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)
2026-04-24 13F-HR COP / ConocoPhillips Stegent Equity Advisors, Inc. 15,710 15,721 0.07
2026-04-24 13F-HR XOM / Exxon Mobil Stegent Equity Advisors, Inc. 4,624 4,308 -6.83
2026-04-24 13F-HR PSX / Phillips 66 Stegent Equity Advisors, Inc. 8,157 7,889 -3.29
2026-04-24 13F-HR XOM / Exxon Mobil RKL Wealth Management LLC 21,006 22,945 9.23
2026-04-24 13F-HR MPC / Marathon Petroleum RKL Wealth Management LLC 0 1,074
2026-04-24 13F-HR CVX / Chevron RKL Wealth Management LLC 30,388 29,929 -1.51
2026-04-24 13F-HR VLO / Valero Energy RKL Wealth Management LLC 0 920
2026-04-24 13F-HR VLO / Valero Energy Barnes Pettey Financial Advisors, Llc 1,816 1,816 0.00
2026-04-24 13F-HR CVX / Chevron Barnes Pettey Financial Advisors, Llc 3,464 2,967 -14.35
2026-04-24 13F-HR XOM / Exxon Mobil Barnes Pettey Financial Advisors, Llc 7,214 7,147 -0.93
2026-04-24 13F-HR XOM / Exxon Mobil Conestoga Capital Advisors, LLC 1,884 1,884 0.00
2026-04-24 13F-HR XOM / Exxon Mobil Midwest Capital Advisors, LLC 225 225 0.00
2026-04-24 13F-HR CVX / Chevron Midwest Capital Advisors, LLC 0 120
2026-04-24 13F-HR MPC / Marathon Petroleum Midwest Capital Advisors, LLC 55
2026-04-24 13F-HR COP / ConocoPhillips Midwest Capital Advisors, LLC 142 142 0.00
2026-04-24 13F-HR PSX / Phillips 66 Midwest Capital Advisors, LLC 114 114 0.00
2026-04-24 13F-HR XOM / Exxon Mobil Capital Asset Advisory Services LLC 55,829 53,590 -4.01
2026-04-24 13F-HR MPC / Marathon Petroleum Capital Asset Advisory Services LLC 2,635 2,627 -0.30
2026-04-24 13F-HR VLO / Valero Energy Capital Asset Advisory Services LLC 2,017 1,830 -9.27
2026-04-24 13F-HR COP / ConocoPhillips Capital Asset Advisory Services LLC 30,009 20,220 -32.62
2026-04-24 13F-HR CVX / Chevron Capital Asset Advisory Services LLC 30,037 31,521 4.94
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Prospect Financial Services LLC 12,502 12,508 0.05
2026-04-24 13F-HR CVX / Chevron Prospect Financial Services LLC 0 1,260
2026-04-24 13F-HR XOM / Exxon Mobil Prospect Financial Services LLC 17,385 16,775 -3.51
2026-04-24 13F-HR CVX / Chevron Bellevue Asset Management, Llc 1,297 1,302 0.39
2026-04-24 13F-HR COP / ConocoPhillips Bellevue Asset Management, Llc 110 111 0.91
2026-04-24 13F-HR XOM / Exxon Mobil Bellevue Asset Management, Llc 456 458 0.44
2026-04-24 13F-HR CVX / Chevron Wd Rutherford Llc 25,925 24,101 -7.04
2026-04-24 13F-HR CVX / Chevron EJMK Ventures LLC 3,569 3,403 -4.65
2026-04-24 13F-HR COP / ConocoPhillips EJMK Ventures LLC 1,933
2026-04-24 13F-HR XOM / Exxon Mobil EJMK Ventures LLC 6,731 6,794 0.94
2026-04-24 13F-HR COP / ConocoPhillips Essex Financial Services, Inc. 14,783 13,906 -5.93
2026-04-24 13F-HR XOM / Exxon Mobil Essex Financial Services, Inc. 137,532 137,784 0.18
2026-04-24 13F-HR CVX / Chevron Essex Financial Services, Inc. 46,416 46,860 0.96
2026-04-24 13F-HR PSX / Phillips 66 Essex Financial Services, Inc. 6,564 6,363 -3.06
2026-04-24 13F-HR VLO / Valero Energy Essex Financial Services, Inc. 3,794 3,194 -15.81
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Essex Financial Services, Inc. 0 6,965
2026-04-24 13F-HR MPC / Marathon Petroleum Essex Financial Services, Inc. 2,607 2,049 -21.40
2026-04-24 13F-HR MPC / Marathon Petroleum CHICAGO TRUST Co NA 2,232 1,933 -13.40
2026-04-24 13F-HR PSX / Phillips 66 CHICAGO TRUST Co NA 7,077 7,361 4.01
2026-04-24 13F-HR SU / Suncor Energy CHICAGO TRUST Co NA 20,011 18,858 -5.76
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt CHICAGO TRUST Co NA 9,882 9,482 -4.05
2026-04-24 13F-HR CVX / Chevron CHICAGO TRUST Co NA 37,276 36,645 -1.69
2026-04-24 13F-HR COP / ConocoPhillips CHICAGO TRUST Co NA 5,427 5,224 -3.74
2026-04-24 13F-HR XOM / Exxon Mobil CHICAGO TRUST Co NA 59,793 62,900 5.20
2026-04-24 13F-HR XOM / Exxon Mobil Cassia Capital Partners, LLC 12,086 12,416 2.73
2026-04-24 13F-HR COP / ConocoPhillips Syntax Research, Inc. 15,539 1,046 -93.27
2026-04-24 13F-HR CVX / Chevron Syntax Research, Inc. 5,901 5,296 -10.25
2026-04-24 13F-HR XOM / Exxon Mobil Syntax Research, Inc. 152 152 0.00
2026-04-24 13F-HR YPF / YPF Sociedad Anónima - Depositary Receipt Deltec Asset Management Llc 58,250 40,750 -30.04
2026-04-24 13F-HR CVX / Chevron Deltec Asset Management Llc 2,650 2,650 0.00
2026-04-24 13F-HR CVX / Chevron Trust Investment Advisors 10,214 8,732 -14.51
2026-04-24 13F-HR XOM / Exxon Mobil Trust Investment Advisors 13,707 13,610 -0.71
2026-04-24 13F-HR MPC / Marathon Petroleum Root Financial Partners, LLC 905 976 7.85
2026-04-24 13F-HR CVX / Chevron Root Financial Partners, LLC 7,554 7,257 -3.93
2026-04-24 13F-HR COP / ConocoPhillips Root Financial Partners, LLC 1,972 2,276 15.42
2026-04-24 13F-HR PBF / PBF Energy Root Financial Partners, LLC 459 475 3.49
2026-04-24 13F-HR CVI / CVR Energy Root Financial Partners, LLC 8 63 687.50
2026-04-24 13F-HR DK / Delek US Holdings Root Financial Partners, LLC 38
2026-04-24 13F-HR VLO / Valero Energy Root Financial Partners, LLC 1,147 1,325 15.52
2026-04-24 13F-HR SU / Suncor Energy Root Financial Partners, LLC 2,190 2,033 -7.17
2026-04-24 13F-HR PSX / Phillips 66 Root Financial Partners, LLC 1,415 2,859 102.05
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Root Financial Partners, LLC 2,544 709 -72.13
2026-04-24 13F-HR IMO / Imperial Oil Root Financial Partners, LLC 293 167 -43.00
2026-04-24 13F-HR XOM / Exxon Mobil Root Financial Partners, LLC 10,568 11,278 6.72
2026-04-24 13F-HR EQNR / Equinor ASA - Depositary Receipt Root Financial Partners, LLC 242 255 5.37
2026-04-24 13F-HR SUN / Sunoco LP - Limited Partnership Root Financial Partners, LLC 625 625 0.00
2026-04-24 13F-HR CVX / Chevron Petros Family Wealth, LLC 0 2,454
2026-04-24 13F-HR PSX / Phillips 66 Petros Family Wealth, LLC 7,416 8,642 16.53
2026-04-24 13F-HR XOM / Exxon Mobil Petros Family Wealth, LLC 2,409 2,373 -1.49
2026-04-24 13F-HR PSX / Phillips 66 Stock Yards Bank & Trust Co 16,987 16,285 -4.13
2026-04-24 13F-HR SU / Suncor Energy Stock Yards Bank & Trust Co 75,718 71,963 -4.96
2026-04-24 13F-HR VLO / Valero Energy Stock Yards Bank & Trust Co 1,410 1,016 -27.94
2026-04-24 13F-HR MPC / Marathon Petroleum Stock Yards Bank & Trust Co 9,567 9,656 0.93
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Stock Yards Bank & Trust Co 24,635 24,417 -0.88
2026-04-24 13F-HR CVX / Chevron Stock Yards Bank & Trust Co 271,459 186,946 -31.13
2026-04-24 13F-HR COP / ConocoPhillips Stock Yards Bank & Trust Co 39,577 36,485 -7.81
2026-04-24 13F-HR XOM / Exxon Mobil Stock Yards Bank & Trust Co 243,355 234,131 -3.79
2026-04-24 13F-HR COP / ConocoPhillips Twin City Private Wealth, Llc 10,183 9,815 -3.61
2026-04-24 13F-HR XOM / Exxon Mobil Twin City Private Wealth, Llc 21,500 18,720 -12.93
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Keb Asset Management, Llc 9,612 9,701 0.93
2026-04-24 13F-HR XOM / Exxon Mobil Keb Asset Management, Llc 12,977 12,477 -3.85
2026-04-24 13F-HR CVX / Chevron Horizon Wealth Management, LLC 3,137 3,171 1.08
2026-04-24 13F-HR XOM / Exxon Mobil Horizon Wealth Management, LLC 4,272 4,275 0.07
2026-04-24 13F-HR XOM / Exxon Mobil Jacobsen Capital Management 7,888 7,825 -0.80
2026-04-24 13F-HR PSX / Phillips 66 Jacobsen Capital Management 0 1,428
2026-04-24 13F-HR CVX / Chevron Jacobsen Capital Management 2,524 2,612 3.49
2026-04-24 13F-HR VLO / Valero Energy Jacobsen Capital Management 0 1,070
2026-04-24 13F-HR PSX / Phillips 66 Letson Investment Management, Inc. 2,429 2,429 0.00
2026-04-24 13F-HR CVX / Chevron Letson Investment Management, Inc. 10,053 10,054 0.01
2026-04-24 13F-HR COP / ConocoPhillips Letson Investment Management, Inc. 4,603 4,603 0.00
2026-04-24 13F-HR XOM / Exxon Mobil Letson Investment Management, Inc. 3,231 3,231 0.00
2026-04-24 13F-HR CVX / Chevron LB Partners LLC 1,400
2026-04-24 13F-HR XOM / Exxon Mobil Pzena Investment Management Llc 660,739 617,144 -6.60
2026-04-24 13F-HR EQNR / Equinor ASA - Depositary Receipt Pzena Investment Management Llc 29,555 40,516 37.09
2026-04-24 13F-HR XOM / Exxon Mobil Randolph Co Inc 271,480 269,347 -0.79
2026-04-24 13F-HR XOM / Exxon Mobil Kropog Financial Group, LLC 1,201
2026-04-24 13F-HR XOM / Exxon Mobil Northwest Financial Advisors 2,147 2,146 -0.05
2026-04-24 13F-HR XOM / Exxon Mobil NavPoint Financial, Inc. 8,297 8,758 5.56
2026-04-24 13F-HR XOM / Exxon Mobil Heritage Oak Wealth Advisors Llc 0 1,490
2026-04-24 13F-HR CVX / Chevron TSG Advice Partners, LLC 2,676 2,870 7.25
2026-04-24 13F-HR XOM / Exxon Mobil TSG Advice Partners, LLC 4,680 5,434 16.11
2026-04-24 13F-HR PSX / Phillips 66 KPP Advisory Services LLC 1,781 1,130 -36.55
2026-04-24 13F-HR XOM / Exxon Mobil KPP Advisory Services LLC 32,999 28,404 -13.92
2026-04-24 13F-HR CVX / Chevron KPP Advisory Services LLC 6,077 6,079 0.03
2026-04-24 13F-HR COP / ConocoPhillips KPP Advisory Services LLC 1,608
2026-04-24 13F-HR VLO / Valero Energy KPP Advisory Services LLC 2,104 2,156 2.47
2026-04-24 13F-HR COP / ConocoPhillips Center for Wealth Management Advisory 17,691 17,514 -1.00
2026-04-24 13F-HR XOM / Exxon Mobil Center for Wealth Management Advisory 13,010 12,852 -1.21
2026-04-24 13F-HR VLO / Valero Energy Smithbridge Asset Management Inc/de 16,335 7,880 -51.76
2026-04-24 13F-HR COP / ConocoPhillips Smithbridge Asset Management Inc/de 6,416 3,208 -50.00
2026-04-24 13F-HR CVX / Chevron Smithbridge Asset Management Inc/de 14,138 8,204 -41.97
2026-04-24 13F-HR XOM / Exxon Mobil Smithbridge Asset Management Inc/de 4,601 6,615 43.77
2026-04-24 13F-HR CVX / Chevron BetterWealth, LLC 3,594 3,848 7.07
2026-04-24 13F-HR XOM / Exxon Mobil BetterWealth, LLC 2,152 2,537 17.89
2026-04-24 13F-HR CVX / Chevron Eagle Bluffs Wealth Management LLC 6,678 7,302 9.34
2026-04-24 13F-HR XOM / Exxon Mobil Eagle Bluffs Wealth Management LLC 6,875 7,079 2.97
2026-04-24 13F-HR MPC / Marathon Petroleum Eagle Bluffs Wealth Management LLC 4,357 4,305 -1.19
2026-04-24 13F-HR CVX / Chevron Vision Capital Management, Inc. 5,831 5,847 0.27
2026-04-24 13F-HR XOM / Exxon Mobil Vision Capital Management, Inc. 1,700 1,861 9.47
2026-04-24 13F-HR CVX / Chevron Innova Wealth Partners 3,387 3,401 0.41
2026-04-24 13F-HR XOM / Exxon Mobil Innova Wealth Partners 10,712 9,556 -10.79
2026-04-24 13F-HR CVX / Chevron Reliant Investment Management, LLC 1,818 1,818 0.00
2026-04-24 13F-HR XOM / Exxon Mobil Reliant Investment Management, LLC 10,225 10,740 5.04
2026-04-24 13F-HR COP / ConocoPhillips Reliant Investment Management, LLC 3,546 3,646 2.82
2026-04-24 13F-HR VLO / Valero Energy Whelan Financial 1,386 0 -100.00
2026-04-24 13F-HR CVX / Chevron Whelan Financial 4,539 4,542 0.07
2026-04-24 13F-HR XOM / Exxon Mobil Whelan Financial 3,447 3,457 0.29
2026-04-24 13F-HR CVX / Chevron Essex LLC 2,413 2,411 -0.08
2026-04-24 13F-HR XOM / Exxon Mobil Essex LLC 17,911 14,796 -17.39
2026-04-24 13F-HR COP / ConocoPhillips Financial Life Planners 0 415
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Financial Life Planners 0 834
2026-04-24 13F-HR XOM / Exxon Mobil Financial Life Planners 1,950 1,963 0.67
2026-04-24 13F-HR VLO / Valero Energy Financial Life Planners 0 113
2026-04-24 13F-HR CVX / Chevron Lederer & Associates Investment Counsel/ca 4,155 4,255 2.41
2026-04-24 13F-HR XOM / Exxon Mobil Lederer & Associates Investment Counsel/ca 15,261 15,124 -0.90
2026-04-24 13F-HR XOM / Exxon Mobil Williams Financial, LLC 5,866 5,874 0.14
2026-04-24 13F-HR SU / Suncor Energy USS Investment Management Ltd 127,297 127,297 0.00
2026-04-24 13F-HR PSX / Phillips 66 USS Investment Management Ltd 55,077 55,077 0.00
2026-04-24 13F-HR VLO / Valero Energy USS Investment Management Ltd 7,512 7,512 0.00
2026-04-24 13F-HR CVX / Chevron USS Investment Management Ltd 259,979 270,642 4.10
2026-04-24 13F-HR IMO / Imperial Oil USS Investment Management Ltd 20,908 20,908 0.00
2026-04-24 13F-HR COP / ConocoPhillips USS Investment Management Ltd 190,212 190,212 0.00
2026-04-24 13F-HR MPC / Marathon Petroleum USS Investment Management Ltd 7,466 7,466 0.00
2026-04-24 13F-HR XOM / Exxon Mobil APCM Wealth Management for Individuals 5,204 5,205 0.02
2026-04-24 13F-HR CVX / Chevron Squire Investment Management Company, LLC 1,642 1,652 0.61
2026-04-24 13F-HR XOM / Exxon Mobil Merited Wealth, LLC 425 0 -100.00
2026-04-24 13F-HR SU / Suncor Energy Merited Wealth, LLC 42 0 -100.00
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Merited Wealth, LLC 66 0 -100.00
2026-04-24 13F-HR CVX / Chevron Merited Wealth, LLC 205 0 -100.00
2026-04-24 13F-HR MPC / Marathon Petroleum Merited Wealth, LLC 120 0 -100.00
2026-04-24 13F-HR COP / ConocoPhillips Merited Wealth, LLC 15 0 -100.00
2026-04-24 13F-HR XOM / Exxon Mobil Semus Wealth Partners LLC 2,983 2,616 -12.30
2026-04-24 13F-HR XOM / Exxon Mobil Balentine LLC 10,547 9,675 -8.27
2026-04-24 13F-HR COP / ConocoPhillips Balentine LLC 13,342 12,637 -5.28
2026-04-24 13F-HR CVX / Chevron Balentine LLC 6,945 6,395 -7.92
2026-04-24 13F-HR MPC / Marathon Petroleum Balentine LLC 0 1,167
2026-04-24 13F-HR VLO / Valero Energy Fulton Bank, N.a. 13,693 13,300 -2.87
2026-04-24 13F-HR MPC / Marathon Petroleum Fulton Bank, N.a. 9,770 9,974 2.09
2026-04-24 13F-HR PSX / Phillips 66 Fulton Bank, N.a. 4,010 3,990 -0.50
2026-04-24 13F-HR XOM / Exxon Mobil Fulton Bank, N.a. 64,252 59,616 -7.22
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Fulton Bank, N.a. 9,315 7,209 -22.61
2026-04-24 13F-HR CVX / Chevron Fulton Bank, N.a. 40,623 45,488 11.98
2026-04-24 13F-HR COP / ConocoPhillips Fulton Bank, N.a. 30,895 30,654 -0.78
2026-04-24 13F-HR CVX / Chevron Deprince Race & Zollo Inc 192,166 140,791 -26.73
2026-04-24 13F-HR COP / ConocoPhillips Deprince Race & Zollo Inc 290,351 193,071 -33.50
2026-04-24 13F-HR XOM / Exxon Mobil Deprince Race & Zollo Inc 295,395 264,700 -10.39
2026-04-24 13F-HR CVX / Chevron TKG Advisors, LLC 17,815 15,642 -12.20
2026-04-24 13F-HR CVX / Chevron Crown Oak Advisors, LLC 3,275 3,306 0.95
2026-04-24 13F-HR XOM / Exxon Mobil Crown Oak Advisors, LLC 3,775 3,801 0.69
2026-04-24 13F-HR COP / ConocoPhillips Argent Advisors, Inc. 3,666 3,641 -0.68
2026-04-24 13F-HR XOM / Exxon Mobil Argent Advisors, Inc. 84,045 83,243 -0.95
2026-04-24 13F-HR CVX / Chevron Argent Advisors, Inc. 22,119 22,996 3.96
2026-04-24 13F-HR XOM / Exxon Mobil Newton One Investments LLC 204 206 0.98
2026-04-24 13F-HR CVX / Chevron Newton One Investments LLC 335 338 0.90
2026-04-24 13F-HR CVX / Chevron Cane Capital Partners, LLC 11,110 3,643 -67.21
2026-04-24 13F-HR XOM / Exxon Mobil Cane Capital Partners, LLC 45,775 42,771 -6.56
2026-04-24 13F-HR VLO / Valero Energy James Investment Research Inc 38,396 37,585 -2.11
2026-04-24 13F-HR CVX / Chevron James Investment Research Inc 48,103 50,185 4.33
2026-04-24 13F-HR XOM / Exxon Mobil James Investment Research Inc 28,733 33,766 17.52
2026-04-24 13F-HR COP / ConocoPhillips Secured Retirement Advisors, Llc 3,130 3,750 19.81
2026-04-24 13F-HR CVX / Chevron Secured Retirement Advisors, Llc 10,028 9,374 -6.52
2026-04-24 13F-HR XOM / Exxon Mobil Secured Retirement Advisors, Llc 18,926 18,813 -0.60
2026-04-24 13F-HR VLO / Valero Energy Secured Retirement Advisors, Llc 1,729 1,431 -17.24
2026-04-24 13F-HR PSX / Phillips 66 Mitchell & Pahl Private Wealth, Llc 20,681 20,687 0.03
2026-04-24 13F-HR XOM / Exxon Mobil Mitchell & Pahl Private Wealth, Llc 32,025 31,716 -0.96
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Mitchell & Pahl Private Wealth, Llc 24,879 26,275 5.61
2026-04-24 13F-HR CVX / Chevron Mitchell & Pahl Private Wealth, Llc 14,172 14,826 4.61
2026-04-24 13F-HR SU / Suncor Energy Mitchell & Pahl Private Wealth, Llc 24,088 24,278 0.79
2026-04-24 13F-HR VLO / Valero Energy Mitchell & Pahl Private Wealth, Llc 14,826 15,196 2.50
2026-04-24 13F-HR CVX / Chevron Vertrix Wealth Management, LLC 24,064
2026-04-24 13F-HR XOM / Exxon Mobil Vertrix Wealth Management, LLC 3,737
2026-04-24 13F-HR CVX / Chevron Sage Investment Counsel LLC 1,404 1,404 0.00
2026-04-24 13F-HR SU / Suncor Energy Sage Investment Counsel LLC 8,400 8,600 2.38
2026-04-24 13F-HR XOM / Exxon Mobil Sage Investment Counsel LLC 8,017 7,377 -7.98
2026-04-24 13F-HR XOM / Exxon Mobil Royal Harbor Partners, LLC 8,390 5,286 -37.00
2026-04-24 13F-HR PSX / Phillips 66 Seamount Financial Group Inc 2,602 2,602 0.00
2026-04-24 13F-HR COP / ConocoPhillips Seamount Financial Group Inc 11,281 11,486 1.82
2026-04-24 13F-HR CVX / Chevron Seamount Financial Group Inc 13,960 13,974 0.10
2026-04-24 13F-HR XOM / Exxon Mobil Seamount Financial Group Inc 21,864 20,904 -4.39
2026-04-24 13F-HR XOM / Exxon Mobil My Purposeful Wealth Corp. 1,520
2026-04-24 13F-HR CVX / Chevron My Purposeful Wealth Corp. 1,506
2026-04-24 13F-HR CVX / Chevron Clarity Wealth Advisors, LLC 4,085 3,232 -20.88
2026-04-24 13F-HR XOM / Exxon Mobil Heritage Investors Management Corp 94,590 90,014 -4.84
2026-04-24 13F-HR COP / ConocoPhillips Heritage Investors Management Corp 204,926 199,032 -2.88
2026-04-24 13F-HR VLO / Valero Energy Heritage Investors Management Corp 3,347 3,197 -4.48
2026-04-24 13F-HR CVX / Chevron Heritage Investors Management Corp 158,637 153,757 -3.08
2026-04-24 13F-HR MPC / Marathon Petroleum Heritage Investors Management Corp 3,190 2,190 -31.35
2026-04-24 13F-HR PSX / Phillips 66 Heritage Investors Management Corp 78,089 74,457 -4.65
2026-04-24 13F-HR YPF / YPF Sociedad Anónima - Depositary Receipt UMA Financial Services, Inc. 2 2 0.00
2026-04-24 13F-HR SU / Suncor Energy UMA Financial Services, Inc. 113 124 9.73
2026-04-24 13F-HR PBF / PBF Energy UMA Financial Services, Inc. 20 20 0.00
2026-04-24 13F-HR EQNR / Equinor ASA - Depositary Receipt UMA Financial Services, Inc. 35 56 60.00
2026-04-24 13F-HR COP / ConocoPhillips UMA Financial Services, Inc. 2,980 3,107 4.26
2026-04-24 13F-HR XOM / Exxon Mobil UMA Financial Services, Inc. 3,062 3,143 2.65
2026-04-24 13F-HR VLO / Valero Energy UMA Financial Services, Inc. 226 120 -46.90
2026-04-24 13F-HR PSX / Phillips 66 UMA Financial Services, Inc. 455 449 -1.32
2026-04-24 13F-HR CVX / Chevron UMA Financial Services, Inc. 3,063 3,260 6.43
2026-04-24 13F-HR DK / Delek US Holdings UMA Financial Services, Inc. 52 52 0.00
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt UMA Financial Services, Inc. 1,209 1,217 0.66
2026-04-24 13F-HR MPC / Marathon Petroleum UMA Financial Services, Inc. 237 272 14.77
2026-04-24 13F-HR IMO / Imperial Oil UMA Financial Services, Inc. 5 0 -100.00
2026-04-24 13F-HR COP / ConocoPhillips Canton Hathaway, LLC 366 366 0.00
2026-04-24 13F-HR XOM / Exxon Mobil Canton Hathaway, LLC 1,545 1,345 -12.94
2026-04-24 13F-HR VLO / Valero Energy Canton Hathaway, LLC 200 200 0.00
2026-04-24 13F-HR CVX / Chevron Canton Hathaway, LLC 2,937 2,937 0.00
2026-04-24 13F-HR MPC / Marathon Petroleum Canton Hathaway, LLC 125 125 0.00
2026-04-24 13F-HR CVX / Chevron Lynch Asset Management, Inc. 27,100 27,100 0.00
2026-04-24 13F-HR PSX / Phillips 66 Boston Trust Walden Corp 6,860 6,860 0.00
2026-04-24 13F-HR CVX / Chevron Boston Trust Walden Corp 117,058 106,428 -9.08
2026-04-24 13F-HR COP / ConocoPhillips Boston Trust Walden Corp 290,831 262,373 -9.79
2026-04-24 13F-HR XOM / Exxon Mobil Boston Trust Walden Corp 656,927 606,423 -7.69
2026-04-24 13F-HR CVX / Chevron Livet Wealth, LLC 1,126
2026-04-24 13F-HR EQNR / Equinor ASA - Depositary Receipt Livet Wealth, LLC 6,031
2026-04-24 13F-HR XOM / Exxon Mobil Livet Wealth, LLC 1,677 1,582 -5.66
2026-04-24 13F-HR XOM / Exxon Mobil Keybank National Association/oh 1,420,276 1,420,818 0.04
2026-04-24 13F-HR COP / ConocoPhillips Keybank National Association/oh 321,047 309,191 -3.69
2026-04-24 13F-HR PSX / Phillips 66 Keybank National Association/oh 132,788 132,743 -0.03
2026-04-24 13F-HR VLO / Valero Energy Keybank National Association/oh 16,506 18,043 9.31
2026-04-24 13F-HR CVX / Chevron Keybank National Association/oh 1,474,710 1,325,537 -10.12
2026-04-24 13F-HR MPC / Marathon Petroleum Keybank National Association/oh 29,430 29,957 1.79
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Keybank National Association/oh 60,457 65,558 8.44
2026-04-24 13F-HR EQNR / Equinor ASA - Depositary Receipt Keybank National Association/oh 0 5,800
2026-04-24 13F-HR IMO / Imperial Oil Keybank National Association/oh 0 1,674
2026-04-24 13F-HR BP / BP p.l.c. - Depositary Receipt Axis Wealth Partners, LLC 5,184
2026-04-24 13F-HR XOM / Exxon Mobil Axis Wealth Partners, LLC 4,845 4,951 2.19
2026-04-24 13F-HR CVX / Chevron Axis Wealth Partners, LLC 1,525 1,676 9.90
2026-04-24 13F-HR CVX / Chevron Pursuit Wealth Strategies, Llc 1,566
2026-04-24 13F-HR PSX / Phillips 66 Pursuit Wealth Strategies, Llc 2,064
2026-04-24 13F-HR XOM / Exxon Mobil Pursuit Wealth Strategies, Llc 9,145