We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1976
Osterweis Capital Management
California
$344K +$338K +2,720 New
QC
1977
QCM Cayman
Texas
$342K +$336K +2,704 New
EIA
1978
Eldridge Investment Advisors
New Hampshire
$341K -$11.7K -94 -3%
PCM
1979
Pointe Capital Management
Michigan
$341K +$2.23K +18 +0.7%
MPPLM
1980
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$341K +$3.97K +32 +1%
RW
1981
REDW Wealth
New Mexico
$341K +$9.93K +80 +3%
MWPCG
1982
Measured Wealth Private Client Group
New Hampshire
$341K +$336K +2,704 New
EWA
1983
Exencial Wealth Advisors
Oklahoma
$338K -$6.95K -56 -2%
SIMM
1984
Stillwater Investment Management (Minnesota)
Minnesota
$338K +$2.85K +23 +0.9%
PTC
1985
Petrus Trust Company
Texas
$338K +$332K +2,674 New
SLT
1986
St Louis Trust
Missouri
$337K -$447K -3,600 -57%
PFA
1987
Pathway Financial Advisors
Vermont
$335K – – –
HCIA
1988
Hochman Cole Investment Advisors
Illinois
$334K +$124 +1 +0%
EWM
1989
Endurance Wealth Management
Rhode Island
$333K -$37.2K -300 -10%
VIM
1990
Vista Investment Management
Pennsylvania
$333K -$6.21K -50 -2%
LFA
1991
Landmark Financial Advisors
Kentucky
$333K -$497 -4 -0.2%
NP
1992
Ninepoint Partners
Ontario, Canada
$333K +$326K +2,630 New
CCIA
1993
Campbell & Co Investment Adviser
Maryland
$332K +$326K +2,626 New
VFP
1994
Verus Financial Partners
Virginia
$331K -$98.2K -791 -23%
BCP
1995
Berkeley Capital Partners
Georgia
$331K -$24.8K -200 -7%
CIC
1996
Chilton Investment Company
Connecticut
$331K – – –
TIM
1997
Total Investment Management
Arizona
$330K +$745 +6 +0.2%
CWM
1998
Connecticut Wealth Management
Connecticut
$329K -$59.8K -482 -15%
PAM
1999
Premier Asset Management
Illinois
$329K – – –
PTC
2000
Provident Trust Company
Wisconsin
$329K – – –
78 79
80
81 82