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
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
200+ 1.32% |
$28.4K - $33.8K
|
15.3K
$2.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
BUY
|
- |
200+ 0.43% |
$28.4K - $33.8K
|
46.5K
$6.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
200+ 0.29% |
$28.4K - $33.8K
|
68.9K
$9.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 2.02% |
$28.4K - $33.8K
|
10.1K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
200+ 14.85% |
$28.4K - $33.8K
|
1.55K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
198New |
$28.1K - $33.5K
|
198
$28.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
195+ 1.64% |
$27.6K - $33K
|
12.1K
$1.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
195+ 15.29% |
$27.6K - $33K
|
1.47K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
195+ 3.89% |
$27.6K - $33K
|
5.21K
$744K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
194+ 12.61% |
$27.5K - $32.8K
|
1.73K
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
194+ 9.51% |
$27.5K - $32.8K
|
2.23K
$319K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
193+ 6.89% |
$27.4K - $32.6K
|
2.99K
$428K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
193+ 3.26% |
$27.4K - $32.6K
|
6.12K
$874K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
192+ 4.2% |
$27.2K - $32.5K
|
4.77K
$681K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
191+ 0.75% |
$27.1K - $32.3K
|
25.6K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
191+ 4.39% |
$27.1K - $32.3K
|
4.54K
$648K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
190+ 1.79% |
$26.9K - $32.1K
|
10.8K
$1.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
188+ 6.99% |
$26.7K - $31.8K
|
2.88K
$411K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
187+ 2.98% |
$26.5K - $31.6K
|
6.46K
$922K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
183+ 0.51% |
$25.9K - $30.9K
|
36.4K
$5.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
180+ 0.98% |
$25.5K - $30.4K
|
18.6K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
180+ 5.89% |
$25.5K - $30.4K
|
3.24K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
180New |
$25.5K - $30.4K
|
180
$25.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
179+ 8.08% |
$25.4K - $30.3K
|
2.39K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
178New |
$25.2K - $30.1K
|
178
$25.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
177+ 5.64% |
$25.1K - $29.9K
|
3.32K
$474K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
177+ 0.02% |
$25.1K - $29.9K
|
811K
$116M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
177+ 4.28% |
$25.1K - $29.9K
|
4.31K
$616K
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
175+ 11.63% |
$24.8K - $29.6K
|
1.68K
$240K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
174+ 1.44% |
$24.7K - $29.4K
|
12.3K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
174+ 4.1% |
$24.7K - $29.4K
|
4.42K
$631K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
173+ 7.14% |
$24.5K - $29.3K
|
2.6K
$371K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
171+ 13.35% |
$24.2K - $28.9K
|
1.45K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
171+ 2.44% |
$24.2K - $28.9K
|
7.17K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
170+ 6.49% |
$24.1K - $28.7K
|
2.79K
$399K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
170+ 21.2% |
$24.1K - $28.7K
|
972
$139K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
169+ 0.3% |
$24K - $28.6K
|
56.8K
$8.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
169+ 0.27% |
$24K - $28.6K
|
61.7K
$8.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
169+ 2.61% |
$24K - $28.6K
|
6.65K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
169+ 0.17% |
$24K - $28.6K
|
97.5K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
BUY
|
- |
168+ 0.15% |
$23.8K - $28.4K
|
113K
$16.2M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
168+ 6.79% |
$23.8K - $28.4K
|
2.64K
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
166+ 1.04% |
$23.5K - $28.1K
|
16.1K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
165+ 6.65% |
$23.4K - $27.9K
|
2.65K
$378K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
164+ 2.83% |
$23.3K - $27.7K
|
5.96K
$851K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
163+ 0.86% |
$23.1K - $27.6K
|
19.2K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
161+ 0.95% |
$22.8K - $27.2K
|
17.2K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
160+ 0.96% |
$22.7K - $27.1K
|
16.8K
$2.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
159+ 0.99% |
$22.5K - $26.9K
|
16.2K
$2.31M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
159+ 14.29% |
$22.5K - $26.9K
|
1.27K
$182K
|