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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 20.14% |
$153K - $183K
|
6.45K
$965K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.07K+ 1.41% |
$152K - $181K
|
76.8K
$11.5M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.07K+ 10.3% |
$151K - $180K
|
11.4K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.06K+ 25.09% |
$151K - $180K
|
5.3K
$793K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.06K+ 17.58% |
$150K - $179K
|
7.09K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.06KNew |
$150K - $178K
|
1.06K
$158K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.06K+ 1.09% |
$150K - $178K
|
98.2K
$14.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.05KNew |
$149K - $178K
|
1.05K
$158K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.05K+ 2.82% |
$149K - $177K
|
38.3K
$5.73M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.05K+ 5.54% |
$148K - $177K
|
19.9K
$2.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.04K+ 5.98% |
$148K - $176K
|
18.4K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.04K+ 3.27% |
$147K - $175K
|
32.8K
$4.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.03K+ 8.11% |
$146K - $175K
|
13.8K
$2.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
1.02K+ 24.6% |
$145K - $173K
|
5.18K
$775K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.02K+ 3.9% |
$145K - $172K
|
27.1K
$4.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.02K+ 2.74% |
$144K - $172K
|
38.2K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.02K+ 595.91% |
$144K - $172K
|
1.19K
$178K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.02K+ 50.75% |
$144K - $172K
|
3.02K
$452K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.01K+ 4.52% |
$144K - $171K
|
23.4K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.01K+ 0.95% |
$144K - $171K
|
108K
$16.1M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.01K+ 4.52% |
$144K - $171K
|
23.4K
$3.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1KNew |
$142K - $170K
|
1K
$150K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1K+ 9.27% |
$142K - $169K
|
11.8K
$1.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1K+ 526.32% |
$142K - $169K
|
1.19K
$178K
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
1K+ 26.76% |
$142K - $169K
|
4.74K
$709K
|
|
|
Feb 02, 2024
Q4 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1K+ 24.83% |
$142K - $169K
|
5.03K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1K+ 1.05% |
$142K - $169K
|
95.8K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
995New |
$141K - $168K
|
995
$149K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
994New |
$141K - $168K
|
994
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
993+ 14.73% |
$141K - $168K
|
7.73K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
BUY
|
- |
985+ 2.64% |
$140K - $167K
|
38.4K
$5.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
981+ 56.35% |
$139K - $166K
|
2.72K
$407K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
980+ 8.11% |
$139K - $166K
|
13.1K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
979+ 25.63% |
$139K - $166K
|
4.8K
$718K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
979+ 24.68% |
$139K - $166K
|
4.95K
$740K
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
978+ 20.26% |
$139K - $165K
|
5.81K
$869K
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
974+ 2.79% |
$138K - $165K
|
35.9K
$5.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
970+ 57.6% |
$138K - $164K
|
2.65K
$397K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
967+ 14.52% |
$137K - $164K
|
7.63K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
961+ 1.58% |
$136K - $163K
|
61.6K
$9.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
960+ 67.32% |
$136K - $162K
|
2.39K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
947+ 2.85% |
$134K - $160K
|
34.2K
$5.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
939+ 13.22% |
$133K - $159K
|
8.04K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
937+ 1.39% |
$133K - $158K
|
68.5K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
936+ 4.03% |
$133K - $158K
|
24.2K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
936+ 7.96% |
$133K - $158K
|
12.7K
$1.9M
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
932+ 43.33% |
$132K - $158K
|
3.08K
$461K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
930+ 11.91% |
$132K - $157K
|
8.74K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
930+ 0.99% |
$132K - $157K
|
95.2K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
928+ 2.91% |
$132K - $157K
|
32.8K
$4.91M
|