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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
636+ 4.51% |
$90.2K - $108K
|
14.7K
$2.22M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
635+ 4.69% |
$90K - $107K
|
14.2K
$2.13M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
630+ 59.27% |
$89.3K - $107K
|
1.69K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
628+ 17.53% |
$89K - $106K
|
4.21K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
628+ 7.89% |
$89K - $106K
|
8.58K
$1.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
628+ 3.39% |
$89K - $106K
|
19.2K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
621+ 9.41% |
$88K - $105K
|
7.22K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
620+ 163.16% |
$87.9K - $105K
|
1K
$150K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
615+ 12.27% |
$87.2K - $104K
|
5.63K
$846K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
613+ 1.28% |
$86.9K - $104K
|
48.5K
$7.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
611+ 2.68% |
$86.6K - $103K
|
23.4K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
608+ 21.78% |
$86.2K - $103K
|
3.4K
$511K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
591+ 3.67% |
$83.8K - $99.9K
|
16.7K
$2.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
588+ 18.82% |
$83.4K - $99.4K
|
3.71K
$558K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
588+ 1.75% |
$83.4K - $99.4K
|
34.1K
$5.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
586New |
$83.1K - $99.1K
|
586
$88.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
586+ 19.7% |
$83.1K - $99.1K
|
3.56K
$535K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
585+ 13.59% |
$82.9K - $98.9K
|
4.89K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
578+ 5.59% |
$81.9K - $97.7K
|
10.9K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
576+ 1.37% |
$81.7K - $97.4K
|
42.8K
$6.43M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
575+ 2.14% |
$81.5K - $97.2K
|
27.4K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
573+ 4.92% |
$81.2K - $96.9K
|
12.2K
$1.84M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
568+ 7.79% |
$80.5K - $96K
|
7.86K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
565+ 2.83% |
$80.1K - $95.5K
|
20.5K
$3.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
565+ 15.23% |
$80.1K - $95.5K
|
4.27K
$642K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
564+ 2.09% |
$80K - $95.4K
|
27.6K
$4.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
562+ 9.67% |
$79.7K - $95K
|
6.37K
$958K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
560+ 4.24% |
$79.4K - $94.7K
|
13.8K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
559+ 2.3% |
$79.2K - $94.5K
|
24.9K
$3.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
559+ 4.63% |
$79.2K - $94.5K
|
12.6K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
559+ 2.28% |
$79.2K - $94.5K
|
25.1K
$3.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
556New |
$78.8K - $94K
|
556
$83.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
556+ 1.39% |
$78.8K - $94K
|
40.5K
$6.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
554New |
$78.5K - $93.7K
|
554
$83.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
554New |
$78.5K - $93.7K
|
554
$83.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
551+ 23.71% |
$78.1K - $93.2K
|
2.88K
$432K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
546+ 0.72% |
$77.4K - $92.3K
|
76.4K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
544New |
$77.1K - $92K
|
544
$81.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
539+ 0.72% |
$76.4K - $91.1K
|
75.2K
$11.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
538+ 2.66% |
$76.3K - $91K
|
20.8K
$3.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
537+ 22.15% |
$76.1K - $90.8K
|
2.96K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
537+ 1.86% |
$76.1K - $90.8K
|
29.4K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
536+ 3.61% |
$76K - $90.6K
|
15.4K
$2.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
535New |
$75.8K - $90.5K
|
535
$80.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
534+ 42.72% |
$75.7K - $90.3K
|
1.78K
$268K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
531+ 3.01% |
$75.3K - $89.8K
|
18.2K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
528+ 8.07% |
$74.9K - $89.3K
|
7.07K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
523+ 7.77% |
$74.1K - $88.4K
|
7.26K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
521+ 2.47% |
$73.9K - $88.1K
|
21.6K
$3.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
520+ 0.53% |
$73.7K - $87.9K
|
98.8K
$14.8M
|