Avalon Advisors LLC

Avalon Advisors LLC, une société à responsabilité limitée basée dans le Delaware, est un déclarant agréé de la SEC depuis le 4 mai 2001, avec 68 employés, dont 45 agissant en tant que conseillers, tout en servant 2 clients.

• ALEXANDER CHASE ROBISON

  PRESIDENT & CEO, MEMBER, ELECTED MANAGER possède Moins de 5%

• CYNOSURE AVALON HOLDINGS I, LLC

  MEMBER possède Moins de 5%

• CYNOSURE AVALON HOLDINGS II

  MEMBER possède plus de 10% mais moins de 25%

• DAVID JOHN JESULAITIS

  EXECUTIVE OFFICER, MEMBER possède Moins de 5%

• EUGENE WILLIAM STONE

  CHIEF INVESTMENT OFFICER, MEMBER possède Moins de 5%

• GARY THOMAS BONNER

  CHIEF OPERATING OFFICER, MEMBER possède Moins de 5%

• HENRY JAMES LARTIGUE

  EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER possède plus de 5% mais moins de 10%

• KEVIN JOHN LILLY

  EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER possède plus de 5% mais moins de 10%

• MINION TRAIL, LTD.

  MEMBER possède plus de 5% mais moins de 10%

• PEGGY ELAINE LEBERT

  CHIEF COMPLIANCE OFFICER, MEMBER possède Moins de 5%

• PINTO INVESTMENT PARTNERS LP

  MEMBER possède plus de 5% mais moins de 10%

• RICHARD KEITH TAYLOR

  ELECTED MANAGER possède Moins de 5%

• ROBERT KEAN HATCHER

  ELECTED MANAGER possède Moins de 5%

• ROBERT PAUL GAUNTT

  MEMBER, ELECTED MANAGER possède plus de 5% mais moins de 10%

• SPENCER PETERSON ECCLES

  ELECTED MANAGER possède Moins de 5%

• WILLIE THURMAN LANGSTON

  EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER (CHAIRMAN) possède plus de 5% mais moins de 10%

• WYATT LECLERCQ HOGAN

  CHIEF LEGAL OFFICER, MEMBER possède Moins de 5%

• CHRISTINA HOPE HAYWARD

  MEMBER

• CIP GP LLC

  GENERAL PARTNER possède 75% ou plus

• CLISTA HOPE ECCLES

  MEMBER

• COCKRELL INVESTMENT PARTNERS LP

  MEMBER possède 75% ou plus

• GEORGE S. AND DOLORES DORÉ ECCLES FOUNDATION

  MEMBER possède 75% ou plus

• GORDY OIL COMPANY

  GENERAL PARTNER

• LISA ELLEN ECCLES

  DIRECTOR

• PINTO GP LIMITED

  GENERAL PARTNER possède 75% ou plus

• ROBERT MAURICE GRAHAM

  DIRECTOR

• RUSSELL DOUGLAS GORDY

  LIMITED PARTNER possède plus de 50% mais moins de 75%

• SPENCER FOX ECCLES

  MEMBER

• SPENCER FOX ECCLES

  DIRECTOR

• STEPHEN ECCLES DENKERS

  MEMBER

• TEXAS PRODUCTION COMPANY

  GENERAL PARTNER possède 75% ou plus

• NATIONAL FINANCIAL SERVICES LLC
  États Unis

• CSL Capital Management LP
• The Archer Consulting Group LLC
• Kerns Capital Management Inc
• JCP Investment Management LLC
• Valic Financial Advisors Inc
• Crossmark Global Investments Inc
• Heritage Wealth Management Inc
• Stanford Group Company
• Fondren Management LP
• GEC Advisors LLC

• 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