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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.32K+ 2.5% |
$470K - $561K
|
136K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.32K+ 3.3% |
$470K - $561K
|
104K
$14.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.31K+ 16.69% |
$469K - $560K
|
23.1K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
3.28K+ 143.66% |
$466K - $555K
|
5.57K
$796K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.26K+ 17.77% |
$462K - $551K
|
21.6K
$3.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.26KNew |
$462K - $551K
|
3.26K
$465K
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
3.25K+ 117.12% |
$461K - $550K
|
6.03K
$861K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.22KNew |
$457K - $545K
|
3.22K
$461K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.21KNew |
$455K - $542K
|
3.21K
$458K
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.19KNew |
$453K - $540K
|
3.19K
$456K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3.19K+ 70.29% |
$452K - $539K
|
7.72K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.17K+ 54.87% |
$450K - $537K
|
8.96K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.15KNew |
$447K - $533K
|
3.15K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
3.14K+ 102.08% |
$446K - $532K
|
6.22K
$889K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.13KNew |
$444K - $530K
|
3.13K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.13KNew |
$443K - $529K
|
3.13K
$447K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.13KNew |
$443K - $528K
|
3.13K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.12K+ 6.2% |
$443K - $528K
|
53.5K
$7.64M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.11KNew |
$441K - $526K
|
3.11K
$444K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.11K+ 36.17% |
$440K - $525K
|
11.7K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.09K+ 38.5% |
$438K - $522K
|
11.1K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
3.06K+ 14.07% |
$434K - $518K
|
24.8K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.05K+ 8.62% |
$433K - $516K
|
38.5K
$5.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.05K+ 5.62% |
$432K - $515K
|
57.3K
$8.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
3.03K+ 6.09% |
$429K - $512K
|
52.8K
$7.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
3.02K+ 14.97% |
$428K - $511K
|
23.2K
$3.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.01K+ 9.45% |
$426K - $508K
|
34.8K
$4.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
3KNew |
$425K - $507K
|
3K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3KNew |
$425K - $507K
|
3K
$429K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3KNew |
$425K - $507K
|
3K
$428K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.99K+ 2.23% |
$424K - $505K
|
137K
$19.6M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.99K+ 116.97% |
$423K - $505K
|
5.54K
$791K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
2.98K+ 13.99% |
$423K - $505K
|
24.3K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
2.98KNew |
$423K - $504K
|
2.98K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.98K+ 90.47% |
$423K - $504K
|
6.28K
$897K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
2.97K+ 65.66% |
$421K - $502K
|
7.49K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.97K+ 16.59% |
$420K - $501K
|
20.8K
$2.98M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.96K+ 140.61% |
$420K - $501K
|
5.07K
$725K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.94K+ 5.53% |
$417K - $497K
|
56.1K
$8.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.94K+ 25.67% |
$417K - $497K
|
14.4K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.94K+ 1.46% |
$416K - $496K
|
204K
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.93K+ 20.27% |
$415K - $495K
|
17.4K
$2.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
2.92K+ 2.71% |
$415K - $494K
|
111K
$15.8M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
2.92KNew |
$414K - $494K
|
2.92K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.92K+ 3.18% |
$414K - $494K
|
94.7K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
BUY
|
- |
2.92K+ 9.44% |
$413K - $493K
|
33.8K
$4.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.91KNew |
$413K - $492K
|
2.91K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.91KNew |
$412K - $492K
|
2.91K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.89KNew |
$409K - $488K
|
2.89K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.87K+ 3.59% |
$407K - $486K
|
83K
$11.9M
|