2025-09-05 |
13F-HR |
CVX
/ Chevron
|
Abn Amro Investment Solutions
|
|
7,980 |
|
2025-09-05 |
13F-HR |
MPC
/ Marathon Petroleum
|
Abn Amro Investment Solutions
|
|
1,665 |
|
2025-09-05 |
13F-HR |
XOM
/ Exxon Mobil
|
Abn Amro Investment Solutions
|
|
17,559 |
|
2025-09-05 |
13F-HR |
PSX
/ Phillips 66
|
Abn Amro Investment Solutions
|
|
164,254 |
|
2025-09-05 |
13F-HR |
COP
/ ConocoPhillips
|
Abn Amro Investment Solutions
|
|
5,472 |
|
2025-09-05 |
13F-HR |
VLO
/ Valero Energy
|
Abn Amro Investment Solutions
|
|
1,791 |
|
2025-09-05 |
13F-HR |
CVX
/ Chevron
|
Abn Amro Investment Solutions
|
7,980 |
7,429 |
-6.90 |
2025-09-05 |
13F-HR |
MPC
/ Marathon Petroleum
|
Abn Amro Investment Solutions
|
1,665 |
0 |
-100.00 |
2025-09-05 |
13F-HR |
XOM
/ Exxon Mobil
|
Abn Amro Investment Solutions
|
17,559 |
16,637 |
-5.25 |
2025-09-05 |
13F-HR |
PSX
/ Phillips 66
|
Abn Amro Investment Solutions
|
164,254 |
137,359 |
-16.37 |
2025-09-05 |
13F-HR |
COP
/ ConocoPhillips
|
Abn Amro Investment Solutions
|
5,472 |
5,256 |
-3.95 |
2025-09-05 |
13F-HR |
VLO
/ Valero Energy
|
Abn Amro Investment Solutions
|
1,791 |
6,311 |
252.37 |
2025-09-05 |
13F-HR |
CVX
/ Chevron
|
Abn Amro Investment Solutions
|
7,429 |
8,545 |
15.02 |
2025-09-05 |
13F-HR |
MPC
/ Marathon Petroleum
|
Abn Amro Investment Solutions
|
0 |
1,665 |
|
2025-09-05 |
13F-HR |
COP
/ ConocoPhillips
|
Abn Amro Investment Solutions
|
5,256 |
5,926 |
12.75 |
2025-09-05 |
13F-HR |
PSX
/ Phillips 66
|
Abn Amro Investment Solutions
|
137,359 |
92,911 |
-32.36 |
2025-09-05 |
13F-HR |
XOM
/ Exxon Mobil
|
Abn Amro Investment Solutions
|
16,637 |
18,793 |
12.96 |
2025-09-05 |
13F-HR |
VLO
/ Valero Energy
|
Abn Amro Investment Solutions
|
6,311 |
5,846 |
-7.37 |
2025-09-05 |
13F-HR |
MPC
/ Marathon Petroleum
|
Abn Amro Investment Solutions
|
1,665 |
1,665 |
0.00 |
2025-09-05 |
13F-HR |
CVX
/ Chevron
|
Abn Amro Investment Solutions
|
8,545 |
8,347 |
-2.32 |
2025-09-05 |
13F-HR |
PSX
/ Phillips 66
|
Abn Amro Investment Solutions
|
92,911 |
78,111 |
-15.93 |
2025-09-05 |
13F-HR |
COP
/ ConocoPhillips
|
Abn Amro Investment Solutions
|
5,926 |
5,630 |
-4.99 |
2025-09-05 |
13F-HR |
XOM
/ Exxon Mobil
|
Abn Amro Investment Solutions
|
18,793 |
18,285 |
-2.70 |
2025-09-05 |
13F-HR |
VLO
/ Valero Energy
|
Abn Amro Investment Solutions
|
5,846 |
4,169 |
-28.69 |
2025-09-05 |
13F-HR |
CVX
/ Chevron
|
Abn Amro Investment Solutions
|
8,347 |
7,774 |
-6.86 |
2025-09-05 |
13F-HR |
MPC
/ Marathon Petroleum
|
Abn Amro Investment Solutions
|
1,665 |
1,665 |
0.00 |
2025-09-05 |
13F-HR |
XOM
/ Exxon Mobil
|
Abn Amro Investment Solutions
|
18,285 |
17,678 |
-3.32 |
2025-09-05 |
13F-HR |
PSX
/ Phillips 66
|
Abn Amro Investment Solutions
|
78,111 |
1,811 |
-97.68 |
2025-09-05 |
13F-HR |
COP
/ ConocoPhillips
|
Abn Amro Investment Solutions
|
5,630 |
5,285 |
-6.13 |
2025-09-05 |
13F-HR |
VLO
/ Valero Energy
|
Abn Amro Investment Solutions
|
4,169 |
3,957 |
-5.09 |
2025-09-05 |
13F-HR/A |
CVX
/ Chevron
|
Prospera Capital Management, LLC
|
2,665 |
2,705 |
1.50 |
2025-09-05 |
13F-HR/A |
XOM
/ Exxon Mobil
|
Prospera Capital Management, LLC
|
2,427 |
2,543 |
4.78 |
2025-09-05 |
13F-HR/A |
CVX
/ Chevron
|
Prospera Capital Management, LLC
|
|
2,665 |
|
2025-09-05 |
13F-HR/A |
XOM
/ Exxon Mobil
|
Prospera Capital Management, LLC
|
|
2,427 |
|
2025-09-04 |
13F-HR |
MPC
/ Marathon Petroleum
|
Ghe, Llc
|
38,494 |
29,974 |
-22.13 |
2025-09-04 |
13F-HR |
XOM
/ Exxon Mobil
|
Reynders McVeigh Capital Management, LLC
|
8,213 |
8,619 |
4.94 |
2025-09-04 |
13F-HR |
CVX
/ Chevron
|
Reynders McVeigh Capital Management, LLC
|
1,212 |
1,615 |
33.25 |
2025-09-04 |
13F-HR |
COP
/ ConocoPhillips
|
SevenBridge Financial Group, LLC
|
11,207 |
11,028 |
-1.60 |
2025-09-04 |
13F-HR |
XOM
/ Exxon Mobil
|
SevenBridge Financial Group, LLC
|
59,302 |
59,852 |
0.93 |
2025-09-04 |
13F-HR |
PSX
/ Phillips 66
|
SevenBridge Financial Group, LLC
|
30,224 |
33,719 |
11.56 |
2025-09-04 |
13F-HR |
VLO
/ Valero Energy
|
SevenBridge Financial Group, LLC
|
2,163 |
1,743 |
-19.42 |
2025-09-04 |
13F-HR |
CVX
/ Chevron
|
SevenBridge Financial Group, LLC
|
8,778 |
7,552 |
-13.97 |
2025-09-04 |
13F-HR |
CVX
/ Chevron
|
Abn Amro Investment Solutions
|
7,774 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
MPC
/ Marathon Petroleum
|
Abn Amro Investment Solutions
|
1,665 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
COP
/ ConocoPhillips
|
Abn Amro Investment Solutions
|
5,285 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
PSX
/ Phillips 66
|
Abn Amro Investment Solutions
|
1,811 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
XOM
/ Exxon Mobil
|
Abn Amro Investment Solutions
|
17,678 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
VLO
/ Valero Energy
|
Abn Amro Investment Solutions
|
3,957 |
1,932 |
-51.18 |
2025-09-04 |
13F-HR |
VLO
/ Valero Energy
|
Abn Amro Investment Solutions
|
1,932 |
2,223 |
15.06 |
2025-09-04 |
13F-HR |
VLO
/ Valero Energy
|
Abn Amro Investment Solutions
|
2,223 |
2,223 |
0.00 |
2025-09-04 |
13F-HR |
COP
/ ConocoPhillips
|
ZynergyRetirementPlanningLLC
|
152 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
VVV
/ Valvoline
|
ZynergyRetirementPlanningLLC
|
457 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
XOM
/ Exxon Mobil
|
ZynergyRetirementPlanningLLC
|
443 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
MPC
/ Marathon Petroleum
|
ZynergyRetirementPlanningLLC
|
78 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
PSX
/ Phillips 66
|
ZynergyRetirementPlanningLLC
|
66 |
0 |
-100.00 |
2025-09-04 |
13F-HR |
XOM
/ Exxon Mobil
|
V. M. Manning & Co., Inc.
|
|
4,230 |
|
2025-09-04 |
13F-HR |
CVX
/ Chevron
|
V. M. Manning & Co., Inc.
|
|
3,813 |
|
2025-09-04 |
13F-HR/A |
COP
/ ConocoPhillips
|
Advisor Group Holdings, Inc.
|
248,422 |
300,514 |
20.97 |
2025-09-04 |
13F-HR/A |
XOM
/ Exxon Mobil
|
Advisor Group Holdings, Inc.
|
1,669,082 |
2,006,112 |
20.19 |
2025-09-04 |
13F-HR/A |
MPC
/ Marathon Petroleum
|
Advisor Group Holdings, Inc.
|
121,265 |
129,619 |
6.89 |
2025-09-04 |
13F-HR/A |
BPPTU
/ BP Prudhoe Bay Royalty Trust
|
Advisor Group Holdings, Inc.
|
10,604 |
10,927 |
3.05 |
2025-09-04 |
13F-HR/A |
YPF
/ YPF Sociedad Anónima - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
14,106 |
14,372 |
1.89 |
2025-09-04 |
13F-HR/A |
BROGF
/ Brooge Energy
|
Advisor Group Holdings, Inc.
|
|
28,687 |
|
2025-09-04 |
13F-HR/A |
VVV
/ Valvoline
|
Advisor Group Holdings, Inc.
|
6,547 |
7,815 |
19.37 |
2025-09-04 |
13F-HR/A |
CVX
/ Chevron
|
Advisor Group Holdings, Inc.
|
|
7 |
|
2025-09-04 |
13F-HR/A |
DK
/ Delek US Holdings
|
Advisor Group Holdings, Inc.
|
1,702 |
1,939 |
13.92 |
2025-09-04 |
13F-HR/A |
CVX
/ Chevron
|
Advisor Group Holdings, Inc.
|
653,098 |
779,883 |
19.41 |
2025-09-04 |
13F-HR/A |
PSX
/ Phillips 66
|
Advisor Group Holdings, Inc.
|
104,881 |
113,076 |
7.81 |
2025-09-04 |
13F-HR/A |
CLMT
/ Calumet
|
Advisor Group Holdings, Inc.
|
6,445 |
3,934 |
-38.96 |
2025-09-04 |
13F-HR/A |
PBF
/ PBF Energy
|
Advisor Group Holdings, Inc.
|
1,931 |
6,399 |
231.38 |
2025-09-04 |
13F-HR/A |
EQNR
/ Equinor ASA - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
23,363 |
24,893 |
6.55 |
2025-09-04 |
13F-HR/A |
HES
/ Hess
|
Advisor Group Holdings, Inc.
|
6,595 |
14,687 |
122.70 |
2025-09-04 |
13F-HR/A |
CVI
/ CVR Energy
|
Advisor Group Holdings, Inc.
|
14,025 |
13,599 |
-3.04 |
2025-09-04 |
13F-HR/A |
VLO
/ Valero Energy
|
Advisor Group Holdings, Inc.
|
96,898 |
99,529 |
2.72 |
2025-09-04 |
13F-HR/A |
SES
/ SES AI
|
Advisor Group Holdings, Inc.
|
3,100 |
4,100 |
32.26 |
2025-09-04 |
13F-HR/A |
IMO
/ Imperial Oil
|
Advisor Group Holdings, Inc.
|
1,786 |
6,405 |
258.62 |
2025-09-04 |
13F-HR/A |
SU
/ Suncor Energy
|
Advisor Group Holdings, Inc.
|
37,241 |
95,051 |
155.23 |
2025-09-04 |
13F-HR/A |
SUN
/ Sunoco LP - Limited Partnership
|
Advisor Group Holdings, Inc.
|
61,241 |
56,245 |
-8.16 |
2025-09-04 |
13F-HR/A |
KWR
/ Quaker Chemical
|
Advisor Group Holdings, Inc.
|
436 |
673 |
54.36 |
2025-09-04 |
13F-HR/A |
IEP
/ Icahn Enterprises
|
Advisor Group Holdings, Inc.
|
66,523 |
91,604 |
37.70 |
2025-09-04 |
13F-HR/A |
BP
/ BP p.l.c. - Depositary Receipt ()
|
Advisor Group Holdings, Inc.
|
299,299 |
298,444 |
-0.29 |
2025-09-03 |
13F-HR |
HES
/ Hess
|
Q3 Asset Management
|
1,522 |
0 |
-100.00 |
2025-09-03 |
13F-HR |
XOM
/ Exxon Mobil
|
American Trust
|
4,766 |
4,586 |
-3.78 |
2025-09-03 |
13F-HR |
CVX
/ Chevron
|
American Trust
|
1,725 |
2,546 |
47.59 |
2025-09-02 |
NPORT-P |
SU
/ Suncor Energy
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
19,220 |
19,220 |
0.00 |
2025-09-02 |
NPORT-P |
IMO
/ Imperial Oil
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
27,410 |
21,010 |
-23.35 |
2025-09-02 |
NPORT-P |
XOM
/ Exxon Mobil
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
16,700 |
15,200 |
-8.98 |
2025-09-02 |
NPORT-P |
SUN
/ Sunoco LP - Limited Partnership
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
28,320 |
28,320 |
0.00 |
2025-09-02 |
13F-HR |
XOM
/ Exxon Mobil
|
Pvg Asset Management Corp
|
3,089 |
3,089 |
0.00 |
2025-09-02 |
13F-HR/A |
CVX
/ Chevron
|
Aegon Asset Management Uk Plc
|
545,697 |
545,697 |
0.00 |
2025-09-02 |
13F-HR/A |
XOM
/ Exxon Mobil
|
Aegon Asset Management Uk Plc
|
11,581 |
11,581 |
0.00 |
2025-09-02 |
13F-HR |
CVX
/ Chevron
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
209 |
|
2025-09-02 |
13F-HR |
COP
/ ConocoPhillips
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
145 |
|
2025-09-02 |
13F-HR |
MPC
/ Marathon Petroleum
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
154 |
|
2025-09-02 |
13F-HR/A |
XOM
/ Exxon Mobil
|
FSC Wealth Advisors, LLC
|
1,580 |
0 |
-100.00 |
2025-09-02 |
13F-HR/A |
MPC
/ Marathon Petroleum
|
FSC Wealth Advisors, LLC
|
44 |
0 |
-100.00 |
2025-09-02 |
13F-HR/A |
BP
/ BP p.l.c. - Depositary Receipt ()
|
FSC Wealth Advisors, LLC
|
2,700 |
0 |
-100.00 |
2025-09-02 |
13F-HR/A |
CVX
/ Chevron
|
FSC Wealth Advisors, LLC
|
702 |
0 |
-100.00 |
2025-09-02 |
13F-HR/A |
PSX
/ Phillips 66
|
FSC Wealth Advisors, LLC
|
199 |
0 |
-100.00 |
2025-09-02 |
13F-HR/A |
COP
/ ConocoPhillips
|
FSC Wealth Advisors, LLC
|
409 |
0 |
-100.00 |
2025-09-02 |
13F-HR |
COP
/ ConocoPhillips
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
145 |
2,026 |
1,297.24 |
2025-09-02 |
13F-HR |
CVX
/ Chevron
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
209 |
1,161 |
455.50 |
2025-09-02 |
13F-HR |
MPC
/ Marathon Petroleum
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
154 |
970 |
529.87 |
2025-09-02 |
13F-HR |
CVX
/ Chevron
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
1,161 |
1,161 |
0.00 |
2025-09-02 |
13F-HR |
MPC
/ Marathon Petroleum
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
970 |
0 |
-100.00 |
2025-09-02 |
13F-HR |
COP
/ ConocoPhillips
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
2,026 |
1,020 |
-49.65 |
2025-09-02 |
13F-HR |
COP
/ ConocoPhillips
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
1,020 |
1,020 |
0.00 |
2025-09-02 |
13F-HR |
CVX
/ Chevron
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
1,161 |
582 |
-49.87 |
2025-09-02 |
13F-HR |
COP
/ ConocoPhillips
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
1,020 |
1,721 |
68.73 |
2025-09-02 |
13F-HR |
MPC
/ Marathon Petroleum
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
0 |
530 |
|
2025-09-02 |
13F-HR |
CVX
/ Chevron
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
582 |
1,057 |
81.62 |
2025-09-02 |
13F-HR |
CVX
/ Chevron
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
1,057 |
347 |
-67.17 |
2025-09-02 |
13F-HR |
COP
/ ConocoPhillips
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
1,721 |
578 |
-66.41 |
2025-09-02 |
13F-HR |
MPC
/ Marathon Petroleum
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
530 |
0 |
-100.00 |
2025-09-02 |
13F-HR |
CVX
/ Chevron
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
347 |
0 |
-100.00 |
2025-09-02 |
13F-HR |
COP
/ ConocoPhillips
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
578 |
0 |
-100.00 |
2025-09-02 |
13F-HR |
COP
/ ConocoPhillips
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
0 |
8,977 |
|
2025-09-02 |
13F-HR |
CVX
/ Chevron
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
0 |
1,494 |
|
2025-09-02 |
13F-HR |
MPC
/ Marathon Petroleum
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
0 |
6,076 |
|
2025-09-02 |
13F-HR |
COP
/ ConocoPhillips
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
8,977 |
8,603 |
-4.17 |
2025-09-02 |
13F-HR |
CVX
/ Chevron
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
1,494 |
894 |
-40.16 |
2025-09-02 |
13F-HR |
MPC
/ Marathon Petroleum
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
6,076 |
6,266 |
3.13 |
2025-09-02 |
13F-HR/A |
MPC
/ Marathon Petroleum
|
Harwood Advisory Group, LLC
|
200 |
0 |
-100.00 |
2025-09-02 |
13F-HR/A |
PSX
/ Phillips 66
|
Harwood Advisory Group, LLC
|
5 |
0 |
-100.00 |
2025-09-02 |
13F-HR/A |
XOM
/ Exxon Mobil
|
Harwood Advisory Group, LLC
|
3,670 |
1,109 |
-69.78 |
2025-09-02 |
13F-HR/A |
COP
/ ConocoPhillips
|
Harwood Advisory Group, LLC
|
0 |
34 |
|
2025-09-02 |
13F-HR/A |
CVX
/ Chevron
|
Harwood Advisory Group, LLC
|
207 |
420 |
102.90 |
2025-09-02 |
13F-HR/A |
HES
/ Hess
|
Harwood Advisory Group, LLC
|
46 |
46 |
0.00 |
2025-09-02 |
13F-HR/A |
BP
/ BP p.l.c. - Depositary Receipt ()
|
Harwood Advisory Group, LLC
|
0 |
37 |
|
2025-08-29 |
NPORT-P |
RLNIY
/ Reliance Industries - GDR - 144A
|
FRDM - Alpha Architect ETF Trust - Freedom 100 Emerging Markets ETF
|
102,500 |
119,668 |
16.75 |
2025-08-29 |
NPORT-P |
COP
/ ConocoPhillips
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
8,000 |
8,000 |
0.00 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
12,828 |
12,598 |
-1.79 |
2025-08-29 |
NPORT-P |
COP
/ ConocoPhillips
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
14,102 |
12,754 |
-9.56 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
11,844 |
11,632 |
-1.79 |
2025-08-29 |
13F-HR |
CVX
/ Chevron
|
Evolution Wealth Management Inc.
|
|
344 |
|
2025-08-29 |
13F-HR |
XOM
/ Exxon Mobil
|
Evolution Wealth Management Inc.
|
|
598 |
|
2025-08-29 |
13F-HR |
PSX
/ Phillips 66
|
Evolution Wealth Management Inc.
|
|
210 |
|
2025-08-29 |
13F-HR |
VLO
/ Valero Energy
|
Evolution Wealth Management Inc.
|
|
322 |
|
2025-08-29 |
13F-HR |
CVX
/ Chevron
|
Total Investment Management Inc
|
2,558 |
2,580 |
0.86 |
2025-08-29 |
13F-HR |
XOM
/ Exxon Mobil
|
Total Investment Management Inc
|
2,727 |
2,183 |
-19.95 |
2025-08-29 |
13F-HR |
MPC
/ Marathon Petroleum
|
Total Investment Management Inc
|
|
57 |
|
2025-08-29 |
13F-HR |
HES
/ Hess
|
Total Investment Management Inc
|
|
4 |
|
2025-08-29 |
13F-HR |
CVI
/ CVR Energy
|
Total Investment Management Inc
|
|
133 |
|
2025-08-29 |
13F-HR |
DK
/ Delek US Holdings
|
Total Investment Management Inc
|
|
9 |
|
2025-08-29 |
13F-HR |
BP
/ BP p.l.c. - Depositary Receipt ()
|
Total Investment Management Inc
|
0 |
1,065 |
|
2025-08-29 |
13F-HR |
VLO
/ Valero Energy
|
Total Investment Management Inc
|
|
30 |
|
2025-08-29 |
13F-HR |
EQNR
/ Equinor ASA - Depositary Receipt ()
|
Total Investment Management Inc
|
|
43 |
|
2025-08-29 |
13F-HR |
COP
/ ConocoPhillips
|
Total Investment Management Inc
|
0 |
133 |
|
2025-08-29 |
13F-HR |
SUN
/ Sunoco LP - Limited Partnership
|
Total Investment Management Inc
|
|
22 |
|
2025-08-29 |
13F-HR |
PSX
/ Phillips 66
|
Total Investment Management Inc
|
|
10 |
|
2025-08-29 |
NPORT-P |
COP
/ ConocoPhillips
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
26,751 |
26,139 |
-2.29 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
13,750 |
13,432 |
-2.31 |
2025-08-29 |
NPORT-P |
MPC
/ Marathon Petroleum
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
3,779 |
3,677 |
-2.70 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
15,605 |
15,605 |
0.00 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
20,000 |
20,000 |
0.00 |
2025-08-29 |
NPORT-P |
VLO
/ Valero Energy
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
10,032 |
10,032 |
0.00 |
2025-08-29 |
NPORT-P |
VLO
/ Valero Energy
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
1,000 |
1,500 |
50.00 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
2,000 |
2,000 |
0.00 |
2025-08-29 |
NPORT-P |
YPF
/ YPF Sociedad Anónima - Depositary Receipt ()
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II
|
22,500 |
22,500 |
0.00 |
2025-08-29 |
NPORT-P |
SU
/ Suncor Energy
|
STXI - EA Series Trust - Strive International Developed Markets ETF
|
1,469 |
1,469 |
0.00 |
2025-08-29 |
13F-HR |
COP
/ ConocoPhillips
|
Centaurus Financial, Inc.
|
6,320 |
5,778 |
-8.58 |
2025-08-29 |
13F-HR |
MPC
/ Marathon Petroleum
|
Centaurus Financial, Inc.
|
1,052 |
1,020 |
-3.04 |
2025-08-29 |
13F-HR |
XOM
/ Exxon Mobil
|
Centaurus Financial, Inc.
|
41,675 |
41,659 |
-0.04 |
2025-08-29 |
13F-HR |
CVX
/ Chevron
|
Centaurus Financial, Inc.
|
11,668 |
11,465 |
-1.74 |
2025-08-29 |
13F-HR |
PSX
/ Phillips 66
|
Centaurus Financial, Inc.
|
2,337 |
1,656 |
-29.14 |
2025-08-29 |
13F-HR |
VLO
/ Valero Energy
|
Centaurus Financial, Inc.
|
2,711 |
2,630 |
-2.99 |
2025-08-29 |
13F-HR |
BP
/ BP p.l.c. - Depositary Receipt ()
|
Centaurus Financial, Inc.
|
13,246 |
13,869 |
4.70 |
2025-08-29 |
NPORT-P |
HES
/ Hess
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
869 |
908 |
4.49 |
2025-08-29 |
NPORT-P |
VVV
/ Valvoline
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
306 |
319 |
4.25 |
2025-08-29 |
NPORT-P |
PBF
/ PBF Energy
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
2,850 |
2,517 |
-11.68 |
2025-08-29 |
NPORT-P |
KWR
/ Quaker Chemical
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
418 |
432 |
3.35 |
2025-08-29 |
NPORT-P |
VVV
/ Valvoline
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
3,986 |
3,846 |
-3.51 |
2025-08-29 |
NPORT-P |
PSX
/ Phillips 66
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
1,768 |
1,664 |
-5.88 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
7,216 |
6,630 |
-8.12 |
2025-08-29 |
NPORT-P |
VLO
/ Valero Energy
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
1,395 |
1,224 |
-12.26 |
2025-08-29 |
NPORT-P |
COP
/ ConocoPhillips
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
5,554 |
5,115 |
-7.90 |
2025-08-29 |
NPORT-P |
PBF
/ PBF Energy
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
459 |
433 |
-5.66 |
2025-08-29 |
NPORT-P |
MPC
/ Marathon Petroleum
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
1,376 |
1,225 |
-10.97 |
2025-08-29 |
NPORT-P |
HES
/ Hess
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
59 |
59 |
0.00 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
18,982 |
17,558 |
-7.50 |
2025-08-29 |
NPORT-P |
HES
/ Hess
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
44,881 |
56,373 |
25.61 |
2025-08-29 |
NPORT-P |
CVI
/ CVR Energy
|
NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
8,635 |
9,819 |
13.71 |
2025-08-29 |
NPORT-P |
PBF
/ PBF Energy
|
NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
|
10,780 |
|
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
STRV - EA Series Trust - Strive 500 ETF
|
27,434 |
28,519 |
3.95 |
2025-08-29 |
NPORT-P |
PSX
/ Phillips 66
|
STRV - EA Series Trust - Strive 500 ETF
|
6,938 |
7,379 |
6.36 |
2025-08-29 |
NPORT-P |
VLO
/ Valero Energy
|
STRV - EA Series Trust - Strive 500 ETF
|
5,156 |
5,450 |
5.70 |
2025-08-29 |
NPORT-P |
HES
/ Hess
|
STRV - EA Series Trust - Strive 500 ETF
|
4,745 |
5,039 |
6.20 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
STRV - EA Series Trust - Strive 500 ETF
|
71,637 |
75,527 |
5.43 |
2025-08-29 |
NPORT-P |
COP
/ ConocoPhillips
|
STRV - EA Series Trust - Strive 500 ETF
|
21,064 |
22,387 |
6.28 |
2025-08-29 |
NPORT-P |
MPC
/ Marathon Petroleum
|
STRV - EA Series Trust - Strive 500 ETF
|
5,238 |
5,532 |
5.61 |
2025-08-29 |
NPORT-P |
JXHLY
/ ENEOS Holdings, Inc. - Depositary Receipt ()
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
35,457 |
|
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
4,547 |
5,226 |
14.93 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
7,244 |
8,331 |
15.01 |
2025-08-29 |
NPORT-P |
MPC
/ Marathon Petroleum
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
13,207 |
12,892 |
-2.39 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
23,071 |
|
2025-08-29 |
NPORT-P |
BP
/ BP p.l.c. - Depositary Receipt ()
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald International Equity Fund Institutional Class
|
7,060 |
10,700 |
51.56 |
2025-08-29 |
NPORT-P |
PSX
/ Phillips 66
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
102,818 |
101,503 |
-1.28 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
395,648 |
375,678 |
-5.05 |
2025-08-29 |
NPORT-P |
MPC
/ Marathon Petroleum
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
85,305 |
72,404 |
-15.12 |
2025-08-29 |
NPORT-P |
PBF
/ PBF Energy
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
23,633 |
22,414 |
-5.16 |
2025-08-29 |
NPORT-P |
VLO
/ Valero Energy
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
89,124 |
85,571 |
-3.99 |
2025-08-29 |
NPORT-P |
HES
/ Hess
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
82,150 |
77,615 |
-5.52 |
2025-08-29 |
NPORT-P |
COP
/ ConocoPhillips
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
134,195 |
130,184 |
-2.99 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
605,683 |
547,214 |
-9.65 |
2025-08-29 |
NPORT-P |
DK
/ Delek US Holdings
|
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
341,913 |
347,780 |
1.72 |
2025-08-29 |
NPORT-P |
COP
/ ConocoPhillips
|
ECML - EA Series Trust - Euclidean Fundamental Value ETF
|
26,100 |
24,197 |
-7.29 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
17,266 |
22,696 |
31.45 |
2025-08-29 |
NPORT-P |
COP
/ ConocoPhillips
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
5,087 |
6,638 |
30.49 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
6,621 |
8,559 |
29.27 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
BDGS - EA Series Trust - Bridges Capital Tactical ETF
|
4,349 |
5,199 |
19.54 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
40,625 |
41,778 |
2.84 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
55,071 |
58,752 |
6.68 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
786 |
786 |
0.00 |
2025-08-29 |
NPORT-P |
COP
/ ConocoPhillips
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
538 |
538 |
0.00 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
1,978 |
1,978 |
0.00 |
2025-08-29 |
NPORT-P |
CVX
/ Chevron
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
24,446 |
29,113 |
19.09 |
2025-08-29 |
NPORT-P |
XOM
/ Exxon Mobil
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
64,718 |
66,098 |
2.13 |
2025-08-29 |
NPORT-P |
MPC
/ Marathon Petroleum
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
4,793 |
4,761 |
-0.67 |
2025-08-29 |
NPORT-P |
VLO
/ Valero Energy
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
4,687 |
4,787 |
2.13 |
2025-08-29 |
NPORT-P |
PSX
/ Phillips 66
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
6,154 |
6,200 |
0.75 |