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 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
436+ 5.82% |
$61.8K - $73.7K
|
7.93K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
435+ 12.02% |
$61.7K - $73.6K
|
4.05K
$579K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
430New |
$61K - $72.7K
|
430
$61.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
425+ 2.59% |
$60.3K - $71.9K
|
16.8K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
423+ 10.16% |
$60K - $71.5K
|
4.59K
$655K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
420+ 9.31% |
$59.5K - $71K
|
4.93K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
415+ 20.35% |
$58.8K - $70.2K
|
2.45K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
415+ 2.95% |
$58.8K - $70.2K
|
14.5K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
411+ 11.26% |
$58.3K - $69.5K
|
4.06K
$580K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
411+ 775.47% |
$58.3K - $69.5K
|
464
$66.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
410+ 2.99% |
$58.1K - $69.3K
|
14.1K
$2.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
410+ 3.51% |
$58.1K - $69.3K
|
12.1K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
410+ 1.72% |
$58.1K - $69.3K
|
24.3K
$3.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
410+ 0.11% |
$58.1K - $69.3K
|
382K
$54.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
409+ 0.84% |
$58K - $69.2K
|
49.2K
$7.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
408+ 4.89% |
$57.8K - $69K
|
8.75K
$1.25M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
407New |
$57.7K - $68.8K
|
407
$58.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
404New |
$57.3K - $68.3K
|
404
$57.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
402+ 15.29% |
$57K - $68K
|
3.03K
$433K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
402+ 25.62% |
$57K - $68K
|
1.97K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
402+ 4.88% |
$57K - $68K
|
8.64K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
401New |
$56.8K - $67.8K
|
401
$57.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
400+ 11.26% |
$56.7K - $67.6K
|
3.95K
$565K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
400+ 44.44% |
$56.7K - $67.6K
|
1.3K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
400+ 12.17% |
$56.7K - $67.6K
|
3.69K
$527K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
399+ 6.6% |
$56.6K - $67.5K
|
6.44K
$920K
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
BUY
|
- |
395+ 8.56% |
$56K - $66.8K
|
5.01K
$716K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
393+ 23.69% |
$55.7K - $66.5K
|
2.05K
$293K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
388+ 30.15% |
$55K - $65.6K
|
1.68K
$239K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
388+ 0.34% |
$55K - $65.6K
|
116K
$16.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
385+ 1.95% |
$54.6K - $65.1K
|
20.1K
$2.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
385New |
$54.6K - $65.1K
|
385
$55K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
384+ 4.27% |
$54.4K - $64.9K
|
9.37K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
382+ 0.49% |
$54.2K - $64.6K
|
78.3K
$11.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
381+ 30.83% |
$54K - $64.4K
|
1.62K
$231K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
381+ 9.02% |
$54K - $64.4K
|
4.61K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
381+ 14.07% |
$54K - $64.4K
|
3.09K
$441K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
375+ 0.72% |
$53.2K - $63.4K
|
52.2K
$7.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
373+ 1.88% |
$52.9K - $63.1K
|
20.2K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
373+ 4.14% |
$52.9K - $63.1K
|
9.39K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
369+ 3.71% |
$52.3K - $62.4K
|
10.3K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
368+ 27.9% |
$52.2K - $62.2K
|
1.69K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
368+ 2.28% |
$52.2K - $62.2K
|
16.5K
$2.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
367+ 1.3% |
$52K - $62.1K
|
28.5K
$4.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
367New |
$52K - $62.1K
|
367
$52.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
365+ 3.96% |
$51.7K - $61.7K
|
9.59K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
365+ 2.62% |
$51.7K - $61.7K
|
14.3K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
364+ 0.4% |
$51.6K - $61.6K
|
92.4K
$13.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
359+ 20.85% |
$50.9K - $60.7K
|
2.08K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
359+ 0.37% |
$50.9K - $60.7K
|
96.3K
$13.8M
|