CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2701
Probity Advisors
Texas
$464K -$11.8K -79 -2%
LCM
2702
Leisure Capital Management
California
$464K -$157K -1,056 -25%
ODA
2703
One Degree Advisors
California
$464K – – –
AWP
2704
Abacus Wealth Partners
California
$463K -$85.9K -577 -15%
CFA
2705
Capstone Financial Advisors
Illinois
$463K +$3.42K +23 +0.7%
CCM
2706
Carlson Capital Management
Minnesota
$463K +$227K +1,525 +94%
RFA
2707
ROI Financial Advisors
Oregon
$462K -$28.6K -192 -6%
MCM
2708
Monument Capital Management
Virginia
$462K -$473K -3,179 -50%
WAL
2709
W Advisors LLC
Tennessee
$461K -$276K -1,853 -37%
SSW
2710
Smith Shellnut Wilson
Mississippi
$460K +$1.49K +10 +0.3%
AGC
2711
Aspen Grove Capital
Colorado
$460K -$91.2K -613 -16%
LT
2712
Legacy Trust
Michigan
$458K -$2.23K -15 -0.5%
MWM
2713
MinichMacGregor Wealth Management
New York
$457K -$17.1K -115 -4%
COA
2714
Crown Oak Advisors
California
$457K +$5.36K +36 +1%
RI
2715
RWWM Inc
California
$456K -$48.7K -327 -10%
TIM
2716
Tortoise Investment Management
New York
$456K +$1.34K +9 +0.3%
PWM
2717
Palumbo Wealth Management
New York
$455K -$77.8K -523 -14%
MSA
2718
Marino Stram & Associates
Massachusetts
$454K -$10.1K -68 -2%
GHA
2719
Granite Harbor Advisors
Texas
$454K -$103K -692 -18%
RSS
2720
Rosenblum Silverman Sutton
California
$453K – – –
B
2721
BetterWealth
California
$452K -$2.98K -20 -0.6%
DWP
2722
Destiny Wealth Partners
Florida
$451K +$6.4K +43 +1%
HFP
2723
Holistic Financial Partners
Indiana
$451K +$15.9K +107 +4%
RPCA
2724
Running Point Capital Advisors
California
$450K -$5.06K -34 -1%
CWA
2725
Canvas Wealth Advisors
Kansas
$450K +$177K +1,186 +63%
107 108
109
110 111