• Wealth Alliance Has $2.41 Million Holdings in Chevron Co. (NYSE:CVX)

    Wealth Alliance grew its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,164 shares of the oil and gas company’s stock after acquiring an additional 261 shares during […]

  • Avior Wealth Management LLC Lowers Stock Position in Chevron Co. (NYSE:CVX)

    Avior Wealth Management LLC reduced its stake in Chevron Co. (NYSE:CVX – Free Report) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,798 shares of the oil and gas company’s stock after selling 2,104 shares during the quarter. […]

  • 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 […]

  • Chevron Co. (NYSE:CVX) Position Lifted by Quantum Private Wealth LLC

    Quantum Private Wealth LLC raised its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 7.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,771 shares of the oil and gas company’s stock after acquiring an additional 250 shares during the […]

  • Everence Capital Management Inc. Has $3.77 Million Position in McKesson Co. (NYSE:MCK)

    Everence Capital Management Inc. reduced its stake in McKesson Co. (NYSE:MCK – Free Report) by 9.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,134 shares of the company’s stock after selling 830 shares during the period. Everence Capital Management […]

  • Voss Capital LLC Has $3.42 Million Stake in Bridge Investment Group Holdings Inc. (NYSE:BRDG)

    Voss Capital LLC trimmed its stake in shares of Bridge Investment Group Holdings Inc. (NYSE:BRDG – Free Report) by 12.0% during the fourth quarter, HoldingsChannel reports. The fund owned 350,000 shares of the company’s stock after selling 47,790 shares during the period. Voss Capital LLC’s holdings in Bridge Investment Group were worth $3,423,000 as of […]

  • Merck & Co., Inc. (NYSE:MRK) Stock Position Increased by Flputnam Investment Management Co.

    Flputnam Investment Management Co. grew its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 305,093 shares of the company’s stock after buying an additional 16,930 shares […]

  • 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, […]

  • Meritage Portfolio Management Purchases 3,486 Shares of Danaher Co. (NYSE:DHR)

    Meritage Portfolio Management raised its position in shares of Danaher Co. (NYSE:DHR – Free Report) by 5.5% in the fourth quarter, HoldingsChannel reports. The firm owned 67,240 shares of the conglomerate’s stock after acquiring an additional 3,486 shares during the period. Danaher comprises about 1.0% of Meritage Portfolio Management’s investment portfolio, making the stock its […]

  • Flputnam Investment Management Co. Has $519,000 Position in Blackstone Inc. (NYSE:BX)

    Flputnam Investment Management Co. cut its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 40.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,965 shares of the asset manager’s stock after selling 2,700 shares during the quarter. Flputnam Investment Management Co.’s […]

  • 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. […]

  • Prosperity Wealth Management Inc. Invests $293,000 in Intel Co. (NASDAQ:INTC)

    Prosperity Wealth Management Inc. acquired a new stake in shares of Intel Co. (NASDAQ:INTC – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 5,823 shares of the chip maker’s stock, valued at approximately $293,000. Other hedge funds and other […]