We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
TGY2IT
4401
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
– -$138K -668 Closed
PPP
4402
Prism Planning Partners
Illinois
– -$136K -659 Closed
TLFA
4403
True Link Financial Advisors
California
– -$118K -569 Closed
GAG
4404
Goodman Advisory Group
Massachusetts
– -$103K -499 Closed
DI
4405
DAGCO Inc
Ohio
– -$85.2K -412 Closed
CIR
4406
Clear Investment Research
Georgia
– -$79.7K -385 Closed
SA
4407
Strategic Advocates
Utah
– -$62.1K -300 Closed
TFG
4408
Team Financial Group
California
– -$52.8K -255 Closed
MWM
4409
Magnolia Wealth Management
Alabama
– -$50.9K -246 Closed
PL
4410
Protective Life
Alabama
– -$50.3K -243 Closed
TWM
4411
TopTier Wealth Management
Wisconsin
– -$46.1K -223 Closed
LWMI
4412
Legacy Wealth Management (Idaho)
Idaho
– -$45.5K -220 Closed
NI
4413
NCP Inc
California
– -$41.4K -200 Closed
BCM
4414
Basso Capital Management
Connecticut
– -$35.2K -170 Closed
UIC
4415
Uniplan Investment Counsel
Wisconsin
– -$25.3K -122 Closed
BCM
4416
Berbice Capital Management
New York
– -$20.7K -100 Closed
MWC
4417
MBM Wealth Consultants
Missouri
– -$19.4K -94 Closed
RF
4418
RetireMitten Financial
Michigan
– -$13.7K -66 Closed
CW
4419
Curio Wealth
Maryland
– -$8.48K -41 Closed
BA
4420
Bard Associates
Illinois
– -$5.17K -25 Closed
CWA
4421
Carolina Wealth Advisors
South Carolina
– -$2.07K -10 Closed
173 174 175 176
177