We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1876
Brave Asset Management
New Jersey
$705K +$17K +144 +3%
MWM
1877
Moulton Wealth Management
Washington
$704K +$685K +5,816 New
BIA
1878
Bigelow Investment Advisors
Maine
$703K +$1.53K +13 +0.2%
TC
1879
Trust Company
Kansas
$702K -$41K -348 -6%
MPAM
1880
Murphy Pohlad Asset Management
Minnesota
$701K -$35.3K -300 -5%
AI
1881
ArchPoint Investors
Florida
$701K – – –
WC
1882
Woodstock Corp
Massachusetts
$701K – – –
RVPG
1883
Relative Value Partners Group
$700K +$27.9K +237 +4%
OWP
1884
Obermeyer Wealth Partners
Colorado
$694K -$24.7K -210 -4%
CWM
1885
Circle Wealth Management
New Jersey
$688K +$146K +1,241 +28%
GAAM
1886
Guinness Atkinson Asset Management
California
$687K – – –
MG
1887
Mather Group
Illinois
$687K +$672K +5,703 New
SLF
1888
Sun Life Financial
Ontario, Canada
$686K -$356K -3,022 -35%
EIA
1889
Edgemoor Investment Advisors
Maryland
$683K – – –
RHJA
1890
Rice Hall James & Associates
California
$683K – – –
OWA
1891
Outlook Wealth Advisors
Texas
$682K -$3.08M -26,111 -88%
AF
1892
AMG Funds
Connecticut
$681K -$74.8K -635 -10%
TA
1893
TCG Advisors
Texas
$681K +$46.3K +393 +7%
CIM
1894
Chapman Investment Management
California
$679K +$663K +5,631 New
TIA
1895
Traphagen Investment Advisors
New Jersey
$677K +$9.07K +77 +1%
VCM
1896
Versant Capital Management
Arizona
$675K -$19.1K -162 -3%
LWMM
1897
Legacy Wealth Management (Mississippi)
Mississippi
$672K +$656K +5,573 New
VCS
1898
Vaughan & Co Securities
New Jersey
$671K +$656K +5,570 New
GLI
1899
Guardian Life Insurance
New York
$671K +$2K +17 +0.3%
OFW
1900
Omnia Family Wealth
Florida
$669K +$127K +1,075 +24%
74 75
76
77 78