Petroleum Refining - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-22 NPORT-P SU47 / Suncor Energy BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF
2025-09-22 NPORT-P COP / ConocoPhillips Crossmark ETF Trust - Crossmark Large Cap Value ETF 264
2025-09-22 NPORT-P CVX / Chevron Crossmark ETF Trust - Crossmark Large Cap Value ETF 108
2025-09-22 13F-HR PSX / Phillips 66 Caldwell Trust Co 14,584
2025-09-22 13F-HR VLO / Valero Energy Caldwell Trust Co 12,394
2025-09-22 13F-HR MPC / Marathon Petroleum Caldwell Trust Co 2,104
2025-09-22 13F-HR BP / BP p.l.c. - Depositary Receipt Caldwell Trust Co 8,251
2025-09-22 13F-HR COP / ConocoPhillips Caldwell Trust Co 12,519
2025-09-22 13F-HR SU / Suncor Energy Caldwell Trust Co 312
2025-09-22 13F-HR CVX / Chevron Caldwell Trust Co 57,221
2025-09-22 13F-HR XOM / Exxon Mobil Caldwell Trust Co 59,169
2025-09-22 13F-HR HES / Hess Caldwell Trust Co 600
2025-09-22 NPORT-P IOC / Indian Oil Corporation GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 421,850 421,850 0.00
2025-09-22 NPORT-P HINDPETRO / Hindustan Petroleum Corporation GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 39,900 39,900 0.00
2025-09-22 NPORT-P BP. / BP p.l.c. GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 494,664 475,431 -3.89
2025-09-22 NPORT-P XOM / Exxon Mobil GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 36,055 18,750 -48.00
2025-09-22 NPORT-P SU / Suncor Energy GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 26,582 28,325 6.56
2025-09-22 NPORT-P RELIANCE / Reliance Industries GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 0 39,702
2025-09-22 NPORT-P COP / ConocoPhillips GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 85,717 59,362 -30.75
2025-09-22 NPORT-P SUN / Sunoco LP - Limited Partnership GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 107,226 107,226 0.00
2025-09-22 NPORT-P SU / Suncor Energy MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 122,336 117,528 -3.93
2025-09-22 NPORT-P BP. / BP p.l.c. MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 2,325,653 1,898,806 -18.35
2025-09-22 NPORT-P BP / BP p.l.c. - Depositary Receipt GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 173,491 173,020 -0.27
2025-09-22 NPORT-P COP / ConocoPhillips GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 110,995 110,694 -0.27
2025-09-22 NPORT-P XOM / Exxon Mobil GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 154,225 153,807 -0.27
2025-09-22 NPORT-P PSX / Phillips 66 GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 55,057 54,908 -0.27
2025-09-22 NPORT-P COP / ConocoPhillips TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 31,285 37,679 20.44
2025-09-22 NPORT-P XOM / Exxon Mobil TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 64,003 61,884 -3.31
2025-09-22 NPORT-P CVX / Chevron TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 14,234 13,961 -1.92
2025-09-22 NPORT-P XOM / Exxon Mobil IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 117,484 98,337 -16.30
2025-09-22 NPORT-P COP / ConocoPhillips IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 66,517 40,890 -38.53
2025-09-22 NPORT-P CVX / Chevron IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 8,966 14,659 63.50
2025-09-22 NPORT-P COP / ConocoPhillips TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 415,122 420,283 1.24
2025-09-22 NPORT-P XOM / Exxon Mobil TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 630,527 638,367 1.24
2025-09-22 NPORT-P COP / ConocoPhillips TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 3,299 1,995 -39.53
2025-09-22 NPORT-P XOM / Exxon Mobil TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 5,828 4,798 -17.67
2025-09-22 NPORT-P CVX / Chevron TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 759 715 -5.80
2025-09-22 NPORT-P DK / Delek US Holdings TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 20,350 19,750 -2.95
2025-09-22 NPORT-P BP. / BP p.l.c. TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 10,135,300 9,486,600 -6.40
2025-09-22 NPORT-P CVX / Chevron TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 30,000 30,000 0.00
2025-09-22 NPORT-P DK / Delek US Holdings IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 65,450 65,100 -0.53
2025-09-22 NPORT-P BP. / BP p.l.c. TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 331,326 371,634 12.17
2025-09-22 NPORT-P COP / ConocoPhillips TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 18,828 20,848 10.73
2025-09-22 NPORT-P CVX / Chevron TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8,596 8,440 -1.81
2025-09-22 NPORT-P RELIANCE / Reliance Industries TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 185,126 185,126 0.00
2025-09-19 13F-HR COP / ConocoPhillips Watts Gwilliam & Co., LLC 3,894 3,213 -17.49
2025-09-19 13F-HR XOM / Exxon Mobil Watts Gwilliam & Co., LLC 14,838 15,587 5.05
2025-09-19 13F-HR MPC / Marathon Petroleum Watts Gwilliam & Co., LLC 1,247
2025-09-19 13F-HR VLO / Valero Energy Watts Gwilliam & Co., LLC 11,401 1,441 -87.36
2025-09-19 13F-HR CVX / Chevron Watts Gwilliam & Co., LLC 3,553 13,719 286.12
2025-09-19 NPORT-P COP / ConocoPhillips BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 21,300 19,200 -9.86
2025-09-19 NPORT-P XOM / Exxon Mobil BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 22,700 20,800 -8.37
2025-09-19 NPORT-P CVX / Chevron BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 22,100 20,400 -7.69
2025-09-19 NPORT-P COP / ConocoPhillips MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A 69,200 69,200 0.00
2025-09-19 13F-HR CVX / Chevron Canal Capital Management, LLC 8,063 8,409 4.29
2025-09-19 13F-HR PSX / Phillips 66 Canal Capital Management, LLC 2,616 2,643 1.03
2025-09-19 13F-HR XOM / Exxon Mobil Canal Capital Management, LLC 61,974 66,249 6.90
2025-09-19 13F-HR VLO / Valero Energy Canal Capital Management, LLC 3,717 4,094 10.14
2025-09-19 13F-HR COP / ConocoPhillips Canal Capital Management, LLC 4,345 4,382 0.85
2025-09-19 13F-HR XOM / Exxon Mobil Canal Capital Management, LLC 59,588 61,974 4.00
2025-09-19 13F-HR VLO / Valero Energy Canal Capital Management, LLC 3,717 3,717 0.00
2025-09-19 13F-HR COP / ConocoPhillips Canal Capital Management, LLC 4,313 4,345 0.74
2025-09-19 13F-HR CVX / Chevron Canal Capital Management, LLC 7,685 8,063 4.92
2025-09-19 13F-HR PSX / Phillips 66 Canal Capital Management, LLC 2,592 2,616 0.93
2025-09-19 NPORT-P PSX / Phillips 66 MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund 3,500 3,500 0.00
2025-09-19 13F-HR XOM / Exxon Mobil Base Wealth Management LLC 3,817 3,766 -1.34
2025-09-19 13F-HR XOM / Exxon Mobil Base Wealth Management LLC 3,817
2025-09-19 NPORT-P COP / ConocoPhillips PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 185,000 200,000 8.11
2025-09-19 NPORT-P BP / BP p.l.c. - Depositary Receipt PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 300,000 300,000 0.00
2025-09-19 NPORT-P XOM / Exxon Mobil PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 185,000 200,000 8.11
2025-09-19 NPORT-P PSX / Phillips 66 PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 90,000 90,000 0.00
2025-09-19 NPORT-P CVX / Chevron PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 185,000 200,000 8.11
2025-09-19 NPORT-P CVX / Chevron CCOR - Listed Funds Trust - Core Alternative ETF 11,215 9,430 -15.92
2025-09-19 NPORT-P XOM / Exxon Mobil CCOR - Listed Funds Trust - Core Alternative ETF 14,070 11,830 -15.92
2025-09-18 NPORT-P XOM / Exxon Mobil ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 7,450 2,500 -66.44
2025-09-17 NPORT-P XOM / Exxon Mobil NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 262,728 242,366 -7.75
2025-09-17 NPORT-P PBF / PBF Energy NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 3,466 2,830 -18.35
2025-09-17 NPORT-P DK / Delek US Holdings NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 2,426 2,426 0.00
2025-09-17 NPORT-P COP / ConocoPhillips NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 103,996 94,940 -8.71
2025-09-17 NPORT-P CVI / CVR Energy NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 540 540 0.00
2025-09-17 NPORT-P CVX / Chevron NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 51,720 102,877 98.91
2025-09-17 NPORT-P CLMT / Calumet NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 990
2025-09-17 NPORT-P PSX / Phillips 66 NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 80,317 72,839 -9.31
2025-09-17 NPORT-P DNQ / Equinor ASA GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 37,100 35,535 -4.22
2025-09-17 NPORT-P 5020 / ENEOS Holdings GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 120,217 112,517 -6.41
2025-09-17 NPORT-P BP. / BP p.l.c. GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 713,851 675,248 -5.41
2025-09-17 NPORT-P I7B / Idemitsu Kosan Co. GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 38,120 31,420 -17.58
2025-09-17 NPORT-P PSX / Phillips 66 NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 39,576 31,918 -19.35
2025-09-17 NPORT-P VLO / Valero Energy NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 32,792 26,984 -17.71
2025-09-17 NPORT-P XOM / Exxon Mobil NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 40,139 101,019 151.67
2025-09-17 NPORT-P SU47 / Suncor Energy GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A
2025-09-17 NPORT-P BP.27B / NOTE GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A
2025-09-17 NPORT-P PBF / PBF Energy GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A 17,795 17,795 0.00
2025-09-17 NPORT-P HES / Hess GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8,630 0 -100.00
2025-09-17 NPORT-P MPC / Marathon Petroleum GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 9,901 9,568 -3.36
2025-09-17 NPORT-P CVX / Chevron GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 52,733 59,057 11.99
2025-09-17 NPORT-P COP / ConocoPhillips GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 40,176 39,156 -2.54
2025-09-17 NPORT-P XOM / Exxon Mobil GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 137,217 133,249 -2.89
2025-09-17 NPORT-P PSX / Phillips 66 GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 12,929 12,543 -2.99
2025-09-17 NPORT-P VLO / Valero Energy GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 9,862 9,518 -3.49
2025-09-17 NPORT-P DNQ / Equinor ASA GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A 128,797 122,948 -4.54
2025-09-17 NPORT-P MPC / Marathon Petroleum NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 48,852 55,166 12.92
2025-09-17 NPORT-P CVX / Chevron NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 47,485 45,927 -3.28
2025-09-17 NPORT-P XOM / Exxon Mobil NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 112,354 123,533 9.95
2025-09-17 NPORT-P PSX / Phillips 66 NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 66,091 75,337 13.99
2025-09-17 NPORT-P COP / ConocoPhillips NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 79,244 245,171 209.39
2025-09-17 NPORT-P XOM / Exxon Mobil NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 275,251 283,473 2.99
2025-09-17 NPORT-P PBF / PBF Energy GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 8,734 7,398 -15.30
2025-09-17 NPORT-P DK / Delek US Holdings GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 5,518 5,518 0.00
2025-09-17 NPORT-P CVI / CVR Energy GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 2,863 2,863 0.00
2025-09-17 NPORT-P CLMT / Calumet GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 6,043
2025-09-17 NPORT-P BP. / BP p.l.c. NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 216,000 216,000 0.00
2025-09-17 NPORT-P DNQ / Equinor ASA NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 43,000 43,000 0.00
2025-09-17 NPORT-P MPC / Marathon Petroleum NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8,026 8,056 0.37
2025-09-17 NPORT-P XOM / Exxon Mobil NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 110,782 113,014 2.01
2025-09-17 NPORT-P VLO / Valero Energy NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8,041 8,213 2.14
2025-09-17 NPORT-P COP / ConocoPhillips NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 32,664 33,102 1.34
2025-09-17 NPORT-P CVX / Chevron NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 42,449 50,038 17.88
2025-09-17 NPORT-P PSX / Phillips 66 NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 10,486 10,684 1.89
2025-09-17 NPORT-P PSX / Phillips 66 GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 2,400 2,322 -3.25
2025-09-17 NPORT-P CVX / Chevron GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 1,981 1,924 -2.88
2025-09-17 NPORT-P SU / Suncor Energy GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 9,600 13,429 39.89
2025-09-17 NPORT-P IMO / Imperial Oil GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 5,400 6,400 18.52
2025-09-17 NPORT-P I7B / Idemitsu Kosan Co. GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 57,700 32,100 -44.37
2025-09-17 NPORT-P CVX / Chevron GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio 25,553 22,525 -11.85
2025-09-17 13F-HR/A XOM / Exxon Mobil Bank Julius Baer & Co. Ltd, Zurich 1,687,064 1,807,428 7.13
2025-09-17 13F-HR/A COP / ConocoPhillips Bank Julius Baer & Co. Ltd, Zurich 1,711,829 1,821,919 6.43
2025-09-17 13F-HR/A HES / Hess Bank Julius Baer & Co. Ltd, Zurich 0 175
2025-09-17 13F-HR/A CVX / Chevron Bank Julius Baer & Co. Ltd, Zurich 516,740 535,539 3.64
2025-09-17 13F-HR/A BP / BP p.l.c. - Depositary Receipt Bank Julius Baer & Co. Ltd, Zurich 16,335 15,389 -5.79
2025-09-16 NPORT-P CVI / CVR Energy Bmc Fund Inc 1,200 1,200 0.00
2025-09-16 NPORT-P SUN / Sunoco LP - Limited Partnership Bmc Fund Inc 473 473 0.00
2025-09-15 13F-HR/A CLMT / Calumet Charles Schwab Investment Management Inc 405,697 395,905 -2.41
2025-09-15 13F-HR/A PBF / PBF Energy Charles Schwab Investment Management Inc 1,492,817 1,675,273 12.22
2025-09-15 13F-HR/A EQNR / Equinor ASA - Depositary Receipt Charles Schwab Investment Management Inc 62,732 67,965 8.34
2025-09-15 13F-HR/A HES / Hess Charles Schwab Investment Management Inc 1,838,079 1,934,751 5.26
2025-09-15 13F-HR/A COP / ConocoPhillips Charles Schwab Investment Management Inc 8,358,331 40,088,827 379.63
2025-09-15 13F-HR/A XOM / Exxon Mobil Charles Schwab Investment Management Inc 31,860,532 32,373,392 1.61
2025-09-15 13F-HR/A CVI / CVR Energy Charles Schwab Investment Management Inc 783,079 894,193 14.19
2025-09-15 13F-HR/A VLO / Valero Energy Charles Schwab Investment Management Inc 10,701,232 11,437,765 6.88
2025-09-15 13F-HR/A DK / Delek US Holdings Charles Schwab Investment Management Inc 766,807 1,037,599 35.31
2025-09-15 13F-HR/A IMO / Imperial Oil Charles Schwab Investment Management Inc 522,722 534,265 2.21
2025-09-15 13F-HR/A MPC / Marathon Petroleum Charles Schwab Investment Management Inc 2,485,925 2,591,077 4.23
2025-09-15 13F-HR/A SU / Suncor Energy Charles Schwab Investment Management Inc 4,457,325 4,497,006 0.89
2025-09-15 13F-HR/A PSX / Phillips 66 Charles Schwab Investment Management Inc 3,002,995 3,103,316 3.34
2025-09-15 13F-HR/A CVX / Chevron Charles Schwab Investment Management Inc 31,855,566 33,430,030 4.94
2025-09-15 13F-HR/A BP / BP p.l.c. - Depositary Receipt Charles Schwab Investment Management Inc 189,059 237,149 25.44
2025-09-15 13F-HR/A XOM / Exxon Mobil Migdal Insurance & Financial Holdings Ltd. 1,477 1,520 2.91