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 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
512+ 9.61% |
$72.6K - $86.6K
|
5.84K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
510+ 2.87% |
$72.3K - $86.2K
|
18.3K
$2.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
509+ 55.33% |
$72.2K - $86.1K
|
1.43K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
505+ 2.67% |
$71.6K - $85.4K
|
19.4K
$2.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
500+ 10.72% |
$70.9K - $84.6K
|
5.17K
$738K
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
500+ 2.28% |
$70.9K - $84.6K
|
22.4K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
500+ 0.78% |
$70.9K - $84.6K
|
64.4K
$9.19M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
497+ 10.47% |
$70.5K - $84K
|
5.25K
$749K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
494+ 12.8% |
$70K - $83.5K
|
4.35K
$622K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
493+ 3.27% |
$69.9K - $83.4K
|
15.5K
$2.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
491+ 6.12% |
$69.6K - $83K
|
8.51K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
491+ 15.09% |
$69.6K - $83K
|
3.74K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
491+ 0.06% |
$69.6K - $83K
|
855K
$122M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
491+ 7.14% |
$69.6K - $83K
|
7.36K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
488+ 0.2% |
$69.2K - $82.5K
|
250K
$35.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
488+ 4.72% |
$69.2K - $82.5K
|
10.8K
$1.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
BUY
|
- |
485+ 60.25% |
$68.8K - $82K
|
1.29K
$184K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
483+ 3.54% |
$68.5K - $81.7K
|
14.1K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
483+ 2.46% |
$68.5K - $81.7K
|
20.1K
$2.88M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
483+ 0.72% |
$68.5K - $81.7K
|
67.9K
$9.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
482+ 2.45% |
$68.3K - $81.5K
|
20.2K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
482New |
$68.3K - $81.5K
|
482
$68.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
481New |
$68.2K - $81.3K
|
481
$68.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
479+ 17.41% |
$67.9K - $81K
|
3.23K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
479+ 8.2% |
$67.9K - $81K
|
6.32K
$903K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
478+ 17.88% |
$67.8K - $80.8K
|
3.15K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
476+ 7.4% |
$67.5K - $80.5K
|
6.91K
$987K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
475+ 6.49% |
$67.3K - $80.3K
|
7.79K
$1.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
473+ 11.81% |
$67.1K - $80K
|
4.48K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
471+ 8.25% |
$66.8K - $79.6K
|
6.18K
$882K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
469+ 8.1% |
$66.5K - $79.3K
|
6.26K
$895K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
467+ 1.36% |
$66.2K - $79K
|
34.8K
$4.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
467+ 4.0% |
$66.2K - $79K
|
12.2K
$1.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
465+ 20.76% |
$65.9K - $78.6K
|
2.71K
$386K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
464+ 2.0% |
$65.8K - $78.5K
|
23.7K
$3.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
461+ 2.65% |
$65.4K - $78K
|
17.8K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
460+ 23.35% |
$65.2K - $77.8K
|
2.43K
$347K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
459+ 4.84% |
$65.1K - $77.6K
|
9.94K
$1.42M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
457New |
$64.8K - $77.3K
|
457
$65.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
456+ 7.06% |
$64.6K - $77.1K
|
6.91K
$988K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
454New |
$64.4K - $76.8K
|
454
$64.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
453+ 9.42% |
$64.2K - $76.6K
|
5.26K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
450+ 10.19% |
$63.8K - $76.1K
|
4.87K
$695K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
448+ 8.79% |
$63.5K - $75.8K
|
5.54K
$792K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
448+ 10.46% |
$63.5K - $75.8K
|
4.73K
$676K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
447+ 27.14% |
$63.4K - $75.6K
|
2.09K
$299K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
446+ 1.86% |
$63.2K - $75.4K
|
24.5K
$3.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
444New |
$62.9K - $75.1K
|
444
$63.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
439+ 1.76% |
$62.2K - $74.2K
|
25.3K
$3.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
438+ 2.05% |
$62.1K - $74.1K
|
21.8K
$3.12M
|