Public record / Tickers / CVX

CVX — CHEVRON CORP

Both disclosure regimes on one name: who in Congress filed about CVX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
245
all PTR rows naming CVX
Members · 12m
11
8 buys · 13 sells · by trade date
Latest PTR
08-17
filed 2026-08-17
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Taylor, Nicholas V. · $500K–$1.0M

Sale · traded 2022-11-28 → filed 2022-12-26. Ranked over every CVX row by the provable lower bound, never a point estimate.

11 members · 8 buys / 13 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

75 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

44 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 44 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CVX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CVX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-17John Boozman R–ARPurchase · JT (jointly owned)Traded 07-02 LATE·46d$1K–$15Kamendment pending
2026-08-17John Boozman R–ARPurchase · JT (jointly owned)Traded 07-02 LATE·46d$1K–$15K
2026-08-14Michael Guest R–MS-3Sale · SP (spouse-owned)Traded 2025-12-16 LATE·241d$1K–$15K
2026-08-05Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 2024-05-07 LATE·820d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 245 ↗

Members active in CVX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CVX in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-316−$63.0K to $63.0K2
David J. Taylor R–OH-24−$44.0K to $12.0K2
John Boozman R–AR2$2.0K to $30.0K6
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1−$15.0K to −$1.0K2
Marjorie Taylor Greene R–GA-141$1.0K to $15.0K
Markwayne Mullin R–OK1$15.0K to $50.0K
Michael Guest R–MS-31−$15.0K to −$1.0K3

11 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · CVX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
3 John Boozman R–AR, David J. Taylor R–OH-2, Tommy Tuberville R–AL $4K–$60K
Sellers
3 Alan Armstrong R–OK, Michael Guest R–MS-3, Michael T. McCaul R–TX-10 $102K–$280K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · CHEVRON CORPORATION

Merged timeline of congressional filings and notable-manager moves on CVX
DateWhoChangeSize
2026-08-17John Boozman CongressPurchase$1K–$15K
2026-08-17John Boozman CongressPurchase$1K–$15K
2026-08-14Michael Guest CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressPurchase$1K–$15K
2026-07-21Alan Armstrong CongressSale$1K–$15K
2026-07-08Michael T. McCaul CongressSale$100K–$250K
2026-07-01David J. Taylor CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+18,206 sh
2026-05-15Bridgewater Associates 13Fnew+2,827 sh
2026-05-15Berkshire Hathaway 13Ftrim−45,780,506 sh
2026-05-15Tudor Investment Corp 13Ftrim−304,226 sh
2026-05-15Moore Capital Management 13Fexit−100,000 sh

12 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of CVX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1STATE STREET CORP$31.7B1
2BlackRock, Inc.$29.9B1
3VANGUARD CAPITAL MANAGEMENT LLC$25.3B1
4BERKSHIRE HATHAWAY INC$17.5B1
5GEODE CAPITAL MANAGEMENT, LLC$9.0B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$8.8B1
7MORGAN STANLEY$7.6B1
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC$7.5B1
9BANK OF AMERICA CORP /DE/$5.7B1
10Fisher Asset Management, LLC$4.5B1
11JPMORGAN CHASE & CO$4.3B1
12NORTHERN TRUST CORP$4.2B1
13WELLS FARGO & COMPANY/MN$3.7B1
14FMR LLC$3.6B1
15AMERIPRISE FINANCIAL INC$3.6B1
16Invesco Ltd.$3.2B1
17FRANKLIN RESOURCES INC$3.2B1
18Bank of New York Mellon Corp$3.1B1
19DIMENSIONAL FUND ADVISORS LP$2.8B1
20STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$2.8B1
21ROYAL BANK OF CANADA$2.7B1
22Amundi$2.5B1
23Capital World Investors$2.2B1
24VANGUARD FIDUCIARY TRUST CO$2.2B1
25UBS Group AG$2.2B1
26GQG Partners LLC$2.1B1
27Legal & General Group Plc$2.1B1
28Nuveen, LLC$2.0B1
29RAYMOND JAMES FINANCIAL INC$1.5B1
30MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.5B1
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.3B1
32FAYEZ SAROFIM & CO$1.3B1
33DEUTSCHE BANK AG\$1.1B1
34ENVESTNET ASSET MANAGEMENT INC$1.1B1
35Assenagon Asset Management S.A.$1.1B1
36Mitsubishi UFJ Asset Management Co., Ltd.$952M1
37Aristotle Capital Management, LLC$936M1
38National Pension Service$927M1
39Sumitomo Mitsui Trust Group, Inc.$912M1
40LPL Financial LLC$900M1
41FIRST TRUST ADVISORS LP$885M1
42BARROW HANLEY MEWHINNEY & STRAUSS LLC$875M1
43Janus Henderson Group Ltd.$865M1
44MARSHALL WACE, LLP$864M1
45Vanguard Global Advisers, LLC$848M1
46Capital Wealth Planning, LLC$800M1
47CANADA PENSION PLAN INVESTMENT BOARD$752M1
48BARCLAYS PLC$750M1
49HSBC HOLDINGS PLC$744M1
50FEDERATED HERMES, INC.$726M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$716M1
52VANGUARD ASSET MANAGEMENT, Ltd$705M1
53HighTower Advisors, LLC$667M1
54Neuberger Berman Group LLC$663M1
55PRINCIPAL FINANCIAL GROUP INC$659M1
56STIFEL FINANCIAL CORP$638M1
57ACR Alpine Capital Research, LLC$569M1
58ALLIANCEBERNSTEIN L.P.$567M1
59BANK OF MONTREAL /CAN/$553M1
60Capital Research Global Investors$538M1
61WELLINGTON MANAGEMENT GROUP LLP$521M1
62ADAGE CAPITAL PARTNERS GP, L.L.C.$517M1
63Clearbridge Investments, LLC$478M1
64PRIMECAP MANAGEMENT CO/CA/$474M1
65CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$458M1
66Corient Private Wealth LLC$457M1
67BAHL & GAYNOR INC$439M1
68AMERICAN CENTURY COMPANIES INC$436M1
69US BANCORP \DE\$431M1
70JONES FINANCIAL COMPANIES LLLP$428M1
71Qube Research & Technologies Ltd$419M1
72RENAISSANCE TECHNOLOGIES LLC$417M1
73Ninety One UK Ltd$417M1
74CITIGROUP INC$408M1
75ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$402M1
76Capital International Investors$395M1
77AVIVA PLC$393M1
78LONDON CO OF VIRGINIA$391M1
79NEW YORK STATE COMMON RETIREMENT FUND$386M1
80Ensign Peak Advisors, Inc$374M1
81Focus Partners Wealth$365M1
82SUSQUEHANNA INTERNATIONAL GROUP, LLP$360M1
83MILLENNIUM MANAGEMENT LLC$358M1
84PRUDENTIAL FINANCIAL INC$358M1
85Baird Financial Group, Inc.$347M1
86Mariner, LLC$345M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$343M1
88VOYA INVESTMENT MANAGEMENT LLC$338M1
89SCHRODER INVESTMENT MANAGEMENT GROUP$335M1
90FIFTH THIRD BANCORP$333M1
91Rockefeller Capital Management L.P.$322M1
92AQR CAPITAL MANAGEMENT LLC$309M1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$308M1
94ProShare Advisors LLC$296M1
95CITADEL ADVISORS LLC$295M1
96TRUIST FINANCIAL CORP$281M1
97Korea Investment CORP$277M1
98KEYBANK NATIONAL ASSOCIATION/OH$274M1
99Tidal Investments LLC$274M1
100TWO SIGMA INVESTMENTS, LP$273M1
101DJE Kapital AG$270M1
102Russell Investments Group, Ltd.$266M1
103Cerity Partners LLC$259M1
104NewEdge Advisors, LLC$251M1
105Cetera Investment Advisers$248M1
106Retirement Systems of Alabama$237M1
107TD ASSET MANAGEMENT INC$236M1
108KING LUTHER CAPITAL MANAGEMENT CORP$230M1
109Connor, Clark & Lunn Investment Management Ltd.$229M1
1101832 Asset Management L.P.$228M1
111COMMONWEALTH EQUITY SERVICES, LLC$227M1
112WORLDQUANT MILLENNIUM ADVISORS LLC$226M1
113DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$226M1
114SEI INVESTMENTS CO$222M1
115NOMURA ASSET MANAGEMENT CO LTD$219M1
116Point72 Asset Management, L.P.$217M1
117OSAIC HOLDINGS, INC.$216M1
118Mirae Asset Global Investments Co., Ltd.$214M1
119STATE OF WISCONSIN INVESTMENT BOARD$212M1
120OMERS ADMINISTRATION Corp$212M1
121Zurcher Kantonalbank (Zurich Cantonalbank)$212M1
12259 North Capital Management, LP$212M1
123ROYAL LONDON ASSET MANAGEMENT LTD$208M1
124CIBC WORLD MARKET INC.$206M1
125Universal- Beteiligungs- und Servicegesellschaft mbH$198M1
126M&T BANK CORP$197M1
127Mitsubishi UFJ Trust & Banking Corp$197M1
128Asset Management One Co., Ltd.$197M1
129Chevy Chase Trust Holdings, LLC$195M1
130GLENMEDE TRUST CO NA$194M1
131DAVENPORT & Co LLC$190M1
132KORNITZER CAPITAL MANAGEMENT INC /KS$188M1
133CIBC Bancorp USA Inc.$188M1
134FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$187M1
135Creative Planning$186M1
136Quantinno Capital Management LP$186M1
137Haverford Trust Co$186M1
138Vanguard Investments Australia, Ltd.$185M1
139MACKENZIE FINANCIAL CORP$182M1
140Cullen Capital Management, LLC$181M1
141Empower Advisory Group, LLC$181M1
142WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$178M1
143BANK OF NOVA SCOTIA$173M1
144KLP KAPITALFORVALTNING AS$171M1
145FIL Ltd$170M1
146VICTORY CAPITAL MANAGEMENT INC$170M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$165M1
148Aberdeen Group plc$165M1
149REGIONS FINANCIAL CORP$161M1
150CONFLUENCE INVESTMENT MANAGEMENT LLC$160M1
151Swiss Life Asset Management Ltd$159M1
152Empowered Funds, LLC$155M1
153Pictet Asset Management Holding SA$154M1
154BLAIR WILLIAM & CO/IL$148M1
155Squarepoint Ops LLC$146M1
156D. E. Shaw & Co., Inc.$143M1
157Calamos Advisors LLC$143M1
158JACOBS LEVY EQUITY MANAGEMENT, INC$143M1
159OPPENHEIMER ASSET MANAGEMENT INC.$142M1
160NATIONAL BANK OF CANADA /FI/$138M1
161Bank Julius Baer & Co. Ltd, Zurich$137M1
162State of New Jersey Common Pension Fund D$136M1
163CAPITAL ADVISORS INC/OK$134M1
164NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$133M1
165MERCER GLOBAL ADVISORS INC /ADV$133M1
166Holocene Advisors, LP$133M1
167JOHNSON INVESTMENT COUNSEL INC$133M1
168FIRST FINANCIAL BANKSHARES INC$132M1
169Allianz Asset Management GmbH$132M1
170CIBC Asset Management Inc$131M1
171Advisors Capital Management, LLC$130M1
172Resona Asset Management Co.,Ltd.$130M1
173ADAMS NATURAL RESOURCES FUND, INC.$127M1
174Beacon Pointe Advisors, LLC$127M1
175COMMERCE BANK$125M1
176PUBLIC SECTOR PENSION INVESTMENT BOARD$124M1
177Sumitomo Mitsui DS Asset Management Company, Ltd$122M1
178Epoch Investment Partners, Inc.$118M1
179DnB Asset Management AS$117M1
180O'SHAUGHNESSY ASSET MANAGEMENT, LLC$116M1
181TORONTO DOMINION BANK$113M1
182EVERETT HARRIS & CO /CA/$112M1
183Quilter Plc$111M1
184JENNISON ASSOCIATES LLC$111M1
185BNP Paribas Asset Management Holding S.A.$110M1
186NISA INVESTMENT ADVISORS, LLC$110M1
187Arizona State Retirement System$108M1
188&PARTNERS$108M1
189Steward Partners Investment Advisory, LLC$107M1
190FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$106M1
191Czech National Bank$106M1
192Artemis Investment Management LLP$103M1
193MML INVESTORS SERVICES, LLC$102M1
194STATE OF MICHIGAN RETIREMENT SYSTEM$101M1
195Eurizon Capital SGR S.p.A.$101M1
196HUNTINGTON NATIONAL BANK$100M1
197Douglas Lane & Associates, LLC$100M1
198BRANDES INVESTMENT PARTNERS, LP$100.0M1
199Robeco Institutional Asset Management B.V.$98.8M1
200Quadrature Capital Ltd$98.0M1
201Sanctuary Advisors, LLC$97.7M1
202Daiwa Securities Group Inc.$97.2M1
203LOS ANGELES CAPITAL MANAGEMENT LLC$93.7M1
204TEACHER RETIREMENT SYSTEM OF TEXAS$93.6M1
205MetLife Investment Management, LLC$90.6M1
206COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$90.3M1
207Allworth Financial LP$89.1M1
208Welch Group, LLC$89.0M1
209WESTWOOD HOLDINGS GROUP INC$88.6M1
210BARTLETT & CO. WEALTH MANAGEMENT LLC$87.0M1
211NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$86.4M1
212D.A. DAVIDSON & CO.$86.1M1
213Zurich Insurance Group Ltd/FI$83.7M1
214Man Group plc$83.3M1
215WELCH & FORBES LLC$82.9M1
216CWM, LLC$82.5M1
217Pinnacle Financial Partners, Inc.$82.4M1
218BERKSHIRE ASSET MANAGEMENT LLC/PA$81.5M1
219STALEY CAPITAL ADVISERS INC$80.7M1
220Vest Financial, LLC$79.1M1
221WHITTIER TRUST CO$78.9M1
222Clark Capital Management Group, Inc.$78.6M1
223UMB Bank, n.a.$78.5M1
224Capital Investment Advisors, LLC$77.8M1
225IFM Investors Pty Ltd$77.1M1
226Alyeska Investment Group, L.P.$76.3M1
227Woodline Partners LP$76.3M1
228FACTORY MUTUAL INSURANCE CO$75.1M1
229NORDEA INVESTMENT MANAGEMENT AB$75.1M1
230Rafferty Asset Management, LLC$75.0M1
231GUGGENHEIM CAPITAL LLC$72.8M1
232AE Wealth Management LLC$72.2M1
233Perpetual Ltd$71.0M1
234Kestra Advisory Services, LLC$71.0M1
235Maven Securities LTD$69.9M1
236Union Bancaire Privee, UBP SA$69.8M1
237BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$66.8M1
238XPONANCE LLC$66.6M1
239MUFG Securities EMEA plc$65.1M1
240KCM INVESTMENT ADVISORS LLC$65.1M1
241GATEWAY INVESTMENT ADVISERS LLC$65.0M1
242TUDOR INVESTMENT CORP ET AL$64.9M1
243CLIFFORD SWAN INVESTMENT COUNSEL LLC$64.4M1
244BRADLEY FOSTER & SARGENT INC/CT$64.2M1
245QRG CAPITAL MANAGEMENT, INC.$64.0M1
246Varma Mutual Pension Insurance Co$63.8M1
247Gradient Investments LLC$63.8M1
248Utah Retirement Systems$63.0M1
249WATERS PARKERSON & CO., LLC$61.9M1
250Midwest Trust Co$61.6M1
251ZACKS INVESTMENT MANAGEMENT$60.1M1
252MAI Capital Management$60.0M1
253Allspring Global Investments Holdings, LLC$59.7M1
254Rakuten Investment Management, Inc.$59.0M1
255Pathstone Holdings, LLC$58.2M1
256Cresset Asset Management, LLC$57.9M1
257Americana Partners, LLC$57.5M1
258ING GROEP NV$57.5M1
259Private Advisor Group, LLC$56.6M1
260NEOS Investment Management LLC$56.4M1
261YOUSIF CAPITAL MANAGEMENT, LLC$56.3M1
262Banco Santander, S.A.$56.1M1
263HANCOCK WHITNEY CORP$56.0M1
264USS Investment Management Ltd$56.0M1
265Rossmore Private Capital$55.9M1
266Stack Financial Management, Inc$55.5M1
267STEPHENS INC /AR/$55.5M1
268Hudson Bay Capital Management LP$55.4M1
269GUYASUTA INVESTMENT ADVISORS INC$54.3M1
270CRAWFORD INVESTMENT COUNSEL INC$54.3M1
271ZWJ INVESTMENT COUNSEL INC$54.0M1
272NEW YORK LIFE INVESTMENT MANAGEMENT LLC$53.9M1
273UNITED CAPITAL FINANCIAL ADVISORS, LLC$53.4M1
274CENTRAL SECURITIES CORP$53.0M1
275BECKER CAPITAL MANAGEMENT INC$52.4M1
276SCHWARTZ INVESTMENT COUNSEL INC$52.2M1
277NISSAY ASSET MANAGEMENT CORP /JAPAN$51.6M1
278Illinois Municipal Retirement Fund$51.3M1
279Glenview Trust Co$51.0M1
280BOKF, NA$50.0M1
281Investment Management Corp of Ontario$49.9M1
282Atria Investments, Inc$49.7M1
283WESBANCO BANK INC$49.6M1
284Trexquant Investment LP$49.6M1
285Wealthfront Advisers LLC$49.5M1
286BROWN ADVISORY INC$49.0M1
287Vanguard Personalized Indexing Management, LLC$48.8M1
288FOUNDATION RESOURCE MANAGEMENT INC$48.8M1
289Federation des caisses Desjardins du Quebec$48.3M1
290Lido Advisors, LLC$48.1M1
291MANAGED ASSET PORTFOLIOS, LLC$48.1M1
292SAPIENT CAPITAL LLC$47.4M1
293HM PAYSON & CO$46.1M1
294KESTRA PRIVATE WEALTH SERVICES, LLC$46.0M1
295COUNTRY TRUST BANK$46.0M1
296TOCQUEVILLE ASSET MANAGEMENT L.P.$46.0M1
297MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$45.9M1
298ExodusPoint Capital Management, LP$44.6M1
299Aware Super Pty Ltd as trustee of Aware Super$44.4M1
300OREGON PUBLIC EMPLOYEES RETIREMENT FUND$44.4M1
301Cannell & Spears LLC$43.4M1
302PANAGORA ASSET MANAGEMENT INC$43.4M1
303U.S. Capital Wealth Advisors, LLC$43.2M1
304MEYER HANDELMAN CO$42.8M1
305DODGE & COX$42.4M1
306LAZARD ASSET MANAGEMENT LLC$42.1M1
307Mesirow Financial Investment Management, Inc.$41.5M1
308CONNING INC.$41.1M1
309OPPENHEIMER & CO INC$40.5M1
310VILLERE ST DENIS J & CO LLC$40.4M1
311DONALDSON CAPITAL MANAGEMENT, LLC$40.3M1
312WHITTIER TRUST CO OF NEVADA INC$40.1M1
313Advisors Asset Management, Inc.$39.8M1
314PINNACLE ASSOCIATES LTD$39.6M1
315IEQ CAPITAL, LLC$39.5M1
316Clearstead Advisors, LLC$39.3M1
317TD Waterhouse Canada Inc.$39.2M1
318Aquatic Capital Management LLC$39.0M1
319Argent Trust Co$38.9M1
320HB Wealth Management, LLC$38.8M1
321STOCK YARDS BANK & TRUST CO$38.7M1
322GM Advisory Group, LLC$38.6M1
323PEAK6 LLC$38.4M1
324AVITY INVESTMENT MANAGEMENT INC.$38.4M1
325AlTi Global, Inc.$38.1M1
326CAMBIAR INVESTORS LLC$37.8M1
327ASSETMARK, INC$37.7M1
328CAPITOLIS LIQUID GLOBAL MARKETS LLC$37.6M1
329American Assets Investment Management, LLC$37.2M1
330Maple Capital Management, Inc.$37.0M1
331FIRST NATIONAL BANK OF OMAHA$36.8M1
332Solus Alternative Asset Management LP$36.8M1
333MACQUARIE GROUP LTD$36.7M1
334WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$36.4M1
335Insight Wealth Strategies, LLC$36.3M1
336Verity & Verity, LLC$35.6M1
337HOWLAND CAPITAL MANAGEMENT LLC$35.5M1
338FUKOKU MUTUAL LIFE INSURANCE CO$35.3M1
339Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.$35.1M1
340MARTINGALE ASSET MANAGEMENT L P$34.8M1
341Busey Bank$34.4M1
342BRIDGEWAY CAPITAL MANAGEMENT, LLC$33.9M1
343Private Wealth Partners, LLC$33.8M1
344Concurrent Investment Advisors, LLC$33.6M1
345Madison Asset Management, LLC$33.5M1
346VIKING FUND MANAGEMENT LLC$33.4M1
347EP Wealth Advisors, LLC$33.4M1
348Sequoia Financial Advisors, LLC$33.3M1
349CREDIT AGRICOLE S A$33.1M1
350Orion Porfolio Solutions, LLC$33.1M1
351ASSOCIATED BANC-CORP$33.0M1
352LGT Group Foundation$32.9M1
353CENTRAL TRUST Co$32.8M1
354Carnegie Investment Counsel$32.8M1
355Talbot Financial, LLC$32.7M1
356Grantham, Mayo, Van Otterloo & Co. LLC$32.5M1
357DIAMOND HILL CAPITAL MANAGEMENT INC$31.9M1
358Merit Financial Group, LLC$31.8M1
359Aptus Capital Advisors, LLC$31.6M1
360Ceredex Value Advisors LLC$31.2M1
361Azimuth Capital Investment Management LLC$31.1M1
362Drummond Knight Asset Management Pty Ltd$31.1M1
363Prospera Financial Services Inc$30.8M1
364Hemenway Trust Co LLC$30.8M1
365Quintet Private Bank (Europe) S.A.$30.8M1
366Capital International, Inc./CA/$30.8M1
367GODSEY & GIBB, INC$30.5M1
368Vontobel Holding Ltd.$30.4M1
369Waverly Advisors, LLC$30.4M1
370Parallax Volatility Advisers, L.P.$30.3M1
371Curi Capital, LLC$30.0M1
372ARGENT CAPITAL MANAGEMENT LLC$30.0M1
373Annex Advisory Services, LLC$29.9M1
374Evercore Wealth Management, LLC$29.9M1
375CHOREO, LLC$29.6M1
376Nippon Life Global Investors Americas, Inc.$29.4M1
377HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$29.2M1
378DEPRINCE RACE & ZOLLO INC$29.1M1
379Cohen Klingenstein LLC$29.0M1
380ADAMS DIVERSIFIED EQUITY FUND, INC.$29.0M1
381FIRST NATIONAL TRUST CO$29.0M1
382BANQUE PICTET & CIE SA$28.7M1
383Integrated Wealth Concepts LLC$28.6M1
384Kingsview Wealth Management, LLC$28.3M1
385CASTLEARK MANAGEMENT LLC$28.3M1
386PARK NATIONAL CORP /OH/$28.0M1
387TORRAY INVESTMENT PARTNERS LLC$27.9M1
388UniSuper Management Pty Ltd$27.9M1
389FIDUCIARY TRUST CO$27.9M1
390AIA Group Ltd$27.8M1
391SUMMITRY LLC$27.8M1
392ALPS ADVISORS INC$27.7M1
393NorthCrest Asset Manangement, LLC$27.7M1
394DAVIDSON INVESTMENT ADVISORS$27.6M1
395Envestnet Portfolio Solutions, Inc.$27.6M1
396ARS Wealth Advisors Group, LLC$27.6M1
397BENJAMIN EDWARDS INC$27.3M1
398LETKO, BROSSEAU & ASSOCIATES INC$27.3M1
399NS Partners Ltd$27.3M1
400Norinchukin Bank, The$27.2M1
401Walleye Capital LLC$27.2M1
402LOWE BROCKENBROUGH & CO INC$27.1M1
403Badgley Phelps Wealth Managers, LLC$27.0M1
404Brookstone Capital Management$27.0M1
405BLB&B Advisors, LLC$26.3M1
406JANE STREET GROUP, LLC$26.3M1
407Smith Salley Wealth Management$26.2M1
408Elo Mutual Pension Insurance Co$26.1M1
409Alley Investment Management Company, LLC$26.1M1
410Calamos Wealth Management LLC$26.0M1
411CI INVESTMENTS INC.$25.7M1
412BAILARD, INC.$25.6M1
413BROWN BROTHERS HARRIMAN & CO$25.4M1
414MOODY LYNN LIEBERSON & WALKER, LLC$25.2M1
415ABSHER WEALTH MANAGEMENT, LLC$24.6M1
416RPG Investment Advisory, LLC$24.6M1
417Buckley Wealth Management, LLC$24.4M1
418CLG LLC$24.3M1
419ANCHOR CAPITAL ADVISORS LLC$24.3M1
420Tower Research Capital LLC (TRC)$24.2M1
421COLRAIN CAPITAL LLC$24.1M1
422Rokos Capital Management LLP$24.1M1
423GRANDFIELD & DODD, LLC$23.9M1
424NFJ INVESTMENT GROUP, LLC$23.9M1
425Atlantic Union Bankshares Corp$23.9M1
426SteelPeak Wealth, LLC$23.9M1
427LMCG INVESTMENTS, LLC$23.7M1
428WOODMONT INVESTMENT COUNSEL LLC$23.7M1
429Metis Global Partners, LLC$23.7M1
430KANAWHA CAPITAL MANAGEMENT LLC$23.5M1
431MIZUHO SECURITIES USA LLC$23.4M1
432BEACON INVESTMENT ADVISORY SERVICES, INC.$23.2M1
433Wilmington Savings Fund Society, FSB$23.1M1
434GREAT LAKES ADVISORS, LLC$23.0M1
435Mediolanum International Funds Ltd$23.0M1
436FARMERS & MERCHANTS INVESTMENTS INC$22.7M1
437Miramar Capital, LLC$22.5M1
438TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$22.3M1
439MEEDER ASSET MANAGEMENT INC$22.3M1
440Richard C. Young & CO., LTD.$22.1M1
441HARTFORD INVESTMENT MANAGEMENT CO$22.1M1
442Crossmark Global Holdings, Inc.$22.1M1
443Jump Financial, LLC$22.1M1
444SouthState Bank Corp$22.0M1
445Boston Trust Walden Corp$22.0M1
446Osmosis Investment Management UK Ltd$21.9M1
447PARSONS CAPITAL MANAGEMENT INC/RI$21.7M1
448One Capital Management, LLC$21.7M1
449Apollon Wealth Management, LLC$21.6M1
450Crewe Advisors LLC$21.6M1
451DDD Partners, LLC$21.5M1
452Ninety One SA (PTY) Ltd$21.4M1
453Equitable Holdings, Inc.$21.4M1
454Dynamic Advisor Solutions LLC$21.4M1
455Telos Capital Management, Inc.$21.3M1
456SKBA CAPITAL MANAGEMENT LLC$21.2M1
457COMMUNITY TRUST & INVESTMENT CO$21.0M1
458Guinness Asset Management LTD$20.8M1
459BARINGS LLC$20.8M1
460Evelyn Partners Investment Management LLP$20.7M1
461Willis Investment Counsel$20.7M1
462NORTHEAST INVESTMENT MANAGEMENT$20.6M1
463FLPUTNAM INVESTMENT MANAGEMENT CO$20.6M1
464National Mutual Insurance Federation of Agricultural Cooperatives$20.5M1
465BEESE FULMER INVESTMENT MANAGEMENT, INC.$20.3M1
466Mengis Capital Management, Inc.$20.3M1
467INTACT INVESTMENT MANAGEMENT INC.$20.1M1
468Brevan Howard Capital Management LP$20.1M1
469Moors & Cabot, Inc.$20.1M1
470First Nebraska Trust Co$20.0M1
471Vestmark Advisory Solutions, Inc.$19.9M1
472Aventail Capital Group, LP$19.8M1
473BALYASNY ASSET MANAGEMENT L.P.$19.7M1
474Palisade Asset Management, LLC$19.5M1
475Maryland State Retirement & Pension System$19.5M1
476Savant Capital, LLC$19.5M1
477Turas Capital Management LP$19.3M1
478ABN AMRO INVESTMENT SOLUTIONS$19.3M1
479TD PRIVATE CLIENT WEALTH LLC$19.2M1
480Mutual Advisors, LLC$19.2M1
481TCV Trust & Wealth Management, Inc.$19.2M1
482FIRST CITIZENS BANK & TRUST CO$19.1M1
483Mirador Capital Partners LP$19.1M1
484DAYMARK WEALTH PARTNERS, LLC$19.0M1
485BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$18.9M1
486Southeast Asset Advisors, LLC$18.8M1
487Moran Wealth Management, LLC$18.7M1
488SHELTON CAPITAL MANAGEMENT$18.7M1
489UNITED BANK$18.7M1
490New Age Alpha Advisors, LLC$18.6M1
491ATALANTA SOSNOFF CAPITAL, LLC$18.6M1
492EAGLE GLOBAL ADVISORS LLC$18.6M1
493Goelzer Investment Management, Inc.$18.4M1
494Bleakley Financial Group, LLC$18.4M1
495Geneos Wealth Management Inc.$18.4M1
496Stratos Wealth Partners, LTD.$18.3M1
497TOKIO MARINE ASSET MANAGEMENT CO LTD$18.3M1
498CARRET ASSET MANAGEMENT, LLC$18.1M1
499NOMURA HOLDINGS INC$18.1M1
500GENERAL AMERICAN INVESTORS CO INC$17.9M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)8 buy / 13 sell
Congress net ($ bound)−$464K to $50.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CVX

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CVX
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits
CO-OCCURRENCE≥4 distinct members disclosed the same ticker, same side, within a 14-day trade-date window1 hit

Every rule, with its definition →

Planned modules for CVX · financials and macro

Financials — as filed PLANNED

CVX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CVX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing