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 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
922+ 16.43% |
$131K - $156K
|
6.54K
$934K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
920+ 1.79% |
$130K - $156K
|
52.4K
$7.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
915+ 1.2% |
$130K - $155K
|
76.9K
$11M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
914+ 10.88% |
$130K - $155K
|
9.32K
$1.33M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
914+ 0.69% |
$130K - $155K
|
134K
$19.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
892+ 4.2% |
$126K - $151K
|
22.1K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
886+ 47.84% |
$126K - $150K
|
2.74K
$391K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
882New |
$125K - $149K
|
882
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
880+ 40.68% |
$125K - $149K
|
3.04K
$435K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
875+ 1.61% |
$124K - $148K
|
55.3K
$7.9M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
865New |
$123K - $146K
|
865
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
864+ 9.18% |
$122K - $146K
|
10.3K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
862+ 2.87% |
$122K - $146K
|
30.9K
$4.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
861+ 12.15% |
$122K - $146K
|
7.95K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
856+ 0.49% |
$121K - $145K
|
177K
$25.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
853+ 18.27% |
$121K - $144K
|
5.52K
$789K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
852New |
$121K - $144K
|
852
$122K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
847+ 3.86% |
$120K - $143K
|
22.8K
$3.26M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
845+ 1.68% |
$120K - $143K
|
51.2K
$7.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
842+ 5.18% |
$119K - $142K
|
17.1K
$2.44M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
839+ 7.68% |
$119K - $142K
|
11.8K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
837+ 19.55% |
$119K - $142K
|
5.12K
$731K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
834+ 4.05% |
$118K - $141K
|
21.4K
$3.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
828+ 11.54% |
$117K - $140K
|
8K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
828+ 5.23% |
$117K - $140K
|
16.7K
$2.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
828+ 10.93% |
$117K - $140K
|
8.4K
$1.2M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
826+ 61.32% |
$117K - $140K
|
2.17K
$310K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
820+ 0.4% |
$116K - $139K
|
206K
$29.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
817+ 1.49% |
$116K - $138K
|
55.5K
$7.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
812New |
$115K - $137K
|
812
$116K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
811+ 12.34% |
$115K - $137K
|
7.38K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
810+ 9.11% |
$115K - $137K
|
9.7K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
804+ 22.17% |
$114K - $136K
|
4.43K
$633K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
801+ 1.68% |
$114K - $135K
|
48.5K
$6.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
800+ 14.8% |
$113K - $135K
|
6.21K
$886K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
800+ 4.44% |
$113K - $135K
|
18.8K
$2.69M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
795+ 8.19% |
$113K - $134K
|
10.5K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
795+ 7.19% |
$113K - $134K
|
11.8K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
794+ 3.23% |
$113K - $134K
|
25.4K
$3.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
784+ 1.46% |
$111K - $133K
|
54.4K
$7.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
783+ 8.14% |
$111K - $132K
|
10.4K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
777+ 2.08% |
$110K - $131K
|
38.1K
$5.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
776+ 20.42% |
$110K - $131K
|
4.58K
$654K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
775New |
$110K - $131K
|
775
$111K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
767+ 18.11% |
$109K - $130K
|
5K
$715K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
763+ 4.06% |
$108K - $129K
|
19.6K
$2.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
761+ 39.61% |
$108K - $129K
|
2.68K
$383K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
761+ 20.05% |
$108K - $129K
|
4.56K
$651K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
758+ 41.24% |
$107K - $128K
|
2.6K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
758+ 20.52% |
$107K - $128K
|
4.45K
$636K
|