Signals

← Signals

☆CVX

210 in-universe funds with a nonzero position in CVX within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10877
Score / z-0.057 / -0.41
Consensus65.97 over 140 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest+0% / 6.5d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 5,701.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 4,408.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,466.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1,265.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 598.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 499.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 467.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 411.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 338.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 331.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 229.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 189.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 172.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 131.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 112.1 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 109.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 105.1 3.4% 2 +0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆STRS OHIO CIK 0000820478 0.777 2154 103.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 52.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 47.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 34.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 32.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CLG LLC CIK 0002059872 0.428 156 30.3 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 29.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 25.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 24.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 24.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 22.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 18.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 18.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 18.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 17.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 15.9 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 14.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 14.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 13.9 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 12.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 9.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 9.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 9.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 8.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 7.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 7.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Farmers National Bank CIK 0001632966 0.440 180 7.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 7.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 7.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 6.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 5.0 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 4.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 4.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 3.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 3.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 3.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 3.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 3.1 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆ANB BANK CIK 0002067126 0.446 127 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 3.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 2.6 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 2.3 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 2.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆111 Capital CIK 0002060412 0.025 488 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 2.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 1.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 1.7 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 1.6 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 1.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Altrafin AG CIK 0002110313 0.476 44 1.0 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.9 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERICAN ASSETS INC CIK 0000885118 0.855 12 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.8 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Campbell Deegan Wealth Management, LLC CIK 0002059743 0.753 52 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AtlasMark Financial, Inc CIK 0002127120 0.622 48 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CVX). Qtrs Held counts distinct quarters this fund has actually held CVX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CVX position size. Δ columns are the percentage-point change in CVX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status