,626$1.56M0.5%+358.3%0.000%
10/7/2026Matrix Trust Co5,955$1.22M0.2%-1.0%0.000%
10/7/2026Crumly & Associates Inc.4,279$874K0.2%+8.4%0.000%
10/7/2026First Community Trust NA9,999$2.05M0.7%+24.0%0.001%
10/7/2026Asempa Wealth Advisors1,019$211K0.2%N/A0.000%
10/7/2026Weaver Consulting Group8,616$1.76M0.3%+2.8%0.000%
10/7/2026Nautilus Advisors LLC1,859$380K0.2%+2.8%0.000%
10/6/2026Stewardship Concepts Financial Services LLC2,064$421K0.3%-23.6%0.000%
10/6/2026Juncture Wealth Strategies LLC6,138$1.25M0.3%+3.0%0.000%
10/6/2026Bangor Savings Bank3,780$772K0.1%-3.5%0.000%
10/6/2026Congress Asset Management Co.87,487$17.87M0.1%-2.8%0.004%
10/6/2026Moody National Bank Trust Division18,681$3.82M0.3%-2.1%0.001%
10/6/2026Bank of New Hampshire4,965$1.01M0.2%-3.9%0.000%
10/6/2026Private Capital Advisors Inc.15,807$3.23M0.3%-2.6%0.001%
10/6/2026Colton Groome Financial Advisors LLC983$201K0.0%N/A0.000%
10/6/2026GoalFusion Wealth Management LLC1,153$235K0.1%N/A0.000%
10/6/2026Iowa State Bank43,337$8.85M1.4%+2.4%0.002%
10/6/2026Legacy Private Trust Co.40,099$8.19M0.4%-0.8%0.002%
10/6/2026Central Pacific Bank Trust Division19,122$3.91M0.4%+4.5%0.001%
10/5/2026Box Hill Private Wealth LLC1,081$221K0.2%N/A0.000%
10/5/2026Ridgewood Investments LLC2,168$443K0.2%-15.6%0.000%
10/5/2026Ballew Advisors Inc5,237$1.08M0.5%-15.8%0.000%
10/5/2026Norman Fields Gottscho Capital Management LLC1,625$332K0.1%-6.6%0.000%
10/5/2026Park National Corp OH129,018$26.35M0.7%-3.6%0.007%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
10/5/2026Tompkins Financial Corp6,889$1.41M0.1%-1.6%0.000%
10/5/2026Neville Rodie & Shaw Inc.54,910$11.21M0.8%-0.2%0.003%
10/5/2026Baker Tilly Wealth Management LLC4,717$963K0.2%+2.8%0.000%
10/5/2026Ferguson Wellman Capital Management Inc.911,718$186.18M2.2%+0.6%0.046%
10/5/2026CapWealth Advisors LLC199,164$40.67M3.1%+3.9%0.010%
10/5/2026Adelphi Trust Co3,219$657K0.4%+5.0%0.000%
10/5/2026Argent Capital Management LLC131,937$26.94M0.2%-3.5%0.007%
10/5/2026Eastern Bank50,248$10.26M0.2%-1.7%0.003%
10/5/2026Heartwood Wealth Advisors LLC11,227$2.29M0.2%+3.2%0.001%
10/5/2026Rockland Trust Co.44,626$9.11M0.3%-1.1%0.002%


CVX Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,487 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 4,014 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 427,969,250 shares in the last 24 months. This purchase volume represents approximately $69.70B in transactions.

Of the 2,004 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 61,689,104 shares in the last 24 months. This volume of shares sold represents approximately $10.07B 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 10/9/2026. New 13F filings are added each quarter as they're published.
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