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 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
18+ 0.57% |
$2.55K - $3.04K
|
3.15K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18+ 0.16% |
$2.55K - $3.04K
|
11K
$1.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
17+ 0.46% |
$2.41K - $2.87K
|
3.73K
$558K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
17+ 0.18% |
$2.41K - $2.87K
|
9.26K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
17+ 0.37% |
$2.41K - $2.87K
|
4.55K
$681K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
17+ 0.37% |
$2.41K - $2.87K
|
4.58K
$684K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
17+ 0.16% |
$2.41K - $2.87K
|
10.5K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
17+ 0.11% |
$2.41K - $2.87K
|
15.2K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
17+ 0.02% |
$2.41K - $2.87K
|
79.4K
$11.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
16+ 0.92% |
$2.27K - $2.71K
|
1.76K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.08% |
$2.27K - $2.71K
|
20.1K
$3.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
15+ 0.16% |
$2.13K - $2.54K
|
9.41K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14+ 0.16% |
$1.98K - $2.37K
|
8.97K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
14+ 0.43% |
$1.98K - $2.37K
|
3.26K
$488K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
14New |
$1.98K - $2.37K
|
14
$2.09K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
14New |
$1.98K - $2.37K
|
14
$2.09K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13+ 0.51% |
$1.84K - $2.2K
|
2.57K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13+ 0.75% |
$1.84K - $2.2K
|
1.75K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
13+ 0.47% |
$1.84K - $2.2K
|
2.78K
$416K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
12+ 0.33% |
$1.7K - $2.03K
|
3.6K
$539K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.12% |
$1.7K - $2.03K
|
9.66K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
12+ 0.32% |
$1.7K - $2.03K
|
3.71K
$555K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12+ 0.48% |
$1.7K - $2.03K
|
2.49K
$373K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11+ 0.67% |
$1.56K - $1.86K
|
1.65K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.06% |
$1.56K - $1.86K
|
17.1K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
11+ 0.25% |
$1.56K - $1.86K
|
4.47K
$669K
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
11+ 0.55% |
$1.56K - $1.86K
|
2K
$299K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
10New |
$1.42K - $1.69K
|
10
$1.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10+ 0.11% |
$1.42K - $1.69K
|
9.44K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10+ 0.11% |
$1.42K - $1.69K
|
9.44K
$1.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
10+ 0.39% |
$1.42K - $1.69K
|
2.57K
$384K
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.61% |
$1.42K - $1.69K
|
1.65K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.52% |
$1.42K - $1.69K
|
1.93K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10+ 0.47% |
$1.42K - $1.69K
|
2.14K
$320K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
9+ 0.29% |
$1.28K - $1.52K
|
3.07K
$459K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9+ 13.24% |
$1.28K - $1.52K
|
77
$11.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
9+ 0.41% |
$1.28K - $1.52K
|
2.2K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
9+ 0.11% |
$1.28K - $1.52K
|
8.06K
$1.2M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
9+ 0.65% |
$1.28K - $1.52K
|
1.39K
$207K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.13% |
$1.13K - $1.35K
|
6.26K
$936K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
8+ 0.09% |
$1.13K - $1.35K
|
9.15K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
8+ 0.54% |
$1.13K - $1.35K
|
1.48K
$222K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
8+ 0.08% |
$1.13K - $1.35K
|
10.3K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
8+ 1.0% |
$1.13K - $1.35K
|
808
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8+ 0.14% |
$1.13K - $1.35K
|
5.56K
$831K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8+ 0.18% |
$1.13K - $1.35K
|
4.48K
$669K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7+ 0.36% |
$992 - $1.18K
|
1.97K
$295K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.17% |
$992 - $1.18K
|
4.22K
$631K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7+ 0.22% |
$992 - $1.18K
|
3.18K
$475K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
7+ 0.35% |
$992 - $1.18K
|
1.98K
$296K
|