Institutional Owners for CVX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PENDAL GROUP LTD | COM | 3201 | $695,703 | 3,876 | 0.00 | 0.01 | -385 | -9.04 | 12-31-2022 |
| WASHBURN CAPITAL MANAGEMENT INC | COM | 3202 | $652,054 | 3,867 | 0.00 | 0.00 | -2,456 | -38.84 | 09-30-2023 |
| BORDEAUX WEALTH ADVISORS LLC | COM | 3203 | $576,615 | 3,866 | 0.00 | 0.00 | 89 | 2.36 | 12-31-2023 |
| HELEN STEPHENS GROUP LLC | COM | 3204 | $576,242 | 3,863 | 0.00 | 0.00 | -286 | -6.89 | 12-31-2023 |
