We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1876
Security Asset Management
New York
$416K – – –
VA
1877
Valmark Advisers
Ohio
$416K +$394K +3,321 New
KFGK
1878
Keystone Financial Group (Kentucky)
Kentucky
$415K +$383K +3,229 New
SSG
1879
Summit Securities Group
New York
$413K -$94.9K -800 -20%
CCA
1880
Conestoga Capital Advisors
Pennsylvania
$410K – – –
WIP
1881
Wellesley Investment Partners
Massachusetts
$410K – – –
SLT
1882
St Louis Trust
Missouri
$409K +$387K +3,266 New
BIM
1883
Barton Investment Management
Pennsylvania
$408K – – –
CFSG
1884
Community Financial Services Group
Vermont
$406K – – –
GWS
1885
Glassman Wealth Services
Virginia
$405K +$39.8K +336 +12%
BIA
1886
Bigelow Investment Advisors
Maine
$405K +$384K +3,236 New
AIA
1887
AIMZ Investment Advisors
California
$404K – – –
HCA
1888
Horan Capital Advisors
Ohio
$403K -$26.1K -220 -6%
NWS
1889
Newport Wealth Strategies
California
$403K +$381K +3,214 New
GFP
1890
Gryphon Financial Partners
Ohio
$403K +$382K +3,222 New
HCM
1891
Hollencrest Capital Management
California
$402K -$98.8K -833 -21%
CAM
1892
Covenant Asset Management
New Jersey
$402K – – –
JGIA
1893
Jackson Grant Investment Advisers
Connecticut
$401K -$131K -1,108 -26%
MGIA
1894
Moneta Group Investment Advisors
Missouri
$400K -$26.2K -221 -6%
SGK
1895
Steigerwald Gordon & Koch
Virginia
$400K -$13.3K -112 -3%
CA
1896
Cornerstone Advisory
Maryland
$399K -$6.17K -52 -2%
SG
1897
StoneX Group
New York
$399K +$4.51K +38 +1%
OIWM
1898
OptiFour Integrated Wealth Management
Virginia
$396K +$375K +3,164 New
RW
1899
REDW Wealth
New Mexico
$392K -$11K -93 -3%
OFW
1900
Omnia Family Wealth
Florida
$390K +$36.6K +309 +11%
74 75
76
77 78