Institutional Owners for CVX
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TRILOGY CAPITAL INC COM 1601 $3,219,784 20,412 0.00 0.00 18,460 945.70 03-31-2024
MCKINLEY CARTER WEALTH SERVICES INC COM 1602 $3,199,534 20,284 0.00 0.00 -97 -0.48 03-31-2024
MONETARY MANAGEMENT GROUP INC COM 1603 $3,023,175 20,268 0.00 0.00 50 0.25 12-31-2023
MINOT WEALTH MANAGEMENT LLC COM 1604 $3,299,000 20,258 0.71 0.29 6,913 51.80 03-31-2022
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