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CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2001
Stiles Financial Services
Minnesota
$916K +$717 +5 +0.1%
HAS
2002
HBW Advisory Services
California
$914K -$33.4K -233 -4%
NCM
2003
NCM Capital Management
New Jersey
$903K -$31.7K -221 -4%
TNB
2004
Thomasville National Bank
Georgia
$899K +$143K +996 +22%
WF
2005
Wayfinding Financial
Washington
$898K +$56.6K +395 +8%
MPPLM
2006
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$895K +$54.9K +383 +7%
CPC
2007
Congress Park Capital
New York
$893K -$606K -4,225 -44%
CBA
2008
Coastal Bridge Advisors
Connecticut
$892K – – –
TA
2009
TrueWealth Advisors
Alabama
$892K – – –
AAM
2010
Aureus Asset Management
Massachusetts
$892K +$4.3K +30 +0.6%
VCM
2011
Vision Capital Management
Oregon
$892K +$4.3K +30 +0.6%
BHC
2012
Bowen Hanes & Co
Florida
$891K -$32.3K -225 -4%
OPTFSNA
2013
Old Point Trust & Financial Services N A
Virginia
$891K – – –
EIA
2014
Edgemoor Investment Advisors
Maryland
$887K +$200K +1,396 +34%
AP
2015
Appleton Partners
Massachusetts
$886K -$69.1K -482 -8%
APWA
2016
Atlas Private Wealth Advisors
New Jersey
$884K -$1.13M -7,864 -59%
MIM
2017
Meixler Investment Management
Arizona
$878K -$72.4K -505 -9%
CA
2018
Cornerstone Advisory
Maryland
$878K +$43K +300 +6%
BFA
2019
BMS Financial Advisors
South Dakota
$877K +$46K +321 +6%
RCG
2020
Rock Creek Group
District of Columbia
$876K +$299K +2,086 +63%
VCM
2021
Versant Capital Management
Arizona
$874K +$160K +1,115 +26%
HWM
2022
Heirloom Wealth Management
Colorado
$874K +$747K +5,209 New
RB
2023
Renasant Bank
Mississippi
$872K -$188K -1,310 -20%
WCM
2024
Whitener Capital Management
North Carolina
$871K +$73.1K +510 +11%
VFA
2025
Voya Financial Advisors
Connecticut
$870K -$231K -1,613 -23%
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