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CHEVRON CORP NEW
CHEVRON CORP NEW. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 1,930 Institutional holders with a total value of $109,566,968,400.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Concert Wealth Management Inc. 200 0 0.00% Put
2 Concert Wealth Management Inc. 800 0 0.00% Call
3 MAPLELANE CAPITAL, LLC 1 0 0.00%
4 Creative Planning 1,000 0 0.00% Call
5 M&T BANK CORP 400 0 0.00% Call
6 AllSquare Wealth Management LLC 16 1,000 0.00%
7 TORTOISE CAPITAL ADVISORS, L.L.C. 18 2,000 0.00%
8 PATHSTONE FAMILY OFFICE, LLC 1,000 2,000 0.00% Put
9 HEFTY WEALTH PARTNERS 29 2,000 0.00%
10 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 29 3,000 0.00%
11 Horrell Capital Management, Inc. 28 3,000 0.00%
12 ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. 35 3,000 0.00%
13 MANDATUM LIFE INSURANCE CO LTD 44 4,000 0.00%
14 WOLVERINE ASSET MANAGEMENT LLC 123 5,000 0.00% Call
15 Beacon Capital Management, Inc. 55 5,000 0.00%
16 HighTower Advisors, LLC 3,600 5,000 0.00% Put
17 Bluefin Trading, LLC 29,900 7,000 0.00% Put
18 Capital Advisors, Ltd. LLC 92 8,000 0.00%
19 Cranbrook Wealth Management, LLC 86 8,000 0.00%
20 Commonwealth Financial Services, LLC 119 11,000 0.00%
21 SeaBridge Investment Advisors LLC 150 13,000 0.00%
22 Rothschild & Co Wealth Management UK Ltd 145 13,000 0.00%
23 CKW FINANCIAL GROUP 155 14,000 0.00%
24 Lloyds Banking Group plc 169 15,000 0.00%
25 Stonehage Fleming Financial Services Holdings Ltd 183 16,000 0.00%
26 WESPAC ADVISORS SOCAL, LLC 193 17,000 0.00%
27 Winfield Associates, Inc. 200 18,000 0.00%
28 TAYLOR WEALTH MANAGEMENT PARTNERS 200 18,000 0.00%
29 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 18,000 0.00%
30 ROBLE, BELKO & COMPANY, INC 220 20,000 0.00%
31 DELPHI PRIVATE ADVISORS LLC 221 20,000 0.00%
32 ASSET PLANNING SERVICES, LTD. 220 20,000 0.00%
33 Stevens First Principles Investment Advisors 254 23,000 0.00%
34 Catamount Wealth Management 261 23,000 0.00%
35 POPE ASSET MANAGEMENT, LLC 2,400 24,000 0.00%
36 THOMPSON DAVIS & CO., INC. 285 26,000 0.00%
37 Bank of New York Mellon Corp 300 27,000 0.00% Call
38 MOISAND FITZGERALD TAMAYO, LLC 300 27,000 0.00%
39 US FINANCIAL ADVISORS, LLC 337 30,000 0.00%
40 Hedeker Wealth, LLC 352 31,000 0.00%
41 Mitsubishi UFJ Securities Holdings Co., Ltd. 350 31,000 0.00%
42 D. SCOTT NEAL, INC. 400 36,000 0.00%
43 Global X Management CO LLC 397 36,000 0.00%
44 CLEARY GULL HOLDINGS INC. 400 36,000 0.00%
45 Lenox Wealth Advisors, LLC 421 38,000 0.00%
46 TD Securities (USA) LLC 423 38,000 0.00%
47 EDMOND DE ROTHSCHILD (EUROPE) 445 40,000 0.00%
48 REGAL WEALTH GROUP, INC. 871 41,000 0.00%
49 Oldfield Partners LLP 470 42,000 0.00% SH
50 WELLS FARGO & COMPANY/MN 20,000 43,000 0.00% Call
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.