Purchases and Sales Made in Q4 2023 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q4 2023. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.18K+ 108.49% |
$1.3M - $1.55M
|
17.6K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
9.13KNew |
$1.29M - $1.54M
|
9.13K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
9.12K+ 46.17% |
$1.29M - $1.54M
|
28.9K
$4.49M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9.12KNew |
$1.29M - $1.54M
|
9.12K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.12K+ 97.93% |
$1.29M - $1.54M
|
18.4K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
9.11KNew |
$1.29M - $1.54M
|
9.11K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
9.09K+ 4.73% |
$1.29M - $1.54M
|
201K
$31.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
9.05K+ 8.84% |
$1.28M - $1.53M
|
111K
$17.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.9KNew |
$1.26M - $1.51M
|
8.9K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.82KNew |
$1.25M - $1.49M
|
8.82K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
8.64K+ 2.5% |
$1.23M - $1.46M
|
355K
$55.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
8.57K+ 2.87% |
$1.21M - $1.45M
|
307K
$47.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.56K+ 160.71% |
$1.21M - $1.45M
|
13.9K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8.53KNew |
$1.21M - $1.44M
|
8.53K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
8.52KNew |
$1.21M - $1.44M
|
8.52K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8.48K+ 282766.66% |
$1.2M - $1.43M
|
8.49K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.47K+ 24.12% |
$1.2M - $1.43M
|
43.6K
$6.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.33K+ 55.99% |
$1.18M - $1.41M
|
23.2K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.28K+ 2.62% |
$1.17M - $1.4M
|
324K
$50.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
8.24K+ 98.06% |
$1.17M - $1.39M
|
16.6K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.24K+ 8.05% |
$1.17M - $1.39M
|
111K
$17.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.23K+ 141.12% |
$1.17M - $1.39M
|
14.1K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
8.17K+ 27.76% |
$1.16M - $1.38M
|
37.6K
$5.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.16K+ 14.27% |
$1.16M - $1.38M
|
65.3K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.16K+ 14.33% |
$1.16M - $1.38M
|
65.1K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
8.13KNew |
$1.15M - $1.37M
|
8.13K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.09K+ 1.52% |
$1.15M - $1.37M
|
540K
$84.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.07K+ 8.39% |
$1.14M - $1.36M
|
104K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.04K+ 8.63% |
$1.14M - $1.36M
|
101K
$15.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
8.03K+ 8.69% |
$1.14M - $1.36M
|
100K
$15.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8KNew |
$1.13M - $1.35M
|
8K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
7.98KNew |
$1.13M - $1.35M
|
7.98K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.94K+ 418.05% |
$1.13M - $1.34M
|
9.84K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
7.91KNew |
$1.12M - $1.34M
|
7.91K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7.82K+ 1.81% |
$1.11M - $1.32M
|
441K
$68.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
7.77K+ 17.26% |
$1.1M - $1.31M
|
52.8K
$8.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
7.77K+ 397.65% |
$1.1M - $1.31M
|
9.72K
$1.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
7.74KNew |
$1.1M - $1.31M
|
7.74K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
7.72KNew |
$1.1M - $1.31M
|
7.72K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.72KNew |
$1.09M - $1.3M
|
7.72K
$1.2M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.72KNew |
$1.09M - $1.3M
|
7.72K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
7.64KNew |
$1.08M - $1.29M
|
7.64K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7.59K+ 33.06% |
$1.08M - $1.28M
|
30.5K
$4.75M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
7.52KNew |
$1.07M - $1.27M
|
7.52K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.51K+ 20.72% |
$1.06M - $1.27M
|
43.7K
$6.81M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.49K+ 18.87% |
$1.06M - $1.27M
|
47.2K
$7.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.41K+ 61.34% |
$1.05M - $1.25M
|
19.5K
$3.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.41K+ 4.24% |
$1.05M - $1.25M
|
182K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.39KNew |
$1.05M - $1.25M
|
7.39K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.38K+ 43.61% |
$1.05M - $1.25M
|
24.3K
$3.78M
|