We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCP
2001
TMB Capital Partners
Arkansas
$1.52M -$93.8K -504 -5%
ATFA
2002
All Terrain Financial Advisors
Minnesota
$1.51M -$11K -59 -0.6%
DF
2003
Donoghue Forlines
Massachusetts
$1.51M -$830K -4,460 -33%
DTC
2004
Davidson Trust Company
Washington
$1.51M +$16.9K +91 +1%
KHCM
2005
Kirtland Hills Capital Management
Ohio
$1.51M +$495K +2,658 +41%
EW
2006
Elyxium Wealth
California
$1.51M +$246K +1,322 +17%
MFS
2007
Madrona Financial Services
Washington
$1.5M -$1.68K -9 -0.1%
MAM
2008
Montchanin Asset Management
Delaware
$1.5M – – –
DFG
2009
Demars Financial Group
Washington
$1.5M +$128K +686 +8%
CAG
2010
Curtis Advisory Group
California
$1.5M – – –
LCWP
2011
Legacy Capital Wealth Partners
Arkansas
$1.5M -$168K -904 -9%
HNB
2012
Hilltop National Bank
Wyoming
$1.5M +$59.7K +321 +4%
LCM
2013
LCM Capital Management
Illinois
$1.5M +$17.3K +93 +1%
MPPLM
2014
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.5M +$225K +1,211 +15%
AIIMS
2015
Analyst IMS Investment Management Services
Israel
$1.5M -$892K -4,790 -35%
DE
2016
Diversified Enterprises
Delaware
$1.5M -$212K -1,139 -11%
CC
2017
Chicago Capital
Illinois
$1.49M -$74.3K -399 -4%
EA
2018
Emerald Advisors
Washington
$1.49M +$6.7K +36 +0.4%
GG
2019
Greenwood Gearhart
Arkansas
$1.49M +$304K +1,633 +22%
DDC
2020
DF Dent & Co
Maryland
$1.49M +$89.3K +480 +6%
TW
2021
ticino wealth
California
$1.48M +$1.33M +7,126 +390%
SIP
2022
Snowwater Investment Partners
Connecticut
$1.48M +$82.1K +441 +5%
MMM
2023
Mendel Money Management
Illinois
$1.48M -$320K -1,719 -16%
FLI
2024
Family Legacy Inc
South Carolina
$1.48M +$146K +784 +10%
FFA
2025
Florida Financial Advisors
Florida
$1.47M -$37.8K -203 -2%
79 80
81
82 83