Stay updated with breaking news from Wealth Services. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Journey Strategic Wealth LLC trimmed its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 20.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 11,890 shares of the oil and gas company’s stock after selling 3,023 shares during the period. Journey Strategic Wealth LLC’s holdings […]
Bard Financial Services Inc. raised its stake in Chevron Co. (NYSE:CVX – Free Report) by 0.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,870 shares of the oil and gas company’s stock after acquiring an additional 200 shares during the […]
Shares of Canadian Imperial Bank of Commerce (NYSE:CM – Get Free Report) (TSE:CM) have been assigned an average recommendation of “Hold” from the seven ratings firms that are presently covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, two have given a hold rating and four […]
Corient Private Wealth LLC boosted its position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 3,574,826 shares of the company’s stock after acquiring an additional 192,990 shares during the […]
Missouri Trust & Investment Co raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,453 shares of the exchange traded fund’s stock after […]