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CHEVRON CORP
/ Institutional moves
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C
Chevron Corp
Institutional position changes, all quarters
914 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
BlackRock, Inc.
Jun 30, 2026
+13,534,225
+9.6%
154,824,622
$2.24B
high
Trimmed
STATE STREET CORPORATION
Jun 30, 2026
-3,833,633
-2.5%
148,447,634
$635.46M
high
Added
DEUTSCHE BANK AG
Jun 30, 2026
+2,991,376
+71%
7,176,502
$495.85M
high
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+531,227
+12%
4,890,968
$88.06M
high
Added
LPL Financial LLC
Jun 30, 2026
+225,912
+5.5%
4,359,921
$37.45M
medium
Exited
Quadrature Capital Ltd
Jun 30, 2026
-60,233
-100%
0
$9.18M
medium
Added
Wealthfront Advisers LLC
Jun 30, 2026
+44,325
+22%
247,455
$7.35M
medium
Trimmed
Arizona State Retirement System
Jun 30, 2026
-37,901
-6.9%
512,155
$6.28M
medium
Trimmed
FIRST NATIONAL BANK OF OMAHA
Jun 30, 2026
-32,932
-16%
167,128
$5.50M
medium
Trimmed
AMG National Trust Bank
Jun 30, 2026
-33,089
-44%
42,697
$5.48M
medium
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+31,608
+6.0%
556,097
$5.24M
medium
New
Perfromance Wealth Partners, LLC
Jun 30, 2026
+30,641
New
30,641
$5.08M
medium
Trimmed
Plato Investment Management Ltd
Jun 30, 2026
-25,926
-63%
15,184
$4.27M
low
Added
Pavaki Capital Management LLC
Jun 30, 2026
+22,500
+30%
97,000
$3.73M
low
Added
Lido Advisors, LLC
Jun 30, 2026
+19,479
+8.7%
242,427
$3.23M
low
Trimmed
TOUNJIAN ADVISORY PARTNERS, LLC
Jun 30, 2026
-17,029
-95%
985
$2.82M
low
Trimmed
VILLERE ST DENIS J & CO LLC
Jun 30, 2026
-15,175
-7.8%
179,914
$2.52M
low
Trimmed
KG&L Capital Management,LLC
Jun 30, 2026
-11,535
-72%
4,517
$1.91M
low
Trimmed
Dakota Wealth Management
Jun 30, 2026
-10,304
-12%
72,961
$1.71M
low
Trimmed
Beverly Hills Private Wealth, LLC
Jun 30, 2026
-9,584
-39%
15,165
$1.59M
low
Trimmed
CITIZENS FINANCIAL GROUP INC/RI
Jun 30, 2026
-8,891
-11%
68,913
$1.47M
low
Added
Victory Capital Management, Inc.
Jun 30, 2026
+8,429
+1.0%
828,303
$1.40M
low
Added
MEEDER ASSET MANAGEMENT INC
Jun 30, 2026
+7,732
+991%
8,512
$1.28M
low
Exited
AlphaQuest LLC
Jun 30, 2026
-7,435
-100%
0
$1.13M
low
New
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Jun 30, 2026
+6,688
New
6,688
$1.11M
low
Added
Pallas Capital Advisors LLC
Jun 30, 2026
+6,383
+31%
26,778
$1.06M
low
Added
BARINGS LLC
Jun 30, 2026
+5,731
+6.2%
98,129
$950.0K
low
Exited
Versor Investments LP
Jun 30, 2026
-6,198
-100%
0
$944.6K
low
New
Aegis Wealth Management LLC
Jun 30, 2026
+5,091
New
5,091
$843.9K
low
Trimmed
RNC CAPITAL MANAGEMENT LLC
Jun 30, 2026
-4,953
-1.3%
386,030
$821.0K
low
Added
BRIDGES INVESTMENT MANAGEMENT INC
Jun 30, 2026
+4,873
+3.5%
144,090
$807.7K
low
Trimmed
The PNC Financial Services Group, Inc.
Jun 30, 2026
-4,744
-0.1%
3,901,436
$786.4K
low
Added
SCP Investment, LP
Jun 30, 2026
+4,600
+121%
8,400
$762.5K
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+4,476
+28%
20,546
$741.9K
low
New
W.H. Cornerstone Investments Inc.
Jun 30, 2026
+4,305
New
4,305
$713.5K
low
Exited
Destiny Wealth Partners, LLC
Jun 30, 2026
-3,986
-100%
0
$667.6K
low
New
Harbour Wealth Management Group, Inc.
Jun 30, 2026
+4,015
New
4,015
$665.5K
low
New
NINE MASTS CAPITAL Ltd
Jun 30, 2026
+3,558
New
3,558
$589.8K
low
Trimmed
MidFirst Bank
Jun 30, 2026
-3,457
-8.1%
39,459
$573.0K
low
Trimmed
MQS Management LLC
Jun 30, 2026
-3,455
-62%
2,128
$572.7K
low
Trimmed
Buckley Wealth Management, LLC
Jun 30, 2026
-3,318
-2.8%
116,907
$550.0K
low
Added
Meeder Advisory Services, Inc.
Jun 30, 2026
+3,169
+8.8%
39,198
$525.3K
low
Added
FOCUSED ALPHA, LLC
Jun 30, 2026
+3,139
+59%
8,448
$520.3K
low
Trimmed
Marble Wealth, LLC
Jun 30, 2026
-2,872
-18%
13,191
$476.1K
low
Trimmed
OneDigital Investment Advisors LLC
Jun 30, 2026
-2,731
-3.3%
79,446
$452.7K
low
Trimmed
Oxbow Advisors, LLC
Jun 30, 2026
-2,632
-3.0%
84,602
$436.3K
low
Added
Main Street Financial Solutions, LLC
Jun 30, 2026
+2,521
+15%
19,210
$417.9K
low
Added
Perigon Wealth Management, LLC
Jun 30, 2026
+2,479
+3.4%
75,440
$410.9K
low
Trimmed
TRUST CO OF VERMONT
Jun 30, 2026
-2,429
-2.4%
97,038
$402.6K
low
Added
Sigma Planning Corp
Jun 30, 2026
+2,401
+3.0%
82,993
$398.0K
low
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