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 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
2.86K+ 81.83% |
$405K - $483K
|
6.35K
$908K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.84K+ 8.47% |
$403K - $481K
|
36.4K
$5.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.83K+ 39.35% |
$401K - $479K
|
10K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.83K+ 2.45% |
$401K - $478K
|
118K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.82KNew |
$400K - $477K
|
2.82K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.82K+ 3.16% |
$400K - $477K
|
92.1K
$13.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.79K+ 32.19% |
$396K - $472K
|
11.5K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.78K+ 44.03% |
$395K - $471K
|
9.1K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
2.77K+ 208.59% |
$392K - $468K
|
4.1K
$585K
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.77K+ 15.23% |
$392K - $468K
|
20.9K
$2.99M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.75KNew |
$390K - $466K
|
2.75K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.74K+ 9.42% |
$388K - $463K
|
31.8K
$4.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.72K+ 9.09% |
$385K - $459K
|
32.6K
$4.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.72K+ 7.12% |
$385K - $459K
|
40.8K
$5.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.71K+ 16.37% |
$385K - $459K
|
19.3K
$2.76M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
2.7K+ 60.19% |
$383K - $457K
|
7.19K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
BUY
|
- |
2.7KNew |
$382K - $456K
|
2.7K
$385K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.69K+ 30.66% |
$381K - $454K
|
11.4K
$1.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.66K+ 8.6% |
$377K - $449K
|
33.6K
$4.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
2.66K+ 6.57% |
$376K - $449K
|
43K
$6.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.64KNew |
$374K - $446K
|
2.64K
$377K
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.64K+ 2.31% |
$374K - $446K
|
117K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.63K+ 8.92% |
$373K - $445K
|
32.1K
$4.59M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
2.63K+ 69.52% |
$373K - $445K
|
6.41K
$916K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.62KNew |
$371K - $443K
|
2.62K
$374K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.61KNew |
$370K - $442K
|
2.61K
$373K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.61KNew |
$370K - $442K
|
2.61K
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
2.61K+ 6.49% |
$369K - $441K
|
42.8K
$6.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.6K+ 13.26% |
$368K - $439K
|
22.2K
$3.17M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.6KNew |
$368K - $439K
|
2.6K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.59KNew |
$366K - $437K
|
2.59K
$369K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.58K+ 4.63% |
$366K - $436K
|
58.3K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.58KNew |
$366K - $436K
|
2.58K
$369K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.58K+ 10.65% |
$365K - $436K
|
26.8K
$3.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.56KNew |
$363K - $433K
|
2.56K
$366K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.56K+ 14.37% |
$362K - $432K
|
20.3K
$2.91M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.55K+ 10.71% |
$362K - $431K
|
26.4K
$3.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.55K+ 9.47% |
$361K - $431K
|
29.5K
$4.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.53K+ 52.6% |
$359K - $428K
|
7.35K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
2.52K+ 90.32% |
$357K - $426K
|
5.31K
$758K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.51K+ 4.27% |
$356K - $425K
|
61.3K
$8.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.51K+ 32.48% |
$356K - $425K
|
10.2K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.5K+ 10.8% |
$355K - $423K
|
25.7K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.49KNew |
$353K - $421K
|
2.49K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
2.48K+ 1.05% |
$351K - $419K
|
239K
$34.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.48K+ 24.89% |
$351K - $419K
|
12.4K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.45KNew |
$348K - $415K
|
2.45K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.45K+ 9.83% |
$347K - $414K
|
27.4K
$3.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.44K+ 14.22% |
$346K - $413K
|
19.6K
$2.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.44K+ 3.79% |
$346K - $413K
|
66.9K
$9.55M
|