Avalon Advisors LLC

Avalon Advisors LLC, a Delaware-based Limited Liability Company, is an approved SEC registrant since May 4, 2001, with 68 employees, including 45 acting as advisors, while serving 2 clients.

• ALEXANDER CHASE ROBISON

  PRESIDENT & CEO, MEMBER, ELECTED MANAGER owns less than 5%

• CYNOSURE AVALON HOLDINGS I, LLC

  MEMBER owns less than 5%

• CYNOSURE AVALON HOLDINGS II

  MEMBER owns more than 10% but less than 25%

• DAVID JOHN JESULAITIS

  EXECUTIVE OFFICER, MEMBER owns less than 5%

• EUGENE WILLIAM STONE

  CHIEF INVESTMENT OFFICER, MEMBER owns less than 5%

• GARY THOMAS BONNER

  CHIEF OPERATING OFFICER, MEMBER owns less than 5%

• HENRY JAMES LARTIGUE

  EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER owns more than 5% but less than 10%

• KEVIN JOHN LILLY

  EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER owns more than 5% but less than 10%

• MINION TRAIL, LTD.

  MEMBER owns more than 5% but less than 10%

• PEGGY ELAINE LEBERT

  CHIEF COMPLIANCE OFFICER, MEMBER owns less than 5%

• PINTO INVESTMENT PARTNERS LP

  MEMBER owns more than 5% but less than 10%

• RICHARD KEITH TAYLOR

  ELECTED MANAGER owns less than 5%

• ROBERT KEAN HATCHER

  ELECTED MANAGER owns less than 5%

• ROBERT PAUL GAUNTT

  MEMBER, ELECTED MANAGER owns more than 5% but less than 10%

• SPENCER PETERSON ECCLES

  ELECTED MANAGER owns less than 5%

• WILLIE THURMAN LANGSTON

  EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER (CHAIRMAN) owns more than 5% but less than 10%

• WYATT LECLERCQ HOGAN

  CHIEF LEGAL OFFICER, MEMBER owns less than 5%

• CHRISTINA HOPE HAYWARD

  MEMBER

• CIP GP LLC

  GENERAL PARTNER owns 75% or more

• CLISTA HOPE ECCLES

  MEMBER

• COCKRELL INVESTMENT PARTNERS LP

  MEMBER owns 75% or more

• GEORGE S. AND DOLORES DORÉ ECCLES FOUNDATION

  MEMBER owns 75% or more

• GORDY OIL COMPANY

  GENERAL PARTNER

• LISA ELLEN ECCLES

  DIRECTOR

• PINTO GP LIMITED

  GENERAL PARTNER owns 75% or more

• ROBERT MAURICE GRAHAM

  DIRECTOR

• RUSSELL DOUGLAS GORDY

  LIMITED PARTNER owns more than 50% but less than 75%

• SPENCER FOX ECCLES

  MEMBER

• SPENCER FOX ECCLES

  DIRECTOR

• STEPHEN ECCLES DENKERS

  MEMBER

• TEXAS PRODUCTION COMPANY

  GENERAL PARTNER owns 75% or more

• NATIONAL FINANCIAL SERVICES LLC
  United States

• FCA Corp
• RJ Capital LLC
• Kerns Capital Management Inc
• EIV Capital LLC
• Legacy Asset Management Inc
• Branson Fowlkes & Co Inc
• Beacon Financial Advisors Ltd
• KA Fund Advisors LLC
• Stellus Capital Management LLC
• Symphony Financial Ltd Co

• Avalon Investment & Advisory Q3 2022 vs. Q4 2022: A Look at the Sudden Shift in 13F Holdings

• Apple Inc $186,406k
• COCA-COLA CO $143,479k
• Chevron Corp $102,674k
• Exxon Mobil Corp $78,011k
• CISCO SYSTEMS INC $76,738k
• CUMMINS INC $67,105k
• ConocoPhillips $57,953k
• ALTRIA GROUP INC $56,776k
• ABBOTT LABS $44,351k
• ACCENTURE PLC IRELAND $41,969k