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 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
37.5K+ 49.99% |
$5.31M - $6.34M
|
112K
$16.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
37.1KNew |
$5.27M - $6.28M
|
37.1K
$5.31M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
36.8K+ 185.9% |
$5.21M - $6.22M
|
56.6K
$8.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
35.2K+ 38.63% |
$5M - $5.96M
|
126K
$18.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35K+ 1.03% |
$4.96M - $5.91M
|
3.43M
$490M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
34.5KNew |
$4.89M - $5.83M
|
34.5K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.3K+ 2.99% |
$4.87M - $5.81M
|
1.18M
$169M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
34.2K+ 88.41% |
$4.85M - $5.78M
|
72.9K
$10.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
33.9K+ 21.27% |
$4.8M - $5.73M
|
193K
$27.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
33.5K+ 8.71% |
$4.75M - $5.66M
|
418K
$59.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
33.2K+ 4.1% |
$4.71M - $5.62M
|
843K
$120M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
32.9K+ 93.95% |
$4.67M - $5.57M
|
68K
$9.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4KNew |
$4.59M - $5.48M
|
32.4K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
32.2K+ 10.54% |
$4.56M - $5.44M
|
337K
$48.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
32K+ 347.76% |
$4.53M - $5.41M
|
41.2K
$5.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
32K+ 6.77% |
$4.53M - $5.41M
|
504K
$72.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
31.9KNew |
$4.52M - $5.39M
|
31.9K
$4.56M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
31.8K+ 54.37% |
$4.51M - $5.38M
|
90.3K
$12.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
31.4K+ 78.98% |
$4.45M - $5.31M
|
71.1K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
31.1K+ 6.82% |
$4.41M - $5.26M
|
487K
$69.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31K+ 190.94% |
$4.4M - $5.25M
|
47.3K
$6.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
30.6K+ 37.33% |
$4.34M - $5.17M
|
113K
$16.1M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
30.2KNew |
$4.29M - $5.11M
|
30.2K
$4.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
30.2K+ 43.35% |
$4.29M - $5.11M
|
100K
$14.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
30.2K+ 5.48% |
$4.28M - $5.11M
|
581K
$83M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
30KNew |
$4.25M - $5.07M
|
30K
$4.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30K+ 12.65% |
$4.25M - $5.07M
|
267K
$38.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
29.7K+ 4.37% |
$4.21M - $5.03M
|
709K
$101M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
29.7KNew |
$4.2M - $5.01M
|
29.7K
$4.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.5K+ 3.55% |
$4.18M - $4.99M
|
860K
$123M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
29.3K+ 8.17% |
$4.16M - $4.96M
|
388K
$55.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
BUY
|
- |
29KNew |
$4.12M - $4.91M
|
29K
$4.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
28.9KNew |
$4.09M - $4.88M
|
28.9K
$4.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
28.5K+ 8.62% |
$4.04M - $4.81M
|
359K
$51.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
28.4K+ 13.23% |
$4.03M - $4.81M
|
244K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
28.2K+ 1460.61% |
$4M - $4.77M
|
30.2K
$4.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
28.2KNew |
$3.99M - $4.76M
|
28.2K
$4.02M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
28.1KNew |
$3.99M - $4.76M
|
28.1K
$4.02M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
28.1KNew |
$3.98M - $4.75M
|
28.1K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
28K+ 44.39% |
$3.97M - $4.74M
|
91.1K
$13M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
27.7KNew |
$3.93M - $4.69M
|
27.7K
$3.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
27.5KNew |
$3.91M - $4.66M
|
27.5K
$3.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
27.3KNew |
$3.87M - $4.62M
|
27.3K
$3.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
27.3K+ 28.14% |
$3.87M - $4.62M
|
124K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
27K+ 29.17% |
$3.82M - $4.56M
|
119K
$17.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
26.5K+ 100.2% |
$3.76M - $4.48M
|
53K
$7.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
25.1KNew |
$3.56M - $4.25M
|
25.1K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
25KNew |
$3.54M - $4.23M
|
25K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
25K+ 21.92% |
$3.54M - $4.23M
|
139K
$19.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
24.9KNew |
$3.54M - $4.22M
|
24.9K
$3.56M
|