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 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
57+ 0.64% |
$8.08K - $9.64K
|
8.94K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
56+ 1.81% |
$7.94K - $9.47K
|
3.15K
$471K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
56+ 2.87% |
$7.94K - $9.47K
|
2.01K
$300K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
55+ 1.61% |
$7.8K - $9.3K
|
3.47K
$519K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
55+ 1.04% |
$7.8K - $9.3K
|
5.33K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
55+ 0.66% |
$7.8K - $9.3K
|
8.35K
$1.25M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
55+ 0.98% |
$7.8K - $9.3K
|
5.66K
$847K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
54+ 1.28% |
$7.66K - $9.13K
|
4.27K
$639K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
54+ 2.02% |
$7.66K - $9.13K
|
2.72K
$407K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
52+ 0.56% |
$7.37K - $8.79K
|
9.27K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
52+ 0.07% |
$7.37K - $8.79K
|
76.8K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
51+ 3.93% |
$7.23K - $8.62K
|
1.35K
$202K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
50+ 0.46% |
$7.09K - $8.46K
|
10.9K
$1.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
50+ 1.07% |
$7.09K - $8.46K
|
4.71K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.25% |
$7.09K - $8.46K
|
20.3K
$3.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
49+ 0.85% |
$6.95K - $8.29K
|
5.8K
$867K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
48+ 0.09% |
$6.8K - $8.12K
|
56.5K
$8.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
48+ 0.19% |
$6.8K - $8.12K
|
25.1K
$3.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
48+ 48.0% |
$6.8K - $8.12K
|
148
$22.1K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
48+ 0.42% |
$6.8K - $8.12K
|
11.5K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
47+ 1.91% |
$6.66K - $7.95K
|
2.51K
$375K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
46+ 3.51% |
$6.52K - $7.78K
|
1.36K
$203K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
46+ 0.33% |
$6.52K - $7.78K
|
13.9K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
46+ 0.26% |
$6.52K - $7.78K
|
17.5K
$2.62M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
46+ 0.0% |
$6.52K - $7.78K
|
162M
$24.2B
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
45+ 0.74% |
$6.38K - $7.61K
|
6.09K
$911K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
43+ 0.64% |
$6.1K - $7.27K
|
6.76K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
42+ 1.86% |
$5.95K - $7.1K
|
2.31K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
42+ 0.13% |
$5.95K - $7.1K
|
32.1K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
42+ 1.88% |
$5.95K - $7.1K
|
2.28K
$341K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
41+ 1.35% |
$5.81K - $6.93K
|
3.07K
$459K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
40+ 0.65% |
$5.67K - $6.76K
|
6.19K
$926K
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
40+ 0.27% |
$5.67K - $6.76K
|
14.6K
$2.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
39+ 0.25% |
$5.53K - $6.59K
|
15.7K
$2.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
38+ 1.04% |
$5.39K - $6.43K
|
3.68K
$550K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
38+ 1.53% |
$5.39K - $6.43K
|
2.52K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
38+ 1.66% |
$5.39K - $6.43K
|
2.32K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
38+ 1.63% |
$5.39K - $6.43K
|
2.37K
$354K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.58% |
$5.25K - $6.26K
|
2.38K
$356K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
37+ 0.44% |
$5.25K - $6.26K
|
8.47K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
37+ 0.34% |
$5.25K - $6.26K
|
10.9K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
36+ 1.09% |
$5.1K - $6.09K
|
3.35K
$501K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
35+ 0.79% |
$4.96K - $5.92K
|
4.46K
$666K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
34+ 0.49% |
$4.82K - $5.75K
|
7K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 2.1% |
$4.82K - $5.75K
|
1.65K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
34+ 0.94% |
$4.82K - $5.75K
|
3.66K
$547K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
33+ 0.76% |
$4.68K - $5.58K
|
4.36K
$651K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
33+ 7.75% |
$4.68K - $5.58K
|
459
$68.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
33+ 0.74% |
$4.68K - $5.58K
|
4.52K
$675K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
32+ 0.41% |
$4.54K - $5.41K
|
7.89K
$1.18M
|