CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
DW
1576
Domani Wealth
Pennsylvania
$628K -$14K -166 -2%
GTAM
1577
Global Trust Asset Management
Florida
$626K -$1.01K -12 -0.1%
UAS
1578
United Asset Strategies
New York
$625K +$3.87K +46 +0.5%
SIG
1579
Sargent Investment Group
Maryland
$622K +$217K +2,582 +43%
VRM
1580
Vectors Research Management
New York
$619K -$12.2K -145 -2%
PWAG
1581
Polaris Wealth Advisory Group
California
$619K +$23.5K +279 +3%
FNBOMD
1582
First National Bank of Mount Dora
Florida
$615K -$79.6K -947 -10%
RGC
1583
Roberts, Glore & Co
Illinois
$613K +$114K +1,360 +19%
CM
1584
Caption Management
Oklahoma
$613K +$715K +8,500 New
PAWC
1585
P.A.W. Capital
Connecticut
$612K +$126K +1,500 +21%
SSWM
1586
Sheets Smith Wealth Management
North Carolina
$610K +$163K +1,939 +30%
SCM
1587
Sterneck Capital Management
Missouri
$606K +$84 +1 +0%
CWA
1588
Clarus Wealth Advisors
Arizona
$605K -$32K -380 -4%
HC
1589
HNP Capital
New York
$603K -$22.2K -264 -3%
QCG
1590
Quadrant Capital Group
Ohio
$602K -$603K -7,170 -46%
BW
1591
Bison Wealth
Georgia
$602K -$135K -1,605 -16%
CPA
1592
Court Place Advisors
Maryland
$601K +$4.37K +52 +0.6%
AWC
1593
Abundance Wealth Counselors
Pennsylvania
$601K +$94.9K +1,128 +16%
BMC
1594
Benin Management Corp
Connecticut
$600K -$84.1K -1,000 -11%
NA
1595
Navellier & Associates
Nevada
$599K – – –
BWP
1596
Bernardo Wealth Planning
Pennsylvania
$598K -$243K -2,891 -26%
ANB
1597
Amarillo National Bank
Texas
$597K +$25.2K +300 +4%
AF
1598
Advisornet Financial
Minnesota
$596K -$25.8K -307 -4%
BOPW
1599
Brandywine Oak Private Wealth
Pennsylvania
$596K -$9.92K -118 -1%
DAC
1600
Dividend Assets Capital
South Carolina
$594K -$5.05K -60 -0.7%