• Private Wealth Partners LLC Purchases 33,878 Shares of Chevron Co. (NYSE:CVX)

    Private Wealth Partners LLC boosted its position in Chevron Co. (NYSE:CVX – Free Report) by 21.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 193,134 shares of the oil and gas company’s stock after purchasing an additional 33,878 shares during the quarter. Chevron makes […]

  • GAMMA Investing LLC Takes Position in Chevron Co. (NYSE:CVX)

    GAMMA Investing LLC acquired a new stake in shares of Chevron Co. (NYSE:CVX – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 9,564 shares of the oil and gas company’s stock, valued at approximately $1,410,000. Other institutional investors and hedge funds also recently modified their holdings of the company. Windsor Advisory […]

  • Private Wealth Partners LLC Boosts Position in Exxon Mobil Co. (NYSE:XOM)

    Private Wealth Partners LLC increased its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 12.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,997 shares of the oil and gas company’s stock after buying an additional 1,525 shares during the period. […]

  • Schwarz Dygos Wheeler Investment Advisors LLC Takes Position in Chevron Co. (NYSE:CVX)

    Schwarz Dygos Wheeler Investment Advisors LLC bought a new stake in Chevron Co. (NYSE:CVX – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,358 shares of the oil and gas company’s stock, valued at approximately $203,000. Other large investors […]

  • Private Wealth Partners LLC Decreases Stock Position in Union Pacific Co. (NYSE:UNP)

    Private Wealth Partners LLC reduced its position in Union Pacific Co. (NYSE:UNP – Free Report) by 4.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,001 shares of the railroad operator’s stock after selling 150 shares during the quarter. Private Wealth Partners LLC’s […]

  • Chevron Co. (NYSE:CVX) Shares Bought by CapWealth Advisors LLC

    CapWealth Advisors LLC raised its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 178,296 shares of the oil and gas company’s stock after purchasing an additional 6,736 shares during the period. Chevron accounts for about 3.2% of CapWealth Advisors LLC’s holdings, […]

  • McDonald’s Co. (NYSE:MCD) Shares Sold by Private Wealth Partners LLC

    Private Wealth Partners LLC lessened its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 4.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 14,734 shares of the fast-food giant’s stock after selling 710 shares during the period. Private Wealth Partners LLC’s holdings in McDonald’s were worth $4,369,000 as of its […]

  • Chevron Co. (NYSE:CVX) Stock Position Reduced by WestHill Financial Advisors Inc.

    WestHill Financial Advisors Inc. decreased its stake in Chevron Co. (NYSE:CVX – Free Report) by 11.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,860 shares of the oil and gas company’s stock after selling 744 shares during the period. […]

  • Kestra Private Wealth Services LLC Has $3.74 Million Position in ConocoPhillips (NYSE:COP)

    Kestra Private Wealth Services LLC boosted its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 2.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 32,228 shares of the energy producer’s stock after purchasing an additional 687 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in ConocoPhillips were worth $3,741,000 at […]

  • Kestra Private Wealth Services LLC Raises Holdings in Duke Energy Co. (NYSE:DUK)

    Kestra Private Wealth Services LLC grew its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 7.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 57,121 shares of the utilities provider’s stock after buying an additional 3,855 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Duke Energy were […]

  • Intrust Bank NA Has $4.74 Million Stock Position in Chevron Co. (NYSE:CVX)

    Intrust Bank NA reduced its holdings in Chevron Co. (NYSE:CVX – Free Report) by 2.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 31,748 shares of the oil and gas company’s stock after selling 711 shares during the quarter. Intrust Bank NA’s holdings in […]

  • Private Wealth Partners LLC Boosts Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

    Private Wealth Partners LLC lifted its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 85,131 shares of the medical research company’s stock after purchasing an additional 815 […]