We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
2001
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.54M +$55.8K +300 +3%
GCA
2002
Gradient Capital Advisors
California
$1.54M +$7.45K +40 +0.4%
CPC
2003
Congress Park Capital
New York
$1.54M +$15.8K +85 +0.9%
PWSG
2004
Pacific Wealth Strategies Group
California
$1.53M +$144K +772 +9%
SHF
2005
Safe Harbor Fiduciary
Florida
$1.53M +$17.5K +94 +1%
PSB
2006
Piscataqua Savings Bank
New Hampshire
$1.53M -$295K -1,584 -15%
MWA
2007
Meridian Wealth Advisors
Texas
$1.52M +$7.26K +39 +0.4%
MSA
2008
Marino Stram & Associates
Massachusetts
$1.52M +$32.4K +174 +2%
MFG
2009
Mosaic Financial Group
Illinois
$1.52M -$139K -747 -8%
TCP
2010
TMB Capital Partners
Arkansas
$1.52M -$93.8K -504 -5%
ATFA
2011
All Terrain Financial Advisors
Minnesota
$1.51M -$11K -59 -0.6%
DF
2012
Donoghue Forlines
Massachusetts
$1.51M -$830K -4,460 -33%
DTC
2013
Davidson Trust Company
Washington
$1.51M +$16.9K +91 +1%
KHCM
2014
Kirtland Hills Capital Management
Ohio
$1.51M +$495K +2,658 +41%
EW
2015
Elyxium Wealth
California
$1.51M +$246K +1,322 +17%
MFS
2016
Madrona Financial Services
Washington
$1.5M -$1.68K -9 -0.1%
MAM
2017
Montchanin Asset Management
Delaware
$1.5M – – –
DFG
2018
Demars Financial Group
Washington
$1.5M +$128K +686 +8%
CAG
2019
Curtis Advisory Group
California
$1.5M – – –
HW
2020
HORAN Wealth
Ohio
$1.5M -$1.67M -8,972 -50%
LCWP
2021
Legacy Capital Wealth Partners
Arkansas
$1.5M -$168K -904 -9%
HNB
2022
Hilltop National Bank
Wyoming
$1.5M +$59.7K +321 +4%
LCM
2023
LCM Capital Management
Illinois
$1.5M +$17.3K +93 +1%
MPPLM
2024
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.5M +$225K +1,211 +15%
AIIMS
2025
Analyst IMS Investment Management Services
Israel
$1.5M -$892K -4,790 -35%
79 80
81
82 83