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 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.32% |
$567 - $676
|
1.24K
$177K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
4+ 1.58% |
$567 - $676
|
257
$36.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.04% |
$567 - $676
|
10.6K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
4+ 0.08% |
$567 - $676
|
4.74K
$677K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$567 - $676
|
4
$571
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.16% |
$425 - $507
|
1.86K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.08% |
$425 - $507
|
3.87K
$553K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.03% |
$425 - $507
|
8.84K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
3+ 0.24% |
$425 - $507
|
1.28K
$183K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
3+ 0.17% |
$425 - $507
|
1.76K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.21% |
$425 - $507
|
1.43K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.69% |
$425 - $507
|
435
$62.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.04% |
$425 - $507
|
6.91K
$987K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 0.16% |
$425 - $507
|
1.9K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
2+ 0.12% |
$284 - $338
|
1.63K
$232K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$284 - $338
|
4.08K
$582K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.1% |
$284 - $338
|
2.1K
$300K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
2+ 0.12% |
$284 - $338
|
1.63K
$232K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.0% |
$284 - $338
|
46.8K
$6.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
2+ 0.11% |
$284 - $338
|
1.88K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$284 - $338
|
6.46K
$922K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.32% |
$142 - $169
|
309
$44.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $169
|
2.19K
$312K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1+ 0.06% |
$142 - $169
|
1.73K
$247K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$142 - $169
|
7.68K
$1.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$142 - $169
|
2.5K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.05% |
$142 - $169
|
2.21K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.07% |
$142 - $169
|
1.48K
$211K
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 0.05% |
$142 - $169
|
1.88K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$142 - $169
|
2.74K
$392K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$142 - $169
|
16.2K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$142 - $169
|
1.59K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1+ 0.02% |
$142 - $169
|
4.71K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$142 - $169
|
4.1K
$586K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.56% |
$142 - $169
|
65
$9.29K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 1.01% |
$142 - $169
|
100
$14.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$142 - $169
|
14.2K
$2.03M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.18% |
$142 - $169
|
544
$77.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1- 0.06% |
$142 - $169
|
1.58K
$226K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1- 0.02% |
$142 - $169
|
4.72K
$674K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$142 - $169
|
2.3K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 2.13% |
$142 - $169
|
46
$6.57K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$142 - $169
|
12.9K
$1.85M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 0.06% |
$284 - $338
|
3.39K
$484K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 0.16% |
$284 - $338
|
1.28K
$182K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2- 0.07% |
$284 - $338
|
2.98K
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-2- 0.08% |
$284 - $338
|
2.63K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-2- 0.08% |
$284 - $338
|
2.47K
$353K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2- 1.0% |
$284 - $338
|
199
$28.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3- 0.2% |
$425 - $507
|
1.52K
$217K
|