• CHEVRON CORP NEW Ownership Breakdown

  • Ownership Breakdown: CVX

    as of 7/6/08
    Large Block Holder Type Number  
    Institutions 1,803
     
    Total Number of Shares Held
    2.07 B
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 3,236
    Other Major 24
    Total Number of Large Block Holders 5,063
  • Top 10 Institutional Holders: CVX

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    State Street Global Advisors (US) 93.12 M 7.95 B 1.52% 4.50% Low
    Capital World Investors 74.23 M 6.34 B 1.41% 3.59% Medium
    Barclays Global Investors, N.A. 72.27 M 6.17 B 0.84% 3.49% Low
    AllianceBernstein L.P. 66.05 M 5.64 B 1.61% 3.19% Low
    Vanguard Group, Inc. 65.79 M 5.62 B 1.02% 3.18% Low
    Capital Research Global Investors 47.77 M 4.08 B 0.86% 2.31% Medium
    Wellington Management Company, LLP 31.23 M 2.67 B 0.86% 1.51% Low
    Dodge & Cox 23.87 M 2.04 B 1.41% 1.15% Low
    T. Rowe Price Associates, Inc. 19.52 M 1.67 B 0.66% 0.94% Low
    BlackRock Investment Management, LLC 17.71 M 1.51 B 1.54% 0.86% Low

    Total % of Shares Owned by:

    Top 10 Holders
    24.73%
    Top 25 Holders
    34.52%
    Top 50 Holders
    42.91%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: CVX

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    American Funds Washington Mutual Investors Fund 32.54 M 3.13 B 4.31% 1.57% Low
    American Funds Income Fund of America 23.78 M 2.22 B 4.27% 1.15% Low
    Vanguard 500 Index Fund 19.74 M 1.68 B 1.54% 0.95% Low
    American Funds Investment Company of America 16.85 M 1.44 B 2.32% 0.81% Low
    SPDR Trust Series 1 13.12 M 1.30 B 1.69% 0.63% Low
    Vanguard Total Stock Market Index Fund 15 M 1.28 B 1.26% 0.73% Low
    Dodge & Cox Stock Fund 12.59 M 1.07 B 2.01% 0.61% Low
    Vanguard Institutional Index Fund 12.11 M 1.03 B 1.54% 0.59% Low
    American Funds Capital Income Builder 11.51 M 982.49 M 1.50% 0.56% Low
    American Funds American Balanced Fund 11.1 M 947.50 M 2.77% 0.54% Low

    Total % of Shares Owned by:

    Top 10 Holders
    8.14%
    Top 25 Holders
    12.43%
    Top 50 Holders
    15.54%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: CVX

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Devon Energy Corporation 14.18 M 1.21 B 0.69% Low
    BNP Paribas Arbitrage SA 1.2 M 102.58 M 0.06% High
    KBC Group NV 686,520 58.60 M 0.03% Medium
    Alleghany Corporation 580,000 49.51 M 0.03% Low
    O'Reilly (David J) 105,996 10.51 M 0.01% Low
    Crowe (Stephen J) 76,759 7.61 M 0.00% Low
    Kirkland (George L) 74,500 7.39 M 0.00% Low
    Robertson (Peter J) 68,155 6.76 M 0.00% Low
    Eaton (Robert J) 31,011 3.07 M 0.00% Low
    Armacost (Samuel H) 30,764 3.05 M 0.00% Low

    Total % of Shares Owned by:

    Top 10 Holders
    0.82%
    Top 25 Holders
    0.83%
    Top 50 Holders
    0.83%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.