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Beta Wealth Group Inc. grew its stake in JPMorgan Realty Income ETF (NYSEARCA:JPRE – Free Report) by 44.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,762 shares of the company’s stock after purchasing an additional 7,058 shares during the quarter. […] ....
Evermay Wealth Management LLC lifted its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 8.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,343 shares of the oil and gas company’s stock after purchasing an additional 321 shares during the […] ....
Parallel Advisors LLC boosted its position in BlackRock Ultra Short-Term Bond ETF (BATS:ICSH – Free Report) by 14.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 177,274 shares of the company’s stock after purchasing an additional 22,503 shares during the period. Parallel Advisors LLC’s holdings […] ....
Sculati Wealth Management LLC grew its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 0.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 19,363 shares of the oil and gas company’s stock after acquiring an additional 85 shares during […] ....
AXS Investments LLC grew its stake in Chevron Co. (NYSE:CVX – Free Report) by 14.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 1,095 shares of the oil and gas company’s stock after buying an additional 135 shares during the quarter. AXS Investments LLC’s holdings in Chevron were worth $163,000 as of […] ....