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Chevron (CVX) Institutional Ownership

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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)
2548
Total
Institutional Inflows
(last 12 months)
$92.12B
Number of
Institutional Sellers
(last 12 months)
1908
Total
Institutional Outflows
(last 12 months)
$21.59B
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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
5/1/2024BOK Financial Private Wealth Inc.4,690$740K0.1%-1.6%0.000%
5/1/2024Prosperity Consulting Group LLC8,760$1.38M0.2%+65.3%0.000%
5/1/2024Avior Wealth Management LLC32,333$5.10M0.2%+55.5%0.002%
5/1/2024Braun Stacey Associates Inc.132,108$20.84M0.8%+0.6%0.007%
5/1/2024Mission Wealth Management LP36,357$5.74M0.2%+21.7%0.002%
5/1/2024DORCHESTER WEALTH MANAGEMENT Co4,075$643K0.1%+3.2%0.000%
5/1/2024Parthenon LLC12,405$1.96M0.2%-3.6%0.001%
5/1/2024Wambolt & Associates LLC10,351$1.65M0.5%+20.6%0.001%
5/1/2024Northcape Wealth Management LLC2,215$349K0.1%+10.1%0.000%
5/1/2024Flynn Zito Capital Management LLC1,318$208K0.1%N/A0.000%
5/1/2024Smith Group Asset Management LLC33,995$5.36M0.3%-28.1%0.002%
5/1/2024Cantor Fitzgerald Investment Advisors L.P.114,143$18.01M1.3%-2.1%0.006%
5/1/2024Sequoia Financial Advisors LLC103,986$16.40M0.2%+53.7%0.006%
5/1/2024Lineweaver Wealth Advisors LLC20,601$3.25M0.8%+5.8%0.001%
5/1/2024Diversify Advisory Services LLC48,198$7.67M0.5%N/A0.003%
5/1/2024SeaBridge Investment Advisors LLC9,977$1.57M0.4%+3.2%0.001%
4/30/2024Private Advisor Group LLC229,076$36.14M0.3%+1.6%0.012%
4/30/2024Consolidated Portfolio Review Corp1,692$267K0.1%-84.0%0.000%
4/30/2024J.W. Cole Advisors Inc.45,051$7.12M0.4%+3.4%0.002%
4/30/2024Cutter & CO Brokerage Inc.19,368$3.06M0.8%-4.2%0.001%
4/30/2024Granite Harbor Advisors Inc.2,651$418K0.3%+5.7%0.000%
4/30/2024Retirement Systems of Alabama1,061,917$167.51M0.6%-0.4%0.057%
4/30/2024TFC Financial Management Inc.1,209$191K0.0%-35.6%0.000%
4/30/2024Hartline Investment Corp13,379$2.11M0.4%+309.0%0.001%
4/30/2024North Star Investment Management Corp.22,791$3.60M0.3%-4.9%0.001%
4/30/2024Ables Iannone Moore & Associates Inc.7,760$1.22M0.9%+3.2%0.000%
4/30/2024Fairman Group LLC512$81K0.1%-42.0%0.000%
4/30/2024Longbow Finance SA27,146$4.28M0.4%N/A0.001%
4/30/2024 Norden Group LLC14,031$2.21M0.2%+74.4%0.001%
4/30/2024Culbertson A N & Co. Inc.52,594$8.30M1.4%+4.6%0.003%
4/30/2024Van ECK Associates Corp173,620$27.39M0.0%-0.3%0.009%
4/30/2024Fortis Group Advisors LLC6,351$1.00M0.2%-4.2%0.000%
4/30/2024HB Wealth Management LLC132,718$20.94M0.3%+1.9%0.007%
4/30/2024Turtle Creek Wealth Advisors LLC12,445$1.96M0.5%+1.0%0.001%
4/30/2024Mitchell Sinkler & Starr PA23,123$3.65M0.9%-30.4%0.001%
4/30/2024Haverford Financial Services Inc.56,651$8.94M2.6%-0.3%0.003%
4/30/2024West Bancorporation Inc.2,303$363K0.2%-51.6%0.000%
4/30/2024Valued Wealth Advisors LLC434$68K0.0%+98.2%0.000%
4/30/2024Violich Capital Management Inc.67,384$10.63M1.5%+1.8%0.004%
4/30/2024BlueChip Wealth Advisors LLC1,710$270K0.2%N/A0.000%
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4/30/2024Woodward Diversified Capital LLC55,352$8.73M5.4%+1.7%0.003%
4/30/2024Warther Private Wealth LLC2,806$443K0.2%-31.5%0.000%
4/30/2024Concord Wealth Partners22,775$3.59M0.6%+16.7%0.001%
4/30/2024MN Wealth Advisors LLC2,651$418K0.3%+2.6%0.000%
4/30/2024Granite Bay Wealth Management LLC24,048$3.79M2.2%-77.9%0.001%
4/30/2024Fountainhead AM LLC2,158$340K0.1%-3.4%0.000%
4/30/2024WealthBridge Capital Management LLC1,943$307K0.1%+8.3%0.000%
4/30/2024Harel Insurance Investments & Financial Services Ltd.4,108$648K0.0%-62.1%0.000%
4/30/2024Vance Wealth Inc.3,824$603K0.2%+1.8%0.000%
4/30/2024Private Wealth Management Group LLC464$73K0.0%+15.7%0.000%
4/30/2024Naples Money Management LLC1,606$253K0.3%-6.0%0.000%
4/30/2024Joel Isaacson & Co. LLC17,186$2.71M0.1%+0.9%0.001%
4/30/2024Windle Wealth LLC40,043$6.32M4.0%+6.3%0.002%
4/30/2024Vest Financial LLC274,799$43.35M1.2%+4.5%0.015%
4/30/2024Signet Investment Advisory Group Inc.12,368$1.95M1.1%+14.0%0.001%
4/30/2024Arkadios Wealth Advisors53,276$8.40M0.7%+14.0%0.003%
4/30/2024Tandem Investment Advisors Inc.1,545$244K0.0%N/A0.000%
4/30/2024Thomas Story & Son LLC34,490$5.44M2.3%+355.0%0.002%
4/30/2024Camden National Bank29,503$4.65M0.8%+0.4%0.002%
4/30/2024 Bull Street Advisors LLC15,591$2.46M1.2%+6.8%0.001%
4/30/2024 Caprock Group LLC22,728$3.59M0.2%+12.5%0.001%
4/30/2024 Naples Global Advisors LLC28,095$4.43M0.5%+9.4%0.002%
4/30/2024 Perigon Wealth Management LLC78,689$12.41M0.4%+4.6%0.004%
4/30/2024 Mayflower Financial Advisors LLC16,703$2.64M0.2%-81.4%0.001%
4/30/2024 SkyOak Wealth LLC5,265$831K0.2%-26.8%0.000%
4/30/2024 M3 Advisory Group LLC1,693$267K0.2%N/A0.000%
4/30/2024 Lakeridge Wealth Management LLC5,347$843K0.5%-7.8%0.000%
4/30/2024 Argent Capital Management LLC182,683$28.82M0.8%+20.8%0.010%
4/30/2024 Hazlett Burt & Watson Inc.5,852$924K0.6%+4.9%0.000%
4/30/2024 Renaissance Investment Group LLC4,466$704K0.2%-27.8%0.000%
4/30/2024 Stock Yards Bank & Trust Co.312,796$49.34M1.6%-3.5%0.017%
4/30/2024 Townsend Asset Management Corp NC ADV7,499$1.18M0.5%+3.4%0.000%
4/30/2024 Allspring Global Investments Holdings LLC303,936$47.94M0.1%-21.1%0.016%
4/29/2024Commonwealth Equity Services LLC1,328,235$209.52M0.3%+0.5%0.072%
4/29/2024 Mcdaniel Terry & Co.13,166$2.08M0.2%+1.3%0.001%
4/29/2024 FAS Wealth Partners Inc.33,849$5.34M0.5%+3.8%0.002%
4/29/2024 Boyd Watterson Asset Management LLC OH18,691$2.95M1.1%+2.0%0.001%
4/29/2024 Greenleaf Trust53,615$8.46M0.1%+4.2%0.003%
4/29/2024 Principal Financial Group Inc.3,186,629$502.66M0.3%-7.2%0.172%
4/29/2024 Benjamin Edwards Inc.26,395$4.16M0.8%-1.8%0.001%
4/29/2024 Crew Capital Management Ltd.1,343$212K0.2%N/A0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.108,884$17.18M0.3%-6.0%0.006%
4/29/2024 Lederer & Associates Investment Counsel CA8,561$1.35M0.9%-9.5%0.000%
4/29/2024 Notis McConarty Edward14,170$2.24M0.9%-3.0%0.001%
4/29/2024 Silicon Valley Capital Partners4,633$731K0.1%+73.7%0.000%
4/29/2024 Castle Wealth Management LLC5,626$887K0.5%+2.8%0.000%
4/29/2024 Meritage Portfolio Management26,267$4.14M0.3%-5.6%0.001%
4/29/2024 Onyx Bridge Wealth Group LLC12,173$2.02M0.4%+1.7%0.001%
4/29/2024 Monte Financial Group LLC39,829$6.28M2.8%+8.4%0.002%
4/29/2024 Insight Inv LLC15,440$2.44M2.1%+0.6%0.001%
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4/29/2024 Heritage Investors Management Corp159,536$25.17M0.9%+1.5%0.009%
4/29/2024 RWA Wealth Partners LLC123,310$19.45M0.3%+0.4%0.007%
4/29/2024 Archvest Wealth Advisors Inc.1,997$318K0.2%-5.0%0.000%
4/29/2024 American Capital Advisory LLC156$25K0.0%+403.2%0.000%
4/29/2024 Tower Bridge Advisors65,091$10.27M1.0%-16.3%0.004%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI104,302$16.45M1.4%+1.3%0.006%
4/29/2024 PBMares Wealth Management LLC6,191$977K0.3%+11.7%0.000%
4/29/2024 Union Savings Bank7,307$1.15M0.6%-6.9%0.000%
4/29/2024 RAM Investment Partners LLC1,343$212K0.1%N/A0.000%
4/29/2024 First National Bank & Trust Co. of Newtown28,476$4.49M0.9%+0.3%0.002%
(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, 3,747 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($24.09B), BlackRock Inc. ($19.62B), State Street Corp ($19.01B), Berkshire Hathaway Inc ($18.81B), Morgan Stanley ($5.76B), Geode Capital Management LLC ($5.11B), and Charles Schwab Investment Management Inc. ($3.89B).Learn more on CVX's institutional investors.

What percentage of Chevron stock is owned by institutional investors?

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

Which institutional investors have been buying Chevron stock?

Of the 3,349 institutional investors that purchased Chevron 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 ($426.79M), Norges Bank ($19.46M), Berkshire Hathaway Inc ($15.85M), Charles Schwab Investment Management Inc. ($12.83M), Commonwealth Equity Services LLC ($10.52M), Price T Rowe Associates Inc. MD ($7.39M), and Renaissance Technologies LLC ($6.93M).

How much institutional buying is happening at Chevron?

Institutional investors have bought a total of 673,408,884 shares in the last 24 months. This purchase volume represents approximately $106.07B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,666 institutional investors that sold Chevron stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($55.11M), BlackRock Inc. ($17.45M), State Street Corp ($14.37M), Commonwealth Equity Services LLC ($10.28M), Capital Research Global Investors ($9.17M), Capital International Investors ($7.45M), and Renaissance Technologies LLC ($6.58M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 238,944,287 shares in the last 24 months. This volume of shares sold represents approximately $37.73B in transactions.


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This page (NYSE:CVX) was last updated on 5/1/2024 by MarketBeat.com Staff

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