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 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.5K+ 10.8% |
$355K - $423K
|
25.7K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.49KNew |
$353K - $421K
|
2.49K
$372K
|
|
|
Jan 10, 2024
Q4 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
2.48K+ 1.05% |
$351K - $419K
|
239K
$35.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.48K+ 24.89% |
$351K - $419K
|
12.4K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
2.45KNew |
$348K - $415K
|
2.45K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.45K+ 9.83% |
$347K - $414K
|
27.4K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.44K+ 14.22% |
$346K - $413K
|
19.6K
$2.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.44K+ 3.79% |
$346K - $413K
|
66.9K
$10M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.44K+ 7.54% |
$345K - $412K
|
34.7K
$5.2M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
2.43K+ 2.99% |
$344K - $411K
|
83.7K
$12.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.42KNew |
$343K - $409K
|
2.42K
$361K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.4KNew |
$341K - $406K
|
2.4K
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.4K+ 1.72% |
$340K - $406K
|
142K
$21.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.39K+ 3.34% |
$339K - $405K
|
74K
$11.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.39K+ 5.85% |
$339K - $404K
|
43.2K
$6.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.38K+ 5.63% |
$338K - $403K
|
44.7K
$6.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.37K+ 80.27% |
$336K - $401K
|
5.33K
$797K
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.37K+ 12.3% |
$335K - $400K
|
21.6K
$3.23M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.36KNew |
$334K - $398K
|
2.36K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.36KNew |
$334K - $398K
|
2.36K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.34K+ 28.83% |
$332K - $396K
|
10.5K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.34K+ 14.97% |
$332K - $396K
|
18K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.34KNew |
$331K - $395K
|
2.34K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
2.33KNew |
$331K - $395K
|
2.33K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.31K+ 5.18% |
$327K - $390K
|
46.8K
$7M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.29K+ 13.51% |
$325K - $388K
|
19.3K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.28K+ 1.09% |
$324K - $386K
|
212K
$31.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
2.28KNew |
$323K - $385K
|
2.28K
$340K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2.27KNew |
$322K - $384K
|
2.27K
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
2.26K+ 11.38% |
$321K - $382K
|
22.1K
$3.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$319K - $381K
|
2.25K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.23K+ 42.82% |
$315K - $376K
|
7.42K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.18K+ 3.12% |
$309K - $369K
|
72.1K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.17K+ 1.06% |
$308K - $367K
|
207K
$31M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.17KNew |
$308K - $367K
|
2.17K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.17K+ 4.87% |
$307K - $366K
|
46.7K
$6.98M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.16K+ 96.72% |
$306K - $364K
|
4.38K
$655K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 4.9% |
$305K - $364K
|
46.1K
$6.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
2.15K+ 25.44% |
$305K - $364K
|
10.6K
$1.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$304K - $363K
|
2.15K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
BUY
|
- |
2.15K+ 2.5% |
$304K - $363K
|
87.9K
$13.2M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.14KNew |
$304K - $362K
|
2.14K
$320K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.14K+ 14.39% |
$303K - $362K
|
17K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.14K+ 4.68% |
$303K - $361K
|
47.8K
$7.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.13K+ 13.82% |
$302K - $360K
|
17.5K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.13K+ 85.2% |
$302K - $360K
|
4.63K
$692K
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
2.12KNew |
$301K - $359K
|
2.12K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.12K+ 3.36% |
$301K - $359K
|
65.3K
$9.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.07K+ 9.11% |
$293K - $350K
|
24.8K
$3.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.07K+ 6.72% |
$293K - $349K
|
32.8K
$4.91M
|