Institutional Owners for CVX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUREVEST LLC | COM | 1201 | $4,964,000 | 34,550 | 1.35 | 1.33 | -593 | -1.69 | 09-30-2022 |
| AMERITAS ADVISORY SERVICES LLC | COM | 1202 | $5,210,917 | 34,519 | 0.00 | 0.00 | -1,587 | -4.40 | 12-31-2023 |
| CONCENTRIC WEALTH MANAGEMENT LLC | COM | 1203 | $4,974,000 | 34,357 | 1.68 | 1.67 | -1,192 | -3.35 | 06-30-2022 |
| SUNBELT SECURITIES INC | Stock | 1204 | $5,413,393 | 34,318 | 0.00 | 0.00 | 2,206 | 6.87 | 03-31-2024 |
