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
|
Burney CO
Reston, VA |
BUY
|
- |
32+ 0.19% |
$4.54K - $5.41K
|
17.2K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
31+ 1.57% |
$4.39K - $5.24K
|
2.01K
$300K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
31New |
$4.39K - $5.24K
|
31
$4.64K
|
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
30+ 1.67% |
$4.25K - $5.07K
|
1.83K
$273K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
30+ 0.59% |
$4.25K - $5.07K
|
5.14K
$769K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
30+ 0.64% |
$4.25K - $5.07K
|
4.74K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
30New |
$4.25K - $5.07K
|
30
$4.49K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
29+ 0.19% |
$4.11K - $4.9K
|
14.9K
$2.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
29+ 1.44% |
$4.11K - $4.9K
|
2.04K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
29+ 0.73% |
$4.11K - $4.9K
|
4.02K
$601K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
29+ 0.9% |
$4.11K - $4.9K
|
3.24K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
29+ 1.76% |
$4.11K - $4.9K
|
1.68K
$251K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
28+ 2.69% |
$3.97K - $4.73K
|
1.07K
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
28+ 1.72% |
$3.97K - $4.73K
|
1.66K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
28+ 0.5% |
$3.97K - $4.73K
|
5.64K
$843K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
27+ 1.46% |
$3.83K - $4.57K
|
1.88K
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
27+ 1.05% |
$3.83K - $4.57K
|
2.59K
$387K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
27+ 1.74% |
$3.83K - $4.57K
|
1.58K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
27+ 0.13% |
$3.83K - $4.57K
|
20.2K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
26+ 1.04% |
$3.69K - $4.4K
|
2.53K
$379K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
26New |
$3.69K - $4.4K
|
26
$3.89K
|
|
|
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
26+ 0.27% |
$3.69K - $4.4K
|
9.6K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
25+ 0.28% |
$3.54K - $4.23K
|
8.85K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
25+ 0.53% |
$3.54K - $4.23K
|
4.73K
$707K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
25+ 1.47% |
$3.54K - $4.23K
|
1.73K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
24+ 0.52% |
$3.4K - $4.06K
|
4.64K
$693K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
23+ 0.67% |
$3.26K - $3.89K
|
3.44K
$514K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
23+ 1.07% |
$3.26K - $3.89K
|
2.17K
$324K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
22+ 0.81% |
$3.12K - $3.72K
|
2.75K
$412K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
22+ 0.21% |
$3.12K - $3.72K
|
10.3K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
22+ 0.87% |
$3.12K - $3.72K
|
2.56K
$382K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
21+ 0.63% |
$2.98K - $3.55K
|
3.36K
$503K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
21+ 0.17% |
$2.98K - $3.55K
|
12.3K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
21+ 0.86% |
$2.98K - $3.55K
|
2.47K
$369K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
21+ 1.31% |
$2.98K - $3.55K
|
1.63K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
21+ 0.52% |
$2.98K - $3.55K
|
4.03K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
21+ 1.31% |
$2.98K - $3.55K
|
1.62K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 1.3% |
$2.98K - $3.55K
|
1.64K
$245K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
21+ 6.19% |
$2.98K - $3.55K
|
360
$53.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
20+ 1.5% |
$2.84K - $3.38K
|
1.35K
$202K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
20+ 1.13% |
$2.84K - $3.38K
|
1.79K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20+ 0.36% |
$2.84K - $3.38K
|
5.53K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.12% |
$2.84K - $3.38K
|
17.2K
$2.56M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
20+ 0.17% |
$2.84K - $3.38K
|
11.9K
$1.78M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
18+ 0.31% |
$2.55K - $3.04K
|
5.78K
$864K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18+ 0.2% |
$2.55K - $3.04K
|
9K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
18+ 0.32% |
$2.55K - $3.04K
|
5.57K
$832K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
18+ 0.54% |
$2.55K - $3.04K
|
3.33K
$497K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
18+ 4.03% |
$2.55K - $3.04K
|
465
$69.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
18+ 0.57% |
$2.55K - $3.04K
|
3.19K
$477K
|