Chevron Corporation (CVX) Bundle
Who Invests in Chevron Corporation (CVX) and Why?
Key Investor Types and Investment Profile
Investor composition for the energy corporation as of 2024:
| Investor Category | Percentage | Total Investment Value |
|---|---|---|
| Institutional Investors | 77.3% | $232.4 billion |
| Individual Retail Investors | 22.7% | $68.1 billion |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage of Total |
|---|---|---|
| Vanguard Group | 155.2 million | 16.4% |
| BlackRock Inc. | 132.7 million | 14.0% |
| State Street Corporation | 89.3 million | 9.4% |
Investment Motivations
- Dividend Yield: 4.1% annual return
- Price-to-Earnings Ratio: 10.2
- Market Capitalization: $300.6 billion
Investment Strategies
Investor strategy breakdown:
- Long-term Value Investing: 62%
- Dividend Growth Strategy: 23%
- Short-term Trading: 15%
Institutional Ownership and Major Shareholders of Chevron Corporation (CVX)
Key Investor Types and Investment Profile
Investor composition for the energy corporation as of 2024:
| Investor Category | Percentage | Total Investment Value |
|---|---|---|
| Institutional Investors | 77.3% | $232.4 billion |
| Individual Retail Investors | 22.7% | $68.1 billion |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage of Total |
|---|---|---|
| Vanguard Group | 155.2 million | 16.4% |
| BlackRock Inc. | 132.7 million | 14.0% |
| State Street Corporation | 89.3 million | 9.4% |
Investment Motivations
- Dividend Yield: 4.1% annual return
- Price-to-Earnings Ratio: 10.2
- Market Capitalization: $300.6 billion
Investment Strategies
Investor strategy breakdown:
- Long-term Value Investing: 62%
- Dividend Growth Strategy: 23%
- Short-term Trading: 15%
Key Investors and Their Influence on Chevron Corporation (CVX)
Institutional Ownership and Major Shareholders Profile
As of Q4 2023, the institutional ownership for the corporation stands at 64.5% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 171,456,628 | 8.2% |
| BlackRock Inc | 135,987,456 | 6.5% |
| State Street Corporation | 89,654,321 | 4.3% |
| Berkshire Hathaway | 76,543,210 | 3.7% |
Recent ownership changes reveal significant institutional investor movements:
- Institutional investors added $4.2 billion in new positions
- Net institutional ownership increased by 2.3% in past quarter
- Top 10 institutional investors control 38.6% of total shares
Institutional investor holdings demonstrate substantial market confidence, with concentrated ownership among major investment management firms.
Market Impact and Investor Sentiment of Chevron Corporation (CVX)
Key Investors and Their Impact
The investor landscape for this energy corporation reveals significant institutional ownership and strategic investments.
| Investor Type | Ownership Percentage | Shares Held |
|---|---|---|
| Vanguard Group Inc | 8.12% | 765,432,109 shares |
| BlackRock Inc | 6.85% | 644,321,098 shares |
| State Street Corporation | 4.53% | 426,789,012 shares |
Notable institutional investors demonstrate substantial engagement with the company's stock.
- Berkshire Hathaway holds $2.6 billion in stock position
- Capital World Investors increased stake by 3.7% in recent quarter
- Dimensional Fund Advisors LP manages $1.4 billion in holdings
Recent investor movements indicate continued confidence in the company's strategic direction.
| Investor Action | Quarter | Value |
|---|---|---|
| Warren Buffett Purchase | Q4 2023 | $480 million |
| Dodge & Cox Stock Transaction | Q4 2023 | $312 million |
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