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Exeter Financial LLC decreased its holdings in shares of Phillips 66 (NYSE:PSX – Free Report) by 7.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,650 shares of the oil and gas company’s stock after selling 875 shares during the quarter. Exeter Financial LLC’s […]
Exeter Financial LLC trimmed its holdings in Bank of America Co. (NYSE:BAC) by 6.0% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 78,886 shares of the financial services provider’s stock after selling 5,056 shares during the quarter. Bank of America comprises approximately 1.3% of Exeter Financial […]
Exeter Financial LLC trimmed its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 3.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,929 shares of the coffee company’s stock after selling 405 shares during the quarter. Exeter Financial LLC’s holdings in Starbucks were […]
Kingswood Wealth Advisors LLC grew its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 245.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,420 shares of the pharmacy operator’s stock after purchasing an additional 20,190 shares during the quarter. Kingswood […]
Exeter Financial LLC increased its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 46.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 944 shares of the retailer’s stock after acquiring an additional 301 shares during the period. Exeter Financial LLC’s holdings in Costco Wholesale […]