Institutional Owners for CVX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CANANDAIGUA NATIONAL CORP | Com | 901 | $10,452,000 | 58,234 | 1.77 | 1.50 | -591 | -1.00 | 12-31-2022 |
| B RILEY WEALTH MANAGEMENT INC | COM | 902 | $193,629,000 | 57,683 | 0.23 | 0.55 | 14,140 | 32.47 | 06-30-2022 |
| LMG WEALTH PARTNERS LLC | COM | 903 | $8,595,196 | 57,624 | 0.00 | 0.00 | -289 | -0.50 | 12-31-2023 |
| EDGE CAPITAL GROUP LLC | Stock | 904 | $8,590,260 | 57,591 | 0.00 | 0.00 | 5,923 | 11.46 | 12-31-2023 |
