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 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
459+ 4.84% |
$65.1K - $77.6K
|
9.94K
$1.49M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
457New |
$64.8K - $77.3K
|
457
$68.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
456+ 7.06% |
$64.6K - $77.1K
|
6.91K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
454New |
$64.4K - $76.8K
|
454
$67.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
453+ 9.42% |
$64.2K - $76.6K
|
5.26K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
450+ 10.19% |
$63.8K - $76.1K
|
4.87K
$728K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
448+ 8.79% |
$63.5K - $75.8K
|
5.54K
$829K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
448+ 10.46% |
$63.5K - $75.8K
|
4.73K
$708K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
447+ 27.14% |
$63.4K - $75.6K
|
2.09K
$313K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
446+ 1.86% |
$63.2K - $75.4K
|
24.5K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
444New |
$62.9K - $75.1K
|
444
$66.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
439+ 1.76% |
$62.2K - $74.2K
|
25.3K
$3.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
438+ 2.05% |
$62.1K - $74.1K
|
21.8K
$3.27M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
436+ 5.82% |
$61.8K - $73.7K
|
7.93K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
435+ 12.02% |
$61.7K - $73.6K
|
4.05K
$606K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
430New |
$61K - $72.7K
|
430
$64.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
425+ 2.59% |
$60.3K - $71.9K
|
16.8K
$2.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
423+ 10.16% |
$60K - $71.5K
|
4.59K
$686K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
420+ 9.31% |
$59.5K - $71K
|
4.93K
$737K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
415+ 20.35% |
$58.8K - $70.2K
|
2.45K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
415+ 2.95% |
$58.8K - $70.2K
|
14.5K
$2.17M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
411+ 11.26% |
$58.3K - $69.5K
|
4.06K
$607K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
411+ 775.47% |
$58.3K - $69.5K
|
464
$69.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
410+ 2.99% |
$58.1K - $69.3K
|
14.1K
$2.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
410+ 3.51% |
$58.1K - $69.3K
|
12.1K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
410+ 1.72% |
$58.1K - $69.3K
|
24.3K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
410+ 0.11% |
$58.1K - $69.3K
|
382K
$57.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
409+ 0.84% |
$58K - $69.2K
|
49.2K
$7.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
408+ 4.89% |
$57.8K - $69K
|
8.75K
$1.31M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
407New |
$57.7K - $68.8K
|
407
$60.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
404New |
$57.3K - $68.3K
|
404
$60.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
402+ 15.29% |
$57K - $68K
|
3.03K
$453K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
402+ 25.62% |
$57K - $68K
|
1.97K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
402+ 4.88% |
$57K - $68K
|
8.64K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
401New |
$56.8K - $67.8K
|
401
$60K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
400+ 11.26% |
$56.7K - $67.6K
|
3.95K
$591K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
400+ 44.44% |
$56.7K - $67.6K
|
1.3K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
400+ 12.17% |
$56.7K - $67.6K
|
3.69K
$551K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
399+ 6.6% |
$56.6K - $67.5K
|
6.44K
$963K
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
BUY
|
- |
395+ 8.56% |
$56K - $66.8K
|
5.01K
$750K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
393+ 23.69% |
$55.7K - $66.5K
|
2.05K
$307K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
388+ 30.15% |
$55K - $65.6K
|
1.68K
$250K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
388+ 0.34% |
$55K - $65.6K
|
116K
$17.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
385+ 1.95% |
$54.6K - $65.1K
|
20.1K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
385New |
$54.6K - $65.1K
|
385
$57.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
384+ 4.27% |
$54.4K - $64.9K
|
9.37K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
382+ 0.49% |
$54.2K - $64.6K
|
78.3K
$11.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
381+ 30.83% |
$54K - $64.4K
|
1.62K
$242K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
381+ 9.02% |
$54K - $64.4K
|
4.61K
$689K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
381+ 14.07% |
$54K - $64.4K
|
3.09K
$462K
|