We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2001
Burford Brothers
Texas
$1.92M +$27.9K +153 +2%
GCA
2002
Gradient Capital Advisors
California
$1.91M -$4.74K -26 -0.3%
SEIA
2003
Signature Estate & Investment Advisors
California
$1.91M +$113K +621 +7%
ATFA
2004
All Terrain Financial Advisors
Minnesota
$1.9M +$10.2K +56 +0.6%
KA
2005
Kercheville Advisors
Texas
$1.9M +$62K +340 +4%
CPC
2006
Congress Park Capital
New York
$1.9M -$101K -553 -6%
MRP
2007
Measured Risk Portfolios
California
$1.9M -$413K -2,264 -20%
MWA
2008
Meridian Wealth Advisors
Texas
$1.9M +$150K +824 +10%
SIA
2009
Schear Investment Advisers
Ohio
$1.89M +$18.4K +101 +1%
SHF
2010
Safe Harbor Fiduciary
Florida
$1.89M +$34.1K +187 +2%
RPGK
2011
Retirement Planning Group (Kansas)
Kansas
$1.88M +$577K +3,165 +53%
FFA
2012
Florida Financial Advisors
Florida
$1.88M +$152K +836 +10%
MFS
2013
Madrona Financial Services
Washington
$1.88M +$6.2K +34 +0.4%
CWP
2014
Core Wealth Partners
California
$1.88M -$11.7K -64 -0.7%
BFA
2015
Beacon Financial Advisory
Ohio
$1.88M +$35K +192 +2%
MAM
2016
Montchanin Asset Management
Delaware
$1.88M +$1.65M +9,074 New
MAA
2017
Mraz Amerine & Associates
California
$1.88M +$2.73K +15 +0.2%
CAG
2018
Curtis Advisory Group
California
$1.87M – – –
AA
2019
Acorns Advisers
California
$1.87M +$547K +3,001 +50%
EWA
2020
Etesian Wealth Advisors
Oregon
$1.87M -$76.4K -419 -4%
MW
2021
MBL Wealth
North Carolina
$1.87M +$56.3K +309 +4%
DTC
2022
Davidson Trust Company
Washington
$1.87M -$13.5K -74 -0.8%
MSA
2023
Marino Stram & Associates
Massachusetts
$1.87M +$5.29K +29 +0.3%
LOAMS
2024
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.86M -$889K -4,876 -35%
OWA
2025
Octavia Wealth Advisors
Ohio
$1.86M -$46.3K -254 -3%
79 80
81
82 83