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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
250+ 11.32% |
$35.4K - $42.3K
|
2.46K
$351K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
249+ 4.42% |
$35.3K - $42.1K
|
5.88K
$840K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
249+ 16.06% |
$35.3K - $42.1K
|
1.8K
$257K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
248+ 7.27% |
$35.2K - $41.9K
|
3.66K
$523K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
248+ 1.53% |
$35.2K - $41.9K
|
16.5K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
247+ 9.81% |
$35K - $41.8K
|
2.77K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
247+ 2.19% |
$35K - $41.8K
|
11.5K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
246+ 8.14% |
$34.9K - $41.6K
|
3.27K
$467K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
245+ 14.31% |
$34.7K - $41.4K
|
1.96K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
244+ 1.42% |
$34.6K - $41.3K
|
17.5K
$2.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
243+ 4.51% |
$34.5K - $41.1K
|
5.64K
$805K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
241+ 0.37% |
$34.2K - $40.8K
|
65.3K
$9.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
240+ 3.74% |
$34K - $40.6K
|
6.65K
$951K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
240+ 0.87% |
$34K - $40.6K
|
27.8K
$3.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
239+ 4.78% |
$33.9K - $40.4K
|
5.24K
$748K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
239+ 2.87% |
$33.9K - $40.4K
|
8.58K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
237+ 0.61% |
$33.6K - $40.1K
|
39K
$5.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
236+ 6.73% |
$33.5K - $39.9K
|
3.75K
$535K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
236+ 24.13% |
$33.5K - $39.9K
|
1.21K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
BUY
|
- |
233+ 1.42% |
$33K - $39.4K
|
16.6K
$2.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
232+ 4.17% |
$32.9K - $39.2K
|
5.79K
$827K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
232+ 4.22% |
$32.9K - $39.2K
|
5.73K
$818K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
231+ 1.25% |
$32.7K - $39.1K
|
18.6K
$2.66M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
230+ 3.28% |
$32.6K - $38.9K
|
7.24K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
230+ 1.1% |
$32.6K - $38.9K
|
21.2K
$3.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
228+ 2.89% |
$32.3K - $38.6K
|
8.12K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
228+ 4.08% |
$32.3K - $38.6K
|
5.82K
$831K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
228+ 1.07% |
$32.3K - $38.6K
|
21.5K
$3.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
221+ 1.34% |
$31.3K - $37.4K
|
16.7K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
221+ 0.07% |
$31.3K - $37.4K
|
324K
$46.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
221+ 3.36% |
$31.3K - $37.4K
|
6.81K
$972K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
220+ 2.75% |
$31.2K - $37.2K
|
8.21K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
220+ 3.82% |
$31.2K - $37.2K
|
5.98K
$854K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
219New |
$31K - $37K
|
219
$31.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
218+ 0.95% |
$30.9K - $36.9K
|
23.2K
$3.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
217+ 13.14% |
$30.8K - $36.7K
|
1.87K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
217+ 1.32% |
$30.8K - $36.7K
|
16.6K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
217+ 1.07% |
$30.8K - $36.7K
|
20.4K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
217+ 0.94% |
$30.8K - $36.7K
|
23.4K
$3.34M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
214+ 1.88% |
$30.3K - $36.2K
|
11.6K
$1.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
214+ 2.41% |
$30.3K - $36.2K
|
9.08K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
211+ 5.27% |
$29.9K - $35.7K
|
4.22K
$602K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
207+ 1.2% |
$29.3K - $35K
|
17.4K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
206New |
$29.2K - $34.8K
|
206
$29.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
205+ 11.5% |
$29.1K - $34.7K
|
1.99K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
205+ 4.99% |
$29.1K - $34.7K
|
4.31K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
204+ 264.94% |
$28.9K - $34.5K
|
281
$40.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
203+ 5.24% |
$28.8K - $34.3K
|
4.08K
$582K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
BUY
|
- |
202+ 1.16% |
$28.6K - $34.2K
|
17.7K
$2.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
200+ 3.04% |
$28.4K - $33.8K
|
6.77K
$967K
|