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

Institutional Holders (2016Q3)
Portfolio Summary: 1,971 Institutional holders with a total value of $125,174,637,797.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Concert Wealth Management Inc. 700 0 0.00% Call
2 M&T BANK CORP 2 0 0.00% Call
3 Concert Wealth Management Inc. 200 0 0.00% Put
4 AllSquare Wealth Management LLC 8 1,000 0.00%
5 DRIEHAUS CAPITAL MANAGEMENT LLC 1,000 1,000 0.00% Put
6 TORTOISE CAPITAL ADVISORS, L.L.C. 18 2,000 0.00%
7 ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. 35 3,000 0.00%
8 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 29 3,000 0.00%
9 Horrell Capital Management, Inc. 28 3,000 0.00%
10 TD Capital Management LLC 34 3,000 0.00%
11 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 39 4,000 0.00%
12 Lloyds Banking Group plc 45 4,000 0.00%
13 Creative Planning 200 4,000 0.00% Call
14 Daiwa SB Investments Ltd. 60 6,000 0.00%
15 Cranbrook Wealth Management, LLC 86 9,000 0.00%
16 Capital Advisors, Ltd. LLC 83 9,000 0.00%
17 Bluefin Trading, LLC 43,800 10,000 0.00% Put
18 RPG FAMILY WEALTH ADVISORY, LLC 104 10,703 0.00%
19 NewSquare Capital LLC 124 13,000 0.00%
20 Bluefin Trading, LLC 5,000 14,000 0.00% Call
21 SeaBridge Investment Advisors LLC 150 15,000 0.00%
22 Commonwealth Financial Services, LLC 158 16,000 0.00%
23 CKW FINANCIAL GROUP 157 16,000 0.00%
24 HERNDON CAPITAL MANAGEMENT LLC 174 18,000 0.00%
25 WESPAC ADVISORS SOCAL, LLC 193 19,864 0.00%
26 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 193 20,000 0.00%
27 Live Your Vision, LLC 200 21,000 0.00%
28 TAYLOR WEALTH MANAGEMENT PARTNERS 200 21,000 0.00%
29 ROBLE, BELKO & COMPANY, INC 220 23,000 0.00%
30 ASSET PLANNING SERVICES, LTD. 227 23,000 0.00%
31 HAP Trading, LLC 32,800 25,000 0.00% Put
32 Stevens First Principles Investment Advisors 254 26,000 0.00%
33 DELPHI PRIVATE ADVISORS LLC 303 31,000 0.00%
34 HEFTY WEALTH PARTNERS 340 34,000 0.00%
35 Tower Research Capital LLC (TRC) 350 36,000 0.00%
36 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 366 38,000 0.00%
37 Ironwood Financial, llc 368 38,000 0.00%
38 Camarda Financial Advisors, LLC 390 40,000 0.00%
39 PATHSTONE FAMILY OFFICE, LLC 403 42,000 0.00%
40 Elite Wealth Management, Inc. 405 42,000 0.00%
41 Franklin, Parlapiano, Turner & Welch, LLC 406 42,000 0.00%
42 KELMAN-LAZAROV, INC. 450 45,571 0.00%
43 GUIDANT WEALTH ADVISORS 450 46,000 0.00%
44 HAP Trading, LLC 33,100 48,000 0.00% Call
45 Orion Porfolio Solutions, LLC 525 54,000 0.00%
46 RAYMOND JAMES & ASSOCIATES 43,400 59,000 0.00% Call
47 EDMOND DE ROTHSCHILD (MONACO) 580 60,000 0.00%
48 Ionic Capital Management LLC 595 61,000 0.00%
49 Ruggie Capital Group 591 61,000 0.00%
50 Invesco Ltd. 600 62,000 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.