Institutional Owners for CVX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MCGOWAN GROUP ASSET MANAGEMENT INC | COM | 1101 | $6,020,534 | 40,363 | 0.00 | 0.00 | 15,509 | 62.40 | 12-31-2023 |
| LEVEL FOUR ADVISORY SERVICES LLC | COM | 1102 | $6,000,321 | 40,227 | 0.00 | 0.00 | -1,543 | -3.69 | 12-31-2023 |
| SEACREST WEALTH MANAGEMENT LLC | COM | 1103 | $6,319,148 | 40,061 | 0.00 | 0.00 | -22,352 | -35.81 | 03-31-2024 |
| WOODTRUST FINANCIAL CORP | COMMON STOCK | 1104 | $6,319,000 | 40,054 | 1.00 | 40,054 | +Inf | 03-31-2024 |
