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
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.79KNew |
$254K - $303K
|
1.79K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.79K+ 7.79% |
$254K - $303K
|
24.7K
$3.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.78K+ 34.07% |
$253K - $301K
|
7.01K
$1.05M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.77K+ 16.11% |
$251K - $299K
|
12.7K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.76K+ 4.7% |
$250K - $298K
|
39.2K
$5.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
1.76KNew |
$249K - $297K
|
1.76K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.76K+ 11.7% |
$249K - $297K
|
16.8K
$2.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.75KNew |
$248K - $295K
|
1.75K
$261K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.74K+ 48.4% |
$247K - $294K
|
5.34K
$798K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.74K+ 8.48% |
$246K - $294K
|
22.2K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.74KNew |
$246K - $293K
|
1.74K
$260K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.73KNew |
$245K - $292K
|
1.73K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.73K+ 0.67% |
$245K - $292K
|
259K
$38.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.72KNew |
$244K - $292K
|
1.72K
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.72KNew |
$244K - $291K
|
1.72K
$257K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1.71KNew |
$242K - $289K
|
1.71K
$256K
|
|
|
May 15, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.71K+ 49.8% |
$242K - $289K
|
5.14K
$769K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.7KNew |
$241K - $288K
|
1.7K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
1.7K+ 4.24% |
$241K - $288K
|
41.8K
$6.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
1.7KNew |
$241K - $287K
|
1.7K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.7K+ 0.38% |
$241K - $287K
|
453K
$67.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
1.7K+ 28.33% |
$241K - $287K
|
7.7K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
1.7KNew |
$241K - $287K
|
1.7K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.7KNew |
$241K - $287K
|
1.7K
$254K
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.69KNew |
$240K - $286K
|
1.69K
$253K
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.69KNew |
$240K - $286K
|
1.69K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.69KNew |
$240K - $286K
|
1.69K
$253K
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
1.67KNew |
$237K - $283K
|
1.67K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.67KNew |
$236K - $282K
|
1.67K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.67KNew |
$236K - $282K
|
1.67K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
1.67K+ 69.87% |
$236K - $282K
|
4.05K
$606K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.66KNew |
$236K - $281K
|
1.66K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.66K+ 49.14% |
$235K - $280K
|
5.03K
$753K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.65K+ 0.96% |
$234K - $279K
|
173K
$25.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
1.65K+ 1.78% |
$233K - $279K
|
94K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.64K+ 5.73% |
$233K - $278K
|
30.3K
$4.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.64KNew |
$233K - $277K
|
1.64K
$245K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.63KNew |
$231K - $276K
|
1.63K
$244K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.63K+ 6.19% |
$230K - $275K
|
27.9K
$4.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.62K+ 2.72% |
$230K - $274K
|
61.3K
$9.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.61K+ 14.13% |
$229K - $273K
|
13K
$1.95M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.61KNew |
$229K - $273K
|
1.61K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.61K+ 2.56% |
$229K - $273K
|
64.6K
$9.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.61K+ 1.75% |
$228K - $272K
|
93.9K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.61K+ 1.37% |
$228K - $272K
|
120K
$17.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
1.61KNew |
$228K - $272K
|
1.61K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.61KNew |
$228K - $272K
|
1.61K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.6KNew |
$227K - $271K
|
1.6K
$240K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.6K+ 27.55% |
$227K - $270K
|
7.4K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.6K+ 8.43% |
$226K - $270K
|
20.5K
$3.07M
|