Chevron Ownership | Who Owns Chevron?
Chevron Ownership Summary
Chevron is owned by 73.83% institutional investors, 6.66% insiders, and 19.51% retail investors. Vanguard group is the largest institutional shareholder, holding 8.61% of CVX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.00% of its assets in Chevron shares.
CVX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Chevron | 73.83% | 6.66% | 19.51% |
| Sector | Energy Stocks | 58.93% | 12.79% | 28.28% |
| Industry | Oil & Gas Integrated Stocks | 25.64% | 8.16% | 66.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 158.70M | 8.61% | $24.82B |
| State street | 158.23M | 8.59% | $24.75B |
| Blackrock | 127.83M | 6.94% | $20.00B |
| Berkshire hathaway | 118.61M | 6.44% | $18.55B |
| Morgan stanley | 36.17M | 1.96% | $5.66B |
| Geode capital management | 35.96M | 1.95% | $5.61B |
| Jpmorgan chase | 29.95M | 1.63% | $4.68B |
| Charles schwab investment management | 27.90M | 1.51% | $4.36B |
| Norges bank | 20.34M | 1.10% | $3.18B |
| Northern trust | 20.20M | 1.10% | $3.16B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Adams natural resources fund | 524.67K | 11.98% | $82.07M |
| Solus alternative asset management lp | 183.91K | 8.25% | $28.77M |
| Berkshire hathaway | 118.61M | 6.63% | $18.55B |
| Hansen & associates financial group | 82.75K | 6.07% | $11.92M |
| C2c wealth management | 39.15K | 5.99% | $6.12M |
| Foundation resource management | 239.95K | 5.80% | $34.75M |
| Acr alpine capital research | 1.19M | 5.75% | $186.28M |
| Buckley wealth management | 113.67K | 5.63% | $17.78M |
| Wilsey asset management | 199.87K | 5.37% | $28.95M |
| Rossmore private capital | 249.91K | 5.13% | $39.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 158.23M | 1.08% | 35.17M |
| Norges bank | 20.34M | 0.48% | 20.34M |
| Massachusetts financial services co /ma/ | 8.54M | 0.41% | 3.05M |
| Jane street group | 2.87M | 0.10% | 2.34M |
| Macquarie group | 2.08M | 0.37% | 1.72M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Lazard asset management | 412.19K | 0.08% | -5.09M |
| International assets investment management | 31.67K | 0.39% | -4.87M |
| Berkshire hathaway | 118.61M | 6.63% | -4.37M |
| Pathway financial advisers | 26.98K | 1.31% | -3.87M |
| Capital research global investors | 5.22M | 0.18% | -3.70M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 20.34M | 0.48% | 20.34M | $3.18B |
| Corebridge financial | 495.59K | 0.43% | 495.59K | $77.52M |
| Zurich insurance group ltd/fi | 370.74K | 0.50% | 370.74K | $57.99M |
| Railway pension investments | 367.10K | 0.69% | 367.10K | $57.42M |
| Yaupon capital management lp | 350.00K | 2.77% | 350.00K | $54.75M |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -3.00 |
| Newsquare capital | -10.00 |
| Thomas j. herzfeld advisors | -15.00 |
| Dougherty wealth advisers | -20.00 |
| First pacific financial | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 3,491 | -1.75% | 1,329,267,328 | -2.93% | 73 | 1.31% | 1,594 | -7.00% | 1,433 | 4.52% |
| Jun 30, 2024 | 3,490 | -2.24% | 1,366,540,695 | 2.75% | 74 | 1.42% | 1,686 | -10.41% | 1,348 | 6.81% |
| Mar 31, 2024 | 3,570 | 1.16% | 1,329,979,073 | -0.95% | 72 | 1.39% | 1,882 | 3.07% | 1,262 | -2.09% |
| Dec 31, 2023 | 3,529 | 4.22% | 1,342,793,998 | 1.95% | 72 | 1.46% | 1,826 | 0.77% | 1,289 | 18.15% |
| Sep 30, 2023 | 3,386 | 1.07% | 1,317,056,463 | 1.07% | 70 | 1.45% | 1,812 | 11.44% | 1,091 | -14.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 53.47M | 3.00% | -1.14M |
| Vanguard Institutional 500 Index Trust | 45.26M | 2.54% | -471.18K |
| The Energy Select Sector SPDR® ETF | 35.44M | 1.99% | -49.97K |
| Fidelity 500 Index | 21.02M | 1.18% | 142.81K |
| SPDR® S&P 500® ETF Trust | 20.93M | 1.17% | 157.28K |
| iShares Core S&P 500 ETF | 19.62M | 1.10% | 13.79K |
| Schwab US Dividend Equity ETF™ | 17.32M | 0.97% | 18.41K |
| Vanguard Value Index Inv | 14.55M | 0.82% | -310.60K |
| Vanguard Institutional Index I | 10.55M | 0.59% | -218.74K |
| American Funds American Balanced A | 8.42M | 0.47% | 1.76M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 14, 2024 | Wirth Michael K | Chairman and CEO | Sell | $26.36M |
| May 21, 2024 | GUSTAVSON JEFF B | Vice President | Sell | $600.88K |
| May 10, 2024 | HERNANDEZ ENRIQUE JR | - | Sell | $421.21K |
| May 06, 2024 | HERNANDEZ ENRIQUE JR | - | Sell | $415.49K |
| May 06, 2024 | HERNANDEZ ENRIQUE JR | - | Sell | $418.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 7 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
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