We are live on ! Find out more
CVX icon

Chevron
CVX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCIA
2026
Mountain Capital Investment Advisors
Colorado
$272K +$56.7K +467 +27%
WAM
2027
Wallington Asset Management
Indiana
$269K -$2.43K -20 -0.9%
PWM
2028
Paulson Wealth Management
Illinois
$267K +$10.1K +83 +4%
WCM
2029
Whitener Capital Management
North Carolina
$266K -$8.49K -70 -3%
DM
2030
Diker Management
New York
$264K – – –
KA
2031
Klingman & Associates
New York
$264K – – –
DA
2032
DSC Advisors
Illinois
$264K +$262K +2,158 New
DLHL
2033
Donald L. Hagan LLC
Florida
$262K – – –
FAM
2034
Fenimore Asset Management
New York
$262K +$121 +1 +0%
LFA
2035
Legacy Financial Advisors
Kentucky
$259K -$47K -387 -15%
AWM
2036
AllSquare Wealth Management
New York
$258K – – –
VFPI
2037
Vantage Financial Partners (Illinois)
Illinois
$257K – – –
WA
2038
Wealth Architects
California
$257K +$255K +2,101 New
IIA
2039
IPG Investment Advisors
California
$255K +$253K +2,086 New
AMG
2040
Asset Management Group
Connecticut
$255K -$32K -264 -11%
PO
2041
Private Ocean
California
$255K – – –
FMP
2042
Financial Management Professionals
Texas
$252K -$5.46K -45 -2%
GAM
2043
Gould Asset Management
California
$252K +$30.3K +250 +14%
LI
2044
Lafayette Investments
Maryland
$252K +$250K +2,064 New
FPGK
2045
Financial Partners Group (Kansas)
Kansas
$251K -$24.5K -202 -9%
DK
2046
Darrell & King
Virginia
$251K – – –
ALIONA
2047
Allianz Life Insurance of North America
Minnesota
$250K +$6.07K +50 +3%
TFO
2048
Tarbox Family Office
California
$249K +$110K +909 +81%
F
2049
F3Logic
Minnesota
$247K -$28.9K -238 -11%
BCIM
2050
Bishop & Co Investment Management
Pennsylvania
$247K +$3.03K +25 +1%
80 81
82
83 84