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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.98K+ 14.58% |
$848K - $1.01M
|
47K
$6.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.96K+ 2.16% |
$846K - $1.01M
|
282K
$40.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.94K+ 3.68% |
$842K - $1M
|
167K
$23.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
5.94KNew |
$842K - $1M
|
5.94K
$848K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.94K+ 25.52% |
$842K - $1M
|
29.2K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
5.92K+ 11.46% |
$840K - $1M
|
57.6K
$8.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
5.91KNew |
$838K - $1M
|
5.91K
$845K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
5.9KNew |
$836K - $998K
|
5.9K
$843K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.83K+ 2330.4% |
$826K - $985K
|
6.08K
$868K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.81K+ 10.98% |
$823K - $982K
|
58.7K
$8.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.8KNew |
$823K - $981K
|
5.8K
$829K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.77K+ 5.8% |
$818K - $976K
|
105K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5.67KNew |
$804K - $958K
|
5.67K
$810K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.65K+ 10.41% |
$801K - $955K
|
59.9K
$8.56M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.64K+ 10.53% |
$800K - $954K
|
59.2K
$8.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
5.63K+ 12.52% |
$798K - $952K
|
50.6K
$7.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
5.58KNew |
$791K - $944K
|
5.58K
$797K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.58K+ 13.06% |
$791K - $944K
|
48.3K
$6.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
5.56K+ 70.77% |
$788K - $940K
|
13.4K
$1.92M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.49K+ 29.68% |
$778K - $928K
|
24K
$3.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.44K+ 11.96% |
$771K - $920K
|
50.9K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
5.44K+ 47.22% |
$771K - $919K
|
16.9K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.4K+ 14.93% |
$766K - $913K
|
41.6K
$5.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.39KNew |
$764K - $911K
|
5.39K
$770K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.35KNew |
$759K - $905K
|
5.35K
$764K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.32K+ 37.44% |
$754K - $899K
|
19.5K
$2.79M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.32K+ 37.44% |
$754K - $899K
|
19.5K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
5.26K+ 4.51% |
$746K - $890K
|
122K
$17.4M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
5.26K+ 2.7% |
$746K - $890K
|
200K
$28.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.26K+ 5.73% |
$746K - $890K
|
97.1K
$13.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.25K+ 770.63% |
$744K - $887K
|
5.93K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
5.24K+ 13.61% |
$743K - $886K
|
43.7K
$6.25M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.22K+ 14.17% |
$740K - $883K
|
42.1K
$6.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.21KNew |
$738K - $881K
|
5.21K
$744K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.18K+ 16.17% |
$735K - $876K
|
37.2K
$5.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5.17KNew |
$733K - $874K
|
5.17K
$739K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.13K+ 74.71% |
$728K - $868K
|
12K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.12KNew |
$726K - $866K
|
5.12K
$732K
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
5.12KNew |
$726K - $866K
|
5.12K
$731K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.12KNew |
$726K - $865K
|
5.12K
$731K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.06K+ 60.15% |
$717K - $856K
|
13.5K
$1.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
5.03K+ 41.99% |
$713K - $850K
|
17K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.02K+ 127.5% |
$711K - $848K
|
8.95K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.01K+ 2.62% |
$710K - $846K
|
196K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.95KNew |
$702K - $837K
|
4.95K
$707K
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4.91KNew |
$696K - $830K
|
4.91K
$702K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.85K+ 3.98% |
$688K - $821K
|
127K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
4.84KNew |
$685K - $818K
|
4.84K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.81K+ 25.94% |
$682K - $813K
|
23.4K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
4.8KNew |
$680K - $812K
|
4.8K
$686K
|