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 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
28+ 0.5% |
$3.97K - $4.73K
|
5.64K
$863K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
27+ 1.46% |
$3.83K - $4.57K
|
1.88K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
27+ 1.05% |
$3.83K - $4.57K
|
2.59K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
27+ 1.74% |
$3.83K - $4.57K
|
1.58K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
27+ 0.13% |
$3.83K - $4.57K
|
20.2K
$3.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
26+ 1.04% |
$3.69K - $4.4K
|
2.53K
$388K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26New |
$3.69K - $4.4K
|
26
$3.98K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 0.28% |
$3.54K - $4.23K
|
8.85K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
25+ 0.53% |
$3.54K - $4.23K
|
4.73K
$724K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
25+ 1.47% |
$3.54K - $4.23K
|
1.73K
$265K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
24+ 0.52% |
$3.4K - $4.06K
|
4.64K
$710K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
23+ 0.67% |
$3.26K - $3.89K
|
3.44K
$526K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
23+ 1.07% |
$3.26K - $3.89K
|
2.17K
$332K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
22+ 0.81% |
$3.12K - $3.72K
|
2.75K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
22+ 0.21% |
$3.12K - $3.72K
|
10.3K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
22+ 0.87% |
$3.12K - $3.72K
|
2.56K
$392K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
21+ 0.63% |
$2.98K - $3.55K
|
3.36K
$515K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
21+ 0.17% |
$2.98K - $3.55K
|
12.3K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
21+ 0.86% |
$2.98K - $3.55K
|
2.47K
$378K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
21+ 1.31% |
$2.98K - $3.55K
|
1.63K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
21+ 0.52% |
$2.98K - $3.55K
|
4.03K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
21+ 1.31% |
$2.98K - $3.55K
|
1.62K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 1.3% |
$2.98K - $3.55K
|
1.64K
$251K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21+ 6.19% |
$2.98K - $3.55K
|
360
$55.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
20+ 1.5% |
$2.84K - $3.38K
|
1.35K
$207K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
20+ 1.13% |
$2.84K - $3.38K
|
1.79K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20+ 0.36% |
$2.84K - $3.38K
|
5.53K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.12% |
$2.84K - $3.38K
|
17.2K
$2.63M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
20+ 0.17% |
$2.84K - $3.38K
|
11.9K
$1.83M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
18+ 0.31% |
$2.55K - $3.04K
|
5.78K
$885K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18+ 0.2% |
$2.55K - $3.04K
|
9K
$1.38M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
18+ 0.32% |
$2.55K - $3.04K
|
5.57K
$852K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
18+ 0.54% |
$2.55K - $3.04K
|
3.33K
$509K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
18+ 4.03% |
$2.55K - $3.04K
|
465
$71.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
18+ 0.57% |
$2.55K - $3.04K
|
3.19K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
18+ 0.57% |
$2.55K - $3.04K
|
3.15K
$483K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18+ 0.16% |
$2.55K - $3.04K
|
11K
$1.69M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
17+ 0.46% |
$2.41K - $2.87K
|
3.73K
$572K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
17+ 0.18% |
$2.41K - $2.87K
|
9.26K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17+ 0.37% |
$2.41K - $2.87K
|
4.55K
$697K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
17+ 0.37% |
$2.41K - $2.87K
|
4.58K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
17+ 0.16% |
$2.41K - $2.87K
|
10.5K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
17+ 0.11% |
$2.41K - $2.87K
|
15.2K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
17+ 0.02% |
$2.41K - $2.87K
|
79.4K
$12.2M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
16+ 0.92% |
$2.27K - $2.71K
|
1.76K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.08% |
$2.27K - $2.71K
|
20.1K
$3.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
15+ 0.16% |
$2.13K - $2.54K
|
9.41K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14+ 0.16% |
$1.98K - $2.37K
|
8.97K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
14+ 0.43% |
$1.98K - $2.37K
|
3.26K
$500K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
14New |
$1.98K - $2.37K
|
14
$2.14K
|