Octavia Wealth Advisors LLC trimmed its position in shares of Shell plc (NYSE:SHEL – Free Report) by 9.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 31,451 shares of the energy company’s stock after selling 3,168 shares during the period. […]

HCR Wealth Advisors lessened its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 21,464 shares of the oil and gas company’s stock after selling 222 shares during the […]

Quotient Wealth Partners LLC lowered its position in shares of Shell plc (NYSE:SHEL – Free Report) by 16.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,750 shares of the energy company’s stock after selling 712 shares during the quarter. Quotient […]

San Luis Wealth Advisors LLC raised its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 4.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,254 shares of the oil and gas company’s stock after purchasing an additional 320 […]

Cerro Pacific Wealth Advisors LLC increased its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 9.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,986 shares of the company’s stock after buying an additional 1,000 […]

Pensionfund Sabic trimmed its stake in Dover Co. (NYSE:DOV – Free Report) by 22.1% in the third quarter, HoldingsChannel.com reports. The fund owned 5,300 shares of the industrial products company’s stock after selling 1,500 shares during the quarter. Pensionfund Sabic’s holdings in Dover were worth $1,016,000 at the end of the most recent reporting period. […]

San Luis Wealth Advisors LLC trimmed its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 25.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,633 shares of the oil and gas company’s stock after selling 10,017 shares during […]

Beaumont Financial Advisors LLC decreased its holdings in BP p.l.c. (NYSE:BP – Free Report) by 5.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 386,296 shares of the oil and gas exploration company’s stock after selling 20,599 shares […]

Warren Buffett's Berkshire Hathaway cut its stake in Bank of America below an important level.

Congress Park Capital LLC reduced its position in Morgan Stanley (NYSE:MS – Free Report) by 48.6% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 3,675 shares of the financial services provider’s stock after selling 3,479 shares during the period. Congress Park Capital LLC’s holdings in Morgan Stanley […]

Dynamic Advisor Solutions LLC raised its holdings in Vontier Co. (NYSE:VNT – Free Report) by 3.3% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 27,418 shares of the company’s stock after acquiring an additional 864 shares during the period. Dynamic […]

GAMMA Investing LLC raised its position in HSBC Holdings plc (NYSE:HSBC – Free Report) by 28.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,075 shares of the financial services provider’s stock after purchasing an additional 1,360 shares during the […]

Strategic Advisors LLC lowered its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 5.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 54,094 shares of the company’s stock after selling 2,895 shares during the quarter. Procter & Gamble accounts […]