We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
2951
Regis Management Company
California
$277K – – –
LT
2952
Legacy Trust
Michigan
$277K +$269K +1,542 New
CSIA
2953
Charles Schwab Investment Advisory
California
$277K -$19.9K -114 -7%
TLCM
2954
Twin Lakes Capital Management
California
$276K +$175 +1 +0.1%
KCM
2955
Kathmere Capital Management
Pennsylvania
$276K +$268K +1,536 New
TCM
2956
True Capital Management
California
$274K +$266K +1,526 New
BA
2957
BCM Advisors
Louisiana
$273K – – –
KNW
2958
Kesler Norman & Wride
Utah
$273K – – –
SHWM
2959
Smith & Howard Wealth Management
Georgia
$273K -$1.22K -7 -0.5%
TFA
2960
Trinity Financial Advisors
Ohio
$272K +$524 +3 +0.2%
IVP
2961
Intrinsic Value Partners
Arizona
$272K -$69.8K -400 -21%
PA
2962
Parkside Advisors
California
$272K +$264K +1,515 New
BFG
2963
Barber Financial Group
Kansas
$272K +$264K +1,513 New
UOTTAIMCU
2964
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$271K +$264K +1,510 New
AWM
2965
Avaii Wealth Management
Wisconsin
$271K +$263K +1,509 New
CWP
2966
Curated Wealth Partners
California
$271K +$263K +1,508 New
AFS
2967
AFG Fiduciary Services
Massachusetts
$271K -$24.8K -142 -9%
CIS
2968
Continental Investors Services
Washington
$271K -$10.6K -61 -4%
FCMC
2969
Founders Capital Management (Connecticut)
Connecticut
$270K +$13.1K +75 +5%
FWM
2970
FMB Wealth Management
California
$269K +$262K +1,500 New
CI
2971
Carroll Investors
South Carolina
$269K – – –
AMCA
2972
Arthur M. Cohen & Associates
Illinois
$268K – – –
BIM
2973
Bullseye Investment Management
Ohio
$267K – – –
GMA
2974
Glassy Mountain Advisors
Maryland
$267K +$259K +1,486 New
NG
2975
Northstar Group
New York
$267K – – –
117 118
119
120 121