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 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
48+ 0.09% |
$6.8K - $8.12K
|
56.5K
$8.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
48+ 0.19% |
$6.8K - $8.12K
|
25.1K
$3.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
48+ 48.0% |
$6.8K - $8.12K
|
148
$21.1K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
48+ 0.42% |
$6.8K - $8.12K
|
11.5K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
47+ 1.91% |
$6.66K - $7.95K
|
2.51K
$358K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
46+ 3.51% |
$6.52K - $7.78K
|
1.36K
$194K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
46+ 0.33% |
$6.52K - $7.78K
|
13.9K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
46+ 0.26% |
$6.52K - $7.78K
|
17.5K
$2.5M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
46+ 0.0% |
$6.52K - $7.78K
|
162M
$23.1B
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
45+ 0.74% |
$6.38K - $7.61K
|
6.09K
$870K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
43+ 0.64% |
$6.1K - $7.27K
|
6.76K
$965K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
42+ 1.86% |
$5.95K - $7.1K
|
2.31K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
42+ 0.13% |
$5.95K - $7.1K
|
32.1K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
42+ 1.88% |
$5.95K - $7.1K
|
2.28K
$326K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
41+ 1.35% |
$5.81K - $6.93K
|
3.07K
$439K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
40+ 0.65% |
$5.67K - $6.76K
|
6.19K
$885K
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
40+ 0.27% |
$5.67K - $6.76K
|
14.6K
$2.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
39+ 0.25% |
$5.53K - $6.59K
|
15.7K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
38+ 1.04% |
$5.39K - $6.43K
|
3.68K
$526K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
38+ 1.53% |
$5.39K - $6.43K
|
2.52K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
38+ 1.66% |
$5.39K - $6.43K
|
2.32K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
38+ 1.63% |
$5.39K - $6.43K
|
2.37K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.58% |
$5.25K - $6.26K
|
2.38K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
37+ 0.44% |
$5.25K - $6.26K
|
8.47K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
37+ 0.34% |
$5.25K - $6.26K
|
10.9K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
36+ 1.09% |
$5.1K - $6.09K
|
3.35K
$479K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
35+ 0.79% |
$4.96K - $5.92K
|
4.46K
$637K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
34+ 0.49% |
$4.82K - $5.75K
|
7K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34+ 2.1% |
$4.82K - $5.75K
|
1.65K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
34+ 0.94% |
$4.82K - $5.75K
|
3.66K
$523K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
33+ 0.76% |
$4.68K - $5.58K
|
4.36K
$622K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
33+ 7.75% |
$4.68K - $5.58K
|
459
$65.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
33+ 0.74% |
$4.68K - $5.58K
|
4.52K
$645K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
32+ 0.41% |
$4.54K - $5.41K
|
7.89K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
32+ 0.19% |
$4.54K - $5.41K
|
17.2K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
31+ 1.57% |
$4.39K - $5.24K
|
2.01K
$287K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
31New |
$4.39K - $5.24K
|
31
$4.43K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
30+ 1.67% |
$4.25K - $5.07K
|
1.83K
$261K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
30+ 0.59% |
$4.25K - $5.07K
|
5.14K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
30+ 0.64% |
$4.25K - $5.07K
|
4.74K
$677K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30New |
$4.25K - $5.07K
|
30
$4.29K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29+ 0.19% |
$4.11K - $4.9K
|
14.9K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
29+ 1.44% |
$4.11K - $4.9K
|
2.04K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
29+ 0.73% |
$4.11K - $4.9K
|
4.02K
$574K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
29+ 0.9% |
$4.11K - $4.9K
|
3.24K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
29+ 1.76% |
$4.11K - $4.9K
|
1.68K
$240K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
28+ 2.69% |
$3.97K - $4.73K
|
1.07K
$153K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
28+ 1.72% |
$3.97K - $4.73K
|
1.66K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
28+ 0.5% |
$3.97K - $4.73K
|
5.64K
$805K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
27+ 1.46% |
$3.83K - $4.57K
|
1.88K
$268K
|