We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2901
Camelot Portfolios
Ohio
$283K +$7.21K +43 +3%
CSPAM
2902
Cary Street Partners Asset Management
Virginia
$283K – – –
SIA
2903
Strategic Investment Advisors
Michigan
$283K -$26.3K -157 -8%
CF
2904
Corrigan Financial
Rhode Island
$283K +$503 +3 +0.2%
CWM
2905
Cedar Wealth Management
California
$282K – – –
MCM
2906
Mattern Capital Management
Colorado
$280K – – –
PCA
2907
Pallas Capital Advisors
Massachusetts
$279K +$44.3K +264 +19%
PM
2908
Penbrook Management
New York
$277K – – –
RLWM
2909
RF&L Wealth Management
Massachusetts
$277K – – –
BCIM
2910
Bishop & Co Investment Management
Pennsylvania
$277K – – –
RWM
2911
Revisor Wealth Management
Ohio
$276K +$284K +1,691 New
SGA
2912
Seaport Global Advisors
Massachusetts
$276K -$140K -833 -33%
CCM
2913
Check Capital Management
California
$275K -$1.68K -10 -0.6%
LFG
2914
Lockerman Financial Group
California
$275K -$9.89K -59 -3%
CWM
2915
Centurion Wealth Management
Virginia
$274K -$13.4K -80 -5%
KWS
2916
Keystone Wealth Services
California
$274K +$3.52K +21 +1%
RWG
2917
Regal Wealth Group
California
$274K +$838 +5 +0.3%
HHRDM
2918
H&H Retirement Design & Management
Nevada
$274K +$4.19K +25 +2%
IA
2919
Insight Advisors
Pennsylvania
$274K -$186K -1,108 -40%
SRG
2920
SBB Research Group
Illinois
$274K +$2.52K +15 +0.9%
EE
2921
EWG Elevate
California
$273K +$6.37K +38 +2%
CSIA
2922
Charles Schwab Investment Advisory
California
$273K +$22K +131 +8%
MF
2923
Montis Financial
Massachusetts
$273K +$503 +3 +0.2%
FWM
2924
Focused Wealth Management
New York
$273K +$2.85K +17 +1%
TWM
2925
Triton Wealth Management
Arizona
$272K -$9.56K -57 -3%
115 116
117
118 119