Filing Research | CVX - Chevron Corp Institutional Holdings

Snapshot holdings

50 / 1,430 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	2.9MSH	$488.7M
2	Mirae Asset Global Investments Co., Ltd.	Shares	1.2MSH	$193.2M
3	Assenagon Asset Management S.A.	Shares	1.1MSH	$187.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.1MSH	$173.8M
5	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	905.9KSH	$150.2M
6	DAVENPORT & Co LLC	Shares	792.0KSH	$131.7M
7	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	742.9KSH	$123.1M
8	Rathbones Group PLC	Shares	694.8KSH	$115.2M
9	CAPITAL ADVISORS INC/OK	Shares	624.5KSH	$103.5M
10	JOHNSON INVESTMENT COUNSEL INC	Shares	614.6KSH	$101.9M
11	Quilter Plc	Shares	593.3KSH	$98.4M
12	ADAMS NATURAL RESOURCES FUND, INC.	Shares	586.6KSH	$97.2M
13	Robeco Institutional Asset Management B.V.	Shares	554.1KSH	$91.8M
14	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	543.1KSH	$90.0M
15	Czech National Bank	Shares	532.9KSH	$88.3M
16	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	486.0KSH	$80.6M
17	Douglas Lane & Associates, LLC	Shares	470.8KSH	$78.0M
18	PensionDanmark Pensionsforsikringsaktieselskab	Shares	448.5KSH	$74.4M
19	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	444.1KSH	$73.6M
20	Welch Group, LLC	Shares	432.1KSH	$71.6M
21	Munich Reinsurance Co Stock Corp in Munich	Shares	427.4KSH	$70.8M
22	IFM Investors Pty Ltd	Shares	414.5KSH	$68.7M
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	413.5KSH	$68.5M
24	D.A. DAVIDSON & CO.	Shares	390.7KSH	$64.8M
25	Perpetual Ltd	Shares	365.1KSH	$60.5M
26	Vest Financial, LLC	Shares	336.4KSH	$55.8M
27	Gradient Investments LLC	Shares	324.9KSH	$53.9M
28	GATEWAY INVESTMENT ADVISERS LLC	Shares	311.4KSH	$51.6M
29	HM PAYSON & CO	Shares	285.7KSH	$47.4M
30	QRG CAPITAL MANAGEMENT, INC.	Shares	278.4KSH	$46.1M
31	Police & Firemen's Retirement System of New Jersey	Shares	278.1KSH	$46.1M
32	MassMutual Private Wealth & Trust, FSB	Shares	275.6KSH	$45.7M
33	ZWJ INVESTMENT COUNSEL INC	Shares	262.2KSH	$43.5M
34	GUYASUTA INVESTMENT ADVISORS INC	Shares	261.8KSH	$43.4M
35	Union Bancaire Privee, UBP SA	Shares	257.8KSH	$43.3M
36	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	253.3KSH	$42.0M
37	FACTORY MUTUAL INSURANCE CO	Shares	238.2KSH	$39.5M
38	FOUNDATION RESOURCE MANAGEMENT INC	Shares	236.3KSH	$39.2M
39	COUNTRY TRUST BANK	Shares	227.8KSH	$37.8M
40	SAPIENT CAPITAL LLC	Shares	225.5KSH	$37.4M
41	Mesirow Financial Investment Management, Inc.	Shares	199.0KSH	$33.0M
42	VIKING FUND MANAGEMENT LLC	Shares	193.5KSH	$32.1M
43	AEGON ASSET MANAGEMENT UK PLC	Shares	187.2KSH	$31.0M
44	AVITY INVESTMENT MANAGEMENT INC.	Shares	185.9KSH	$30.8M
45	Merit Financial Group, LLC	Shares	185.1KSH	$30.7M
46	Sequoia Financial Advisors, LLC	Shares	173.8KSH	$28.8M
47	Insight Wealth Strategies, LLC	Shares	171.4KSH	$28.4M
48	Drummond Knight Asset Management Pty Ltd	Shares	164.7KSH	$27.3M
49	Talbot Financial, LLC	Shares	162.4KSH	$26.9M
50	HOWLAND CAPITAL MANAGEMENT LLC	Shares	160.2KSH	$26.5M

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Manager changes2026-06-30 vs 2026-03-31

50 / 1,524 loaded

#		Instrument
1	Ninety One UK Ltd added	Shares	+933.7K	+$71.9M	$488.7M
2	Fideuram Asset Management (Ireland) dac added	Shares	+120.5K	+$21.8M	$24.1M
3	Y-Intercept (Hong Kong) Ltd added	Shares	+127.7K	+$20.9M	$22.3M
4	J.W. COLE ADVISORS, INC. new	Shares	+125.9K	+$20.9M	$20.9M
5	FRANKLIN STREET ADVISORS INC /NC added	Shares	+108.5K	+$17.3M	$20.9M
6	HATCH COVE CAPITAL, LLC new	Shares	+89.3K	+$14.8M	$14.8M
7	Mayflower Financial Advisors, LLC added	Shares	+74.2K	+$11.3M	$16.3M
8	Keystone Financial Planning, Inc. added	Shares	+57.0K	+$8.4M	$13.6M
9	Martin Capital Partners, LLC trimmed	Shares	-179	+$8.2M	$8.2M
10	Deane Retirement Strategies, Inc. new	Shares	+39.5K	+$6.6M	$6.6M
11	Confluence Wealth Services, Inc. added	Shares	+41.6K	+$5.3M	$13.4M
12	Reliant Investment Management, LLC added	Shares	+30.9K	+$5.0M	$5.4M
13	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+24.1K	+$4.0M	$4.0M
14	Synergy Asset Management, LLC new	Shares	+23.7K	+$3.9M	$3.9M
15	Ninety One North America, Inc. new	Shares	+22.4K	+$3.7M	$3.7M
16	CAMPBELL CAPITAL MANAGEMENT INC new	Shares	+20.0K	+$3.3M	$3.3M
17	MISSION WEALTH MANAGEMENT, LP added	Shares	+32.9K	+$3.1M	$14.9M
18	ARS Investment Partners, LLC added	Shares	+37.2K	+$2.8M	$19.5M
19	Composition Wealth, LLC added	Shares	+31.4K	+$2.4M	$16.4M
20	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+35.2K	+$2.0M	$21.3M
21	Milestones Administradora de Recursos Ltda. new	Shares	+11.7K	+$1.9M	$1.9M
22	Abundance Wealth Counselors added	Shares	+14.7K	+$1.8M	$5.1M
23	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	PUT	+10.0K	+$1.7M	$1.7M
24	FCG Investment Co new	Shares	+8.5K	+$1.4M	$1.4M
25	Formidable Asset Management, LLC added	Shares	+458	+$1.3M	$4.8M
26	Empire Life Investments Inc. added	Shares	+21.7K	+$1.3M	$15.8M
27	HM PAYSON & CO added	Shares	+62.9K	+$1.3M	$47.4M
28	MRA Advisory Group added	Shares	+7.8K	+$1.2M	$1.6M
29	Intesa Sanpaolo Wealth Management added	Shares	+7.9K	+$1.2M	$1.9M
30	TICINO WEALTH added	Shares	+7.1K	+$1.1M	$1.5M
31	SAX WEALTH ADVISORS, LLC added	Shares	+2.2K	+$1.1M	$2.9M
32	Andrews Advisory Associates, LLC added	Shares	+9.1K	+$1.0M	$3.5M
33	RATIONAL ADVISORS, INC. new	Shares	+5.9K	+$982.6K	$982.6K
34	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+8.8K	+$882.6K	$3.7M
35	Altrafin AG new	Shares	+4.9K	+$813.1K	$813.1K
36	CoreCap Advisors, LLC added	Shares	+11.2K	+$692.8K	$6.5M
37	Parkside Investments, LLC new	Shares	+4.0K	+$663.0K	$663.0K
38	Centennial Wealth Advisory LLC added	Shares	+4.4K	+$659.5K	$1.0M
39	ABC ARBITRAGE SA added	Shares	+9.4K	+$653.9K	$5.2M
40	BAM Wealth Management, LLC new	Shares	+3.7K	+$613.8K	$613.8K
41	Plancorp, LLC added	Shares	+3.4K	+$557.0K	$2.5M
42	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+3.1K	+$511.9K	$511.9K
43	Northstar Advisory Group, LLC new	Shares	+2.9K	+$484.4K	$484.4K
44	Hudson Value Partners, LLC added	Shares	+3.6K	+$452.1K	$1.2M
45	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+14.1K	+$402.2K	$10.2M
46	Capstone Wealth Management, LLC new	Shares	+2.3K	+$386.9K	$386.9K
47	Crown Oak Advisors, LLC added	Shares	+3.0K	+$366.4K	$1.1M
48	Revolve Wealth Partners, LLC added	Shares	+3.1K	+$343.8K	$1.2M
49	Madson Wealth Advisors Inc added	Shares	+2.4K	+$337.1K	$602.3K
50	Hassell Wealth Management, LLC new	Shares	+1.9K	+$327.0K	$327.0K

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