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 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
72+ 1.49% |
$10.2K - $12.2K
|
4.91K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
72+ 1.36% |
$10.2K - $12.2K
|
5.36K
$766K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
71+ 0.75% |
$10.1K - $12K
|
9.57K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
71+ 2.55% |
$10.1K - $12K
|
2.85K
$407K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
70+ 1.65% |
$9.92K - $11.8K
|
4.3K
$614K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
70+ 0.46% |
$9.92K - $11.8K
|
15.4K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
70+ 3.26% |
$9.92K - $11.8K
|
2.22K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
70+ 1.54% |
$9.92K - $11.8K
|
4.61K
$659K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
69+ 2.24% |
$9.78K - $11.7K
|
3.14K
$449K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
69+ 4.62% |
$9.78K - $11.7K
|
1.56K
$223K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
69+ 2.06% |
$9.78K - $11.7K
|
3.42K
$488K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
68+ 4.27% |
$9.64K - $11.5K
|
1.66K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
68+ 1.31% |
$9.64K - $11.5K
|
5.25K
$751K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
68+ 0.84% |
$9.64K - $11.5K
|
8.12K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
68+ 0.42% |
$9.64K - $11.5K
|
16.1K
$2.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
67+ 2.38% |
$9.5K - $11.3K
|
2.89K
$412K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
66+ 0.32% |
$9.36K - $11.2K
|
20.9K
$2.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
66+ 11.19% |
$9.36K - $11.2K
|
656
$93.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
BUY
|
- |
65+ 4.06% |
$9.22K - $11K
|
1.67K
$238K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
65+ 0.19% |
$9.22K - $11K
|
34.2K
$4.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
65+ 2.97% |
$9.22K - $11K
|
2.25K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
65+ 1.17% |
$9.22K - $11K
|
5.62K
$803K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
64+ 0.15% |
$9.07K - $10.8K
|
41.7K
$5.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
64+ 3.62% |
$9.07K - $10.8K
|
1.83K
$262K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
63+ 0.96% |
$8.93K - $10.7K
|
6.6K
$943K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
63+ 1.69% |
$8.93K - $10.7K
|
3.8K
$543K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
62+ 0.87% |
$8.79K - $10.5K
|
7.23K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
59+ 0.55% |
$8.36K - $9.98K
|
10.8K
$1.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
59+ 0.65% |
$8.36K - $9.98K
|
9.2K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
59+ 0.68% |
$8.36K - $9.98K
|
8.79K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
59+ 0.09% |
$8.36K - $9.98K
|
65K
$9.29M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
58+ 1.04% |
$8.22K - $9.81K
|
5.62K
$803K
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
57+ 1.8% |
$8.08K - $9.64K
|
3.23K
$461K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.44% |
$8.08K - $9.64K
|
13K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
57+ 0.64% |
$8.08K - $9.64K
|
8.94K
$1.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
56+ 1.81% |
$7.94K - $9.47K
|
3.15K
$450K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
56+ 2.87% |
$7.94K - $9.47K
|
2.01K
$287K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
55+ 1.61% |
$7.8K - $9.3K
|
3.47K
$496K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.04% |
$7.8K - $9.3K
|
5.33K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
55+ 0.66% |
$7.8K - $9.3K
|
8.35K
$1.19M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
55+ 0.98% |
$7.8K - $9.3K
|
5.66K
$809K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
54+ 1.28% |
$7.66K - $9.13K
|
4.27K
$611K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
54+ 2.02% |
$7.66K - $9.13K
|
2.72K
$389K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
52+ 0.56% |
$7.37K - $8.79K
|
9.27K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
52+ 0.07% |
$7.37K - $8.79K
|
76.8K
$11M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
51+ 3.93% |
$7.23K - $8.62K
|
1.35K
$193K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
50+ 0.46% |
$7.09K - $8.46K
|
10.9K
$1.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
50+ 1.07% |
$7.09K - $8.46K
|
4.71K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.25% |
$7.09K - $8.46K
|
20.3K
$2.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
49+ 0.85% |
$6.95K - $8.29K
|
5.8K
$828K
|