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 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7+ 0.27% |
$992 - $1.18K
|
2.56K
$382K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
7+ 0.44% |
$992 - $1.18K
|
1.6K
$239K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
7+ 0.16% |
$992 - $1.18K
|
4.36K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
7+ 0.16% |
$992 - $1.18K
|
4.38K
$654K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
6+ 0.44% |
$851 - $1.01K
|
1.38K
$207K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
6+ 0.39% |
$851 - $1.01K
|
1.56K
$233K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
6+ 0.08% |
$851 - $1.01K
|
7.18K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.71% |
$851 - $1.01K
|
849
$127K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$851 - $1.01K
|
11.9K
$1.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
5+ 0.07% |
$709 - $846
|
7.52K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.09% |
$709 - $846
|
5.45K
$815K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.27% |
$709 - $846
|
1.87K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
5+ 0.36% |
$709 - $846
|
1.39K
$208K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
5+ 0.01% |
$709 - $846
|
36.8K
$5.51M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.28% |
$709 - $846
|
1.79K
$268K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
5+ 0.03% |
$709 - $846
|
15.7K
$2.35M
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.06% |
$709 - $846
|
8.43K
$1.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.58% |
$567 - $676
|
688
$103K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4+ 0.26% |
$567 - $676
|
1.57K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.32% |
$567 - $676
|
1.24K
$185K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
4+ 1.58% |
$567 - $676
|
257
$38.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.04% |
$567 - $676
|
10.6K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
4+ 0.08% |
$567 - $676
|
4.74K
$709K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$567 - $676
|
4
$598
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.16% |
$425 - $507
|
1.86K
$278K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.08% |
$425 - $507
|
3.87K
$579K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.03% |
$425 - $507
|
8.84K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.24% |
$425 - $507
|
1.28K
$191K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3+ 0.17% |
$425 - $507
|
1.76K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.21% |
$425 - $507
|
1.43K
$213K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.69% |
$425 - $507
|
435
$65.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.04% |
$425 - $507
|
6.91K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.16% |
$425 - $507
|
1.9K
$284K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
2+ 0.12% |
$284 - $338
|
1.63K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$284 - $338
|
4.08K
$610K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.1% |
$284 - $338
|
2.1K
$315K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
2+ 0.12% |
$284 - $338
|
1.63K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.0% |
$284 - $338
|
46.8K
$7M
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
2+ 0.11% |
$284 - $338
|
1.88K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$284 - $338
|
6.46K
$966K
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$284 - $338
|
2.41K
$360K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.32% |
$142 - $169
|
309
$46.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $169
|
2.19K
$327K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.06% |
$142 - $169
|
1.73K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$142 - $169
|
7.68K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$142 - $169
|
2.5K
$373K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.05% |
$142 - $169
|
2.21K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.07% |
$142 - $169
|
1.48K
$221K
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$142 - $169
|
1.88K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$142 - $169
|
2.74K
$410K
|