Institutional Owners for CVX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 1251 | $4,807,003 | 32,227 | 0.00 | 0.00 | 118 | 0.37 | 12-31-2023 |
| STONEX GROUP INC | COM | 1252 | $4,805,000 | 32,213 | 0.59 | 0.59 | 5,394 | 20.11 | 12-31-2023 |
| MORAN WEALTH MANAGEMENT LLC | COM | 1253 | $5,430,576 | 32,206 | 0.00 | 0.00 | -78,317 | -70.86 | 09-30-2023 |
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 1254 | $5,076,487 | 32,182 | 0.00 | 0.00 | 2,586 | 8.74 | 03-31-2024 |
