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 |
---|---|---|---|---|---|---|---|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.44K+ 7.54% |
$345K - $412K
|
34.7K
$4.96M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
2.43K+ 2.99% |
$344K - $411K
|
83.7K
$12M
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.42KNew |
$343K - $409K
|
2.42K
$345K
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.4KNew |
$341K - $406K
|
2.4K
$343K
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.4K+ 1.72% |
$340K - $406K
|
142K
$20.3M
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.39K+ 3.34% |
$339K - $405K
|
74K
$10.6M
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.39K+ 5.85% |
$339K - $404K
|
43.2K
$6.18M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.38K+ 5.63% |
$338K - $403K
|
44.7K
$6.39M
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.37K+ 80.27% |
$336K - $401K
|
5.33K
$761K
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.37K+ 12.3% |
$335K - $400K
|
21.6K
$3.09M
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.36KNew |
$334K - $398K
|
2.36K
$337K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.36KNew |
$334K - $398K
|
2.36K
$336K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.34K+ 28.83% |
$332K - $396K
|
10.5K
$1.49M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.34K+ 14.97% |
$332K - $396K
|
18K
$2.57M
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.34KNew |
$331K - $395K
|
2.34K
$334K
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.33KNew |
$331K - $395K
|
2.33K
$333K
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.31K+ 5.18% |
$327K - $390K
|
46.8K
$6.69M
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.29K+ 13.51% |
$325K - $388K
|
19.3K
$2.75M
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.28K+ 1.09% |
$324K - $386K
|
212K
$30.3M
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
2.28KNew |
$323K - $385K
|
2.28K
$325K
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
2.26K+ 11.38% |
$321K - $382K
|
22.1K
$3.16M
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$319K - $381K
|
2.25K
$322K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.23K+ 42.82% |
$315K - $376K
|
7.42K
$1.06M
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.18K+ 3.12% |
$309K - $369K
|
72.1K
$10.3M
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.17K+ 1.06% |
$308K - $367K
|
207K
$29.6M
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.17KNew |
$308K - $367K
|
2.17K
$310K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.17K+ 4.87% |
$307K - $366K
|
46.7K
$6.67M
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.16K+ 96.72% |
$306K - $364K
|
4.38K
$626K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 4.9% |
$305K - $364K
|
46.1K
$6.59M
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
2.15K+ 25.44% |
$305K - $364K
|
10.6K
$1.51M
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$304K - $363K
|
2.15K
$307K
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
BUY
|
- |
2.15K+ 2.5% |
$304K - $363K
|
87.9K
$12.6M
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.14KNew |
$304K - $362K
|
2.14K
$306K
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.14K+ 14.39% |
$303K - $362K
|
17K
$2.43M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.14K+ 4.68% |
$303K - $361K
|
47.8K
$6.82M
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.13K+ 13.82% |
$302K - $360K
|
17.5K
$2.51M
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.13K+ 85.2% |
$302K - $360K
|
4.63K
$661K
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.12KNew |
$301K - $359K
|
2.12K
$303K
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.12K+ 3.36% |
$301K - $359K
|
65.3K
$9.32M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.07K+ 9.11% |
$293K - $350K
|
24.8K
$3.54M
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.07K+ 6.72% |
$293K - $349K
|
32.8K
$4.69M
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.06K+ 18.88% |
$291K - $348K
|
12.9K
$1.85M
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.05KNew |
$290K - $346K
|
2.05K
$292K
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.02KNew |
$287K - $342K
|
2.02K
$289K
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.02KNew |
$286K - $341K
|
2.02K
$288K
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
2.01KNew |
$285K - $340K
|
2.01K
$288K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.01KNew |
$285K - $340K
|
2.01K
$288K
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.01KNew |
$285K - $340K
|
2.01K
$287K
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.01K+ 2.28% |
$284K - $339K
|
89.8K
$12.8M
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2K+ 75.91% |
$284K - $339K
|
4.64K
$663K
|