Valeo Financial Advisors LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.7% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 171,249 shares of the financial services provider’s stock after selling 1,279 shares during the quarter. JPMorgan Chase & Co. accounts for 1.0% of Valeo Financial Advisors LLC’s holdings, making […]

Octavia Wealth Advisors LLC reduced its position in FedEx Co. (NYSE:FDX – Free Report) by 10.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,704 shares of the shipping service provider’s stock after selling 326 shares during the quarter. Octavia Wealth Advisors LLC’s […]

HCR Wealth Advisors reduced its stake in shares of AutoNation, Inc. (NYSE:AN – Free Report) by 0.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 24,657 shares of the company’s stock after selling 227 shares during the quarter. AutoNation makes […]

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 […]

Beaumont Financial Advisors LLC raised its holdings in Chevron Co. (NYSE:CVX – Free Report) by 3.1% in the 3rd quarter, HoldingsChannel reports. The fund owned 39,147 shares of the oil and gas company’s stock after acquiring an additional 1,184 shares during the period. Beaumont Financial Advisors LLC’s holdings in Chevron were worth $5,765,000 at the […]

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 […]