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 3.08% 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 | 59.12% | 12.79% | 28.09% |
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 |
Foundation resource management | 240.81K | 6.02% | $37.67M |
C2c wealth management | 39.15K | 5.99% | $6.12M |
F&v capital management | 126.99K | 5.79% | $19.86M |
Acr alpine capital research | 1.19M | 5.75% | $186.28M |
Essex savings bank | 134.54K | 5.66% | $21.05M |
Buckley wealth management | 113.67K | 5.63% | $17.78M |
Silvia mccoll wealth management | 40.56K | 5.25% | $6.34M |
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 |
Berkshire hathaway | 118.61M | 6.63% | -4.37M |
Capital research global investors | 5.22M | 0.18% | -3.70M |
Pacer advisors | 363.95K | 0.13% | -2.78M |
Vanguard group | 158.70M | 0.48% | -2.03M |
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 |
First pacific financial | -27.00 |
Legend financial advisors | -80.00 |
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 | 54.86M | 3.08% | -191.92K |
Vanguard Institutional 500 Index Trust | 45.08M | 2.53% | 527.00K |
The Energy Select Sector SPDR® ETF | 36.93M | 2.07% | 239.13K |
Fidelity 500 Index | 20.91M | 1.17% | -206.50K |
SPDR® S&P 500® ETF Trust | 20.62M | 1.16% | -9.89K |
iShares Core S&P 500 ETF | 18.94M | 1.06% | 29.14K |
Schwab US Dividend Equity ETF™ | 17.48M | 0.98% | 15.56K |
Vanguard Value Index Inv | 14.75M | 0.83% | 50.85K |
Vanguard Institutional Index I | 10.81M | 0.61% | -3.64K |
Vanguard Energy ETF | 8.45M | 0.47% | -55.20K |
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 | - | - |
CVX Ownership FAQ
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