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
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.38K+ 5.45% |
$196K - $234K
|
26.7K
$4M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.36KNew |
$193K - $231K
|
1.36K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.36KNew |
$193K - $230K
|
1.36K
$204K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.36KNew |
$193K - $230K
|
1.36K
$203K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.35KNew |
$191K - $228K
|
1.35K
$202K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.35KNew |
$191K - $228K
|
1.35K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.33K+ 3.05% |
$189K - $225K
|
45.1K
$6.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
1.33K+ 7.13% |
$188K - $224K
|
19.9K
$2.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 3.33% |
$187K - $224K
|
41K
$6.13M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
1.31K+ 1.05% |
$186K - $222K
|
126K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.31K+ 3.95% |
$186K - $222K
|
34.6K
$5.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.31K+ 9.46% |
$186K - $222K
|
15.2K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.31K+ 32.6% |
$186K - $222K
|
5.34K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.31K+ 101.08% |
$185K - $221K
|
2.6K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 3.75% |
$183K - $219K
|
35.8K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
1.29K+ 4.76% |
$183K - $218K
|
28.4K
$4.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.29K+ 8.99% |
$182K - $218K
|
15.6K
$2.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.29KNew |
$182K - $217K
|
1.29K
$192K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.29K+ 6.75% |
$182K - $217K
|
20.3K
$3.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.28K+ 7.69% |
$182K - $217K
|
18K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.28K+ 41.46% |
$182K - $217K
|
4.38K
$655K
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.27K+ 1.18% |
$180K - $214K
|
109K
$16.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.27K+ 6.22% |
$179K - $214K
|
21.6K
$3.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.26K+ 11.04% |
$178K - $212K
|
12.6K
$1.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.25K+ 16.38% |
$178K - $212K
|
8.9K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.25KNew |
$177K - $212K
|
1.25K
$187K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
BUY
|
- |
1.24K+ 16.34% |
$176K - $210K
|
8.84K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.24K+ 2.32% |
$176K - $210K
|
54.7K
$8.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.23K+ 0.96% |
$175K - $209K
|
130K
$19.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.23K+ 6.96% |
$175K - $209K
|
19K
$2.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.22K+ 15.71% |
$173K - $206K
|
8.99K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 45.72% |
$173K - $206K
|
3.89K
$581K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.21K+ 59.59% |
$172K - $205K
|
3.25K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.21K+ 67.92% |
$171K - $204K
|
2.99K
$447K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.21K+ 22.23% |
$171K - $204K
|
6.63K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.19K+ 8.79% |
$169K - $201K
|
14.7K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.18K+ 10.34% |
$168K - $200K
|
12.6K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.18K+ 4.11% |
$167K - $199K
|
29.9K
$4.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.18K+ 9.78% |
$167K - $199K
|
13.2K
$1.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.17K+ 9.28% |
$166K - $198K
|
13.8K
$2.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
1.16K+ 21.17% |
$165K - $197K
|
6.66K
$995K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.16K+ 19.16% |
$164K - $196K
|
7.2K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15K+ 2.6% |
$163K - $195K
|
45.5K
$6.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.15K+ 2.07% |
$163K - $194K
|
56.7K
$8.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.15K+ 32.36% |
$162K - $194K
|
4.69K
$701K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.14K+ 92.23% |
$162K - $193K
|
2.38K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
1.14KNew |
$161K - $192K
|
1.14K
$170K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1.14K+ 4.86% |
$161K - $192K
|
24.5K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.13K+ 67.5% |
$160K - $191K
|
2.8K
$419K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.13K+ 5.61% |
$160K - $191K
|
21.2K
$3.18M
|