Signals

CVX

3856 in-universe funds with a nonzero position in CVX within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#438
Score / z0.365 / 0.55
Consensus1240.80 over 2527 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 28,540.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 23,698.2 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 21,600.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 18,955.4 7.1% 2 +0.3 pp +7.1 pp +7.1 pp +7.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 6,722.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 5,684.7 0.3% 4 +0.0 pp -0.1 pp -0.0 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5,447.1 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 4,355.2 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3,528.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3,284.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,284.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3,047.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,896.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,795.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,768.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,619.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 2,346.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 2,070.7 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
Capital World Investors CIK 0001422849 0.974 637 1,818.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 1,811.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,741.9 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,722.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1,691.6 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 1,597.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,521.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1,474.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,417.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,338.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,103.0 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 1,101.2 2.6% 2 +0.5 pp +2.6 pp +2.6 pp +2.6 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 988.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 759.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 759.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 659.4 0.2% 4 +0.1 pp -0.1 pp +0.0 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 655.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 645.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 636.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 630.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 624.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 622.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
National Pension Service CIK 0001608046 0.956 552 611.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 603.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 588.1 1.9% 2 +1.4 pp +1.9 pp +1.9 pp +1.9 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 586.0 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 583.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 557.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
Capital Research Global Investors CIK 0001422848 0.983 426 556.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 539.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 519.3 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 518.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 510.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 501.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 500.7 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 462.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 455.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 452.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 402.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 401.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 399.8 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
Capital International Investors CIK 0001562230 0.968 446 396.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 394.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 388.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
ACR Alpine Capital Research, LLC CIK 0001508822 0.922 38 383.8 6.6% 2 +0.4 pp +6.6 pp +6.6 pp +6.6 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 370.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 366.2 0.4% 4 +0.1 pp -0.0 pp +0.0 pp +0.4 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 351.4 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 344.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 341.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 336.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 327.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 323.0 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 314.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 313.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 302.4 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 296.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 294.2 0.4% 4 +0.1 pp -0.1 pp -0.1 pp +0.4 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 280.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AVIVA PLC CIK 0001140022 0.925 854 278.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 273.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 258.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 249.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 247.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 240.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 238.5 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 237.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 234.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 232.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
GQG Partners LLC CIK 0001697233 0.860 102 231.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 225.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 224.3 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 222.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Korea Investment CORP CIK 0001441689 0.896 677 219.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 217.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 217.8 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 205.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 204.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 200.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 199.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 181.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 179.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 178.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 177.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 176.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 171.2 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 169.2 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 162.7 1.5% 2 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 161.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 160.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 160.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 158.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 158.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 155.8 3.1% 2 +1.8 pp +3.1 pp +3.1 pp +3.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 155.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 155.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 152.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 150.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 150.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 150.5 0.1% 3 +0.0 pp -0.3 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 148.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 148.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Haverford Trust Co CIK 0000842941 0.805 424 147.9 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 147.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 146.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 144.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 142.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
STRS OHIO CIK 0000820478 0.777 2154 141.6 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 138.8 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 135.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 130.4 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 129.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
COMERICA BANK CIK 0000901541 0.812 3711 128.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 127.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Aberdeen Group plc CIK 0001716774 0.934 934 126.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 126.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 126.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 124.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 124.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 123.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 123.1 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 122.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 121.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 120.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 119.9 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 118.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 118.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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Blue Capital, Inc. CIK 0002032856 0.015 122 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
AF Advisors, Inc. CIK 0001818044 0.880 30 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFR Capital, LLC. CIK 0002059325 0.284 165 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Indie Asset Partners, LLC CIK 0001802244 0.263 86 0.7 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 0.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 0.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.7 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
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BRAVE ASSET MANAGEMENT INC CIK 0001085867 0.636 146 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bank of Marin CIK 0001801145 0.155 133 0.7 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.312 67 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.3 0.2% 1 +0.2 pp -0.1 pp -0.1 pp +0.2 pp
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Atwater Malick LLC CIK 0001769288 0.558 124 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Gordian Advisors LLC CIK 0002011856 0.774 65 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Affiance Financial, LLC CIK 0001723681 0.836 110 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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CacheTech Inc. CIK 0002013390 0.380 169 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adams Wealth Management CIK 0001803084 0.408 147 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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4J Wealth Management LLC CIK 0001840775 0.383 111 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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ERn Financial, LLC CIK 0001768302 0.529 161 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Bestgate Wealth Advisors, LLC CIK 0002055670 0.394 45 0.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Heirloom Wealth Management CIK 0001882903 0.450 61 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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REBALANCE, LLC CIK 0001811052 0.941 103 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ACT Advisors, LLC. CIK 0001842554 0.668 84 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IAM Advisory, LLC CIK 0001825292 0.682 107 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Promus Capital, LLC CIK 0002054921 0.295 301 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Saranac Partners Ltd CIK 0002098745 0.206 112 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Warburton Capital Management, LLC CIK 0002054795 0.727 74 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Investment Solutions LLC CIK 0001974438 0.071 144 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Altrafin AG CIK 0002110313 0.476 44 0.0 0.0% 0 +0.0 pp -0.4 pp -0.7 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 -3.7 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Group, Ltd. CIK 0002013988 0.303 106 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group CIK 0002033881 0.450 27 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.322 78 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CVX). Qtrs Held counts distinct quarters this fund has actually held CVX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CVX position size. Δ columns are the percentage-point change in CVX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status