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Western Pacific Wealth Management, LP's Charter Communications Inc(CHTR) Holding History - GuruFocusGuruFocus · Fri, 07 Aug 2026 06:14:56 GMTPacific Excel Wealth Advisors Inc. Sells 11,406 Shares of Chevron Corporation $CVX - MarketBeatMarketBeat · Thu, 06 Aug 2026 10:05:46 GMTOregon Pacific Wealth Management, LLC's iShares MSCI USA Quality Factor ETF(QUAL) Holding History - GuruFocusGuruFocus · Wed, 05 Aug 2026 20:12:45 GMTPacific Excel Wealth Advisors Inc. Invests $725,000 in Intel Corporation $INTC - MarketBeatMarketBeat · Wed, 05 Aug 2026 10:42:03 GMTPacific Excel Wealth Advisors Inc. Takes Position in Walmart Inc. $WMT - MarketBeatMarketBeat · Wed, 05 Aug 2026 10:41:42 GMT2,797 Shares in UnitedHealth Group Incorporated $UNH Purchased by Pacific Excel Wealth Advisors Inc. - MarketBeatMarketBeat · Wed, 05 Aug 2026 10:39:14 GMT4,451 Shares in Texas Instruments Incorporated $TXN Purchased by Pacific Excel Wealth Advisors Inc. - MarketBeatMarketBeat · Wed, 05 Aug 2026 10:39:13 GMTPacific Excel Wealth Advisors Inc. Takes Position in Wells Fargo & Company $WFC - MarketBeatMarketBeat · Wed, 05 Aug 2026 10:37:57 GMT