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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
300+ 1.26% |
$42.5K - $50.7K
|
24K
$3.43M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
299+ 4.76% |
$42.4K - $50.6K
|
6.58K
$941K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
299+ 1.5% |
$42.4K - $50.6K
|
20.2K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
298+ 7.47% |
$42.2K - $50.4K
|
4.29K
$612K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
298+ 31.94% |
$42.2K - $50.4K
|
1.23K
$176K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
298+ 31.94% |
$42.2K - $50.4K
|
1.23K
$176K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
297+ 3.96% |
$42.1K - $50.2K
|
7.8K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
295+ 5.52% |
$41.8K - $49.9K
|
5.64K
$806K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
294+ 13.39% |
$41.7K - $49.7K
|
2.49K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
293+ 2.46% |
$41.5K - $49.5K
|
12.2K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
293+ 17.84% |
$41.5K - $49.5K
|
1.94K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
293+ 0.05% |
$41.5K - $49.5K
|
588K
$83.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
293+ 2.2% |
$41.5K - $49.5K
|
13.6K
$1.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
290+ 22.62% |
$41.1K - $49K
|
1.57K
$225K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
290+ 7250.0% |
$41.1K - $49K
|
294
$42K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
289+ 5.93% |
$41K - $48.9K
|
5.17K
$738K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
288+ 0.36% |
$40.8K - $48.7K
|
80.8K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
288+ 2.1% |
$40.8K - $48.7K
|
14K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
287+ 2.32% |
$40.7K - $48.5K
|
12.6K
$1.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
286+ 1.36% |
$40.5K - $48.4K
|
21.3K
$3.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Beddow Capital Management Inc
|
BUY
|
- |
285+ 18.69% |
$40.4K - $48.2K
|
1.81K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
285+ 7.21% |
$40.4K - $48.2K
|
4.24K
$606K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
283+ 9.59% |
$40.1K - $47.9K
|
3.23K
$462K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
283+ 5.98% |
$40.1K - $47.9K
|
5.01K
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
283+ 1.87% |
$40.1K - $47.9K
|
15.4K
$2.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
279+ 1.32% |
$39.6K - $47.2K
|
21.4K
$3.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
277+ 8.62% |
$39.3K - $46.8K
|
3.49K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
277+ 4.52% |
$39.3K - $46.8K
|
6.4K
$915K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
275+ 21.95% |
$39K - $46.5K
|
1.53K
$218K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
273+ 44.68% |
$38.7K - $46.2K
|
884
$126K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
272+ 1.52% |
$38.6K - $46K
|
18.1K
$2.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
271+ 8.25% |
$38.4K - $45.8K
|
3.56K
$508K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
271New |
$38.4K - $45.8K
|
271
$38.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
270+ 4.05% |
$38.3K - $45.7K
|
6.94K
$992K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
269+ 6.98% |
$38.1K - $45.5K
|
4.12K
$589K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
267+ 2.65% |
$37.9K - $45.1K
|
10.4K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
266+ 0.53% |
$37.7K - $45K
|
50.3K
$7.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
265+ 13.41% |
$37.6K - $44.8K
|
2.24K
$320K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
262+ 0.57% |
$37.1K - $44.3K
|
46.4K
$6.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
261+ 1.64% |
$37K - $44.1K
|
16.2K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
259+ 4.66% |
$36.7K - $43.8K
|
5.82K
$831K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
258+ 16.31% |
$36.6K - $43.6K
|
1.84K
$263K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
258+ 3.46% |
$36.6K - $43.6K
|
7.71K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
258+ 0.52% |
$36.6K - $43.6K
|
50.1K
$7.15M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
255+ 3.33% |
$36.2K - $43.1K
|
7.91K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
254+ 17.08% |
$36K - $43K
|
1.74K
$249K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
251+ 4.45% |
$35.6K - $42.4K
|
5.89K
$841K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
251+ 0.18% |
$35.6K - $42.4K
|
137K
$19.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
250+ 7.1% |
$35.4K - $42.3K
|
3.77K
$539K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
250+ 14.19% |
$35.4K - $42.3K
|
2.01K
$287K
|