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 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
135+ 5.38% |
$19.1K - $22.8K
|
2.65K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
135+ 14.06% |
$19.1K - $22.8K
|
1.1K
$164K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
132+ 2.25% |
$18.7K - $22.3K
|
6K
$897K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
132+ 6.74% |
$18.7K - $22.3K
|
2.09K
$313K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
131+ 5.71% |
$18.6K - $22.2K
|
2.43K
$363K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
131+ 2.08% |
$18.6K - $22.2K
|
6.44K
$963K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
130+ 1.97% |
$18.4K - $22K
|
6.74K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
130+ 2.69% |
$18.4K - $22K
|
4.97K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
130+ 0.86% |
$18.4K - $22K
|
15.3K
$2.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
128+ 1.05% |
$18.1K - $21.6K
|
12.3K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
128+ 0.92% |
$18.1K - $21.6K
|
14K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
128+ 0.51% |
$18.1K - $21.6K
|
25.2K
$3.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
127+ 0.89% |
$18K - $21.5K
|
14.3K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
126+ 1.1% |
$17.9K - $21.3K
|
11.6K
$1.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
125+ 4.87% |
$17.7K - $21.1K
|
2.69K
$402K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
125New |
$17.7K - $21.1K
|
125
$18.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
125+ 2.74% |
$17.7K - $21.1K
|
4.69K
$702K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
125+ 7.49% |
$17.7K - $21.1K
|
1.79K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
125+ 0.95% |
$17.7K - $21.1K
|
13.3K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
122+ 1.33% |
$17.3K - $20.6K
|
9.32K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.6% |
$16.9K - $20.1K
|
19.8K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
119+ 2.84% |
$16.9K - $20.1K
|
4.3K
$643K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
118+ 2.09% |
$16.7K - $20K
|
5.77K
$862K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
118+ 2.32% |
$16.7K - $20K
|
5.21K
$780K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
118+ 0.37% |
$16.7K - $20K
|
32.2K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
117+ 0.56% |
$16.6K - $19.8K
|
20.9K
$3.13M
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
116+ 9.32% |
$16.4K - $19.6K
|
1.36K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
116+ 9.24% |
$16.4K - $19.6K
|
1.37K
$205K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
116New |
$16.4K - $19.6K
|
116
$17.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
115+ 5.76% |
$16.3K - $19.4K
|
2.11K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
112+ 1.84% |
$15.9K - $18.9K
|
6.2K
$927K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
110+ 0.4% |
$15.6K - $18.6K
|
27.5K
$4.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
110+ 0.92% |
$15.6K - $18.6K
|
12K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
110New |
$15.6K - $18.6K
|
110
$16.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
110+ 5.86% |
$15.6K - $18.6K
|
1.99K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
110+ 1.35% |
$15.6K - $18.6K
|
8.25K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
110+ 0.81% |
$15.6K - $18.6K
|
13.6K
$2.04M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
110+ 2.51% |
$15.6K - $18.6K
|
4.5K
$672K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
109+ 7.6% |
$15.5K - $18.4K
|
1.54K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
108+ 0.84% |
$15.3K - $18.3K
|
13K
$1.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
108+ 7.85% |
$15.3K - $18.3K
|
1.48K
$222K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
107+ 5.46% |
$15.2K - $18.1K
|
2.07K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
107+ 3.9% |
$15.2K - $18.1K
|
2.85K
$426K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
106+ 5.36% |
$15K - $17.9K
|
2.08K
$312K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
105+ 0.56% |
$14.9K - $17.8K
|
18.7K
$2.8M
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
105+ 0.09% |
$14.9K - $17.8K
|
117K
$17.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
105+ 5.91% |
$14.9K - $17.8K
|
1.88K
$281K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
105+ 0.3% |
$14.9K - $17.8K
|
35.7K
$5.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
105+ 0.91% |
$14.9K - $17.8K
|
11.6K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
105+ 0.87% |
$14.9K - $17.8K
|
12.2K
$1.82M
|