CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
4A
3076
4Wealth Advisors
Illinois
$412K +$20.4K +134 +5%
SWM
3077
Sandro Wealth Management
New Jersey
$411K +$411K +2,700 New
PWS
3078
Proactive Wealth Strategies
Georgia
$411K -$609 -4 -0.1%
PCM
3079
Peirce Capital Management
Texas
$411K +$30.5K +200 +8%
RCM
3080
Rockbridge Capital Management
Virginia
$411K – – –
SFC
3081
Strategic Financial Concepts
Texas
$410K -$302K -1,986 -42%
AAIM
3082
Asset Advisors Investment Management
Georgia
$410K -$3.05K -20 -0.7%
MFG
3083
Menard Financial Group
Texas
$410K -$861K -5,652 -68%
SCA
3084
Sandy Cove Advisors
Massachusetts
$410K +$41.7K +274 +11%
GCM
3085
Goldstream Capital Management
Hong Kong
$410K – – –
SCFS
3086
Stewardship Concepts Financial Services
Washington
$409K +$409K +2,686 New
TAM
3087
Tucker Asset Management
Colorado
$408K -$55.6K -365 -12%
KCAM
3088
Kagan Cocozza Asset Management
New Jersey
$408K -$36.4K -239 -8%
BDL
3089
Bey-Douglas LLC
Georgia
$408K +$22.2K +146 +6%
BBNB
3090
Baker Boyer National Bank
Washington
$408K -$224K -1,473 -35%
AP
3091
Appleton Partners
Massachusetts
$408K -$4.57K -30 -1%
TAP
3092
TSG Advice Partners
Ohio
$408K +$408K +2,676 New
PPA
3093
Pacific Point Advisors
California
$408K +$152K +1,000 +60%
SOAM
3094
SBI Okasan Asset Management
Japan
$408K +$411K +2,700 New
SC
3095
Sykon Capital
New York
$407K -$7.62K -50 -2%
AA
3096
ABC Arbitrage
France
$407K -$911K -5,982 -69%
GRQ
3097
Gardner Russo & Quinn
Pennsylvania
$407K – – –
WAC
3098
William Allan Corp
Colorado
$406K +$116K +762 +40%
3F
3099
360 Financial
Minnesota
$405K – – –
DAM
3100
Deltec Asset Management
New York
$404K – – –