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 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.58K+ 9.64% |
$224K - $268K
|
18K
$2.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 8.33% |
$224K - $267K
|
20.6K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.58KNew |
$224K - $267K
|
1.58K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.58KNew |
$224K - $267K
|
1.58K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.58KNew |
$223K - $267K
|
1.58K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.57KNew |
$223K - $266K
|
1.57K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.57K+ 36.15% |
$223K - $266K
|
5.92K
$846K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.57KNew |
$223K - $265K
|
1.57K
$224K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.57K+ 5.33% |
$223K - $265K
|
31K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
BUY
|
- |
1.57K+ 3.47% |
$222K - $265K
|
46.6K
$6.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 18.01% |
$221K - $264K
|
10.2K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.54K+ 6.59% |
$218K - $260K
|
24.9K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.5K+ 5.07% |
$213K - $254K
|
31.1K
$4.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.5K+ 3.87% |
$212K - $253K
|
40.2K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$212K - $253K
|
1.5K
$214K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.5K+ 14.23% |
$212K - $253K
|
12K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.49K+ 33.42% |
$211K - $252K
|
5.94K
$849K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.48K+ 11.97% |
$210K - $251K
|
13.9K
$1.98M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.48KNew |
$210K - $251K
|
1.48K
$212K
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.48K+ 45.43% |
$210K - $250K
|
4.73K
$676K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.48KNew |
$209K - $249K
|
1.48K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.47KNew |
$209K - $249K
|
1.47K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.47K+ 0.89% |
$208K - $248K
|
167K
$23.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.47K+ 36.61% |
$208K - $248K
|
5.47K
$782K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.46K+ 4.97% |
$207K - $247K
|
30.9K
$4.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.46KNew |
$207K - $247K
|
1.46K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1.46K+ 11.63% |
$207K - $247K
|
14K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.46K+ 2.37% |
$206K - $246K
|
62.9K
$8.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
1.45K+ 5.55% |
$205K - $245K
|
27.6K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$205K - $245K
|
1.45K
$207K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.43K+ 5.81% |
$203K - $242K
|
26.1K
$3.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 2.58% |
$203K - $242K
|
56.8K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.42K+ 4.86% |
$201K - $240K
|
30.6K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 2.5% |
$201K - $239K
|
58.1K
$8.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.41K+ 11.64% |
$200K - $238K
|
13.5K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.4K+ 4.94% |
$199K - $237K
|
29.8K
$4.25M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.4K+ 79.23% |
$198K - $236K
|
3.16K
$451K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.4K+ 103.95% |
$198K - $236K
|
2.74K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Homestead Advisers Corp
|
BUY
|
- |
1.39K+ 0.22% |
$197K - $236K
|
638K
$91.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.39K+ 1.81% |
$197K - $235K
|
78.3K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.39KNew |
$197K - $235K
|
1.39K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.38K+ 5.45% |
$196K - $234K
|
26.7K
$3.82M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.36KNew |
$193K - $231K
|
1.36K
$195K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.36KNew |
$193K - $230K
|
1.36K
$195K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.36KNew |
$193K - $230K
|
1.36K
$194K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.35KNew |
$191K - $228K
|
1.35K
$193K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.35KNew |
$191K - $228K
|
1.35K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.33K+ 3.05% |
$189K - $225K
|
45.1K
$6.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
1.33K+ 7.13% |
$188K - $224K
|
19.9K
$2.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 3.33% |
$187K - $224K
|
41K
$5.85M
|