Free Trial

Chevron (CVX) Institutional Ownership

→ Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (From Priority Gold) (Ad)
Free CVX Stock Alerts
$162.03
-0.64 (-0.39%)
(As of 09:34 AM ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

Institutional Ownership Changes (13F Filings) for Chevron (NYSE:CVX)

Current
Institutional Ownership
Percentage
72.42%
Number of
Institutional Buyers
(last 12 months)
2547
Total
Institutional Inflows
(last 12 months)
$91.97B
Number of
Institutional Sellers
(last 12 months)
1878
Total
Institutional Outflows
(last 12 months)
$21.57B
Get CVX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Chevron stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CVX Institutional Buying and Selling by Quarter

Chevron Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Verus Capital Partners LLC16,558$2.61M0.3%-3.9%0.001%
5/7/2024Capital Square LLC4,190$661K0.5%+24.2%0.000%
5/7/2024Meeder Advisory Services Inc.25,896$4.09M0.4%+3.4%0.001%
5/7/2024Meeder Asset Management Inc.41,415$6.53M0.4%-56.2%0.002%
5/7/2024NorthRock Partners LLC13,255$2.09M0.2%+1.5%0.001%
5/7/2024Choate Investment Advisors37,024$5.84M0.2%+38.6%0.002%
5/7/2024Sfmg LLC18,989$3.00M0.3%-2.0%0.001%
5/7/2024Abbrea Capital LLC40,877$6.45M0.8%-1.5%0.002%
5/7/2024Sei Investments Co.607,709$95.86M0.1%+24.7%0.033%
5/7/2024Redmond Asset Management LLC17,305$2.73M0.9%-1.3%0.001%
5/7/2024GW Henssler & Associates Ltd.209,247$33.01M1.9%+2.4%0.011%
5/7/2024Chilton Capital Management LLC16,097$2.54M0.1%-0.5%0.001%
5/7/2024Nixon Peabody Trust Co.71,419$11.27M1.0%+4.7%0.004%
5/7/2024Concurrent Investment Advisors LLC63,214$9.97M0.4%-6.9%0.003%
5/7/2024RPG Investment Advisory LLC109,081$17.21M2.6%-1.5%0.006%
5/7/2024Keudell Morrison Wealth Management15,068$2.38M0.7%+1.8%0.001%
5/7/2024Anchor Capital Advisors LLC151,512$23.90M0.6%-2.8%0.008%
5/7/2024Atomi Financial Group Inc.27,797$4.39M0.4%+19.8%0.002%
5/7/2024Allegheny Financial Group LTD8,641$1.36M0.4%-3.9%0.000%
5/7/2024TCI Wealth Advisors Inc.28,545$4.50M0.4%-10.2%0.002%
5/7/2024Susquehanna Fundamental Investments LLC50,655$7.99M0.4%N/A0.003%
5/7/2024WealthPLAN Partners LLC52,282$8.25M0.9%-11.7%0.003%
5/7/2024Keating Investment Counselors Inc.8,196$1.29M0.4%-21.9%0.000%
5/7/202449 Wealth Management LLC2,537$404K0.1%+71.2%0.000%
5/7/2024BOS Asset Management LLC9,258$1.46M0.8%-0.7%0.001%
5/7/2024KCM Investment Advisors LLC331,550$52.30M1.9%+2.5%0.018%
5/7/2024Tectonic Advisors LLC6,558$1.03M0.1%+4.7%0.000%
5/7/2024Smithfield Trust Co18,784$2.97M0.2%-0.7%0.001%
5/7/2024Bernardo Wealth Planning LLC3,913$617K0.2%-2.3%0.000%
5/7/2024Swiss National Bank5,354,335$844.59M0.6%-5.6%0.290%
5/7/2024NTV Asset Management LLC25,405$4.01M0.6%+1.3%0.001%
5/7/2024Hyman Charles D137,014$21.61M1.2%+0.3%0.007%
5/7/2024Highland Capital Management LLC97,996$15.46M0.9%-0.6%0.005%
5/7/2024Illinois Municipal Retirement Fund176,659$27.87M0.4%-2.9%0.010%
5/7/2024Capital Wealth Planning LLC2,844,179$448.64M4.8%+2.9%0.154%
5/7/2024Benedetti & Gucer Inc.6,483$1.02M0.5%-29.3%0.000%
5/7/2024OPTIMAS CAPITAL Ltd28,300$4.46M3.9%N/A0.002%
5/7/2024Nelson Capital Management LLC37,331$5.89M1.1%+9.1%0.002%
5/7/2024Oppenheimer Asset Management Inc.572,353$90.28M1.3%+3.6%0.031%
5/7/2024PFG Advisors24,528$3.87M0.3%+4.3%0.001%
RSVP: Charles Payne’s Cash Flow Workshop (Ad)

Are you ready to find untapped value in the stocks you already own… Without selling a single share… Then you need to know these Cash Flow Trade Strategies.

Register For Free Now!
5/7/2024Oppenheimer & Co. Inc.174,944$27.60M0.5%+5.4%0.009%
5/7/2024Meixler Investment Management Ltd.2,342$369K0.3%+3.5%0.000%
5/7/2024Prospera Private Wealth LLC9,285$1.47M1.0%+10.2%0.001%
5/7/2024Guardian Asset Advisors LLC2,613$412K0.3%+60.2%0.000%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management33,192$5.24M0.2%-62.5%0.002%
5/7/2024Obermeyer Wood Investment Counsel Lllp127,884$20.17M1.2%-1.5%0.007%
5/7/2024Brooklyn Investment Group7,053$1.12M0.5%+35.5%0.000%
5/7/2024 Hilltop National Bank7,606$1.20M0.4%N/A0.000%
5/7/2024 Wealthspire Advisors LLC70,974$11.20M0.1%-2.6%0.004%
5/7/2024 Roof Eidam Maycock Peralta LLC9,286$1.47M0.4%-1.2%0.000%
5/7/2024 Howard Wealth Management LLC1,297$205K0.2%N/A0.000%
5/7/2024 Retirement Planning Co of New England Inc.7,844$1.24M0.7%-12.6%0.000%
5/7/2024 Mystic Asset Management Inc.19,687$3.11M1.3%+4.7%0.001%
5/7/2024 Metis Global Partners LLC86,472$13.64M0.5%-2.1%0.005%
5/7/2024 Empowered Funds LLC429,000$67.67M1.2%+5.4%0.023%
5/7/2024 Defender Capital LLC.4,000$631K0.2%N/A0.000%
5/7/2024 AIA Group Ltd23,394$3.69M0.1%+38.4%0.001%
5/7/2024 Motive Wealth Advisors1,390$219K0.1%N/A0.000%
5/7/2024 Houlihan Financial Resource Group Ltd.4,256$671K0.3%-14.5%0.000%
5/7/2024 Stokes Family Office LLC56,732$8.95M1.1%+1.7%0.003%
5/6/2024 LSV Asset Management246,949$38.95M0.1%-5.2%0.013%
5/6/2024 Envestnet Portfolio Solutions Inc.262,029$41.33M0.2%+29.8%0.014%
5/6/2024 Empirical Finance LLC65,427$10.32M0.6%+3.3%0.004%
5/6/2024 ORG Partners LLC949$151K0.3%-92.1%0.000%
5/6/2024 Duality Advisers LP6,526$1.03M0.1%N/A0.000%
5/6/2024 OLD Second National Bank of Aurora10,630$1.68M0.4%-2.6%0.001%
5/6/2024 HBC Financial Services PLLC1,000$159K0.1%-16.0%0.000%
5/6/2024 SYM FINANCIAL Corp2,156$340K0.1%-16.4%0.000%
5/6/2024 MGB Wealth Management LLC4,497$709K0.3%+14.8%0.000%
5/6/2024 Kades & Cheifetz LLC3,828$604K0.4%+3.2%0.000%
5/6/2024 Gallacher Capital Management LLC1,390$219K0.1%-20.8%0.000%
5/6/2024 Capital City Trust Co. FL31,774$5.01M1.4%-4.2%0.002%
5/6/2024 LCM Capital Management Inc8,169$1.29M0.8%+1.4%0.000%
5/6/2024 VitalStone Financial LLC1,532$242K0.2%+7.0%0.000%
5/6/2024 Advisory Services Network LLC148,015$23.35M0.5%+0.6%0.008%
5/6/2024 Staley Capital Advisers Inc.403,504$63.65M3.0%+0.2%0.022%
5/6/2024 Manchester Capital Management LLC6,313$996K0.1%+38.1%0.000%
5/6/2024 Mittelman Wealth Management8,022$1.27M0.9%N/A0.000%
5/6/2024 TFG Advisers LLC20,483$3.23M1.3%+1.3%0.001%
5/6/2024 Bard Financial Services Inc.70,070$11.05M1.2%+1.7%0.004%
5/6/2024 Oxbow Advisors LLC11,787$1.86M0.3%+13.1%0.001%
5/6/2024 Advisory Alpha LLC8,801$1.39M0.1%+10.6%0.000%
5/6/2024 ACR Alpine Capital Research LLC1,186,600$187.17M5.7%+15.5%0.064%
5/6/2024 Advisors Capital Management LLC507,561$80.06M1.5%+7.8%0.027%
5/6/2024 Grandfield & Dodd LLC117,502$18.54M1.2%+0.4%0.006%
5/6/2024 Delaney Dennis R22,346$3.53M1.9%+0.8%0.001%
5/6/2024 Broderick Brian C26,785$4.23M0.9%-2.8%0.001%
5/6/2024 First Long Island Investors LLC104,284$16.45M1.4%-0.7%0.006%
5/6/2024 Hemenway Trust Co LLC144,638$22.82M2.0%+23.1%0.008%
5/6/2024 Texas Permanent School Fund Corp358,618$56.57M0.4%-1.1%0.019%
Claim Your Complimentary Bitcoin Reward (Ad)

Many have already secured their free Bitcoin reward offered by our esteemed guest. How about you? In an effort to spread the word about our upcoming workshop, he's generously offering $10 in Bitcoin (BTC) to participants. Absolutely no strings attached.

Secure Your Spot Now
5/4/2024 Chapman Investment Management LLC5,113$807K0.6%-5.3%0.000%
5/4/2024 Howland Capital Management LLC238,298$37.59M1.8%+18.5%0.013%
5/4/2024 Disciplined Equity Management Inc.900$142K0.1%-30.8%0.000%
5/4/2024 Beacon Bridge Wealth Partners LLC1,892$299K0.1%-24.4%0.000%
5/4/2024 Keener Financial Planning LLC177$28K0.0%-51.8%0.000%
5/4/2024 Vista Capital Partners Inc.2,588$408K0.1%-9.3%0.000%
5/4/2024 Geneos Wealth Management Inc.38,916$6.14M0.3%+2.2%0.002%
5/4/2024 Essex LLC2,423$382K0.1%-7.3%0.000%
5/4/2024 9258 Wealth Management LLC13,439$2.12M0.3%-0.7%0.001%
5/4/2024 Lester Murray Antman dba SimplyRich1,832$289K0.1%N/A0.000%
(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, 3,755 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 3,351 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 ($10.50M), 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 672,464,085 shares in the last 24 months. This purchase volume represents approximately $105.91B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,664 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 236,771,854 shares in the last 24 months. This volume of shares sold represents approximately $37.37B in transactions.


Related Companies:
This page (NYSE:CVX) was last updated on 5/8/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
Gold Set to EXPLODE!
Gold Safe Exchange
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
The Department of Defense Has a New Drone Contractor
The Tomorrow Investor
AI “wealth window” is closing June 25th
Paradigm Press
Elon Musk Secret Crypto Plot Exposed
Crypto 101 Media
The #1 lithium battery stock to have on your radar in 2024!
Smallcaps Daily
READ THIS – If You Missed Out On The AI Boom
Banyan Hill Publishing