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Chevron (CVX) Institutional Ownership

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$190.75 -2.43 (-1.26%)
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)
2949
Total
Institutional Inflows
(last 12 months)
$34.92B
Number of
Institutional Sellers
(last 12 months)
2164
Total
Institutional Outflows
(last 12 months)
$12.44B
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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
8/3/2026BIP Wealth LLC19,161$3.18M0.1%N/A0.001%
8/3/2026Phillips Financial Management LLC1,453$241K0.0%N/A0.000%
8/3/2026SWS Partners14,607$2.42M0.5%N/A0.001%
8/3/2026Trifecta Capital Advisors LLC4,384$727K0.1%N/A0.000%
8/3/2026Good Steward Wealth Advisors LLC1,955$324K0.2%N/A0.000%
8/3/2026Everett Harris & Co. CA531,337$88.07M1.1%N/A0.027%
8/3/2026Summit Global Investments18,804$3.12M0.2%N/A0.001%
8/3/2026Stack Financial Management Inc263,390$43.66M3.4%N/A0.013%
8/3/2026 Beacon Bank & Trust14,309$2.37M0.3%-5.2%0.001%
8/3/2026Oppenheimer Asset Management Inc.710,571$117.78M1.2%N/A0.036%
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8/3/2026Bryn Mawr Trust Advisors LLC81,263$13.47M0.6%N/A0.004%
8/3/2026Mill Capital Management LLC27,354$4.53M0.3%N/A0.001%
8/3/2026Plan Group Financial LLC22,457$3.72M0.8%N/A0.001%
8/3/2026Towercrest Capital Management2,599$431K0.1%N/A0.000%
8/3/2026Laraway Financial Advisors Inc2,710$449K0.3%N/A0.000%
8/3/2026Cornerstone Capital Inc.12,371$2.05M0.2%N/A0.001%
8/3/2026Northstar Group Inc.1,264$210K0.0%N/A0.000%
7/16/2026 Processus Wealth & Capital Management LLC11,467$1.90M0.6%-4.9%0.001%
7/12/2026 First Community Trust NA8,066$1.34M0.6%+1.6%0.000%
7/12/2026 Walker Asset Management LLC10,757$1.78M0.9%-1.1%0.001%
7/10/2026 Regent Peak Wealth Advisors LLC4,883$809K0.1%+7.7%0.000%
7/10/2026 Buska Wealth Management LLC1,231$204K0.1%+8.6%0.000%
7/10/2026 Wedge Capital Management L L P NC3,300$547K0.0%-7.1%0.000%
7/10/2026 Abound Wealth Management1,211$201K0.0%-7.4%0.000%
7/10/2026 Northside Capital Management LLC13,154$2.18M0.2%-11.6%0.001%
7/10/2026 Investors Research Corp1,506$250K0.0%-5.3%0.000%
7/10/2026 Annex Advisory Services LLC142,201$23.57M0.4%-1.7%0.007%
7/10/2026 Insight Wealth Strategies LLC171,403$28.40M2.8%-2.2%0.009%
7/10/2026 Accel Wealth Management6,545$1.09M0.2%+3.0%0.000%
7/10/2026 Butensky & Cohen Financial Security Inc.34,105$5.65M1.4%-0.6%0.002%
7/10/2026 Hudson Value Partners LLC6,940$1.15M0.3%+105.6%0.000%
7/10/2026 Processus Wealth & Capital Management LLC11,467$1.90M1.1%-4.9%0.001%
7/10/2026 Whitener Capital Management Inc.22,755$3.77M0.8%-3.6%0.001%
7/10/2026 JFS Wealth Advisors LLC16,500$2.74M0.1%-2.1%0.001%
7/10/2026 Tema ETFs LLC39,304$6.52M0.2%+10.6%0.002%
7/10/2026 West Branch Capital LLC23,424$3.88M0.9%+0.7%0.001%
7/10/2026 Canvas Wealth Advisors LLC2,510$416K0.1%-3.3%0.000%
7/10/2026 Rise Advisors LLC1,639$272K0.1%-5.8%0.000%
7/10/2026 Nolet Wealth Management LLC2,702$448K0.2%+7.3%0.000%
7/10/2026 Fruth Investment Management52,361$8.68M2.1%-1.0%0.003%
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7/10/2026 HRC Wealth Management LLC1,299$215K0.1%-9.7%0.000%
7/10/2026 G&S Capital LLC28,498$4.72M1.4%+1.9%0.001%
7/10/2026 Lederer & Associates Investment Counsel CA4,344$720K0.5%+2.1%0.000%
7/10/2026 Kentucky Trust Co18,691$3.10M1.5%-0.8%0.001%
7/10/2026 Doliver Advisors LP7,486$1.24M0.3%+2.1%0.000%
7/10/2026 Diversified Management Inc.1,480$245K0.1%-75.1%0.000%
7/10/2026 Generali Investments Management Co LLC30,744$5.10M1.1%-15.7%0.002%
7/10/2026 City Holding Co.37,101$6.15M0.7%-3.1%0.002%
7/10/2026 Charles Schwab Trust Co19,977$3.31M0.2%+2.0%0.001%
7/10/2026 Salvus Wealth Management LLC8,325$1.38M0.8%-3.0%0.000%
7/10/2026 KWB Wealth2,106$349K0.0%+5.0%0.000%
7/10/2026 Spinnaker Investment Group LLC3,415$566K0.1%+50.6%0.000%
7/10/2026 KMG Fiduciary Partners LLC58,508$9.70M0.9%-26.4%0.003%
7/10/2026 Redhawk Wealth Advisors Inc.9,336$1.55M0.2%-6.0%0.000%
7/10/2026 Sage Capital Advisors llc44,095$7.31M1.5%+1.1%0.002%
7/10/2026 LVM Capital Management Ltd. MI38,284$6.35M0.5%-0.5%0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,251$2.03M0.2%-6.6%0.001%
7/10/2026 Community Financial Services Group LLC3,129$518K0.1%+27.2%0.000%
7/10/2026 Perkins Coie Trust Co44,561$7.39M1.2%+1.3%0.002%
7/10/2026 Alliance Private Wealth LLC8,866$1.47M0.5%-9.1%0.000%
7/10/2026 Fulton Bank N.A.41,020$6.80M0.2%-9.8%0.002%
7/10/2026 Wealthcare Advisory Partners LLC30,920$5.13M0.1%-11.9%0.002%
7/10/2026 Paladin Wealth LLC6,732$1.12M0.6%+1.9%0.000%
7/9/2026 Financial Management Professionals Inc.6,568$1.09M0.1%-7.1%0.000%
7/9/2026 First Bank & Trust21,683$3.59M0.5%-10.4%0.001%
7/9/2026 Shrier Wealth Management LLC19,999$3.32M1.1%+8.9%0.001%
7/9/2026 Revolve Wealth Partners LLC7,278$1.21M0.1%+74.6%0.000%
7/9/2026 Key Client Fiduciary Advisors LLC2,433$403K0.1%-2.4%0.000%
7/9/2026 Centurion Wealth Management LLC1,902$315K0.1%-16.5%0.000%
7/9/2026 Bay Rivers Group1,748$290K0.1%+18.9%0.000%
7/9/2026 Franklin Street Advisors Inc. NC126,194$20.92M1.2%+614.8%0.006%
7/9/2026 Wealthcare Capital Partners LLC3,255$540K0.2%-5.1%0.000%
7/9/2026 Veery Capital LLC1,448$240K0.1%-4.5%0.000%
7/9/2026 Barry Investment Advisors LLC3,323$551K0.1%-11.1%0.000%
7/9/2026 Contravisory Investment Management Inc.40,053$6.64M1.2%-1.5%0.002%
7/9/2026 Sapient Capital LLC225,469$37.37M0.5%-1.7%0.011%
7/9/2026 World Equity Group Inc.8,628$1.43M0.3%-58.0%0.000%
7/9/2026 Focus Financial Network Inc.14,556$2.41M0.1%-4.1%0.001%
7/9/2026 Legacy Wealth Asset Management LLC5,077$842K0.2%-2.4%0.000%
7/9/2026 Pettinga Financial Advisors LLC2,687$445K0.1%-3.6%0.000%
7/9/2026 Vertrix Wealth Management LLC24,697$4.09M1.4%+2.6%0.001%
7/9/2026 Allied Private Wealth LLC1,872$329K0.2%N/A0.000%
7/9/2026 Deane Retirement Strategies Inc.39,525$6.56M2.8%N/A0.002%
7/9/2026 Wealth Science Advisors LLC1,516$251K0.1%+8,322.2%0.000%
7/9/2026 Birchbrook Inc.2,160$358K0.2%-29.4%0.000%
7/9/2026 Exchange Bank22,089$3.66M2.3%-1.7%0.001%
7/9/2026 Arista Wealth Management LLC9,775$1.62M0.2%+1.2%0.000%
7/9/2026 GoalVest Advisory LLC6,592$1.09M0.2%-8.7%0.000%
7/9/2026 Aletheian Wealth Advisors LLC2,138$354K0.2%+6.1%0.000%
7/9/2026 Everhart Financial Group Inc.11,896$1.97M0.1%-10.2%0.001%
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7/9/2026 Jacobs & Co. CA16,927$2.81M0.2%-20.3%0.001%
7/9/2026 Sax Wealth Advisors LLC14,190$2.35M0.1%+17.9%0.001%
7/9/2026 Oliver Luxxe Assets LLC34,623$5.74M0.8%-1.1%0.002%
7/9/2026 Everpar Advisors LLC13,288$2.20M0.6%-0.5%0.001%
7/9/2026 Chemistry Wealth Management LLC6,215$1.03M0.2%+12.3%0.000%
7/9/2026 Avity Investment Management Inc.185,853$30.81M2.0%+0.2%0.009%
7/9/2026 Hennion & Walsh Asset Management Inc.29,152$4.83M0.1%-2.5%0.001%
7/9/2026 Windsor Capital Management LLC6,300$1.04M0.3%-9.4%0.000%
7/9/2026 First National Bank of Mount Dora Trust Investment Services4,106$681K0.1%-1.8%0.000%
7/9/2026 Lexington Hill Partners LLC1,289$214K0.1%N/A0.000%


CVX Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,420 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 3,939 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 223,015,949 shares in the last 24 months. This purchase volume represents approximately $34.92B in transactions.

Of the 2,154 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), Assenagon Asset Management S.A. ($4.02M), Laurel Wealth Advisors LLC ($3.70M), Pacer Advisors Inc. ($2.89M), and Northern Trust Corp ($1.93M).

Institutional investors have sold a total of 78,531,877 shares in the last 24 months. This volume of shares sold represents approximately $12.44B in transactions.


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This page (NYSE:CVX) was last updated on 8/4/2026 by MarketBeat.com Staff.
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