We are live on ! Find out more
CVX icon

Chevron

Name Holding Trade Value Shares
Change
Change in
Stake
MSR
1751
Main Street Research
Connecticut
$1.65M +$39.1K +263 +2%
SFG
1752
SevenBridge Financial Group
Pennsylvania
$1.65M +$49.9K +335 +3%
HWA
1753
Heritage Wealth Advisors
Virginia
$1.64M +$103K +690 +7%
CA
1754
Claro Advisors
Massachusetts
$1.64M -$30.8K -207 -2%
CIM
1755
Corda Investment Management
Texas
$1.64M +$236K +1,583 +17%
CAM
1756
Covenant Asset Management
New Jersey
$1.64M +$11.3K +76 +0.7%
FW
1757
FullCircle Wealth
Texas
$1.63M +$199K +1,340 +14%
KWMG
1758
King Wealth Management Group
Florida
$1.63M +$76.5K +514 +5%
HC
1759
Hamilton Capital
Ohio
$1.63M +$161K +1,082 +11%
CM
1760
CoreCommodity Management
Connecticut
$1.62M +$1.38M +9,302 +540%
MYIA
1761
Mount Yale Investment Advisors
Colorado
$1.62M -$1.4M -9,436 -46%
RL
1762
Ruffer LLP
United Kingdom
$1.62M
LWM
1763
Lodestone Wealth Management
Washington
$1.62M +$17.1K +115 +1%
HFS
1764
Hantz Financial Services
Michigan
$1.62M -$10.8M -72,679 -87%
LNB
1765
Ledyard National Bank
$1.62M -$54.3K -365 -3%
WCM Investment Management
1766
WCM Investment Management
California
$1.6M +$1.24M +8,298 +306%
PWP
1767
Precedent Wealth Partners
Texas
$1.6M +$141K +945 +10%
CA
1768
Capital Advantage
California
$1.6M -$5.8K -39 -0.4%
GCA
1769
Gradient Capital Advisors
California
$1.6M -$102K -687 -6%
SFI
1770
Siemens Fonds Invest
Germany
$1.6M +$44.4K +298 +3%
MFG
1771
Mosaic Financial Group
Illinois
$1.59M +$28.9K +194 +2%
WAM
1772
Walker Asset Management
Missouri
$1.59M -$48.4K -325 -3%
FWM
1773
Forza Wealth Management
Florida
$1.59M -$24.3K -163 -1%
GWCM
1774
Godshalk Welsh Capital Management
Pennsylvania
$1.59M -$59.5K -400 -4%
BP
1775
BWM Planning
Texas
$1.59M +$1.6M +10,770 New