We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1976
Orser Capital Management
Texas
$461K -$38.3K -317 -9%
NG
1977
Northstar Group
New York
$461K -$30K -248 -6%
OCM
1978
Osterweis Capital Management
California
$461K – – –
FHC
1979
First Heartland Consultants
Missouri
$460K +$21.8K +180 +5%
JMH
1980
J.M. Hartwell
New York
$459K -$196K -1,625 -31%
VIM
1981
Vista Investment Management
Pennsylvania
$457K +$5.8K +48 +1%
KF
1982
Krilogy Financial
Missouri
$457K +$72.9K +603 +20%
LIM
1983
Loudon Investment Management
New Hampshire
$456K – – –
PCM
1984
Pointe Capital Management
Michigan
$455K -$51.8K -428 -10%
WKWM
1985
Walter & Keenan Wealth Management
Indiana
$454K – – –
OFS
1986
OneAscent Financial Services
Alabama
$454K +$441K +3,648 New
PSG
1987
Planning Solutions Group
Maryland
$451K -$2.06K -17 -0.5%
SCA
1988
Sage Capital Advisors
South Dakota
$450K – – –
HHGA
1989
Halbert Hargrove Global Advisors
California
$448K +$435K +3,599 New
ERIM
1990
Eagle Ridge Investment Management
Connecticut
$447K +$121 +1 +0%
TIM
1991
Tortoise Investment Management
New York
$447K +$11.5K +95 +3%
LA
1992
LexAurum Advisors
Kansas
$441K -$121 -1 -0%
CAGAS
1993
Capital Advisory Group Advisory Services
Minnesota
$439K -$33.7K -279 -7%
SIA
1994
Starfire Investment Advisers
Michigan
$438K – – –
NBG
1995
Nancy B. Gardiner
$438K +$61.7K +510 +17%
PO
1996
Private Ocean
California
$435K +$82.6K +683 +24%
NCM
1997
Noesis Capital Mangement
Florida
$432K -$12.1K -100 -3%
BBA
1998
Braun-Bostich & Associates
Pennsylvania
$432K +$40.5K +335 +11%
SIM
1999
SSI Investment Management
California
$431K -$2.66K -22 -0.6%
TF
2000
TimeScale Financial
Massachusetts
$431K +$5.56K +46 +1%
78 79
80
81 82