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Chevron (CVX) Institutional Ownership

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(As of 05/16/2024 ET)
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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)
2480
Total
Institutional Inflows
(last 12 months)
$86.29B
Number of
Institutional Sellers
(last 12 months)
1812
Total
Institutional Outflows
(last 12 months)
$16.87B
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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
5/17/2024 XML Financial LLC42,409$6.69M0.7%-8.1%0.002%
5/17/2024 iA Global Asset Management Inc.28,558$4.51M0.1%-3.0%0.002%
5/17/2024WealthPlan Investment Management LLC72,794$11.48M1.8%+4.7%0.004%
5/17/2024Garner Asset Management Corp17,467$2.76M1.4%+3.1%0.001%
5/17/2024KLCM Advisors Inc.24,996$3.94M0.5%+5.1%0.001%
5/17/2024Vista Investment Partners LLC55,211$8.71M3.0%-5.1%0.003%
5/17/2024First Western Trust Bank5,078$801K0.0%-29.4%0.000%
5/17/2024Jaffetilchin Investment Partners LLC5,709$901K0.1%-7.6%0.000%
5/17/2024Beacon Capital Management LLC4,879$770K0.2%+20.8%0.000%
5/17/2024Semmax Financial Advisors Inc.4,277$704K0.2%+16.0%0.000%
5/17/2024Pineridge Advisors LLC339$53K0.0%-25.8%0.000%
5/17/2024Hancock Whitney Corp93,794$14.80M0.5%-2.1%0.005%
5/17/2024Comerica Bank882,679$139.23M0.6%+3.2%0.048%
5/17/2024Coppell Advisory Solutions Corp.16,562$2.61M0.5%N/A0.001%
5/17/2024Tidal Investments LLC158,849$25.04M0.4%+35.2%0.009%
5/17/2024Creekmur Asset Management LLC880$139K0.0%+13.5%0.000%
5/16/2024Redwood Investment Management LLC7,012$1.11M0.1%-50.4%0.000%
5/16/2024California State Teachers Retirement System2,573,821$406.00M0.5%-3.3%0.139%
5/16/2024Global Financial Private Client LLC21,062$3.35M1.4%+4.1%0.001%
5/16/2024Slagle Financial LLC14,703$2.32M1.3%-72.2%0.001%
5/16/2024Meiji Yasuda Life Insurance Co11,342$1.79M0.0%-4.1%0.001%
5/16/2024Levin Capital Strategies L.P.90,909$14.34M1.4%+87.6%0.005%
5/16/2024FSA Wealth Management LLC1,144$180K0.1%+15.0%0.000%
5/16/2024B. Riley Wealth Advisors Inc.121,825$20.54M0.5%-3.8%0.007%
5/16/2024Ancora Advisors LLC315,723$49.80M1.1%+3.4%0.017%
5/16/2024Sweeney & Michel LLC3,472$568K0.3%N/A0.000%
5/16/2024Oxford Wealth Group LLC6,809$1.07M1.0%N/A0.000%
5/16/2024 Whalerock Point Partners LLC22,146$3.49M1.0%+1.6%0.001%
5/16/2024 Icon Wealth Advisors LLC116,456$18.37M1.7%-1.6%0.006%
5/16/2024 Industrial Alliance Investment Management Inc.4,410$696K0.3%+3.3%0.000%
5/16/2024 IronBridge Private Wealth LLC41,621$6.57M2.7%+6.2%0.002%
5/16/2024 Janus Henderson Group PLC2,752,828$434.22M0.2%-3.2%0.149%
5/16/2024 Kahn Brothers Group Inc.1,800$284K0.0%-26.5%0.000%
5/16/2024 Kennedy Capital Management LLC35,266$5.56M0.1%N/A0.002%
5/16/2024 Bayesian Capital Management LP81,996$12.93M1.2%+316.3%0.004%
5/16/2024Benchmark Investment Advisors LLC3,112$491K0.4%-9.3%0.000%
5/16/2024 Blackstone Inc.9,529$1.50M0.0%+14.4%0.001%
5/16/2024 Waverly Advisors LLC56,824$8.96M0.2%+85.4%0.003%
5/16/2024 Kinloch Capital LLC24,441$3.86M2.0%+12.6%0.001%
5/16/2024 Silvercrest Asset Management Group LLC747,158$117.86M0.8%-0.3%0.040%
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5/16/2024 Captrust Financial Advisors1,118,956$176.50M0.6%+8.9%0.061%
5/16/2024 Lavaca Capital LLC1,305$206K0.1%N/A0.000%
5/15/2024 Ascent Group LLC24,613$3.88M0.3%-1.2%0.001%
5/15/2024 SVB Wealth LLC121,781$19.21M0.4%+86.4%0.007%
5/15/2024 QVR LLC2,857$451K0.1%N/A0.000%
5/15/2024 Transcendent Capital Group LLC799$126K0.1%+96.3%0.000%
5/15/2024 Mount Yale Investment Advisors LLC20,439$3.22M0.2%+89.5%0.001%
5/15/2024 Evergreen Wealth Solutions LLC8,050$1.27M0.9%-6.9%0.000%
5/15/2024 Beaird Harris Wealth Management LLC4,300$678K0.1%+25.9%0.000%
5/15/2024 Talisman Wealth Advisors LLC4,417$697K0.9%-5.5%0.000%
5/15/2024 Public Employees Retirement System of Ohio824,210$130.01M0.5%-7.2%0.045%
5/15/2024 Public Employees Retirement Association of Colorado1,180,064$186.14M0.8%-2.3%0.064%
5/15/2024 Energy Income Partners LLC69,924$11.03M0.2%-35.7%0.004%
5/15/2024 Morse Asset Management Inc27,096$4.27M1.1%-23.1%0.001%
5/15/2024 Manhattan West Asset Management LLC15,178$2.39M0.6%+6.5%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund57,238$9.03M0.6%-8.5%0.003%
5/15/2024 Kentucky Retirement Systems131,719$20.78M0.6%-6.2%0.007%
5/15/2024 CoreFirst Bank & Trust13,549$2.14M1.3%-1.3%0.001%
5/15/2024 Price T Rowe Associates Inc. MD9,342,484$1.47B0.2%-27.4%0.506%
5/15/2024 BOKF NA210,052$33.42M0.6%+11.7%0.011%
5/15/2024 Kestra Advisory Services LLC317,069$50.01M0.3%+15.7%0.017%
5/15/2024 Steel Grove Capital Advisors LLC18,124$2.86M0.1%+28.9%0.001%
5/15/2024 Lazard Asset Management LLC5,505,005$868.36M1.1%-1.4%0.298%
5/15/2024 Epoch Investment Partners Inc.1,111,478$175.33M0.8%-23.1%0.060%
5/15/2024 LRI Investments LLC12,074$1.99M0.3%N/A0.001%
5/15/2024 1832 Asset Management L.P.71,948$11.35M0.0%+27.2%0.004%
5/15/2024 Linscomb Wealth Inc.82,150$12.96M0.7%-1.5%0.004%
5/15/2024 Truvestments Capital LLC926$146K0.1%+34.4%0.000%
5/15/2024 Quadrature Capital Ltd66,190$10.44M0.2%-85.7%0.004%
5/15/2024 Guardian Capital Advisors LP68,975$10.79M1.2%-0.8%0.004%
5/15/2024 Huber Capital Management LLC21,700$3.42M0.8%-3.1%0.001%
5/15/2024 Gabelli Funds LLC349,050$55.06M0.4%+1.2%0.019%
5/15/2024 Gamco Investors INC. ET AL27,377$4.32M0.0%+6.0%0.001%
5/15/2024 Stonebridge Capital Advisors LLC88,564$13.97M1.3%+6.7%0.005%
5/14/2024 Canada Pension Plan Investment Board554,754$87.51M0.1%+10.9%0.030%
5/14/2024 Guardian Capital LP12,554$1.98M0.1%-1.2%0.001%
5/14/2024 Westwood Holdings Group Inc.679,554$107.19M0.8%-4.8%0.037%
5/14/2024 JT Stratford LLC4,131$652K0.1%-4.0%0.000%
5/14/2024 Capital World Investors16,009,766$2.53B0.4%+3.2%0.867%
5/14/2024 Capital Research Global Investors8,915,839$1.41B0.3%-18.1%0.483%
5/14/2024 Capital International Sarl32,032$5.05M0.2%-14.1%0.002%
5/14/2024 Toronto Dominion Bank1,045,796$164.96M0.3%-7.4%0.057%
5/14/2024 Capital International Inc. CA 125,640$19.82M0.3%+11.7%0.007%
5/14/2024 Capital International Investors13,418,287$2.12B0.4%+5.9%0.726%
5/14/2024 Capital Group Private Client Services Inc.337,956$53.31M0.5%-40.8%0.018%
5/14/2024 Atalanta Sosnoff Capital LLC1,452$229K0.0%-21.2%0.000%
5/14/2024 Sheaff Brock Investment Advisors LLC39,072$6.16M0.4%-26.0%0.002%
5/14/2024 Cadence Bank42,124$6.65M0.5%-3.8%0.002%
5/14/2024 Stamos Capital Partners L.P.73,080$11.53M2.6%-3.0%0.004%
5/14/2024 Rodgers Brothers Inc.49,812$7.86M1.1%+5.3%0.003%
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5/14/2024 First Commonwealth Financial Corp PA 8,215$1.30M0.3%-6.0%0.000%
5/14/2024 Advisors Asset Management Inc.232,970$36.75M0.7%-7.5%0.013%
5/14/2024 Axxcess Wealth Management LLC105,050$16.57M0.5%+10.8%0.006%
5/14/2024 EP Wealth Advisors LLC103,084$16.26M0.2%+3.9%0.006%
5/14/2024 Wellington Wealth Strategies LLC.3,060$483K0.2%N/A0.000%
5/14/2024 Freestone Capital Holdings LLC60,683$9.57M0.4%+6.2%0.003%
5/14/2024 Covington Investment Advisors Inc.60,950$9.61M1.6%+6.0%0.003%
5/14/2024 CreativeOne Wealth LLC30,378$4.79M0.2%+72.6%0.002%
5/14/2024 Delap Wealth Advisory LLC2,286$361K0.1%N/A0.000%
5/14/2024 Vident Advisory LLC100,316$15.83M0.3%+1.4%0.005%
(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, 3,731 institutional investors and hedge funds held shares of Chevron. The most heavily invested institutionals were Vanguard Group Inc. ($25.35B), 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 3,336 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 664,042,293 shares in the last 24 months. This purchase volume represents approximately $104.52B in transactions.

Which Chevron major shareholders have been selling company stock?

Of the 2,615 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 ($13.37M), Capital Research Global Investors ($11.15M), Commonwealth Equity Services LLC ($10.28M), Price T Rowe Associates Inc. MD ($7.61M), and Capital International Investors ($7.45M).

How much institutional selling is happening at Chevron?

Institutional investors have sold a total of 227,173,979 shares in the last 24 months. This volume of shares sold represents approximately $35.75B in transactions.


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This page (NYSE:CVX) was last updated on 5/17/2024 by MarketBeat.com Staff

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