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
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13+ 0.75% |
$1.84K - $2.2K
|
1.75K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
13+ 0.47% |
$1.84K - $2.2K
|
2.78K
$397K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
12+ 0.33% |
$1.7K - $2.03K
|
3.6K
$514K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12+ 0.12% |
$1.7K - $2.03K
|
9.66K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
12+ 0.32% |
$1.7K - $2.03K
|
3.71K
$530K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
12+ 0.48% |
$1.7K - $2.03K
|
2.49K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11+ 0.67% |
$1.56K - $1.86K
|
1.65K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.06% |
$1.56K - $1.86K
|
17.1K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
11+ 0.25% |
$1.56K - $1.86K
|
4.47K
$639K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
10New |
$1.42K - $1.69K
|
10
$1.43K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10+ 0.11% |
$1.42K - $1.69K
|
9.44K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10+ 0.11% |
$1.42K - $1.69K
|
9.44K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
10+ 0.39% |
$1.42K - $1.69K
|
2.57K
$367K
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.61% |
$1.42K - $1.69K
|
1.65K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.52% |
$1.42K - $1.69K
|
1.93K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10+ 0.47% |
$1.42K - $1.69K
|
2.14K
$306K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
9+ 0.29% |
$1.28K - $1.52K
|
3.07K
$439K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9+ 13.24% |
$1.28K - $1.52K
|
77
$11K
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
9+ 0.41% |
$1.28K - $1.52K
|
2.2K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
9+ 0.11% |
$1.28K - $1.52K
|
8.06K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8+ 0.13% |
$1.13K - $1.35K
|
6.26K
$894K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
8+ 0.09% |
$1.13K - $1.35K
|
9.15K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
8+ 0.54% |
$1.13K - $1.35K
|
1.48K
$212K
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
8+ 0.08% |
$1.13K - $1.35K
|
10.3K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
8+ 1.0% |
$1.13K - $1.35K
|
808
$115K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8+ 0.14% |
$1.13K - $1.35K
|
5.56K
$794K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8+ 0.18% |
$1.13K - $1.35K
|
4.48K
$639K
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
7+ 0.36% |
$992 - $1.18K
|
1.97K
$282K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.17% |
$992 - $1.18K
|
4.22K
$602K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7+ 0.22% |
$992 - $1.18K
|
3.18K
$454K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
7+ 0.35% |
$992 - $1.18K
|
1.98K
$283K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7+ 0.27% |
$992 - $1.18K
|
2.56K
$365K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
7+ 0.44% |
$992 - $1.18K
|
1.6K
$229K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.16% |
$992 - $1.18K
|
4.36K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
7+ 0.16% |
$992 - $1.18K
|
4.38K
$625K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
6+ 0.44% |
$851 - $1.01K
|
1.38K
$198K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
6+ 0.39% |
$851 - $1.01K
|
1.56K
$223K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
6+ 0.08% |
$851 - $1.01K
|
7.18K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.71% |
$851 - $1.01K
|
849
$121K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$851 - $1.01K
|
11.9K
$1.71M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
5+ 0.07% |
$709 - $846
|
7.52K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.09% |
$709 - $846
|
5.45K
$778K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.27% |
$709 - $846
|
1.87K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
5+ 0.36% |
$709 - $846
|
1.39K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
5+ 0.01% |
$709 - $846
|
36.8K
$5.26M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.28% |
$709 - $846
|
1.79K
$256K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
5+ 0.03% |
$709 - $846
|
15.7K
$2.25M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.06% |
$709 - $846
|
8.43K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$567 - $676
|
688
$98.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.26% |
$567 - $676
|
1.57K
$224K
|