We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2001
Gateway Advisory
New Jersey
$459K +$117K +1,178 +35%
IFG
2002
Investors Financial Group
Minnesota
$456K +$399 +4 +0.1%
CNB
2003
Camden National Bank
Maine
$454K -$67K -672 -13%
RFN
2004
RDA Financial Network
Iowa
$454K +$30.5K +306 +7%
BWM
2005
Birchcreek Wealth Management
Ohio
$453K -$5.19K -52 -1%
PP
2006
PDS Planning
Ohio
$453K +$24.7K +248 +6%
RMSCM
2007
R.M. Sincerbeaux Capital Management
New York
$451K -$29.9K -300 -6%
BWLSA
2008
Blue Water Life Science Advisors
California
$448K – – –
RIM
2009
Rockbridge Investment Management
New York
$447K – – –
CCM
2010
Chiron Capital Management
Florida
$444K -$6.18K -62 -1%
HA
2011
Harbor Advisors
Florida
$444K – – –
AW
2012
Avion Wealth
Texas
$443K -$9.97K -100 -2%
AA
2013
AF Advisors
California
$443K – – –
CFSG
2014
Clark Financial Services Group
Missouri
$443K +$48.9K +490 +13%
ASFA
2015
All Season Financial Advisors
Colorado
$441K -$189K -1,890 -30%
BRA
2016
Biechele Royce Advisors
Indiana
$441K -$45K -451 -9%
ARG
2017
Advisory Resource Group
Oklahoma
$441K – – –
OMC
2018
Overbrook Management Corp
New York
$440K -$31.8K -319 -7%
ECM
2019
Exchange Capital Management
Michigan
$438K -$49.9K -500 -10%
RPWA
2020
Regent Peak Wealth Advisors
Georgia
$436K -$5.39K -54 -1%
IIC
2021
Integrated Investment Consultants
Michigan
$435K -$38.8K -389 -8%
VCM
2022
Versant Capital Management
Arizona
$435K -$14.1K -141 -3%
DAM
2023
Diamant Asset Management
Connecticut
$435K +$428K +4,291 New
PP
2024
Pegasus Partners
Wisconsin
$434K -$28.5K -286 -6%
EA
2025
Emerald Advisors
Washington
$432K +$13.6K +136 +3%
79 80
81
82 83