CHEVRON CORPORATION COM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| VIKING FUND MANAGEMENT LLC | 161,500 | 193,500 | +32,000 | 3.43 | 2.87 | -0.55 | buy |
| COUNTRY TRUST BANK | 222,110 | 227,825 | +5,715 | 0.87 | 0.66 | -0.21 | buy |
| CENTRAL BANK & TRUST CO | 5,473 | 7,921 | +2,448 | 0.18 | 0.19 | +0.01 | buy |
| Allied Investment Advisors, LLC | 91,770 | 93,947 | +2,177 | 2.72 | 1.96 | -0.77 | buy |
| SUMMITRY LLC | 134,125 | 135,864 | +1,739 | 0.98 | 0.74 | -0.24 | buy |
| Castleview Partners, LLC | 4,660 | 5,699 | +1,039 | 0.49 | 0.42 | -0.08 | buy |
| Pacific Wealth Strategies Group, Inc. | 8,458 | 9,230 | +772 | 1.09 | 0.88 | -0.21 | buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6,575 | 7,272 | +697 | 0.35 | 0.24 | -0.10 | buy |
| Pflug Koory, LLC | 7,727 | 8,423 | +696 | 0.73 | 0.56 | -0.17 | buy |
| Sound Income Strategies, LLC | 5,991 | 6,644 | +653 | 0.06 | 0.05 | -0.01 | buy |
| Pathway Financial Advisors LLC | 1,824 | 2,462 | +638 | 0.04 | 0.05 | +0.00 | buy |
| Balefire, LLC | 11,790 | 12,417 | +627 | 0.46 | 0.34 | -0.12 | buy |
| Magnus Financial Group LLC | 16,786 | 17,329 | +543 | 0.28 | 0.20 | -0.08 | buy |
| SlateStone Wealth, LLC | 104,246 | 104,788 | +542 | 1.78 | 1.33 | -0.45 | buy |
| G&S Capital LLC | 27,972 | 28,498 | +526 | 2.03 | 1.37 | -0.66 | buy |
| Stokes Capital Advisors, LLC | 1,125 | 1,650 | +525 | 0.05 | 0.06 | +0.01 | buy |
| FOUNDATION RESOURCE MANAGEMENT INC | 235,897 | 236,345 | +448 | 5.49 | 4.56 | -0.94 | buy |
| Elmwood Wealth Management, Inc. | 3,186 | 3,547 | +361 | 0.18 | 0.15 | -0.04 | buy |
| FORTEM FINANCIAL GROUP, LLC | 1,613 | 1,904 | +291 | 0.08 | 0.06 | -0.02 | buy |
| Benchmark Financial Wealth Advisors, LLC | 3,199 | 3,470 | +271 | 0.18 | 0.14 | -0.04 | buy |
| CUMBERLAND ADVISORS INC | 1,190 | 1,440 | +250 | 0.10 | 0.08 | -0.01 | buy |
| Winthrop Advisory Group LLC | 4,770 | 5,008 | +238 | 0.08 | 0.06 | -0.02 | buy |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 38,428 | 38,616 | +188 | 1.03 | 0.73 | -0.29 | buy |
| West Branch Capital LLC | 23,261 | 23,424 | +163 | 1.29 | 0.90 | -0.39 | buy |
| Selective Wealth Management, Inc. | 1,446 | 1,601 | +155 | 0.08 | 0.08 | -0.00 | buy |
| Uncommon Cents Investing LLC | 13,790 | 13,940 | +150 | 0.66 | 0.50 | -0.16 | buy |
| HHM Wealth Advisors, LLC | 3,420 | 3,565 | +145 | 0.08 | 0.06 | -0.02 | buy |
| Congress Park Capital LLC | 9,177 | 9,262 | +85 | 0.58 | 0.41 | -0.17 | buy |
| HOWARD WEALTH MANAGEMENT, LLC | 1,232 | 1,303 | +71 | 0.11 | 0.08 | -0.03 | buy |
| SeaBridge Investment Advisors LLC | 3,958 | 4,008 | +50 | 0.14 | 0.10 | -0.04 | buy |
| GUARDIAN INVESTMENT MANAGEMENT | 20,140 | 20,190 | +50 | 3.29 | 2.16 | -1.13 | buy |
| AMI ASSET MANAGEMENT CORP | 4,207 | 4,254 | +47 | 0.06 | 0.04 | -0.01 | buy |
| Kozak & Associates, Inc. | 4,499 | 4,545 | +46 | 0.17 | 0.13 | -0.04 | buy |
| JGP Wealth Management, LLC | 5,365 | 5,410 | +45 | 0.12 | 0.08 | -0.04 | buy |
| Cypress Capital, LLC | 1,439 | 1,482 | +43 | 0.08 | 0.07 | -0.02 | buy |
| Nova R Wealth, Inc. | 4,621 | 4,654 | +33 | 0.31 | 0.23 | -0.08 | buy |
| Compton Wealth Advisory Group, LLC | 14,125 | 14,158 | +33 | 0.62 | 0.47 | -0.15 | buy |
| GREENLEAF TRUST | 32,649 | 32,677 | +28 | 0.07 | 0.05 | -0.01 | buy |
| Crumly & Associates Inc. | 3,926 | 3,949 | +23 | 0.17 | 0.13 | -0.05 | buy |
| FNY Investment Advisers, LLC | 100 | 120 | +20 | 0.01 | 0.01 | -0.00 | buy |
| SHEETS SMITH WEALTH MANAGEMENT | 6,711 | 6,727 | +16 | 0.16 | 0.11 | -0.04 | buy |
| Advisory Resource Group | 3,604 | 3,615 | +11 | 0.13 | 0.09 | -0.04 | buy |
| BURKETT FINANCIAL SERVICES, LLC | 611 | 617 | +6 | 0.04 | 0.03 | -0.01 | buy |
| Quad-Cities Investment Group, LLC | 1,527 | 1,529 | +2 | 0.13 | 0.09 | -0.03 | buy |
| WestHill Financial Advisors, Inc. | 4,996 | 4,995 | -1 | 0.20 | 0.14 | -0.06 | sell |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,229 | 11,217 | -12 | 1.08 | 0.76 | -0.32 | sell |
| Cooper Financial Group | 17,760 | 17,731 | -29 | 0.37 | 0.24 | -0.13 | sell |
| Exeter Financial, LLC | 27,846 | 27,817 | -29 | 2.35 | 1.76 | -0.59 | sell |
| Integris Wealth Management, LLC | 5,805 | 5,768 | -37 | 0.28 | 0.19 | -0.08 | sell |
| MONTGOMERY INVESTMENT MANAGEMENT INC | 43,167 | 43,119 | -48 | 3.05 | 2.17 | -0.88 | sell |
| Investors Research Corp | 1,590 | 1,506 | -84 | 0.06 | 0.04 | -0.02 | sell |
| Graves Light Lenhart Wealth, Inc. | 39,081 | 38,994 | -87 | 0.84 | 0.60 | -0.24 | sell |
| Bath Savings Trust Co | 20,678 | 20,578 | -100 | 0.46 | 0.35 | -0.10 | sell |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 7,406 | 7,286 | -120 | 0.13 | 0.09 | -0.04 | sell |
| Certified Advisory Corp | 13,545 | 13,423 | -122 | 0.25 | 0.18 | -0.07 | sell |
| J. L. Bainbridge & Co., Inc. | 2,200 | 2,060 | -140 | 0.04 | 0.03 | -0.01 | sell |
| TLWM | 10,180 | 10,006 | -174 | 0.38 | 0.27 | -0.11 | sell |
| Martin Capital Partners, LLC | 49,785 | 49,606 | -179 | 3.83 | 3.02 | -0.80 | sell |
| CHICKASAW CAPITAL MANAGEMENT LLC | 7,430 | 7,170 | -260 | 0.05 | 0.04 | -0.01 | sell |
| Old Port Advisors | 21,076 | 20,747 | -329 | 1.01 | 0.68 | -0.33 | sell |
| Independence Bank of Kentucky | 40,925 | 40,508 | -417 | 1.07 | 0.76 | -0.32 | sell |
| FIRST UNITED BANK & TRUST | 12,532 | 11,993 | -539 | 0.84 | 0.57 | -0.27 | sell |
| First American Bank | 81,499 | 80,954 | -545 | 1.06 | 0.75 | -0.31 | sell |
| Cornell Pochily Investment Advisors, Inc. | 13,899 | 13,329 | -570 | 0.84 | 0.59 | -0.25 | sell |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 40,648 | 40,053 | -595 | 1.72 | 1.17 | -0.55 | sell |
| CARDEROCK CAPITAL MANAGEMENT INC | 4,182 | 3,582 | -600 | 0.21 | 0.13 | -0.08 | sell |
| Liberty Capital Management, Inc. | 2,444 | 1,832 | -612 | 0.07 | 0.05 | -0.02 | sell |
| Chesley Taft & Associates LLC | 47,251 | 46,629 | -622 | 0.41 | 0.30 | -0.11 | sell |
| 180 WEALTH ADVISORS, LLC | 18,400 | 17,584 | -816 | 0.43 | 0.29 | -0.14 | sell |
| Lantz Financial LLC | 27,479 | 26,547 | -932 | 1.18 | 0.81 | -0.37 | sell |
| Paradiem, LLC | 8,400 | 6,774 | -1,626 | 0.38 | 0.24 | -0.14 | sell |
| Spartan Planning & Wealth Management | 4,189 | 2,509 | -1,680 | 0.64 | 0.28 | -0.36 | sell |
| AMERICAN NATIONAL BANK & TRUST | 95,168 | 93,328 | -1,840 | 1.88 | 1.32 | -0.56 | sell |
| Baugh & Associates, LLC | 27,209 | 24,949 | -2,260 | 2.43 | 1.83 | -0.60 | sell |
| HENNESSY ADVISORS INC | 65,232 | 62,782 | -2,450 | 0.49 | 0.33 | -0.15 | sell |
| Boothe Investment Group, Inc. | 24,173 | 20,499 | -3,674 | 1.61 | 1.07 | -0.54 | sell |
| Insight Wealth Strategies, LLC | 175,223 | 171,403 | -3,820 | 4.05 | 2.77 | -1.28 | sell |
| MARATHON CAPITAL MANAGEMENT | 49,304 | 41,759 | -7,545 | 2.29 | 1.40 | -0.89 | sell |
| DAVIDSON INVESTMENT ADVISORS | 133,618 | 125,820 | -7,798 | 1.19 | 0.85 | -0.34 | sell |
| Oak Thistle LLC | 50,265 | 41,333 | -8,932 | 1.01 | 0.66 | -0.35 | sell |