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
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
359+ 20.85% |
$50.9K - $60.7K
|
2.08K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
359+ 0.37% |
$50.9K - $60.7K
|
96.3K
$14.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
357+ 11.66% |
$50.6K - $60.4K
|
3.42K
$524K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
355+ 2.45% |
$50.3K - $60K
|
14.9K
$2.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
353+ 13.76% |
$50K - $59.7K
|
2.92K
$447K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
353+ 0.34% |
$50K - $59.7K
|
104K
$15.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
352+ 3.33% |
$49.9K - $59.5K
|
10.9K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
352+ 2.47% |
$49.9K - $59.5K
|
14.6K
$2.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
351+ 29.4% |
$49.8K - $59.4K
|
1.55K
$237K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
351+ 1.66% |
$49.8K - $59.4K
|
21.5K
$3.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
351+ 2.82% |
$49.8K - $59.4K
|
12.8K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
350+ 2.62% |
$49.6K - $59.2K
|
13.7K
$2.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
349+ 5.88% |
$49.5K - $59K
|
6.29K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
349+ 1.52% |
$49.5K - $59K
|
23.4K
$3.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
347+ 18.92% |
$49.2K - $58.7K
|
2.18K
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
346+ 2.94% |
$49.1K - $58.5K
|
12.1K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
346+ 7.42% |
$49.1K - $58.5K
|
5.01K
$767K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
343+ 1.48% |
$48.6K - $58K
|
23.5K
$3.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
341+ 1.44% |
$48.3K - $57.7K
|
24K
$3.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
341+ 14.47% |
$48.3K - $57.7K
|
2.7K
$413K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
340+ 18.9% |
$48.2K - $57.5K
|
2.14K
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
340+ 2.69% |
$48.2K - $57.5K
|
13K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
338+ 2.43% |
$47.9K - $57.2K
|
14.2K
$2.18M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
336+ 5.23% |
$47.6K - $56.8K
|
6.76K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
336+ 1.43% |
$47.6K - $56.8K
|
23.8K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
335+ 5.06% |
$47.5K - $56.6K
|
6.96K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
334New |
$47.4K - $56.5K
|
334
$51.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
334+ 10.69% |
$47.4K - $56.5K
|
3.46K
$530K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
332+ 5.35% |
$47.1K - $56.1K
|
6.54K
$1M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
331+ 16.55% |
$46.9K - $56K
|
2.33K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
330New |
$46.8K - $55.8K
|
330
$50.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
327+ 8.1% |
$46.4K - $55.3K
|
4.36K
$668K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
326+ 6.21% |
$46.2K - $55.1K
|
5.58K
$854K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
325+ 22.31% |
$46.1K - $55K
|
1.78K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
325+ 2.43% |
$46.1K - $55K
|
13.7K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
321+ 7.98% |
$45.5K - $54.3K
|
4.34K
$665K
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
320+ 1.21% |
$45.4K - $54.1K
|
26.7K
$4.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
317+ 12.47% |
$44.9K - $53.6K
|
2.86K
$438K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
316+ 6.36% |
$44.8K - $53.4K
|
5.29K
$810K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
315+ 1.84% |
$44.7K - $53.3K
|
17.4K
$2.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
314+ 369.41% |
$44.5K - $53.1K
|
399
$61.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
312+ 1.32% |
$44.2K - $52.8K
|
23.9K
$3.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
311+ 0.69% |
$44.1K - $52.6K
|
45.4K
$6.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
311+ 3.44% |
$44.1K - $52.6K
|
9.34K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
310+ 1.05% |
$43.9K - $52.4K
|
29.7K
$4.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
310+ 2.49% |
$43.9K - $52.4K
|
12.8K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
310+ 4.55% |
$43.9K - $52.4K
|
7.13K
$1.09M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
310New |
$43.9K - $52.4K
|
310
$47.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
304+ 0.97% |
$43.1K - $51.4K
|
31.6K
$4.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
303+ 0.09% |
$43K - $51.2K
|
334K
$51.2M
|