How many institutions own CVX stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CVX shares is 4410, representing 58.97% of the company's common stock.

Who are the major shareholders selling Chevron Corporation stock?

UBS GROUP AG, in the last quarter, reduced its stake in CVX by -28.61% restricting it's holding to 11.09 million shares of worth nearly $1.72B. ROYAL BANK OF CANADA also lessened -47.8% of the CVX shares from its portfolio, reducing its holding to 11.22 million shares of worth $1.74B. SUSQUEHANNA INTERNATIONAL GROUP, LLP also shunned CVX shares holding by -23.48% last quarter which brought its holding to 4.09 million shares worth $634.72M.

Investors who are buying CVX stock?

As per its latest 13F filing, CAPITAL WEALTH PLANNING, LLC increased its stake in CVX by 4.42% in the last quarter. The institutional holder raised its holding to 2.57 million shares having worth more than $399.77M. RAYMOND JAMES FINANCIAL INC also added 12.1% more shares of CVX to its portfolio, raising its holding to 7.1 million shares of worth $1.10B. UBS ASSET MANAGEMENT AMERICAS INC also increased its CVX shares holding by 2.34% which brought its holding to 8.62 million shares worth $1.34B.

CVX's major insiders: who are they?

The insider with the most stakes in CVX is HESS JOHN B , director at the company. Additionally, CVX stock is highly held by director MOORMAN CHARLES W and director GAST ALICE P among others.

Did an insider recently sell CVX stock?

Company executives, directors, and other insiders own 6.03% percent of Chevron Corporation's stock. Within the last six months, there have been 8 transaction(s) in which CVX insiders have sold stock, totaling 484.53K shares. Insiders that have sold shares include KNOWLES ALANA K, WIRTH MICHAEL K, and BONNER EIMEAR P.

Which insider recently purchased CVX stock?

There have been 0 transaction(s) during the past 6-months in which Chevron Corporation insiders have bought stock, totalling 0 shares

How much of CVX does insiders own?

Around 3.41M Chevron Corporation shares are held by insiders, which represents about 6.03% of CVX stock.

Who is the insider with the largest stake?

CVX director, HESS JOHN B holds the largest portfolio of the company's shares. CVX shares owned by HESS total nearly 853.05 thousand.

Which institution holds the most shares in CVX?

CAPITAL WEALTH PLANNING, LLC is the largest institutional owner in CVX which holds 2.57 million shares worth $399.77M or 0.15% of the total CVX shares outstanding followed by RAYMOND JAMES FINANCIAL INC with ownership of 7.1 million shares representing 0.41% of the CVX ownership. UBS ASSET MANAGEMENT AMERICAS INC is the third largest stakeholder with 8.62 million shares or 0.5% of the ownership worth more than $1.34B.

Is Chevron Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CVX is concerned, it is a stock which is optionable.

Is there a short position on CVX's shares?

Number of CVX shares short is 18.12M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CVX shares are there?

As of today, 2.01B shares of CVX are outstanding.

Is there many float in CVX stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CVX has 1.61B shares in float.

CVX short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CVX is 2.24.

Chevron (CVX) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.9

Short Percent Of Float0.9

Shares Outstanding2.01B

Shares Float1.61B

Shares Short18.12M

Short Ratio2.24

0.9%

Short % of Float

0.9%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

6.03% Percentage of Shares held by All Insiders

58.97% Percentage of Shares held by All Institutions

62.76% Percentage of Float held by Institutions

4410

Number of Institutions Holding Shares

Institutional Ownership

About 58.97% of CVX shares are held by financial institutions. CAPITAL WEALTH PLANNING, LLC is the top corporate investor, holding 2.57M shares valued at $399.77M. A 0.15% stake in Chevron Corporation is owned by the company. RAYMOND JAMES FINANCIAL INC owns 7.1M shares valued at $1.10B, which translates its holding of 0.41% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.15%	2.57M	399.77M	108.89K	+4.42%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	7.1M	1.1B	766.9K	+12.10%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.5%	8.62M	1.34B	196.9K	+2.34%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.53%	9.13M	1.42B	2.22M	+32.11%
Sep 30, 2025	NUVEEN, LLC	0.55%	9.5M	1.47B	1.25M	+15.14%
Sep 30, 2025	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.77%	13.33M	2.07B	0	0
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.87%	15.11M	2.35B	3.35M	+28.48%
Sep 30, 2025	INVESCO LTD.	0.97%	16.87M	2.62B	1.46M	+9.51%
Sep 30, 2025	FRANKLIN RESOURCES INC	1.04%	18M	2.8B	238.51K	+1.34%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	3.34M	518.41M	1.01M	+43.10%
Sep 30, 2025	RHUMBLINE ADVISERS	0.19%	3.34M	519.28M	486.61K	+17.03%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.2%	3.48M	539.8M	357.87K	+11.48%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.21%	3.59M	556.91M	5.05K	+0.14%
Sep 30, 2025	UBS GROUP AG	0.64%	11.09M	1.72B	-4.44M	-28.61%
Sep 30, 2025	ROYAL BANK OF CANADA	0.65%	11.22M	1.74B	-10.27M	-47.80%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.62%	28.05M	4.36B	2.05M	+7.89%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	3.59M	557.14M	731.93K	+25.63%
Sep 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.22%	3.79M	588.07M	2.89M	+322.44%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.23%	4.02M	624.4M	264.5K	+7.04%
Sep 30, 2025	LPL FINANCIAL LLC	0.24%	4.1M	636.52M	435.56K	+11.89%
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.37%	6.36M	988.08M	6.36M	+100.00%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.12%	19.32M	3B	4.62M	+31.38%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.13%	19.63M	3.05B	4.28M	+27.89%
Sep 30, 2025	JPMORGAN CHASE & CO	1.22%	21.15M	3.28B	83.41K	+0.40%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.23%	4.06M	630.52M	396.85K	+10.83%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	4.09M	634.72M	-1.25M	-23.48%
Sep 30, 2025	FAYEZ SAROFIM & CO	0.41%	7.05M	1.1B	1.25M	+21.61%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.24%	4.22M	655.32M	739.25K	+21.24%
Sep 30, 2025	NORTHERN TRUST CORP	1.31%	22.72M	3.53B	3.01M	+15.25%
Sep 30, 2025	BESSEMER GROUP INC	0.21%	3.7M	573.99M	633.72K	+20.69%
Sep 30, 2025	HSBC HOLDINGS PLC	0.22%	3.76M	583.03M	521.47K	+16.11%
Sep 30, 2025	BARCLAYS PLC	0.25%	4.25M	659.43M	1.24M	+41.10%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	4.89M	759.42M	739.73K	+17.82%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	4.89M	759.62M	389.69K	+8.66%
Sep 30, 2025	MORGAN STANLEY	2.11%	36.61M	5.68B	3.05M	+9.08%
Sep 30, 2025	BAHL & GAYNOR INC	0.13%	2.26M	351.45M	23.18K	+1.03%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.14%	2.38M	370.01M	-16.15K	-0.67%
Sep 30, 2025	ACR ALPINE CAPITAL RESEARCH, LLC	0.14%	2.47M	383.81M	52.42K	+2.17%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.15%	2.59M	401.62M	810.09K	+45.61%
Sep 30, 2025	CITIGROUP INC	0.15%	2.59M	402M	-837.94K	-24.45%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.17%	2.92M	452.69M	280.58K	+10.65%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.17%	2.93M	455.3M	825.54K	+39.19%
Sep 30, 2025	PACER ADVISORS, INC.	0.17%	2.98M	462.27M	-384.24K	-11.43%
Sep 30, 2025	FEDERATED HERMES, INC.	0.19%	3.22M	500.75M	186.9K	+6.15%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.19%	3.23M	501.55M	32.96K	+1.03%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.22%	3.77M	585.99M	3.23M	+595.23%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.03%	35.08M	5.45B	302.75K	+0.87%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.51%	43.48M	6.72B	6.64M	+18.02%
Sep 30, 2025	BERKSHIRE HATHAWAY INC	7.05%	122.06M	18.96B	0	0
Sep 30, 2025	BLACKROCK, INC.	8.03%	139.1M	21.6B	20.11M	+16.90%
Sep 30, 2025	VANGUARD GROUP INC	10.61%	183.79M	28.54B	27.96M	+17.94%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.22%	21.15M	3.28B	325.26K	+1.56%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.22%	3.89M	603.54M	-157.02K	-3.88%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.23%	3.94M	611.95M	478.73K	+13.83%
Sep 30, 2025	DEUTSCHE BANK AG\	0.23%	4.01M	622.05M	500.82K	+14.29%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.24%	4.16M	645.95M	659.34K	+18.84%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.03%	17.83M	2.77B	2.64M	+17.41%
Sep 30, 2025	STATE STREET CORP	8.81%	152.61M	23.7B	12.79M	+9.15%
Sep 30, 2025	FMR LLC	0.59%	10.29M	1.6B	6.23M	+153.85%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.68%	11.71M	1.82B	-1.59M	-11.99%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.57%	9.79M	1.52B	1.9M	+24.05%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.63%	10.89M	1.69B	1.82M	+20.03%
Sep 30, 2025	AMUNDI	0.68%	11.76M	1.81B	3.46M	+41.75%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.08%	18.65M	2.9B	537.24K	+2.97%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.14%	2.5M	388.33M	1.11M	+80.27%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.15%	2.54M	394.78M	328.21K	+14.82%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.15%	2.55M	395.95M	8.71K	+0.34%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.09%	1.53M	219.77M	-495.14K	-24.39%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.18%	3.12M	446.5B	-669.04K	-17.67%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.13%	2.33M	334.04B	-99.32K	-4.08%
Jun 30, 2025	PENTWATER CAPITAL MANAGEMENT LP	0.13%	2.31M	330.05M	1.21M	+109.55%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.11%	1.98M	283.9B	-43.18K	-2.13%
Jun 30, 2025	MARSHALL WACE, LLP	0.09%	1.53M	219.74M	666.07K	+76.69%
Jun 30, 2025	COLONY GROUP, LLC	0.08%	1.4M	200.36M	28.14K	+2.05%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.08%	1.39M	198.63M	-26.11K	-1.85%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.07%	1.26M	180.11M	21.87K	+1.77%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	1.25M	179.18M	-78.43K	-5.90%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.06%	979.84K	140.3M	979.84K	+100.00%
Jun 30, 2025	HAVERFORD TRUST CO	0.06%	967.67K	138.56M	4.47K	+0.46%
Jun 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.05%	923.03K	132.17M	-45.49K	-4.70%
Jun 30, 2025	ABRDN PLC	0.05%	906.18K	129.76M	49.24K	+5.75%
Jun 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.05%	896.45K	128.36M	896.45K	+100.00%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.05%	887.63K	127.1M	-301.73K	-25.37%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.05%	886.53K	126.94M	-73.03K	-7.61%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.05%	876.57K	125.52M	84.25K	+10.63%
Jun 30, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.05%	873.27K	125.04M	-19.71K	-2.21%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.05%	856.84K	122.69M	-19.66K	-2.24%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.05%	845.64K	121.09M	111.3K	+15.16%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.05%	832.8K	119.69M	135.79K	+19.48%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.05%	823.38K	117.9M	8.82K	+1.08%
Jun 30, 2025	COMMERZBANK AKTIENGESELLSCHAFT /FI	0.05%	820.35K	117.47M	256.21K	+45.42%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.2%	20.83M	2.98B	378.94K	+1.85%
Jun 30, 2025	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.77%	13.33M	1.91B	0	0
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.77%	13.3M	1.9B	-1.56M	-10.50%
Jun 30, 2025	AMUNDI	0.48%	8.3M	1.23B	-261.92K	-3.06%
Jun 30, 2025		0.48%	8.25M	1.18B	105.34K	+1.29%
Jun 30, 2025	NATIXIS	0.06%	1.07M	153.74M	987.22K	+1,141.76%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	1.04M	153.95M	-96.12K	-8.48%
Jun 30, 2025	M&T BANK CORP	0.06%	984.55K	140.98M	-29.38K	-2.90%
Jun 30, 2025	BERKSHIRE HATHAWAY INC	7.05%	122.06M	17.48B	3.45M	+2.91%
Jun 30, 2025	BLACKROCK, INC.	6.87%	118.99M	17.04B	-3.79M	-3.09%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.15%	2.54M	364.14M	53.53K	+2.15%
Jun 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.14%	2.47M	353.03M	204.34K	+9.04%
Jun 30, 2025	ACR ALPINE CAPITAL RESEARCH, LLC	0.14%	2.42M	346.4M	225.58K	+10.28%
Jun 30, 2025	NORTHERN TRUST CORP	1.14%	19.72M	2.82B	-777.77K	-3.79%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.21%	3.72M	26M	3.7M	+14,194.23%
Jun 30, 2025	NORGES BANK	1.1%	19.01M	2.72B	19.01M	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.21%	3.66M	524.56M	109.95K	+3.09%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.21%	3.66M	524.54M	-351.93K	-8.77%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.21%	3.58M	512.79M	-364.82K	-9.25%
Jun 30, 2025	PACER ADVISORS, INC.	0.19%	3.36M	481.27M	-85.36K	-2.48%
Jun 30, 2025	BESSEMER GROUP INC	0.18%	3.06M	438.52M	-7	0.00%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.15%	2.54M	363.85M	-70.04K	-2.68%
Jun 30, 2025	BAHL & GAYNOR INC	0.13%	2.24M	320.74M	-31.55K	-1.39%
Jun 30, 2025	LONDON CO OF VIRGINIA	0.12%	2.11M	301.65M	455.83K	+27.61%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.12%	2.11M	301.62M	214.58K	+11.34%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.11%	1.95M	279.66M	12.39K	+0.64%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.11%	1.91M	274.67M	-229.33K	-10.71%
Jun 30, 2025	MARINER, LLC	0.11%	1.83M	262.5M	151.01K	+8.98%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.1%	1.78M	254.33M	-322.85K	-15.38%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.1%	1.7M	243.02M	-8.32K	-0.49%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	1.6M	229.61M	-93.34K	-5.50%
Jun 30, 2025	AVIVA PLC	0.07%	1.27M	182.26M	82.46K	+6.93%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.07%	1.14M	163M	-39.85K	-3.38%
Jun 30, 2025	KOREA INVESTMENT CORP	0.07%	1.13M	162.24M	-125.42K	-9.97%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.06%	1.11M	159.03M	-61.59K	-5.25%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.07%	1.24M	177.53M	75.45K	+6.48%
Jun 30, 2025	CERITY PARTNERS LLC	0.07%	1.22M	175.19M	-21.79K	-1.75%
Jun 30, 2025	TORONTO DOMINION BANK	0.07%	1.22M	174.83M	624.52K	+104.71%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	1.16M	177.06M	-38.05K	-3.19%
Jun 30, 2025	DAVENPORT & CO LLC	0.07%	1.15M	164.45M	-21.27K	-1.82%
Jun 30, 2025	JPMORGAN CHASE & CO	1.22%	21.07M	3.02B	-1.94M	-8.44%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.05%	18.12M	2.59B	66.95K	+0.37%
Jun 30, 2025	FRANKLIN RESOURCES INC	1.03%	17.76M	2.54B	370.29K	+2.13%
Jun 30, 2025	UBS GROUP AG	0.9%	15.54M	2.22B	1.33M	+9.35%
Jun 30, 2025	INVESCO LTD.	0.89%	15.4M	2.21B	-454.48K	-2.87%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.89%	15.35M	2.2B	-838.68K	-5.18%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.88%	15.18M	2.17B	-789.62K	-4.94%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.85%	14.71M	2.11B	2.39M	+19.45%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.68%	11.76M	1.68B	-521.7K	-4.25%
Jun 30, 2025	HSBC HOLDINGS PLC	0.19%	3.24M	463.46M	-227.78K	-6.58%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	4.83%	83.71M	13.21M	83.7M	+652,139.47%
Jun 30, 2025	NUVEEN, LLC	0.48%	8.25M	1.18B	105.34K	+1.29%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	5.34M	764.88M	1.83M	+52.02%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	4.5M	644.62M	-269.37K	-5.65%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	4.15M	594.32M	-24.4K	-0.58%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.23%	4.04M	578.94M	17.39K	+0.43%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.52%	9.07M	1.3B	311.87K	+3.56%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.46%	7.9M	1.13B	-453.19K	-5.43%
Jun 30, 2025	FMR LLC	0.23%	4.05M	580.22M	-7.09K	-0.17%
Jun 30, 2025	ROYAL BANK OF CANADA	1.24%	21.49M	3.08B	11.1M	+106.81%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.4%	6.91M	989.08M	-293.84K	-4.08%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	6.34M	907.22M	-1.23M	-16.24%
Jun 30, 2025	FAYEZ SAROFIM & CO	0.33%	5.8M	835.61M	-208.28K	-3.47%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	3.76M	537.87M	-96.09K	-2.49%
Jun 30, 2025	VANGUARD GROUP INC	9%	155.83M	22.31B	-557.21K	-0.36%
Jun 30, 2025	STATE STREET CORP	8.07%	139.82M	20.02B	-4.56M	-3.16%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.13%	36.84M	5.25B	-510.47K	-1.37%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.01%	34.77M	4.98B	1.34M	+4.02%
Jun 30, 2025	MORGAN STANLEY	1.94%	33.56M	4.81B	-523.48K	-1.54%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.5%	25.99M	3.72B	-359.8K	-1.37%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.49%	8.42M	1.21B	-77.94K	-0.92%
Jun 30, 2025	DEUTSCHE BANK AG\	0.2%	3.5M	501.87M	-72.96K	-2.04%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.2%	3.5M	501.21M	-17.75K	-0.50%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	3.48M	498.41M	141.09K	+4.22%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.2%	3.46M	495.72M	133.87K	+4.02%
Jun 30, 2025	CITIGROUP INC	0.2%	3.43M	490.66M	-325.02K	-8.66%
Mar 31, 2025	CITADEL ADVISORS LLC	0.2%	3.56M	595.75M	26.5K	+0.75%
Mar 31, 2025	LPL FINANCIAL LLC	0.2%	3.55M	594.45M	215.3K	+6.45%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.2%	3.52M	588.53M	345.87K	+10.90%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	3.51M	587.81M	-1.29M	-26.79%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.7%	12.28M	2.05B	40.76K	+0.33%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.48%	8.35M	1.4B	-422.55K	-4.82%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.49%	8.5M	1.42B	573.07K	+7.23%
Mar 31, 2025	GQG PARTNERS LLC	0.5%	8.77M	1.47B	8.77M	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.6%	10.39M	1.74B	475.41K	+4.79%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.71%	12.31M	2.06B	-1.44M	-10.49%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	4.77M	798.19M	104.18K	+2.23%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.23%	3.95M	660.13M	-129.88K	-3.19%
Mar 31, 2025	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.76%	13.33M	2.23B	0	0
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.85%	14.86M	2.49B	782.88K	+5.56%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.92%	15.97M	2.67B	-744.5K	-4.45%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.93%	16.19M	2.71B	-310.78K	-1.88%
Mar 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	3.34M	558.69M	305.67K	+10.07%
Mar 31, 2025	PACER ADVISORS, INC.	0.2%	3.45M	576.55M	-415.77K	-10.77%
Mar 31, 2025	HSBC HOLDINGS PLC	0.2%	3.46M	579.91M	-551.76K	-13.74%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.5%	8.76M	1.47B	-10.78K	-0.12%
Mar 31, 2025	BARCLAYS PLC	0.23%	4.1M	685.5M	850.87K	+26.21%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	4.17M	698.44M	-55.7K	-1.32%
Mar 31, 2025	FAYEZ SAROFIM & CO	0.34%	6M	1.01B	-240.39K	-3.85%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.41%	7.2M	1.2B	-380.72K	-5.02%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	7.56M	1.27B	409.17K	+5.72%
Mar 31, 2025	FRANKLIN RESOURCES INC	1%	17.39M	2.91B	114.2K	+0.66%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.03%	18.05M	3.02B	28.6K	+0.16%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.17%	20.45M	3.42B	555.02K	+2.79%
Mar 31, 2025	NORTHERN TRUST CORP	1.17%	20.49M	3.43B	23.08K	+0.11%
Mar 31, 2025	UBS GROUP AG	0.81%	14.21M	2.38B	-322.63K	-2.22%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	3.85M	644.48M	-11.19K	-0.29%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.23%	4.03M	668.69M	128.95K	+3.31%
Mar 31, 2025	FMR LLC	0.23%	4.06M	679.06M	192.74K	+4.99%
Mar 31, 2025		0.47%	8.14M	1.36B	8.14M	+100.00%
Mar 31, 2025	AMUNDI	0.49%	8.56M	1.34B	-247.81K	-2.81%
Mar 31, 2025	INVESCO LTD.	0.91%	15.86M	2.65B	827.85K	+5.51%
Mar 31, 2025	MORGAN STANLEY	1.95%	34.08M	5.7B	-384.04K	-1.11%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.14%	37.35M	6.23B	1.08M	+2.98%
Mar 31, 2025	BERKSHIRE HATHAWAY INC	6.8%	118.61M	19.84B	0	0
Mar 31, 2025	BLACKROCK, INC.	7.04%	122.78M	20.54B	1.14M	+0.93%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.92%	33.43M	5.59B	1.57M	+4.94%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.51%	26.35M	4.41B	1.03M	+4.08%
Mar 31, 2025	JPMORGAN CHASE & CO	1.32%	23.01M	3.85B	1.65M	+7.71%
Mar 31, 2025	STATE STREET CORP	8.28%	144.38M	24.15B	-5.3M	-3.54%
Mar 31, 2025	VANGUARD GROUP INC	8.96%	156.39M	26.16B	-581.95K	-0.37%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.22%	3.79M	633.57M	770.77K	+25.55%
Mar 31, 2025	CITIGROUP INC	0.22%	3.75M	627.61M	1.19M	+46.48%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.23%	4.01M	671.47M	441.24K	+12.35%
Mar 31, 2025	DEUTSCHE BANK AG\	0.21%	3.58M	598.54M	-649.01K	-15.35%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.01%	18.88M	2.98B	701.32K	+3.86%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.97%	17.86M	2.82B	9.26M	+107.73%
Mar 31, 2024	BERKSHIRE HATHAWAY INC	6.68%	122.98M	19.4B	-3.11M	-2.47%
Mar 31, 2024	MORGAN STANLEY	1.92%	35.8M	5.65B	1.39M	+4.03%
Mar 31, 2024	STATE STREET CORP	6.61%	123.06M	19.41B	-1.48M	-1.18%
Mar 31, 2024	CITIGROUP INC	0.12%	2.3M	362.39M	-116.5K	-4.83%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.13%	2.39M	377.71M	353.86K	+17.34%
Mar 31, 2024	CREDIT SUISSE AG/	0.13%	2.45M	385.82M	-111.59K	-4.36%
Mar 31, 2024	DIAMOND HILL CAPITAL MANAGEMENT INC	0.13%	2.49M	393.31M	59.92K	+2.46%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.13%	2.49M	393.55M	153.85K	+6.57%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.14%	2.58M	407.2M	-22.51K	-0.86%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.14%	2.61M	410.93M	-35.04K	-1.33%
Mar 31, 2024	LPL FINANCIAL LLC	0.14%	2.64M	416.05M	97.56K	+3.84%
Mar 31, 2024	BAHL & GAYNOR INC	0.14%	2.7M	425.52M	-49.83K	-1.81%
Mar 31, 2024	CAPITAL WEALTH PLANNING, LLC	0.15%	2.84M	448.64M	79.84K	+2.89%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.15%	2.87M	452.45M	-1.99M	-41.01%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.16%	2.95M	465.03M	70.03K	+2.43%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.16%	2.98M	469.82M	198.72K	+7.15%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.17%	3.11M	567.81M	-321.34K	-9.37%
Mar 31, 2024	PACER ADVISORS, INC.	0.17%	3.14M	495.62M	361.49K	+13.00%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.17%	3.19M	502.66M	-248.89K	-7.24%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.6%	29.7M	4.68B	2.11M	+7.63%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.89%	16.46M	2.6B	839.05K	+5.37%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.89%	16.61M	2.62B	527.55K	+3.28%
Mar 31, 2024	CAPITAL WORLD INVESTORS	0.87%	16.01M	2.53B	495.88K	+3.20%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.87%	16.1M	2.54B	654.48K	+4.24%
Mar 31, 2024	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.72%	13.33M	2.1B	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.7%	12.94M	2.04B	-872.47K	-6.32%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.69%	12.89M	2.03B	-418.56K	-3.14%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.27%	5.08M	801.28M	-117.19K	-2.25%
Mar 31, 2024	HSBC HOLDINGS PLC	0.27%	5.05M	797.02M	821.78K	+19.42%
Mar 31, 2024	FAYEZ SAROFIM & CO	0.27%	4.91M	774.99M	-273.1K	-5.27%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	4.93M	777.11M	-180.3K	-3.53%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	4.69M	739.82M	-109.17K	-2.27%
Mar 31, 2024	CITADEL ADVISORS LLC	0.24%	4.45M	702.34M	1.24M	+38.52%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	4.02M	633.94M	-12.77K	-0.32%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.21%	3.97M	626.01M	289.69K	+7.87%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.21%	3.86M	608.7M	-188.71K	-4.66%
Mar 31, 2024	FMR LLC	0.2%	3.81M	600.47M	-2M	-34.40%
Mar 31, 2024	BESSEMER GROUP INC	0.2%	3.71M	585.75M	-365.67K	-8.96%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	3.72M	586.46M	-298.76K	-7.44%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.19%	3.48M	549.53M	463.3K	+15.34%
Mar 31, 2024	RHUMBLINE ADVISERS	0.18%	3.28M	518.13M	-51.27K	-1.54%
Mar 31, 2024	AMUNDI	0.61%	11.19M	1.76B	-509.71K	-4.36%
Mar 31, 2024	ROYAL BANK OF CANADA	0.55%	10.15M	1.6B	-680.95K	-6.29%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.5%	9.34M	1.47B	-3.53M	-27.44%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.5%	9.22M	1.45B	-419.88K	-4.36%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.48%	8.92M	1.41B	-1.97M	-18.10%
Mar 31, 2024	UBS GROUP AG	0.48%	8.98M	1.42B	1.5M	+20.12%
Mar 31, 2024	BARCLAYS PLC	0.38%	7.08M	1.12B	1.14M	+19.30%
Mar 31, 2024	JPMORGAN CHASE & CO	1.63%	30.32M	4.78B	4.62M	+18.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.49%	27.7M	4.33B	1.47M	+5.59%
Mar 31, 2024	NORTHERN TRUST CORP	1.12%	20.82M	3.28B	-1.04M	-4.76%
Mar 31, 2024	VANGUARD GROUP INC	8.63%	160.72M	25.35B	-797.96K	-0.49%
Mar 31, 2024	BLACKROCK INC.	6.92%	128.81M	20.32B	-915.99K	-0.71%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.9%	35.36M	5.57B	793.25K	+2.29%
Mar 31, 2024	INVESCO LTD.	0.83%	15.52M	2.45B	225.05K	+1.47%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	0.73%	13.42M	2.12B	743.04K	+5.86%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.36%	6.65M	1.05B	-632.18K	-8.68%
Mar 31, 2024	DEUTSCHE BANK AG\	0.34%	6.24M	983.81M	28.68K	+0.46%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	6.02M	949.26M	-66.45K	-1.09%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.3%	5.51M	868.36M	-77.23K	-1.38%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.3%	5.49M	865.84M	886.24K	+19.25%
Mar 31, 2024	SWISS NATIONAL BANK	0.29%	5.35M	844.59M	-319K	-5.62%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.28%	5.22M	823.32M	605.34K	+13.12%
Dec 31, 2023	CAPITAL WORLD INVESTORS	0.83%	15.51M	2.31B	4.7M	+43.47%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.82%	15.45M	2.3B	-770.45K	-4.75%
Dec 31, 2023	INVESCO LTD.	0.82%	15.29M	2.28B	1.8M	+13.33%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.46%	8.6M	1.28B	593.59K	+7.42%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.51%	9.64M	1.44B	-469.48K	-4.65%
Dec 31, 2023	ROYAL BANK OF CANADA	0.58%	10.83M	1.62B	264.91K	+2.51%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	0.58%	10.89M	1.62B	-1.43M	-11.59%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.74%	13.81M	2.06B	2.79M	+25.29%
Dec 31, 2023	AMUNDI	0.62%	11.7M	1.7B	-2.83M	-19.45%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	0.68%	12.68M	1.89B	-4.66M	-26.86%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.69%	12.88M	1.92B	-2.43M	-15.88%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.71%	13.31M	1.99B	-719.39K	-5.13%
Dec 31, 2023	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.71%	13.33M	1.99B	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.39%	7.28M	1.09B	-525.6K	-6.73%
Dec 31, 2023	BESSEMER GROUP INC	0.22%	4.08M	608.44M	-298.89K	-6.83%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.22%	4.05M	603.74M	4.05M	+100.00%
Dec 31, 2023	VANGUARD GROUP INC	8.62%	161.52M	24.09B	-402.15K	-0.25%
Dec 31, 2023	BLACKROCK INC.	6.93%	129.72M	19.35B	4.67M	+3.73%
Dec 31, 2023	BERKSHIRE HATHAWAY INC	6.73%	126.09M	18.81B	15.85M	+14.37%
Dec 31, 2023	STATE STREET CORP	6.65%	124.53M	18.58B	468.37K	+0.38%
Dec 31, 2023	DEUTSCHE BANK AG\	0.33%	6.21M	926.02M	-369.62K	-5.62%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	6.08M	907.53M	-144.17K	-2.31%
Dec 31, 2023	BARCLAYS PLC	0.32%	5.93M	884.91M	1.96M	+49.48%
Dec 31, 2023	FMR LLC	0.31%	5.8M	865.63M	-3.3M	-36.28%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	4.03M	601.36M	-127.67K	-3.07%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	4.02M	599.13M	-163.26K	-3.91%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.2%	3.68M	548.75M	151.58K	+4.30%
Dec 31, 2023	CITADEL ADVISORS LLC	0.18%	3.45M	514.74M	869.09K	+33.66%
Dec 31, 2023	SWISS NATIONAL BANK	0.3%	5.67M	846.23M	-162.3K	-2.78%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.3%	5.58M	832.64M	399.91K	+7.72%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.28%	5.2M	775.18M	340.8K	+7.02%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.85%	34.57M	5.14B	761.52K	+2.25%
Dec 31, 2023	MORGAN STANLEY	1.84%	34.42M	5.13B	249.25K	+0.73%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.47%	27.59M	4.12B	-1.65M	-5.64%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.4%	26.24M	3.89B	2M	+8.25%
Dec 31, 2023	FAYEZ SAROFIM & CO	0.28%	5.19M	783.32M	-328.6K	-5.96%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.26%	4.86M	725.29M	92.6K	+1.94%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	4.8M	715.86M	-47.76K	-0.99%
Dec 31, 2023	UBS GROUP AG	0.4%	7.48M	1.12B	-726.13K	-8.85%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.18%	3.43M	626.53M	34.95K	+1.03%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.18%	3.44M	512.44M	-111.19K	-3.14%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.25%	4.61M	688.24M	-376	-0.01%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.25%	4.6M	686.55M	4.6M	+73,888.19%
Dec 31, 2023	HSBC HOLDINGS PLC	0.23%	4.23M	631.26M	128.7K	+3.14%
Dec 31, 2023	JPMORGAN CHASE & CO	1.37%	25.7M	3.83B	3.68M	+16.69%
Dec 31, 2023	NORTHERN TRUST CORP	1.17%	21.86M	3.26B	-846.01K	-3.73%
Dec 31, 2023	NORGES BANK	1.04%	19.46M	2.9B	19.46M	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.97%	18.17M	2.71B	393.38K	+2.21%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.86%	16.08M	2.4B	1.27M	+8.55%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.83%	15.62M	2.33B	1.8M	+13.00%

Insiders

Among the CVX insiders holding of 6.03% of the stake in company, HESS JOHN B, director, holds the largest shares of 853.05K. MOORMAN CHARLES W, director, is the second largest CVX insider with ownership of 29.49K shares. GAST ALICE P, director, stands third with possession of 21.96K shares of that stake.

Insiders	Designation	Shares Held
HESS JOHN B	director	853.05K
MOORMAN CHARLES W	director	29.49K
GAST ALICE P	director	21.96K
WIRTH MICHAEL K	Chairman and CEO	14.45K
BREBER PIERRE R	VP & Chief Financial Officer	6.02K
BONNER EIMEAR P	Chief Financial Officer	4.37K
HEWSON MARILLYN A	director	4.26K
MORRIS RHONDA J	Vice President	3.97K
AUSTIN WANDA M		3.56K
FRANK JOHN	director	2.65K
GUSTAVSON JEFF B	Vice President	1.68K
GEAGEA JOSEPH C	Executive Vice President	1.24K
KNOWLES ALANA K	Controller	1.21K
NELSON MARK A	Executive Vice President	788
INCHAUSTI DAVID A	Vice Pres. and Controller	700
PARFITT COLIN E	Vice President	673
HERNANDEZ ENRIQUE JR	director	0
PATE R. HEWITT	VP and General Counsel	0
JOHNSON JAMES WILLIAM	Executive Vice President	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 05, 2026	KNOWLES ALANA K	SALE	165.05	7.96K	1.31M	1.21K
Jan 05, 2026	WIRTH MICHAEL K	SALE	165.05	25.07K	4.14M	14.45K
Jan 05, 2026	BONNER EIMEAR P	SALE	165.05	28.33K	4.68M	4.37K
Nov 21, 2025	GUSTAVSON JEFF B	SALE	150.27	9.33K	1.4M	1.68K
Nov 21, 2025	HESS JOHN B	SALE	150.85	17.56K	2.65M	853.05K
Nov 20, 2025	HESS JOHN B	SALE	152.43	17.31K	2.64M	1.13M
Aug 29, 2025	KNOWLES ALANA K	SALE	160.00	3.98K	636.48K	1.18K
Aug 22, 2025	HESS JOHN B	SALE	158.30	375K	59.36M	1.4M
Feb 07, 2025	GUSTAVSON JEFF B	SALE	152.50	9.33K	1.42M	1.06K
Nov 14, 2024	WIRTH MICHAEL K	SALE	160.13	164.6K	26.36M	4.28K
May 21, 2024	GUSTAVSON JEFF B	SALE	160.23	3.75K	600.88K	477
May 10, 2024	HERNANDEZ ENRIQUE JR	SALE	165.24	2.55K	421.21K	0
May 06, 2024	HERNANDEZ ENRIQUE JR	SALE	163.00	2.55K	415.49K	2.55K
May 02, 2024	HERNANDEZ ENRIQUE JR	SALE	161.00	2.55K	410.39K	7.65K
Apr 25, 2024	KNOWLES ALANA K	SALE	165.00	2.8K	462K	276
Apr 02, 2024	KNOWLES ALANA K	SALE	160.09	2.8K	448.25K	276
Aug 11, 2023	BREBER PIERRE R	SALE	164.00	25K	4.1M	6.02K
Aug 03, 2023	GUSTAVSON JEFF B	SALE	160.88	3.75K	603.3K	1.72K
Feb 07, 2023	MORRIS RHONDA J	SALE	170.00	19.67K	3.34M	3.97K
Nov 30, 2022	JOHNSON JAMES WILLIAM	SALE	182.78	5.45K	995.41K	0
Nov 29, 2022	JOHNSON JAMES WILLIAM	SALE	181.77	2.9K	527.15K	0
Nov 28, 2022	JOHNSON JAMES WILLIAM	SALE	180.55	16.34K	2.95M	1.2K
Nov 28, 2022	BREBER PIERRE R	SALE	181.25	100	18.13K	8
Nov 21, 2022	GAST ALICE P	SALE	179.44	2.71K	485.56K	21.96K
Nov 07, 2022	WIRTH MICHAEL K	SALE	185.03	34.62K	6.41M	0
Nov 03, 2022	PATE R. HEWITT	SALE	180.00	32.39K	5.83M	0
Nov 01, 2022	BREBER PIERRE R	SALE	183.13	25K	4.58M	8
Nov 01, 2022	JOHNSON JAMES WILLIAM	SALE	182.46	28.5K	5.2M	0
Aug 25, 2022	JOHNSON JAMES WILLIAM	SALE	164.01	85.3K	13.99M	0
Aug 23, 2022	BREBER PIERRE R	SALE	161.39	22.5K	3.63M	7
Aug 11, 2022	BREBER PIERRE R	SALE	158.11	22.5K	3.56M	7
Aug 01, 2022	AUSTIN WANDA M	SALE	161.45	11.43K	1.85M	3.56K
May 27, 2022	AUSTIN WANDA M	SALE	177.29	12.04K	2.13M	3.54K
May 26, 2022	JOHNSON JAMES WILLIAM	SALE	177.33	64.6K	11.46M	0
May 25, 2022	GEAGEA JOSEPH C	SALE	173.70	50K	8.69M	1.24K
May 25, 2022	HERNANDEZ ENRIQUE JR	SALE	175.00	11.8K	2.06M	24.28K
May 24, 2022	PATE R. HEWITT	SALE	172.34	91.3K	15.73M	0
May 16, 2022	HERNANDEZ ENRIQUE JR	SALE	175.00	21.81K	3.82M	22.98K
May 13, 2022	GEAGEA JOSEPH C	SALE	168.04	30K	5.04M	1.24K
May 13, 2022	MORRIS RHONDA J	SALE	167.19	59.7K	9.98M	830
May 11, 2022	INCHAUSTI DAVID A	SALE	165.63	2.04K	337.06K	700
May 10, 2022	NELSON MARK A	SALE	159.47	117.4K	18.72M	788
May 06, 2022	INCHAUSTI DAVID A	SALE	170.00	5K	850K	0
May 06, 2022	BONNER EIMEAR P	SALE	169.21	478	80.88K	358
May 06, 2022	GEAGEA JOSEPH C	SALE	168.63	30K	5.06M	1.24K
May 06, 2022	PARFITT COLIN E	SALE	168.58	47.7K	8.04M	673
May 04, 2022	GEAGEA JOSEPH C	SALE	164.50	30K	4.94M	1.24K
May 04, 2022	BONNER EIMEAR P	SALE	165.00	68.03K	11.23M	0
May 03, 2022	HERNANDEZ ENRIQUE JR	SALE	160.00	5.81K	928.8K	22.98K
May 03, 2022	JOHNSON JAMES WILLIAM	SALE	160.48	119K	19.1M	0
May 03, 2022	INCHAUSTI DAVID A	SALE	161.01	7K	1.13M	0
Mar 01, 2022	PARFITT COLIN E	SALE	145.02	9K	1.31M	667
Feb 28, 2022	GEAGEA JOSEPH C	SALE	142.81	20K	2.86M	1.24K
Feb 25, 2022	PARFITT COLIN E	SALE	140.00	31K	4.34M	667
Feb 25, 2022	GEAGEA JOSEPH C	SALE	140.00	20K	2.8M	1.24K
Feb 25, 2022	WIRTH MICHAEL K	SALE	139.55	3K	418.65K	0
Feb 22, 2022	MORRIS RHONDA J	SALE	132.91	17.3K	2.3M	827
Feb 22, 2022	PARFITT COLIN E	SALE	132.91	15.5K	2.06M	667
Feb 22, 2022	BREBER PIERRE R	SALE	132.90	18.5K	2.46M	7
Feb 14, 2022	WIRTH MICHAEL K	SALE	137.62	18.89K	2.6M	0
Feb 11, 2022	JOHNSON JAMES WILLIAM	SALE	139.43	25.43K	3.55M	0
Feb 11, 2022	GEAGEA JOSEPH C	SALE	138.36	48.5K	6.71M	1.24K
Feb 09, 2022	BREBER PIERRE R	SALE	138.00	18.5K	2.55M	7
Feb 07, 2022	JOHNSON JAMES WILLIAM	SALE	138.50	41.7K	5.78M	0
Feb 07, 2022	PATE R. HEWITT	SALE	137.59	125.3K	17.24M	0
Feb 07, 2022	NELSON MARK A	SALE	137.33	54.5K	7.48M	782
Jan 31, 2022	INCHAUSTI DAVID A	SALE	131.29	7.2K	945.32K	0
Jan 27, 2022	PATE R. HEWITT	SALE	135.00	65K	8.78M	0
Jan 20, 2022	PATE R. HEWITT	SALE	130.01	77.38K	10.06M	0
Jan 19, 2022	PATE R. HEWITT	SALE	130.00	45.47K	5.91M	0
Jan 18, 2022	JOHNSON JAMES WILLIAM	SALE	129.94	23K	2.99M	0
Jan 18, 2022	PATE R. HEWITT	SALE	130.00	300	39K	0
Jan 12, 2022	JOHNSON JAMES WILLIAM	SALE	128.11	27K	3.46M	0
Jan 11, 2022	JOHNSON JAMES WILLIAM	SALE	127.60	20K	2.55M	0
Jan 07, 2022	JOHNSON JAMES WILLIAM	SALE	125.28	17K	2.13M	0
Jan 04, 2022	JOHNSON JAMES WILLIAM	SALE	120.88	15K	1.81M	0
Dec 08, 2021	JOHNSON JAMES WILLIAM	SALE	118.81	7.5K	891.11K	0
Dec 07, 2021	JOHNSON JAMES WILLIAM	SALE	118.33	7.5K	887.48K	0
Dec 07, 2021	PATE R. HEWITT	SALE	117.68	19.5K	2.29M	0
Dec 01, 2021	WIRTH MICHAEL K	SALE	114.26	26.25K	3M	0
Nov 26, 2021	MORRIS RHONDA J	SALE	114.06	9.4K	1.07M	824
Nov 16, 2021	WIRTH MICHAEL K	SALE	118.01	26.25K	3.1M	0
Nov 15, 2021	PATE R. HEWITT	SALE	115.04	39K	4.49M	0
Nov 09, 2021	BREBER PIERRE R	SALE	116.02	17K	1.97M	7
Nov 05, 2021	BONNER EIMEAR P	SALE	114.50	24.53K	2.81M	0
Nov 04, 2021	WIRTH MICHAEL K	SALE	113.79	52.5K	5.97M	0
Nov 01, 2021	GEAGEA JOSEPH C	SALE	114.82	37K	4.25M	1.24K
Nov 01, 2021	BREBER PIERRE R	SALE	114.81	20K	2.3M	7
Oct 29, 2021	PARFITT COLIN E	SALE	115.01	15K	1.73M	660
Oct 29, 2021	PATE R. HEWITT	SALE	115.01	19.5K	2.24M	0
Oct 20, 2021	JOHNSON JAMES WILLIAM	SALE	113.13	78K	8.82M	0
Oct 20, 2021	INCHAUSTI DAVID A	SALE	112.01	5.6K	627.26K	0
May 17, 2021	PATE R. HEWITT	SALE	110.33	45.65K	5.04M	0
May 10, 2021	HERNANDEZ ENRIQUE JR	SALE	110.79	5.1K	565.14K	19.81K
Feb 18, 2021	HEWSON MARILLYN A	PURCHASE	95.21	3.2K	304.68K	4.26K
Jan 20, 2021	BREBER PIERRE R	SALE	95.00	13K	1.24M	686
Jan 19, 2021	WIRTH MICHAEL K	SALE	94.73	132K	12.5M	0
Jan 14, 2021	PATE R. HEWITT	SALE	94.79	95K	9.01M	0
Jan 14, 2021	MORRIS RHONDA J	SALE	94.81	7.5K	711.08K	814
Nov 24, 2020	INCHAUSTI DAVID A	SALE	95.25	5K	476.25K	0
Nov 06, 2020	FRANK JOHN	PURCHASE	71.30	500	35.65K	2.65K
Aug 11, 2020	INCHAUSTI DAVID A	SALE	92.00	5.75K	529K	0
Feb 28, 2020	FRANK JOHN	PURCHASE	91.78	500	45.89K	2.15K
Feb 28, 2020	MOORMAN CHARLES W	PURCHASE	91.43	6.55K	598.98K	29.49K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES484.53K8

NET SHARES-484.53K8

SHARES HELD3.41M8

% NET SHARES-114.22%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.9

Short Percent Of Float0.9

Shares Outstanding2.01B

Shares Float1.61B

Shares Short18.12M

Short Ratio2.24

0.9%

Short % of Float

0.9%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

6.03% Percentage of Shares held by All Insiders

58.97% Percentage of Shares held by All Institutions

62.76% Percentage of Float held by Institutions

4410

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.15%	2.57M	399.77M	108.89K	+4.42%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	7.1M	1.1B	766.9K	+12.10%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.5%	8.62M	1.34B	196.9K	+2.34%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.53%	9.13M	1.42B	2.22M	+32.11%
Sep 30, 2025	NUVEEN, LLC	0.55%	9.5M	1.47B	1.25M	+15.14%
Sep 30, 2025	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.77%	13.33M	2.07B	0	0
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.87%	15.11M	2.35B	3.35M	+28.48%
Sep 30, 2025	INVESCO LTD.	0.97%	16.87M	2.62B	1.46M	+9.51%
Sep 30, 2025	FRANKLIN RESOURCES INC	1.04%	18M	2.8B	238.51K	+1.34%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	3.34M	518.41M	1.01M	+43.10%
Sep 30, 2025	RHUMBLINE ADVISERS	0.19%	3.34M	519.28M	486.61K	+17.03%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.2%	3.48M	539.8M	357.87K	+11.48%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.21%	3.59M	556.91M	5.05K	+0.14%
Sep 30, 2025	UBS GROUP AG	0.64%	11.09M	1.72B	-4.44M	-28.61%
Sep 30, 2025	ROYAL BANK OF CANADA	0.65%	11.22M	1.74B	-10.27M	-47.80%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.62%	28.05M	4.36B	2.05M	+7.89%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	3.59M	557.14M	731.93K	+25.63%
Sep 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.22%	3.79M	588.07M	2.89M	+322.44%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.23%	4.02M	624.4M	264.5K	+7.04%
Sep 30, 2025	LPL FINANCIAL LLC	0.24%	4.1M	636.52M	435.56K	+11.89%
Sep 30, 2025	PRIMECAP MANAGEMENT CO/CA/	0.37%	6.36M	988.08M	6.36M	+100.00%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	1.12%	19.32M	3B	4.62M	+31.38%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	1.13%	19.63M	3.05B	4.28M	+27.89%
Sep 30, 2025	JPMORGAN CHASE & CO	1.22%	21.15M	3.28B	83.41K	+0.40%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.23%	4.06M	630.52M	396.85K	+10.83%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.24%	4.09M	634.72M	-1.25M	-23.48%
Sep 30, 2025	FAYEZ SAROFIM & CO	0.41%	7.05M	1.1B	1.25M	+21.61%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.24%	4.22M	655.32M	739.25K	+21.24%
Sep 30, 2025	NORTHERN TRUST CORP	1.31%	22.72M	3.53B	3.01M	+15.25%
Sep 30, 2025	BESSEMER GROUP INC	0.21%	3.7M	573.99M	633.72K	+20.69%
Sep 30, 2025	HSBC HOLDINGS PLC	0.22%	3.76M	583.03M	521.47K	+16.11%
Sep 30, 2025	BARCLAYS PLC	0.25%	4.25M	659.43M	1.24M	+41.10%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	4.89M	759.42M	739.73K	+17.82%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	4.89M	759.62M	389.69K	+8.66%
Sep 30, 2025	MORGAN STANLEY	2.11%	36.61M	5.68B	3.05M	+9.08%
Sep 30, 2025	BAHL & GAYNOR INC	0.13%	2.26M	351.45M	23.18K	+1.03%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.14%	2.38M	370.01M	-16.15K	-0.67%
Sep 30, 2025	ACR ALPINE CAPITAL RESEARCH, LLC	0.14%	2.47M	383.81M	52.42K	+2.17%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	0.15%	2.59M	401.62M	810.09K	+45.61%
Sep 30, 2025	CITIGROUP INC	0.15%	2.59M	402M	-837.94K	-24.45%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.17%	2.92M	452.69M	280.58K	+10.65%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.17%	2.93M	455.3M	825.54K	+39.19%
Sep 30, 2025	PACER ADVISORS, INC.	0.17%	2.98M	462.27M	-384.24K	-11.43%
Sep 30, 2025	FEDERATED HERMES, INC.	0.19%	3.22M	500.75M	186.9K	+6.15%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.19%	3.23M	501.55M	32.96K	+1.03%
Sep 30, 2025	ASSENAGON ASSET MANAGEMENT S.A.	0.22%	3.77M	585.99M	3.23M	+595.23%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.03%	35.08M	5.45B	302.75K	+0.87%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.51%	43.48M	6.72B	6.64M	+18.02%
Sep 30, 2025	BERKSHIRE HATHAWAY INC	7.05%	122.06M	18.96B	0	0
Sep 30, 2025	BLACKROCK, INC.	8.03%	139.1M	21.6B	20.11M	+16.90%
Sep 30, 2025	VANGUARD GROUP INC	10.61%	183.79M	28.54B	27.96M	+17.94%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.22%	21.15M	3.28B	325.26K	+1.56%
Sep 30, 2025	JANUS HENDERSON GROUP PLC	0.22%	3.89M	603.54M	-157.02K	-3.88%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.23%	3.94M	611.95M	478.73K	+13.83%
Sep 30, 2025	DEUTSCHE BANK AG\	0.23%	4.01M	622.05M	500.82K	+14.29%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.24%	4.16M	645.95M	659.34K	+18.84%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.03%	17.83M	2.77B	2.64M	+17.41%
Sep 30, 2025	STATE STREET CORP	8.81%	152.61M	23.7B	12.79M	+9.15%
Sep 30, 2025	FMR LLC	0.59%	10.29M	1.6B	6.23M	+153.85%
Sep 30, 2025	CAPITAL WORLD INVESTORS	0.68%	11.71M	1.82B	-1.59M	-11.99%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.57%	9.79M	1.52B	1.9M	+24.05%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.63%	10.89M	1.69B	1.82M	+20.03%
Sep 30, 2025	AMUNDI	0.68%	11.76M	1.81B	3.46M	+41.75%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.08%	18.65M	2.9B	537.24K	+2.97%
Sep 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.14%	2.5M	388.33M	1.11M	+80.27%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.15%	2.54M	394.78M	328.21K	+14.82%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.15%	2.55M	395.95M	8.71K	+0.34%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.09%	1.53M	219.77M	-495.14K	-24.39%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.18%	3.12M	446.5B	-669.04K	-17.67%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.13%	2.33M	334.04B	-99.32K	-4.08%
Jun 30, 2025	PENTWATER CAPITAL MANAGEMENT LP	0.13%	2.31M	330.05M	1.21M	+109.55%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.11%	1.98M	283.9B	-43.18K	-2.13%
Jun 30, 2025	MARSHALL WACE, LLP	0.09%	1.53M	219.74M	666.07K	+76.69%
Jun 30, 2025	COLONY GROUP, LLC	0.08%	1.4M	200.36M	28.14K	+2.05%
Jun 30, 2025	CLEARBRIDGE INVESTMENTS, LLC	0.08%	1.39M	198.63M	-26.11K	-1.85%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.07%	1.26M	180.11M	21.87K	+1.77%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	1.25M	179.18M	-78.43K	-5.90%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.06%	979.84K	140.3M	979.84K	+100.00%
Jun 30, 2025	HAVERFORD TRUST CO	0.06%	967.67K	138.56M	4.47K	+0.46%
Jun 30, 2025	ROYAL LONDON ASSET MANAGEMENT LTD	0.05%	923.03K	132.17M	-45.49K	-4.70%
Jun 30, 2025	ABRDN PLC	0.05%	906.18K	129.76M	49.24K	+5.75%
Jun 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.05%	896.45K	128.36M	896.45K	+100.00%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.05%	887.63K	127.1M	-301.73K	-25.37%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.05%	886.53K	126.94M	-73.03K	-7.61%
Jun 30, 2025	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.05%	876.57K	125.52M	84.25K	+10.63%
Jun 30, 2025	CHEVY CHASE TRUST HOLDINGS, LLC	0.05%	873.27K	125.04M	-19.71K	-2.21%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.05%	856.84K	122.69M	-19.66K	-2.24%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.05%	845.64K	121.09M	111.3K	+15.16%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.05%	832.8K	119.69M	135.79K	+19.48%
Jun 30, 2025	REGIONS FINANCIAL CORP	0.05%	823.38K	117.9M	8.82K	+1.08%
Jun 30, 2025	COMMERZBANK AKTIENGESELLSCHAFT /FI	0.05%	820.35K	117.47M	256.21K	+45.42%
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	1.2%	20.83M	2.98B	378.94K	+1.85%
Jun 30, 2025	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.77%	13.33M	1.91B	0	0
Jun 30, 2025	CAPITAL WORLD INVESTORS	0.77%	13.3M	1.9B	-1.56M	-10.50%
Jun 30, 2025	AMUNDI	0.48%	8.3M	1.23B	-261.92K	-3.06%
Jun 30, 2025		0.48%	8.25M	1.18B	105.34K	+1.29%
Jun 30, 2025	NATIXIS	0.06%	1.07M	153.74M	987.22K	+1,141.76%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	1.04M	153.95M	-96.12K	-8.48%
Jun 30, 2025	M&T BANK CORP	0.06%	984.55K	140.98M	-29.38K	-2.90%
Jun 30, 2025	BERKSHIRE HATHAWAY INC	7.05%	122.06M	17.48B	3.45M	+2.91%
Jun 30, 2025	BLACKROCK, INC.	6.87%	118.99M	17.04B	-3.79M	-3.09%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.15%	2.54M	364.14M	53.53K	+2.15%
Jun 30, 2025	CAPITAL WEALTH PLANNING, LLC	0.14%	2.47M	353.03M	204.34K	+9.04%
Jun 30, 2025	ACR ALPINE CAPITAL RESEARCH, LLC	0.14%	2.42M	346.4M	225.58K	+10.28%
Jun 30, 2025	NORTHERN TRUST CORP	1.14%	19.72M	2.82B	-777.77K	-3.79%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.21%	3.72M	26M	3.7M	+14,194.23%
Jun 30, 2025	NORGES BANK	1.1%	19.01M	2.72B	19.01M	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.21%	3.66M	524.56M	109.95K	+3.09%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.21%	3.66M	524.54M	-351.93K	-8.77%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.21%	3.58M	512.79M	-364.82K	-9.25%
Jun 30, 2025	PACER ADVISORS, INC.	0.19%	3.36M	481.27M	-85.36K	-2.48%
Jun 30, 2025	BESSEMER GROUP INC	0.18%	3.06M	438.52M	-7	0.00%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.15%	2.54M	363.85M	-70.04K	-2.68%
Jun 30, 2025	BAHL & GAYNOR INC	0.13%	2.24M	320.74M	-31.55K	-1.39%
Jun 30, 2025	LONDON CO OF VIRGINIA	0.12%	2.11M	301.65M	455.83K	+27.61%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.12%	2.11M	301.62M	214.58K	+11.34%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.11%	1.95M	279.66M	12.39K	+0.64%
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.11%	1.91M	274.67M	-229.33K	-10.71%
Jun 30, 2025	MARINER, LLC	0.11%	1.83M	262.5M	151.01K	+8.98%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.1%	1.78M	254.33M	-322.85K	-15.38%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.1%	1.7M	243.02M	-8.32K	-0.49%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	1.6M	229.61M	-93.34K	-5.50%
Jun 30, 2025	AVIVA PLC	0.07%	1.27M	182.26M	82.46K	+6.93%
Jun 30, 2025	KING LUTHER CAPITAL MANAGEMENT CORP	0.07%	1.14M	163M	-39.85K	-3.38%
Jun 30, 2025	KOREA INVESTMENT CORP	0.07%	1.13M	162.24M	-125.42K	-9.97%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.06%	1.11M	159.03M	-61.59K	-5.25%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.07%	1.24M	177.53M	75.45K	+6.48%
Jun 30, 2025	CERITY PARTNERS LLC	0.07%	1.22M	175.19M	-21.79K	-1.75%
Jun 30, 2025	TORONTO DOMINION BANK	0.07%	1.22M	174.83M	624.52K	+104.71%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.07%	1.16M	177.06M	-38.05K	-3.19%
Jun 30, 2025	DAVENPORT & CO LLC	0.07%	1.15M	164.45M	-21.27K	-1.82%
Jun 30, 2025	JPMORGAN CHASE & CO	1.22%	21.07M	3.02B	-1.94M	-8.44%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.05%	18.12M	2.59B	66.95K	+0.37%
Jun 30, 2025	FRANKLIN RESOURCES INC	1.03%	17.76M	2.54B	370.29K	+2.13%
Jun 30, 2025	UBS GROUP AG	0.9%	15.54M	2.22B	1.33M	+9.35%
Jun 30, 2025	INVESCO LTD.	0.89%	15.4M	2.21B	-454.48K	-2.87%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.89%	15.35M	2.2B	-838.68K	-5.18%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.88%	15.18M	2.17B	-789.62K	-4.94%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.85%	14.71M	2.11B	2.39M	+19.45%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.68%	11.76M	1.68B	-521.7K	-4.25%
Jun 30, 2025	HSBC HOLDINGS PLC	0.19%	3.24M	463.46M	-227.78K	-6.58%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	4.83%	83.71M	13.21M	83.7M	+652,139.47%
Jun 30, 2025	NUVEEN, LLC	0.48%	8.25M	1.18B	105.34K	+1.29%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.31%	5.34M	764.88M	1.83M	+52.02%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	4.5M	644.62M	-269.37K	-5.65%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	4.15M	594.32M	-24.4K	-0.58%
Jun 30, 2025	JANUS HENDERSON GROUP PLC	0.23%	4.04M	578.94M	17.39K	+0.43%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.52%	9.07M	1.3B	311.87K	+3.56%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.46%	7.9M	1.13B	-453.19K	-5.43%
Jun 30, 2025	FMR LLC	0.23%	4.05M	580.22M	-7.09K	-0.17%
Jun 30, 2025	ROYAL BANK OF CANADA	1.24%	21.49M	3.08B	11.1M	+106.81%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.4%	6.91M	989.08M	-293.84K	-4.08%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	6.34M	907.22M	-1.23M	-16.24%
Jun 30, 2025	FAYEZ SAROFIM & CO	0.33%	5.8M	835.61M	-208.28K	-3.47%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	3.76M	537.87M	-96.09K	-2.49%
Jun 30, 2025	VANGUARD GROUP INC	9%	155.83M	22.31B	-557.21K	-0.36%
Jun 30, 2025	STATE STREET CORP	8.07%	139.82M	20.02B	-4.56M	-3.16%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.13%	36.84M	5.25B	-510.47K	-1.37%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	2.01%	34.77M	4.98B	1.34M	+4.02%
Jun 30, 2025	MORGAN STANLEY	1.94%	33.56M	4.81B	-523.48K	-1.54%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.5%	25.99M	3.72B	-359.8K	-1.37%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.49%	8.42M	1.21B	-77.94K	-0.92%
Jun 30, 2025	DEUTSCHE BANK AG\	0.2%	3.5M	501.87M	-72.96K	-2.04%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.2%	3.5M	501.21M	-17.75K	-0.50%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	3.48M	498.41M	141.09K	+4.22%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.2%	3.46M	495.72M	133.87K	+4.02%
Jun 30, 2025	CITIGROUP INC	0.2%	3.43M	490.66M	-325.02K	-8.66%
Mar 31, 2025	CITADEL ADVISORS LLC	0.2%	3.56M	595.75M	26.5K	+0.75%
Mar 31, 2025	LPL FINANCIAL LLC	0.2%	3.55M	594.45M	215.3K	+6.45%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.2%	3.52M	588.53M	345.87K	+10.90%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	3.51M	587.81M	-1.29M	-26.79%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.7%	12.28M	2.05B	40.76K	+0.33%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.48%	8.35M	1.4B	-422.55K	-4.82%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.49%	8.5M	1.42B	573.07K	+7.23%
Mar 31, 2025	GQG PARTNERS LLC	0.5%	8.77M	1.47B	8.77M	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.6%	10.39M	1.74B	475.41K	+4.79%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.71%	12.31M	2.06B	-1.44M	-10.49%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	4.77M	798.19M	104.18K	+2.23%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	0.23%	3.95M	660.13M	-129.88K	-3.19%
Mar 31, 2025	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.76%	13.33M	2.23B	0	0
Mar 31, 2025	CAPITAL WORLD INVESTORS	0.85%	14.86M	2.49B	782.88K	+5.56%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.92%	15.97M	2.67B	-744.5K	-4.45%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.93%	16.19M	2.71B	-310.78K	-1.88%
Mar 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	3.34M	558.69M	305.67K	+10.07%
Mar 31, 2025	PACER ADVISORS, INC.	0.2%	3.45M	576.55M	-415.77K	-10.77%
Mar 31, 2025	HSBC HOLDINGS PLC	0.2%	3.46M	579.91M	-551.76K	-13.74%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.5%	8.76M	1.47B	-10.78K	-0.12%
Mar 31, 2025	BARCLAYS PLC	0.23%	4.1M	685.5M	850.87K	+26.21%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.24%	4.17M	698.44M	-55.7K	-1.32%
Mar 31, 2025	FAYEZ SAROFIM & CO	0.34%	6M	1.01B	-240.39K	-3.85%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.41%	7.2M	1.2B	-380.72K	-5.02%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.43%	7.56M	1.27B	409.17K	+5.72%
Mar 31, 2025	FRANKLIN RESOURCES INC	1%	17.39M	2.91B	114.2K	+0.66%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.03%	18.05M	3.02B	28.6K	+0.16%
Mar 31, 2025	FISHER ASSET MANAGEMENT, LLC	1.17%	20.45M	3.42B	555.02K	+2.79%
Mar 31, 2025	NORTHERN TRUST CORP	1.17%	20.49M	3.43B	23.08K	+0.11%
Mar 31, 2025	UBS GROUP AG	0.81%	14.21M	2.38B	-322.63K	-2.22%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	3.85M	644.48M	-11.19K	-0.29%
Mar 31, 2025	JANUS HENDERSON GROUP PLC	0.23%	4.03M	668.69M	128.95K	+3.31%
Mar 31, 2025	FMR LLC	0.23%	4.06M	679.06M	192.74K	+4.99%
Mar 31, 2025		0.47%	8.14M	1.36B	8.14M	+100.00%
Mar 31, 2025	AMUNDI	0.49%	8.56M	1.34B	-247.81K	-2.81%
Mar 31, 2025	INVESCO LTD.	0.91%	15.86M	2.65B	827.85K	+5.51%
Mar 31, 2025	MORGAN STANLEY	1.95%	34.08M	5.7B	-384.04K	-1.11%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.14%	37.35M	6.23B	1.08M	+2.98%
Mar 31, 2025	BERKSHIRE HATHAWAY INC	6.8%	118.61M	19.84B	0	0
Mar 31, 2025	BLACKROCK, INC.	7.04%	122.78M	20.54B	1.14M	+0.93%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.92%	33.43M	5.59B	1.57M	+4.94%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.51%	26.35M	4.41B	1.03M	+4.08%
Mar 31, 2025	JPMORGAN CHASE & CO	1.32%	23.01M	3.85B	1.65M	+7.71%
Mar 31, 2025	STATE STREET CORP	8.28%	144.38M	24.15B	-5.3M	-3.54%
Mar 31, 2025	VANGUARD GROUP INC	8.96%	156.39M	26.16B	-581.95K	-0.37%
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.22%	3.79M	633.57M	770.77K	+25.55%
Mar 31, 2025	CITIGROUP INC	0.22%	3.75M	627.61M	1.19M	+46.48%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.23%	4.01M	671.47M	441.24K	+12.35%
Mar 31, 2025	DEUTSCHE BANK AG\	0.21%	3.58M	598.54M	-649.01K	-15.35%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.01%	18.88M	2.98B	701.32K	+3.86%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	0.97%	17.86M	2.82B	9.26M	+107.73%
Mar 31, 2024	BERKSHIRE HATHAWAY INC	6.68%	122.98M	19.4B	-3.11M	-2.47%
Mar 31, 2024	MORGAN STANLEY	1.92%	35.8M	5.65B	1.39M	+4.03%
Mar 31, 2024	STATE STREET CORP	6.61%	123.06M	19.41B	-1.48M	-1.18%
Mar 31, 2024	CITIGROUP INC	0.12%	2.3M	362.39M	-116.5K	-4.83%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.13%	2.39M	377.71M	353.86K	+17.34%
Mar 31, 2024	CREDIT SUISSE AG/	0.13%	2.45M	385.82M	-111.59K	-4.36%
Mar 31, 2024	DIAMOND HILL CAPITAL MANAGEMENT INC	0.13%	2.49M	393.31M	59.92K	+2.46%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.13%	2.49M	393.55M	153.85K	+6.57%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.14%	2.58M	407.2M	-22.51K	-0.86%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.14%	2.61M	410.93M	-35.04K	-1.33%
Mar 31, 2024	LPL FINANCIAL LLC	0.14%	2.64M	416.05M	97.56K	+3.84%
Mar 31, 2024	BAHL & GAYNOR INC	0.14%	2.7M	425.52M	-49.83K	-1.81%
Mar 31, 2024	CAPITAL WEALTH PLANNING, LLC	0.15%	2.84M	448.64M	79.84K	+2.89%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.15%	2.87M	452.45M	-1.99M	-41.01%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.16%	2.95M	465.03M	70.03K	+2.43%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.16%	2.98M	469.82M	198.72K	+7.15%
Mar 31, 2024	BANK OF MONTREAL /CAN/	0.17%	3.11M	567.81M	-321.34K	-9.37%
Mar 31, 2024	PACER ADVISORS, INC.	0.17%	3.14M	495.62M	361.49K	+13.00%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.17%	3.19M	502.66M	-248.89K	-7.24%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.6%	29.7M	4.68B	2.11M	+7.63%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.89%	16.46M	2.6B	839.05K	+5.37%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.89%	16.61M	2.62B	527.55K	+3.28%
Mar 31, 2024	CAPITAL WORLD INVESTORS	0.87%	16.01M	2.53B	495.88K	+3.20%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.87%	16.1M	2.54B	654.48K	+4.24%
Mar 31, 2024	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.72%	13.33M	2.1B	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.7%	12.94M	2.04B	-872.47K	-6.32%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.69%	12.89M	2.03B	-418.56K	-3.14%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.27%	5.08M	801.28M	-117.19K	-2.25%
Mar 31, 2024	HSBC HOLDINGS PLC	0.27%	5.05M	797.02M	821.78K	+19.42%
Mar 31, 2024	FAYEZ SAROFIM & CO	0.27%	4.91M	774.99M	-273.1K	-5.27%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.26%	4.93M	777.11M	-180.3K	-3.53%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	4.69M	739.82M	-109.17K	-2.27%
Mar 31, 2024	CITADEL ADVISORS LLC	0.24%	4.45M	702.34M	1.24M	+38.52%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	4.02M	633.94M	-12.77K	-0.32%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.21%	3.97M	626.01M	289.69K	+7.87%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0.21%	3.86M	608.7M	-188.71K	-4.66%
Mar 31, 2024	FMR LLC	0.2%	3.81M	600.47M	-2M	-34.40%
Mar 31, 2024	BESSEMER GROUP INC	0.2%	3.71M	585.75M	-365.67K	-8.96%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.2%	3.72M	586.46M	-298.76K	-7.44%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.19%	3.48M	549.53M	463.3K	+15.34%
Mar 31, 2024	RHUMBLINE ADVISERS	0.18%	3.28M	518.13M	-51.27K	-1.54%
Mar 31, 2024	AMUNDI	0.61%	11.19M	1.76B	-509.71K	-4.36%
Mar 31, 2024	ROYAL BANK OF CANADA	0.55%	10.15M	1.6B	-680.95K	-6.29%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.5%	9.34M	1.47B	-3.53M	-27.44%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.5%	9.22M	1.45B	-419.88K	-4.36%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	0.48%	8.92M	1.41B	-1.97M	-18.10%
Mar 31, 2024	UBS GROUP AG	0.48%	8.98M	1.42B	1.5M	+20.12%
Mar 31, 2024	BARCLAYS PLC	0.38%	7.08M	1.12B	1.14M	+19.30%
Mar 31, 2024	JPMORGAN CHASE & CO	1.63%	30.32M	4.78B	4.62M	+18.00%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.49%	27.7M	4.33B	1.47M	+5.59%
Mar 31, 2024	NORTHERN TRUST CORP	1.12%	20.82M	3.28B	-1.04M	-4.76%
Mar 31, 2024	VANGUARD GROUP INC	8.63%	160.72M	25.35B	-797.96K	-0.49%
Mar 31, 2024	BLACKROCK INC.	6.92%	128.81M	20.32B	-915.99K	-0.71%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.9%	35.36M	5.57B	793.25K	+2.29%
Mar 31, 2024	INVESCO LTD.	0.83%	15.52M	2.45B	225.05K	+1.47%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	0.73%	13.42M	2.12B	743.04K	+5.86%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.36%	6.65M	1.05B	-632.18K	-8.68%
Mar 31, 2024	DEUTSCHE BANK AG\	0.34%	6.24M	983.81M	28.68K	+0.46%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	6.02M	949.26M	-66.45K	-1.09%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.3%	5.51M	868.36M	-77.23K	-1.38%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.3%	5.49M	865.84M	886.24K	+19.25%
Mar 31, 2024	SWISS NATIONAL BANK	0.29%	5.35M	844.59M	-319K	-5.62%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.28%	5.22M	823.32M	605.34K	+13.12%
Dec 31, 2023	CAPITAL WORLD INVESTORS	0.83%	15.51M	2.31B	4.7M	+43.47%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.82%	15.45M	2.3B	-770.45K	-4.75%
Dec 31, 2023	INVESCO LTD.	0.82%	15.29M	2.28B	1.8M	+13.33%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	0.46%	8.6M	1.28B	593.59K	+7.42%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.51%	9.64M	1.44B	-469.48K	-4.65%
Dec 31, 2023	ROYAL BANK OF CANADA	0.58%	10.83M	1.62B	264.91K	+2.51%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	0.58%	10.89M	1.62B	-1.43M	-11.59%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.74%	13.81M	2.06B	2.79M	+25.29%
Dec 31, 2023	AMUNDI	0.62%	11.7M	1.7B	-2.83M	-19.45%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	0.68%	12.68M	1.89B	-4.66M	-26.86%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	0.69%	12.88M	1.92B	-2.43M	-15.88%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.71%	13.31M	1.99B	-719.39K	-5.13%
Dec 31, 2023	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.71%	13.33M	1.99B	0	0
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.39%	7.28M	1.09B	-525.6K	-6.73%
Dec 31, 2023	BESSEMER GROUP INC	0.22%	4.08M	608.44M	-298.89K	-6.83%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	0.22%	4.05M	603.74M	4.05M	+100.00%
Dec 31, 2023	VANGUARD GROUP INC	8.62%	161.52M	24.09B	-402.15K	-0.25%
Dec 31, 2023	BLACKROCK INC.	6.93%	129.72M	19.35B	4.67M	+3.73%
Dec 31, 2023	BERKSHIRE HATHAWAY INC	6.73%	126.09M	18.81B	15.85M	+14.37%
Dec 31, 2023	STATE STREET CORP	6.65%	124.53M	18.58B	468.37K	+0.38%
Dec 31, 2023	DEUTSCHE BANK AG\	0.33%	6.21M	926.02M	-369.62K	-5.62%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.32%	6.08M	907.53M	-144.17K	-2.31%
Dec 31, 2023	BARCLAYS PLC	0.32%	5.93M	884.91M	1.96M	+49.48%
Dec 31, 2023	FMR LLC	0.31%	5.8M	865.63M	-3.3M	-36.28%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	4.03M	601.36M	-127.67K	-3.07%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.21%	4.02M	599.13M	-163.26K	-3.91%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.2%	3.68M	548.75M	151.58K	+4.30%
Dec 31, 2023	CITADEL ADVISORS LLC	0.18%	3.45M	514.74M	869.09K	+33.66%
Dec 31, 2023	SWISS NATIONAL BANK	0.3%	5.67M	846.23M	-162.3K	-2.78%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.3%	5.58M	832.64M	399.91K	+7.72%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.28%	5.2M	775.18M	340.8K	+7.02%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.85%	34.57M	5.14B	761.52K	+2.25%
Dec 31, 2023	MORGAN STANLEY	1.84%	34.42M	5.13B	249.25K	+0.73%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.47%	27.59M	4.12B	-1.65M	-5.64%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.4%	26.24M	3.89B	2M	+8.25%
Dec 31, 2023	FAYEZ SAROFIM & CO	0.28%	5.19M	783.32M	-328.6K	-5.96%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.26%	4.86M	725.29M	92.6K	+1.94%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	4.8M	715.86M	-47.76K	-0.99%
Dec 31, 2023	UBS GROUP AG	0.4%	7.48M	1.12B	-726.13K	-8.85%
Dec 31, 2023	BANK OF MONTREAL /CAN/	0.18%	3.43M	626.53M	34.95K	+1.03%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.18%	3.44M	512.44M	-111.19K	-3.14%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.25%	4.61M	688.24M	-376	-0.01%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0.25%	4.6M	686.55M	4.6M	+73,888.19%
Dec 31, 2023	HSBC HOLDINGS PLC	0.23%	4.23M	631.26M	128.7K	+3.14%
Dec 31, 2023	JPMORGAN CHASE & CO	1.37%	25.7M	3.83B	3.68M	+16.69%
Dec 31, 2023	NORTHERN TRUST CORP	1.17%	21.86M	3.26B	-846.01K	-3.73%
Dec 31, 2023	NORGES BANK	1.04%	19.46M	2.9B	19.46M	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.97%	18.17M	2.71B	393.38K	+2.21%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.86%	16.08M	2.4B	1.27M	+8.55%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.83%	15.62M	2.33B	1.8M	+13.00%

Insiders

Insiders	Designation	Shares Held
HESS JOHN B	director	853.05K
MOORMAN CHARLES W	director	29.49K
GAST ALICE P	director	21.96K
WIRTH MICHAEL K	Chairman and CEO	14.45K
BREBER PIERRE R	VP & Chief Financial Officer	6.02K
BONNER EIMEAR P	Chief Financial Officer	4.37K
HEWSON MARILLYN A	director	4.26K
MORRIS RHONDA J	Vice President	3.97K
AUSTIN WANDA M		3.56K
FRANK JOHN	director	2.65K
GUSTAVSON JEFF B	Vice President	1.68K
GEAGEA JOSEPH C	Executive Vice President	1.24K
KNOWLES ALANA K	Controller	1.21K
NELSON MARK A	Executive Vice President	788
INCHAUSTI DAVID A	Vice Pres. and Controller	700
PARFITT COLIN E	Vice President	673
HERNANDEZ ENRIQUE JR	director	0
PATE R. HEWITT	VP and General Counsel	0
JOHNSON JAMES WILLIAM	Executive Vice President	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jan 05, 2026	KNOWLES ALANA K	SALE	165.05	7.96K	1.31M	1.21K
Jan 05, 2026	WIRTH MICHAEL K	SALE	165.05	25.07K	4.14M	14.45K
Jan 05, 2026	BONNER EIMEAR P	SALE	165.05	28.33K	4.68M	4.37K
Nov 21, 2025	GUSTAVSON JEFF B	SALE	150.27	9.33K	1.4M	1.68K
Nov 21, 2025	HESS JOHN B	SALE	150.85	17.56K	2.65M	853.05K
Nov 20, 2025	HESS JOHN B	SALE	152.43	17.31K	2.64M	1.13M
Aug 29, 2025	KNOWLES ALANA K	SALE	160.00	3.98K	636.48K	1.18K
Aug 22, 2025	HESS JOHN B	SALE	158.30	375K	59.36M	1.4M
Feb 07, 2025	GUSTAVSON JEFF B	SALE	152.50	9.33K	1.42M	1.06K
Nov 14, 2024	WIRTH MICHAEL K	SALE	160.13	164.6K	26.36M	4.28K
May 21, 2024	GUSTAVSON JEFF B	SALE	160.23	3.75K	600.88K	477
May 10, 2024	HERNANDEZ ENRIQUE JR	SALE	165.24	2.55K	421.21K	0
May 06, 2024	HERNANDEZ ENRIQUE JR	SALE	163.00	2.55K	415.49K	2.55K
May 02, 2024	HERNANDEZ ENRIQUE JR	SALE	161.00	2.55K	410.39K	7.65K
Apr 25, 2024	KNOWLES ALANA K	SALE	165.00	2.8K	462K	276
Apr 02, 2024	KNOWLES ALANA K	SALE	160.09	2.8K	448.25K	276
Aug 11, 2023	BREBER PIERRE R	SALE	164.00	25K	4.1M	6.02K
Aug 03, 2023	GUSTAVSON JEFF B	SALE	160.88	3.75K	603.3K	1.72K
Feb 07, 2023	MORRIS RHONDA J	SALE	170.00	19.67K	3.34M	3.97K
Nov 30, 2022	JOHNSON JAMES WILLIAM	SALE	182.78	5.45K	995.41K	0
Nov 29, 2022	JOHNSON JAMES WILLIAM	SALE	181.77	2.9K	527.15K	0
Nov 28, 2022	JOHNSON JAMES WILLIAM	SALE	180.55	16.34K	2.95M	1.2K
Nov 28, 2022	BREBER PIERRE R	SALE	181.25	100	18.13K	8
Nov 21, 2022	GAST ALICE P	SALE	179.44	2.71K	485.56K	21.96K
Nov 07, 2022	WIRTH MICHAEL K	SALE	185.03	34.62K	6.41M	0
Nov 03, 2022	PATE R. HEWITT	SALE	180.00	32.39K	5.83M	0
Nov 01, 2022	BREBER PIERRE R	SALE	183.13	25K	4.58M	8
Nov 01, 2022	JOHNSON JAMES WILLIAM	SALE	182.46	28.5K	5.2M	0
Aug 25, 2022	JOHNSON JAMES WILLIAM	SALE	164.01	85.3K	13.99M	0
Aug 23, 2022	BREBER PIERRE R	SALE	161.39	22.5K	3.63M	7
Aug 11, 2022	BREBER PIERRE R	SALE	158.11	22.5K	3.56M	7
Aug 01, 2022	AUSTIN WANDA M	SALE	161.45	11.43K	1.85M	3.56K
May 27, 2022	AUSTIN WANDA M	SALE	177.29	12.04K	2.13M	3.54K
May 26, 2022	JOHNSON JAMES WILLIAM	SALE	177.33	64.6K	11.46M	0
May 25, 2022	GEAGEA JOSEPH C	SALE	173.70	50K	8.69M	1.24K
May 25, 2022	HERNANDEZ ENRIQUE JR	SALE	175.00	11.8K	2.06M	24.28K
May 24, 2022	PATE R. HEWITT	SALE	172.34	91.3K	15.73M	0
May 16, 2022	HERNANDEZ ENRIQUE JR	SALE	175.00	21.81K	3.82M	22.98K
May 13, 2022	GEAGEA JOSEPH C	SALE	168.04	30K	5.04M	1.24K
May 13, 2022	MORRIS RHONDA J	SALE	167.19	59.7K	9.98M	830
May 11, 2022	INCHAUSTI DAVID A	SALE	165.63	2.04K	337.06K	700
May 10, 2022	NELSON MARK A	SALE	159.47	117.4K	18.72M	788
May 06, 2022	INCHAUSTI DAVID A	SALE	170.00	5K	850K	0
May 06, 2022	BONNER EIMEAR P	SALE	169.21	478	80.88K	358
May 06, 2022	GEAGEA JOSEPH C	SALE	168.63	30K	5.06M	1.24K
May 06, 2022	PARFITT COLIN E	SALE	168.58	47.7K	8.04M	673
May 04, 2022	GEAGEA JOSEPH C	SALE	164.50	30K	4.94M	1.24K
May 04, 2022	BONNER EIMEAR P	SALE	165.00	68.03K	11.23M	0
May 03, 2022	HERNANDEZ ENRIQUE JR	SALE	160.00	5.81K	928.8K	22.98K
May 03, 2022	JOHNSON JAMES WILLIAM	SALE	160.48	119K	19.1M	0
May 03, 2022	INCHAUSTI DAVID A	SALE	161.01	7K	1.13M	0
Mar 01, 2022	PARFITT COLIN E	SALE	145.02	9K	1.31M	667
Feb 28, 2022	GEAGEA JOSEPH C	SALE	142.81	20K	2.86M	1.24K
Feb 25, 2022	PARFITT COLIN E	SALE	140.00	31K	4.34M	667
Feb 25, 2022	GEAGEA JOSEPH C	SALE	140.00	20K	2.8M	1.24K
Feb 25, 2022	WIRTH MICHAEL K	SALE	139.55	3K	418.65K	0
Feb 22, 2022	MORRIS RHONDA J	SALE	132.91	17.3K	2.3M	827
Feb 22, 2022	PARFITT COLIN E	SALE	132.91	15.5K	2.06M	667
Feb 22, 2022	BREBER PIERRE R	SALE	132.90	18.5K	2.46M	7
Feb 14, 2022	WIRTH MICHAEL K	SALE	137.62	18.89K	2.6M	0
Feb 11, 2022	JOHNSON JAMES WILLIAM	SALE	139.43	25.43K	3.55M	0
Feb 11, 2022	GEAGEA JOSEPH C	SALE	138.36	48.5K	6.71M	1.24K
Feb 09, 2022	BREBER PIERRE R	SALE	138.00	18.5K	2.55M	7
Feb 07, 2022	JOHNSON JAMES WILLIAM	SALE	138.50	41.7K	5.78M	0
Feb 07, 2022	PATE R. HEWITT	SALE	137.59	125.3K	17.24M	0
Feb 07, 2022	NELSON MARK A	SALE	137.33	54.5K	7.48M	782
Jan 31, 2022	INCHAUSTI DAVID A	SALE	131.29	7.2K	945.32K	0
Jan 27, 2022	PATE R. HEWITT	SALE	135.00	65K	8.78M	0
Jan 20, 2022	PATE R. HEWITT	SALE	130.01	77.38K	10.06M	0
Jan 19, 2022	PATE R. HEWITT	SALE	130.00	45.47K	5.91M	0
Jan 18, 2022	JOHNSON JAMES WILLIAM	SALE	129.94	23K	2.99M	0
Jan 18, 2022	PATE R. HEWITT	SALE	130.00	300	39K	0
Jan 12, 2022	JOHNSON JAMES WILLIAM	SALE	128.11	27K	3.46M	0
Jan 11, 2022	JOHNSON JAMES WILLIAM	SALE	127.60	20K	2.55M	0
Jan 07, 2022	JOHNSON JAMES WILLIAM	SALE	125.28	17K	2.13M	0
Jan 04, 2022	JOHNSON JAMES WILLIAM	SALE	120.88	15K	1.81M	0
Dec 08, 2021	JOHNSON JAMES WILLIAM	SALE	118.81	7.5K	891.11K	0
Dec 07, 2021	JOHNSON JAMES WILLIAM	SALE	118.33	7.5K	887.48K	0
Dec 07, 2021	PATE R. HEWITT	SALE	117.68	19.5K	2.29M	0
Dec 01, 2021	WIRTH MICHAEL K	SALE	114.26	26.25K	3M	0
Nov 26, 2021	MORRIS RHONDA J	SALE	114.06	9.4K	1.07M	824
Nov 16, 2021	WIRTH MICHAEL K	SALE	118.01	26.25K	3.1M	0
Nov 15, 2021	PATE R. HEWITT	SALE	115.04	39K	4.49M	0
Nov 09, 2021	BREBER PIERRE R	SALE	116.02	17K	1.97M	7
Nov 05, 2021	BONNER EIMEAR P	SALE	114.50	24.53K	2.81M	0
Nov 04, 2021	WIRTH MICHAEL K	SALE	113.79	52.5K	5.97M	0
Nov 01, 2021	GEAGEA JOSEPH C	SALE	114.82	37K	4.25M	1.24K
Nov 01, 2021	BREBER PIERRE R	SALE	114.81	20K	2.3M	7
Oct 29, 2021	PARFITT COLIN E	SALE	115.01	15K	1.73M	660
Oct 29, 2021	PATE R. HEWITT	SALE	115.01	19.5K	2.24M	0
Oct 20, 2021	JOHNSON JAMES WILLIAM	SALE	113.13	78K	8.82M	0
Oct 20, 2021	INCHAUSTI DAVID A	SALE	112.01	5.6K	627.26K	0
May 17, 2021	PATE R. HEWITT	SALE	110.33	45.65K	5.04M	0
May 10, 2021	HERNANDEZ ENRIQUE JR	SALE	110.79	5.1K	565.14K	19.81K
Feb 18, 2021	HEWSON MARILLYN A	PURCHASE	95.21	3.2K	304.68K	4.26K
Jan 20, 2021	BREBER PIERRE R	SALE	95.00	13K	1.24M	686
Jan 19, 2021	WIRTH MICHAEL K	SALE	94.73	132K	12.5M	0
Jan 14, 2021	PATE R. HEWITT	SALE	94.79	95K	9.01M	0
Jan 14, 2021	MORRIS RHONDA J	SALE	94.81	7.5K	711.08K	814
Nov 24, 2020	INCHAUSTI DAVID A	SALE	95.25	5K	476.25K	0
Nov 06, 2020	FRANK JOHN	PURCHASE	71.30	500	35.65K	2.65K
Aug 11, 2020	INCHAUSTI DAVID A	SALE	92.00	5.75K	529K	0
Feb 28, 2020	FRANK JOHN	PURCHASE	91.78	500	45.89K	2.15K
Feb 28, 2020	MOORMAN CHARLES W	PURCHASE	91.43	6.55K	598.98K	29.49K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES484.53K8

NET SHARES-484.53K8

SHARES HELD3.41M8

% NET SHARES-114.22%0%

CVX Stock Ownership Breakdown

Chevron

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions