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 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
158+ 1.64% |
$22.4K - $26.7K
|
9.81K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
156+ 1.73% |
$22.1K - $26.4K
|
9.17K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
155+ 2.64% |
$22K - $26.2K
|
6.02K
$860K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
154+ 25.88% |
$21.8K - $26K
|
749
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
154+ 4.84% |
$21.8K - $26K
|
3.34K
$477K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
153+ 6.08% |
$21.7K - $25.9K
|
2.67K
$381K
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
153+ 3.09% |
$21.7K - $25.9K
|
5.1K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
153+ 10.56% |
$21.7K - $25.9K
|
1.6K
$229K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
152+ 3.94% |
$21.5K - $25.7K
|
4.01K
$572K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
152New |
$21.5K - $25.7K
|
152
$21.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
151+ 3.35% |
$21.4K - $25.5K
|
4.66K
$666K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
151+ 5.75% |
$21.4K - $25.5K
|
2.78K
$396K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
150+ 77.32% |
$21.3K - $25.4K
|
344
$49.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
150+ 2.19% |
$21.3K - $25.4K
|
7K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
150+ 1.81% |
$21.3K - $25.4K
|
8.44K
$1.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
148+ 3.88% |
$21K - $25K
|
3.96K
$566K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
148+ 6.31% |
$21K - $25K
|
2.5K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
148+ 2.78% |
$21K - $25K
|
5.47K
$781K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
147+ 0.77% |
$20.8K - $24.9K
|
19.3K
$2.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
147+ 0.04% |
$20.8K - $24.9K
|
391K
$55.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
147+ 2.75% |
$20.8K - $24.9K
|
5.49K
$784K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
144+ 0.7% |
$20.4K - $24.4K
|
20.6K
$2.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
143+ 4.33% |
$20.3K - $24.2K
|
3.44K
$492K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
142+ 4.3% |
$20.1K - $24K
|
3.44K
$492K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
141+ 5.95% |
$20K - $23.8K
|
2.51K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
141+ 6.36% |
$20K - $23.8K
|
2.36K
$337K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
139+ 2.04% |
$19.7K - $23.5K
|
6.95K
$993K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
138+ 7.8% |
$19.6K - $23.3K
|
1.91K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
138+ 0.4% |
$19.6K - $23.3K
|
35K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
137+ 6.85% |
$19.4K - $23.2K
|
2.14K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
137+ 2.03% |
$19.4K - $23.2K
|
6.87K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
137+ 5.41% |
$19.4K - $23.2K
|
2.67K
$381K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
137+ 7.47% |
$19.4K - $23.2K
|
1.97K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
136+ 1.41% |
$19.3K - $23K
|
9.78K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
136+ 4.83% |
$19.3K - $23K
|
2.95K
$421K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
135+ 5.38% |
$19.1K - $22.8K
|
2.65K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
135+ 14.06% |
$19.1K - $22.8K
|
1.1K
$156K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
132+ 2.25% |
$18.7K - $22.3K
|
6K
$856K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
132+ 6.74% |
$18.7K - $22.3K
|
2.09K
$299K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
131+ 5.71% |
$18.6K - $22.2K
|
2.43K
$347K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
130+ 1.97% |
$18.4K - $22K
|
6.74K
$963K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
130+ 2.69% |
$18.4K - $22K
|
4.97K
$710K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
130+ 0.86% |
$18.4K - $22K
|
15.3K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
128+ 1.05% |
$18.1K - $21.6K
|
12.3K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
128+ 0.92% |
$18.1K - $21.6K
|
14K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
128+ 0.51% |
$18.1K - $21.6K
|
25.2K
$3.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
127+ 0.89% |
$18K - $21.5K
|
14.3K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
126+ 1.1% |
$17.9K - $21.3K
|
11.6K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
125+ 4.87% |
$17.7K - $21.1K
|
2.69K
$384K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
125New |
$17.7K - $21.1K
|
125
$17.9K
|