Institutional Owners for CVX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CATALYST WEALTH MANAGEMENT LLC | COM | 3301 | $570,081 | 3,494 | 0.00 | 0.00 | 34 | 0.98 | 03-31-2023 |
| PACIFICA PARTNERS INC | COM | 3302 | $545,970 | 3,492 | 0.00 | 0.00 | 166 | 4.99 | 03-31-2024 |
| AVION WEALTH | COM | 3303 | $520,000 | 3,487 | 0.15 | 0.20 | -584 | -14.35 | 12-31-2023 |
| ODONNELL FINANCIAL SERVICES LLC | COM | 3304 | $517,884 | 3,472 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
