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Platform Technology Partners Boosts Stake in Chevron Co (NYSE:CVX)

Platform Technology Partners lifted its holdings in Chevron Co. (NYSE:CVX – Free Report) by 16.3% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,575 shares of the oil and gas company’s stock after buying an additional 1,903 shares during the period. Platform Technology […]

Intrepid Financial Planning Group LLC Decreases Holdings in The Walt Disney Company (NYSE:DIS)

Intrepid Financial Planning Group LLC cut its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 11.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,080 shares of the entertainment giant’s stock after selling 412 shares during the […]

Carmignac Gestion Buys Shares of 241,161 Walmart Inc (NYSE:WMT)

Carmignac Gestion purchased a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 241,161 shares of the retailer’s stock, valued at approximately $38,019,000. A number of other hedge funds and other institutional investors […]

American Investment Services Inc Acquires 30,089 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

American Investment Services Inc. boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 38.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 109,095 shares of the company’s stock after acquiring an additional 30,089 shares during […]

Jones Financial Companies Lllp Boosts Stock Position in Schwab Intermediate-Term U S Treasury ETF (NYSEARCA:SCHR)

Jones Financial Companies Lllp raised its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 35.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 47,958 shares of the company’s stock after buying an additional 12,492 shares during the quarter. […]

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