We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
3101
FWL Investment Management
Texas
$309K +$305K +2,160 New
CCC
3102
Compass Capital Corp
Massachusetts
$309K -$35.2K -250 -11%
DM
3103
Diker Management
New York
$309K – – –
RFA
3104
Reyes Financial Architecture
California
$309K – – –
SRWM
3105
Shira Ridge Wealth Management
California
$308K +$111K +789 +58%
DQRIM
3106
Dale Q Rice Investment Management
Washington
$308K -$289K -2,052 -50%
MF
3107
Manchester Financial
California
$308K +$141 +1 +0%
VCM
3108
Virtue Capital Management
Tennessee
$307K -$295K -2,092 -49%
NG
3109
Novem Group
New York
$307K -$123K -872 -29%
JJBC
3110
James J. Burns & Company
New York
$306K +$5.22K +37 +2%
VIA
3111
Victrix Investment Advisors
Florida
$306K -$85.6K -607 -22%
BIM
3112
Bullseye Investment Management
Ohio
$306K – – –
1832 Asset Management
3113
1832 Asset Management
Ontario, Canada
$305K -$104M -735,261 -100%
GCM
3114
Gibraltar Capital Management
Oklahoma
$305K +$43.8K +311 +17%
SPL
3115
Smart Portfolios LLC
Washington
$305K – – –
WCAMG
3116
Woodard & Company Asset Management Group
North Carolina
$305K +$8.46K +60 +3%
RSS
3117
Rosenblum Silverman Sutton
California
$305K -$38.6K -274 -11%
GSIAS
3118
Garden State Investment Advisory Services
New Jersey
$305K -$14.4K -102 -5%
SFP
3119
Sterling Financial Planning
New Jersey
$305K +$14.1K +100 +5%
PIFP
3120
Partners in Financial Planning
Virginia
$304K – – –
PCM
3121
Payne Capital Management
New York
$304K -$15.8K -112 -5%
PWP
3122
Parkwoods Wealth Partners
New York
$303K +$298K +2,117 New
CM
3123
Columbus Macro
Pennsylvania
$303K +$987 +7 +0.3%
STA
3124
Smith Thornton Advisors
Alabama
$302K +$7.19K +51 +2%
WAM
3125
Worth Asset Management
Texas
$302K -$82.9K -588 -22%