Who owns CVX (CVX)
Which tracked institutional funds hold CVX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CVX is one-sided between 2025-Q4 and 2026-Q1: 2517 added or opened and 257 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CVX’s largest tracked holder by dollar value, STATE STREET CORP, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 4238 tracked filers holding CVX, 2257 increased or opened the position and 1807 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CVX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 157
- VANGUARD CAPITAL MANAGEMENT LLC$25.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$8.8B
- VANGUARD FIDUCIARY TRUST CO$2.2B
- Vanguard Global Advisers, LLC$848M
- VANGUARD ASSET MANAGEMENT, Ltd$705M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$402M
Full exits 112
- VANGUARD GROUP INC$27.9B
- Pacer Advisors, Inc.$444M
- NewEdge Advisors, LLC$203M
- COMERICA BANK$121M
- CIBC Private Wealth Group LLC$75M
- RNC CAPITAL MANAGEMENT LLC$60M
Largest adds
- STATE STREET CORP$8.5B
- BlackRock, Inc.$7.8B
- GEODE CAPITAL MANAGEMENT, LLC$2.4B
- MORGAN STANLEY$2.1B
- FMR LLC$2.0B
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.0B
Largest trims
- BERKSHIRE HATHAWAY INC$2.4B
- NORGES BANK$481M
- JANE STREET GROUP, LLC$185M
- VICTORY CAPITAL MANAGEMENT INC$144M
- NATIONAL BANK OF CANADA /FI/$134M
- BALYASNY ASSET MANAGEMENT L.P.$101M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STATE STREET CORP added | 153,137,916 | $31.7B | 11.3% | 2026-Q1 |
| BlackRock, Inc. added | 141,721,463 | $29.3B | 10.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 122,484,427 | $25.3B | 9.0% | 2026-Q1 |
| BERKSHIRE HATHAWAY INC trimmed | 84,375,856 | $17.5B | 6.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 43,677,102 | $9.0B | 3.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 42,313,738 | $8.8B | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 36,847,021 | $7.6B | 2.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 36,118,480 | $7.5B | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 27,630,227 | $5.7B | 2.0% | 2026-Q1 |
| Fisher Asset Management, LLC added | 21,887,438 | $4.5B | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 20,344,106 | $4.3B | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 20,277,273 | $4.2B | 1.5% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 19,028,341 | $3.9B | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 18,039,131 | $3.7B | 1.3% | 2026-Q1 |
| FMR LLC added | 17,268,309 | $3.6B | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 17,153,083 | $3.6B | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 19,409,144 | $3.2B | 1.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 15,621,284 | $3.2B | 1.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 15,567,108 | $3.2B | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 14,928,556 | $3.1B | 1.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 13,353,587 | $2.8B | 1.0% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 13,334,215 | $2.8B | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 13,123,571 | $2.7B | 1.0% | 2026-Q1 |
| Amundi added | 12,185,436 | $2.5B | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 11,373,285 | $2.4B | 0.8% | 2026-Q1 |
| Capital World Investors trimmed | 10,852,533 | $2.2B | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 10,567,863 | $2.2B | 0.8% | 2026-Q1 |
| UBS Group AG trimmed | 10,494,969 | $2.2B | 0.8% | 2026-Q1 |
| GQG Partners LLC added | 10,266,187 | $2.1B | 0.8% | 2026-Q1 |
| Legal & General Group Plc trimmed | 10,105,540 | $2.1B | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 9,707,721 | $2.0B | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 7,281,963 | $1.5B | 0.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 7,109,419 | $1.5B | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 6,361,047 | $1.3B | 0.5% | 2026-Q1 |
| Fayez Sarofim & Co trimmed | 6,167,767 | $1.3B | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 5,308,245 | $1.1B | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,210,808 | $1.1B | 0.4% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 5,148,756 | $1.1B | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 4,603,505 | $952M | 0.3% | 2026-Q1 |
| Aristotle Capital Management, LLC added | 4,526,223 | $936M | 0.3% | 2026-Q1 |
| National Pension Service added | 4,479,333 | $927M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 4,407,428 | $912M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 4,352,184 | $900M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 4,278,833 | $885M | 0.3% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 4,228,105 | $875M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 4,181,809 | $865M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 4,174,661 | $864M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 4,098,933 | $848M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 3,928,530 | $813M | 0.3% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 3,865,516 | $800M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 3,636,055 | $752M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 3,622,624 | $750M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 3,596,192 | $744M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 3,506,787 | $726M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC added | 3,471,036 | $718M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 3,461,111 | $716M | 0.3% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 3,409,701 | $705M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,221,753 | $667M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 3,203,190 | $663M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 3,185,457 | $659M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 3,097,960 | $641M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 3,084,168 | $638M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 2,819,681 | $583M | 0.2% | 2026-Q1 |
| ACR Alpine Capital Research, LLC added | 2,748,684 | $569M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 3,722,055 | $567M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 2,671,012 | $553M | 0.2% | 2026-Q1 |
| Capital Research Global Investors trimmed | 2,602,161 | $538M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,518,427 | $521M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 2,500,766 | $517M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 2,364,671 | $489M | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 2,309,524 | $478M | 0.2% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 2,291,577 | $474M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 2,215,894 | $458M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 2,360,028 | $457M | 0.2% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 2,123,532 | $439M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,109,310 | $436M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 2,082,917 | $431M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,031,200 | $428M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 2,024,167 | $419M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 2,015,396 | $417M | 0.1% | 2026-Q1 |
| Ninety One UK Ltd added | 2,014,575 | $417M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2,013,813 | $417M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 1,971,341 | $408M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,945,304 | $402M | 0.1% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 1,912,833 | $402M | 0.1% | 2026-Q1 |
| Capital International Investors trimmed | 1,909,516 | $395M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 1,898,306 | $393M | 0.1% | 2026-Q1 |
| LONDON CO OF VIRGINIA trimmed | 1,892,105 | $391M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 1,865,450 | $386M | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 1,807,527 | $374M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 1,765,073 | $365M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,741,271 | $360M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,732,061 | $358M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,729,357 | $358M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,695,603 | $351M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,679,158 | $347M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 1,664,863 | $345M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 1,658,717 | $343M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 182,958,331 | $27.9B | 9.9% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 2,914,068 | $444M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.