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Burkett Financial Services LLC Takes $68,000 Position in Chevron Co. (NYSE:CVX)

Burkett Financial Services LLC purchased a new stake in shares of Chevron Co. (NYSE:CVX – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 454 shares of the oil and gas company’s stock, valued at approximately $68,000. Several other institutional investors and […]
United States Jeffb Gustavson Enrique Hernandez Jr Valley Forge Investment Consultants Inc Chevron Co Burkett Financial Services

CAP Partners LLC Takes Position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

CAP Partners LLC acquired a new stake in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 11,009 shares of the company’s stock, valued at approximately $550,000. Several other […]
Exchange Commission Hcap Partners Hazlett Burt Watson Inc Roble Belko Company Inc Iron Horse Wealth Management Global Wealth Strategies Associates

Cantor Fitzgerald Investment Advisors L.P. Purchases New Shares in Chevron Co. (NYSE:CVX)

Cantor Fitzgerald Investment Advisors L.P. purchased a new stake in shares of Chevron Co. (NYSE:CVX – Free Report) during the 4th quarter, Holdings Channel reports. The fund purchased 116,553 shares of the oil and gas company’s stock, valued at approximately $17,385,000. Chevron makes up 1.3% of Cantor Fitzgerald Investment Advisors L.P.’s holdings, making the stock […]
United States Enrique Hernandez Jr Alanak Knowles Piper Sandler Bare Financial Services Inc Wealth Advisors

JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) Shares Purchased by Beta Wealth Group Inc.

Beta Wealth Group Inc. raised its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 61.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 163,100 shares of the company’s stock after acquiring an additional 62,267 shares during the period. JPMorgan […]
Valley National Advisers Inc Global Wealth Strategies Associates Company Profile Beta Wealth Group Inc Hazlett Burt Watson Inc Iron Horse Wealth Management

Hilltop Holdings Inc. Sells 1,072 Shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Hilltop Holdings Inc. trimmed its position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 1.9% during the 4th quarter, HoldingsChannel reports. The firm owned 55,072 shares of the company’s stock after selling 1,072 shares during the quarter. Hilltop Holdings Inc.’s holdings in JPMorgan Nasdaq Equity Premium Income ETF were worth $2,750,000 […]
Valley National Advisers Inc Hilltop Holdings Inc Iron Horse Wealth Management Global Wealth Strategies Associates Hazlett Burt Watson Inc Roble Belko Company Inc

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Evermay Wealth Management LLC Buys 321 Shares of Chevron Co. (NYSE:CVX)

Evermay Wealth Management LLC increased its stake in Chevron Co. (NYSE:CVX – Free Report) by 8.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,343 shares of the oil and gas company’s stock after purchasing an additional 321 shares during the period. Evermay Wealth Management […]
United States Raymond James Enrique Hernandez Jr Alanak Knowles Dz Bank Bare Financial Services Inc

Eaton Financial Holdings Company LLC Grows Stock Position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Eaton Financial Holdings Company LLC grew its position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 1.5% during the fourth quarter, HoldingsChannel reports. The firm owned 77,966 shares of the company’s stock after buying an additional 1,120 shares during the period. Eaton Financial Holdings Company LLC’s holdings in JPMorgan […]
Iron Horse Wealth Management Roble Belko Company Inc Valley National Advisers Inc Eaton Financial Holdings Company Global Wealth Strategies Associates Hazlett Burt Watson Inc

Eaton Financial Holdings Company LLC Grows Position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Eaton Financial Holdings Company LLC raised its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 1.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 77,966 shares of the company’s stock after buying an additional 1,120 shares during the […]
Global Wealth Strategies Associates Roble Belko Company Inc Exchange Commission Iron Horse Wealth Management Eaton Financial Holdings Company Hazlett Burt Watson Inc
Source: wkrb13.com

Richwood Investment Advisors LLC Trims Stock Position in Chevron Co. (NYSE:CVX)

Richwood Investment Advisors LLC cut its holdings in Chevron Co. (NYSE:CVX – Free Report) by 7.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,480 shares of the oil and gas company’s stock after selling 190 shares during the quarter. Richwood Investment […]
United States Enrique Hernandez Jr Alanak Knowles Goldman Sachs Group Chevron Corporation Exchange Commission

Cambridge Investment Research Advisors Inc. Raises Position in Chevron Co. (NYSE:CVX)

Cambridge Investment Research Advisors Inc. raised its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 4.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 440,778 shares of the oil and gas company’s stock after acquiring an additional 16,758 shares during […]
United States United Kingdom Raymond James Enrique Hernandez Jr Roble Belko Company Inc Bare Financial Services Inc

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