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
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 5.02% |
$14.2K - $16.9K
|
2.09K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
100+ 0.4% |
$14.2K - $16.9K
|
25K
$3.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
100+ 2.41% |
$14.2K - $16.9K
|
4.25K
$607K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
99+ 0.49% |
$14K - $16.7K
|
20.4K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
97+ 2.64% |
$13.8K - $16.4K
|
3.77K
$539K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
95+ 3.31% |
$13.5K - $16.1K
|
2.96K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
93+ 2.24% |
$13.2K - $15.7K
|
4.24K
$606K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
93+ 0.93% |
$13.2K - $15.7K
|
10.1K
$1.45M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
93+ 4.39% |
$13.2K - $15.7K
|
2.21K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
92+ 2.29% |
$13K - $15.6K
|
4.12K
$588K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
91+ 2.24% |
$12.9K - $15.4K
|
4.16K
$594K
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
90+ 3.45% |
$12.8K - $15.2K
|
2.7K
$386K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
90+ 0.31% |
$12.8K - $15.2K
|
29.5K
$4.21M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
89+ 1.1% |
$12.6K - $15K
|
8.15K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
89+ 2.36% |
$12.6K - $15K
|
3.87K
$552K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
88+ 0.39% |
$12.5K - $14.9K
|
22.7K
$3.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
88+ 0.88% |
$12.5K - $14.9K
|
10.1K
$1.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
88+ 5.38% |
$12.5K - $14.9K
|
1.73K
$246K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
88+ 0.94% |
$12.5K - $14.9K
|
9.45K
$1.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
87+ 0.37% |
$12.3K - $14.7K
|
23.5K
$3.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
87+ 1.43% |
$12.3K - $14.7K
|
6.18K
$883K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
87+ 1.26% |
$12.3K - $14.7K
|
6.97K
$995K
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
86+ 1.65% |
$12.2K - $14.5K
|
5.3K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
86+ 2.22% |
$12.2K - $14.5K
|
3.96K
$566K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
85+ 154.55% |
$12.1K - $14.4K
|
140
$20K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
85+ 1.77% |
$12.1K - $14.4K
|
4.88K
$697K
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
BUY
|
- |
85+ 0.39% |
$12.1K - $14.4K
|
21.7K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
85+ 0.44% |
$12.1K - $14.4K
|
19.4K
$2.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
84+ 1.02% |
$11.9K - $14.2K
|
8.36K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
82+ 5.36% |
$11.6K - $13.9K
|
1.61K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
82+ 0.96% |
$11.6K - $13.9K
|
8.62K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
82+ 1.5% |
$11.6K - $13.9K
|
5.53K
$790K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
81+ 130.65% |
$11.5K - $13.7K
|
143
$20.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
80+ 2.17% |
$11.3K - $13.5K
|
3.76K
$537K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
80+ 0.34% |
$11.3K - $13.5K
|
23.8K
$3.4M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
80+ 0.35% |
$11.3K - $13.5K
|
23.2K
$3.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
80+ 10.06% |
$11.3K - $13.5K
|
875
$125K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
80+ 0.41% |
$11.3K - $13.5K
|
19.4K
$2.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
78+ 3.37% |
$11.1K - $13.2K
|
2.4K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
78+ 1.48% |
$11.1K - $13.2K
|
5.37K
$766K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
78+ 92.86% |
$11.1K - $13.2K
|
162
$23.1K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
78+ 1.51% |
$11.1K - $13.2K
|
5.24K
$748K
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
78+ 3.21% |
$11.1K - $13.2K
|
2.51K
$358K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
77+ 1.85% |
$10.9K - $13K
|
4.23K
$604K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
76+ 0.64% |
$10.8K - $12.9K
|
12K
$1.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
75+ 3.65% |
$10.6K - $12.7K
|
2.13K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
75+ 0.62% |
$10.6K - $12.7K
|
12.2K
$1.74M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
75+ 3.15% |
$10.6K - $12.7K
|
2.46K
$351K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
74+ 0.66% |
$10.5K - $12.5K
|
11.3K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
72+ 2.83% |
$10.2K - $12.2K
|
2.62K
$374K
|