• West Coast Financial LLC Cuts Position in The Home Depot, Inc

    9 days ago - By ETF Daily News

    West Coast Financial LLC decreased its holdings in The Home Depot, Inc. by 1.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 21,069 shares of the home improvement retailer's stock after selling 239 shares during the quarter. West Coast Financial...
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  • Chevron Co. Stock Holdings Lifted by Old Port Advisors

    9 days ago - By ETF Daily News

    Old Port Advisors raised its stake in Chevron Co. by 16.9% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 17,963 shares of the oil and gas company's stock after acquiring an additional 2,593 shares during the period. Chevron accounts for approximately 1.0% of Old Port Advisors' holdings, making...
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  • West Coast Financial LLC Trims Position in JPMorgan Chase & Co

    9 days ago - By ETF Daily News

    West Coast Financial LLC lessened its stake in JPMorgan Chase & Co. by 31.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,319 shares of the financial services provider's stock after selling 1,050 shares during the period. West Coast Financial LLC's holdings...
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  • FOCUS Wealth Advisors LLC Buys Shares of 9,424 Chevron Co

    9 days ago - By ETF Daily News

    FOCUS Wealth Advisors LLC bought a new stake in shares of Chevron Co. in the 2nd quarter, Holdings Channel.com reports. The fund bought 9,424 shares of the oil and gas company's stock, valued at approximately $1,364,000. Chevron comprises approximately 0.9% of FOCUS Wealth Advisors LLC's investment portfolio, making the stock its...
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  • Thrive Wealth Management LLC Raises Stock Position in Chevron Co

    9 days ago - By ETF Daily News

    Thrive Wealth Management LLC increased its holdings in shares of Chevron Co. by 7.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,043 shares of the oil and gas company's stock after purchasing an...
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  • JPMorgan Chase & Co. is Martin Capital Partners LLC's 10th Largest Position

    9 days ago - By ETF Daily News

    Martin Capital Partners LLC raised its stake in shares of JPMorgan Chase & Co. by 5.8% in the 2nd quarter, Holdings Channel reports. The fund owned 50,804 shares of the financial services provider's stock after acquiring an additional 2,793 shares during the quarter. JPMorgan Chase & Co. accounts for approximately 2.7% of Martin Capital...
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  • Cherrydale Wealth Management LLC Reduces Position in Microsoft Co

    9 days ago - By ETF Daily News

    Cherrydale Wealth Management LLC cut its holdings in shares of Microsoft Co. by 19.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,502 shares of the software giant's stock after selling 1,097 shares during the...
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  • Pure Financial Advisors LLC Has $826,000 Position in Chevron Co

    9 days ago - By ETF Daily News

    Pure Financial Advisors LLC raised its stake in shares of Chevron Co. by 19.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,703 shares of the oil and gas company's stock after buying an additional 915 shares during the...
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