We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
876
Marble Harbor Investment Counsel
Massachusetts
$3.58M +$439K +4,500 +15%
WLPWM
877
Walled Lake Planning & Wealth Management
Illinois
$3.57M +$22.8K +233 +0.7%
MWM
878
Meridian Wealth Management
Kentucky
$3.56M +$692K +7,083 +26%
MP
879
McDonald Partners
Ohio
$3.56M +$105K +1,075 +3%
ECML
880
Eagle Capital Management (Louisiana)
Louisiana
$3.5M +$3.26M +33,433 New
HCM
881
Hengehold Capital Management
Ohio
$3.49M -$57.7K -591 -2%
FBC
882
Fairfield, Bush & Co
Connecticut
$3.48M +$169K +1,730 +5%
MAFM
883
Mid Atlantic Financial Management
Pennsylvania
$3.46M +$25.1K +257 +0.8%
BP
884
BBR Partners
New York
$3.45M -$6.15K -63 -0.2%
TLP
885
Trinity Legacy Partners
Texas
$3.44M +$411K +4,213 +14%
ECM
886
EagleClaw Capital Management
Massachusetts
$3.44M +$594K +6,080 +23%
AP
887
Advisor Partners
California
$3.42M -$8.49K -87 -0.3%
IMOV
888
Investment Management of Virginia
Virginia
$3.41M +$195K +1,995 +7%
MPIM
889
McGinn Penninger Investment Management
Virginia
$3.41M +$271K +2,775 +9%
OIM
890
Opus Investment Management
Massachusetts
$3.41M
SGA
891
Strategic Global Advisors
California
$3.4M +$36.6K +375 +1%
SVWAG
892
Sound View Wealth Advisors Group
Georgia
$3.4M -$32.2K -330 -1%
BCCM
893
Bridge Creek Capital Management
Massachusetts
$3.39M -$71.5K -732 -2%
VVP
894
Venture Visionary Partners
Ohio
$3.39M +$1.06M +10,898 +51%
GCIG
895
Grand Central Investment Group
Florida
$3.39M +$614K +6,285 +24%
TWA
896
TCI Wealth Advisors
Arizona
$3.38M -$6.64K -68 -0.2%
SCM
897
Symons Capital Management
Pennsylvania
$3.38M -$425K -4,353 -12%
BA
898
Baugh & Associates
Georgia
$3.37M -$2.05K -21 -0.1%
PFS
899
Physicians Financial Services
North Carolina
$3.37M +$621K +6,362 +25%
IFAM
900
Institutional & Family Asset Management
Colorado
$3.36M -$93.5K -958 -3%