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 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2K+ 7.75% |
$284K - $339K
|
27.8K
$3.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
2K+ 19.41% |
$284K - $338K
|
12.3K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
2KNew |
$284K - $338K
|
2K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
2KNew |
$284K - $338K
|
2K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2K+ 48.96% |
$283K - $338K
|
6.08K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2K+ 3.11% |
$283K - $338K
|
66.3K
$9.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.98K+ 0.36% |
$281K - $335K
|
552K
$78.9M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.97KNew |
$280K - $333K
|
1.97K
$282K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.94K+ 121.59% |
$275K - $329K
|
3.54K
$506K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.93K+ 3.28% |
$273K - $326K
|
60.8K
$8.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.93K+ 25.65% |
$273K - $326K
|
9.44K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 1.06% |
$271K - $324K
|
182K
$26M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.91KNew |
$271K - $324K
|
1.91K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$271K - $323K
|
1.91K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
1.9K+ 16.3% |
$270K - $322K
|
13.6K
$1.94M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.9K+ 30.26% |
$270K - $322K
|
8.19K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.9KNew |
$269K - $321K
|
1.9K
$271K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.89K+ 9.51% |
$269K - $320K
|
21.8K
$3.12M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.89KNew |
$268K - $320K
|
1.89K
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
1.89K+ 7.42% |
$267K - $319K
|
27.3K
$3.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
1.88K+ 35.34% |
$267K - $318K
|
7.21K
$1.03M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.88K+ 12.28% |
$266K - $317K
|
17.2K
$2.45M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.88KNew |
$266K - $317K
|
1.88K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
1.87K+ 2.87% |
$265K - $317K
|
67.2K
$9.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.87K+ 5.1% |
$265K - $316K
|
38.5K
$5.51M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.86KNew |
$263K - $314K
|
1.86K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.85K+ 2.57% |
$263K - $314K
|
74.1K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.85K+ 3.87% |
$263K - $314K
|
49.8K
$7.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
1.85K+ 2.12% |
$262K - $313K
|
89.1K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.85K+ 20.97% |
$262K - $313K
|
10.7K
$1.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1.84K+ 13.28% |
$261K - $312K
|
15.7K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$261K - $312K
|
1.84K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.84KNew |
$261K - $311K
|
1.84K
$263K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.84K+ 14.8% |
$261K - $311K
|
14.3K
$2.04M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.84KNew |
$261K - $311K
|
1.84K
$263K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.84K+ 31.53% |
$260K - $311K
|
7.66K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.83K+ 7.53% |
$260K - $310K
|
26.2K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.83KNew |
$259K - $309K
|
1.83K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.83K+ 21.8% |
$259K - $309K
|
10.2K
$1.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.82K+ 14.99% |
$258K - $308K
|
14K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.82KNew |
$258K - $307K
|
1.82K
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
1.81K+ 4.87% |
$257K - $307K
|
39.1K
$5.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.81KNew |
$257K - $307K
|
1.81K
$259K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.81KNew |
$257K - $306K
|
1.81K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.81KNew |
$256K - $306K
|
1.81K
$258K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1.81K+ 19.25% |
$256K - $305K
|
11.2K
$1.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.81K+ 143.25% |
$256K - $305K
|
3.07K
$438K
|
|
|
Jan 18, 2024
Q4 2023
|
Consolidated Investment Group LLC
|
BUY
|
- |
1.8K+ 10.71% |
$255K - $304K
|
18.6K
$2.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.8K+ 7.13% |
$255K - $304K
|
27K
$3.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.79KNew |
$254K - $303K
|
1.79K
$256K
|