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 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
750+ 6.19% |
$106K - $127K
|
12.9K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
750+ 0.73% |
$106K - $127K
|
103K
$14.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
749+ 4.66% |
$106K - $127K
|
16.8K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
740+ 3.43% |
$105K - $125K
|
22.3K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
739+ 6.79% |
$105K - $125K
|
11.6K
$1.66M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
737+ 10.85% |
$104K - $125K
|
7.53K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
734+ 2.64% |
$104K - $124K
|
28.5K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
734+ 9.17% |
$104K - $124K
|
8.74K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
731+ 0.81% |
$104K - $124K
|
91.3K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
731+ 17.22% |
$104K - $124K
|
4.98K
$711K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
726+ 18.41% |
$103K - $123K
|
4.67K
$667K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
724+ 61.25% |
$103K - $122K
|
1.91K
$272K
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
717+ 20.28% |
$102K - $121K
|
4.25K
$608K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
716+ 41.9% |
$102K - $121K
|
2.43K
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
715+ 55.82% |
$101K - $121K
|
2K
$285K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
713+ 3.84% |
$101K - $121K
|
19.3K
$2.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
710+ 4.08% |
$101K - $120K
|
18.1K
$2.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
710+ 4.04% |
$101K - $120K
|
18.3K
$2.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
708+ 10.33% |
$100K - $120K
|
7.56K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
707+ 2.59% |
$100K - $120K
|
28K
$4.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
705+ 7.02% |
$99.9K - $119K
|
10.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
704+ 1.48% |
$99.8K - $119K
|
48.3K
$6.89M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
BUY
|
- |
700+ 11.99% |
$99.2K - $118K
|
6.54K
$934K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
700+ 1.92% |
$99.2K - $118K
|
37.1K
$5.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
700+ 16.23% |
$99.2K - $118K
|
5.01K
$716K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
698+ 15.09% |
$99K - $118K
|
5.33K
$761K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
698+ 4.84% |
$99K - $118K
|
15.1K
$2.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
697+ 12.7% |
$98.8K - $118K
|
6.19K
$884K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
696+ 2.5% |
$98.7K - $118K
|
28.5K
$4.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
694+ 1.55% |
$98.4K - $117K
|
45.4K
$6.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
693+ 4.34% |
$98.2K - $117K
|
16.7K
$2.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
690+ 2.19% |
$97.8K - $117K
|
32.1K
$4.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
680+ 6.82% |
$96.4K - $115K
|
10.6K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
673+ 9.24% |
$95.4K - $114K
|
7.96K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
671+ 15.88% |
$95.1K - $113K
|
4.9K
$700K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
666+ 3.4% |
$94.4K - $113K
|
20.2K
$2.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
665+ 4.61% |
$94.3K - $112K
|
15.1K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
664+ 3.95% |
$94.1K - $112K
|
17.5K
$2.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
663+ 3.83% |
$94K - $112K
|
18K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
657+ 2.7% |
$93.1K - $111K
|
25K
$3.57M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
657New |
$93.1K - $111K
|
657
$93.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
652+ 5.27% |
$92.4K - $110K
|
13K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
650+ 1.03% |
$92.2K - $110K
|
63.5K
$9.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
650+ 5.71% |
$92.2K - $110K
|
12K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
649+ 1.28% |
$92K - $110K
|
51.3K
$7.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
646+ 5.1% |
$91.6K - $109K
|
13.3K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
643+ 4.43% |
$91.2K - $109K
|
15.1K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
642+ 2.6% |
$91K - $109K
|
25.3K
$3.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
642New |
$91K - $109K
|
642
$91.7K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
636+ 4.51% |
$90.2K - $108K
|
14.7K
$2.11M
|