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 |
|---|---|---|---|---|---|---|---|
|
Aug 20, 2024
Q4 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
7.38KNew |
$1.05M - $1.25M
|
7.38K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
7.37KNew |
$1.04M - $1.25M
|
7.37K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
7.36K+ 7.46% |
$1.04M - $1.24M
|
106K
$15.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.36K+ 202.81% |
$1.04M - $1.24M
|
11K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.34KNew |
$1.04M - $1.24M
|
7.34K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
7.33K+ 5.96% |
$1.04M - $1.24M
|
130K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
7.3KNew |
$1.03M - $1.23M
|
7.3K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
7.28K+ 28.08% |
$1.03M - $1.23M
|
33.2K
$4.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.26K+ 9.34% |
$1.03M - $1.23M
|
85K
$12.1M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
7.25KNew |
$1.03M - $1.23M
|
7.25K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.22K+ 2.7% |
$1.02M - $1.22M
|
274K
$39.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
7.19KNew |
$1.02M - $1.22M
|
7.19K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.16K+ 3.22% |
$1.01M - $1.21M
|
229K
$32.8M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.15KNew |
$1.01M - $1.21M
|
7.15K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.12KNew |
$1.01M - $1.2M
|
7.12K
$1.02M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
7.11K+ 66.08% |
$1.01M - $1.2M
|
17.9K
$2.55M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.1KNew |
$1.01M - $1.2M
|
7.1K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
7.08K+ 93.73% |
$1M - $1.2M
|
14.6K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
7.06KNew |
$1M - $1.19M
|
7.06K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
7.05K+ 7.57% |
$1M - $1.19M
|
100K
$14.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
7.03KNew |
$997K - $1.19M
|
7.03K
$1M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
6.97KNew |
$988K - $1.18M
|
6.97K
$996K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
6.92K+ 18.37% |
$981K - $1.17M
|
44.6K
$6.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
6.87KNew |
$974K - $1.16M
|
6.87K
$982K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.85KNew |
$972K - $1.16M
|
6.85K
$979K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6.74K+ 0.95% |
$956K - $1.14M
|
714K
$102M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
6.74K+ 3.93% |
$955K - $1.14M
|
178K
$25.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
6.71K+ 56.15% |
$951K - $1.13M
|
18.7K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
6.67KNew |
$946K - $1.13M
|
6.67K
$953K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
6.6K+ 22.99% |
$936K - $1.12M
|
35.3K
$5.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.59K+ 21.85% |
$935K - $1.11M
|
36.8K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.55K+ 2.07% |
$928K - $1.11M
|
323K
$46.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.55K+ 4.31% |
$928K - $1.11M
|
158K
$22.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
6.49K+ 6.55% |
$920K - $1.1M
|
106K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6.42KNew |
$910K - $1.09M
|
6.42K
$917K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
6.41K+ 38.68% |
$909K - $1.08M
|
23K
$3.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
6.38K+ 12.98% |
$904K - $1.08M
|
55.5K
$7.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.33K+ 3.55% |
$897K - $1.07M
|
184K
$26.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
6.3KNew |
$893K - $1.06M
|
6.3K
$899K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
6.26KNew |
$888K - $1.06M
|
6.26K
$895K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.24K+ 24.2% |
$884K - $1.05M
|
32K
$4.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.13K+ 7.32% |
$870K - $1.04M
|
89.9K
$12.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.13K+ 9.66% |
$868K - $1.04M
|
69.5K
$9.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.13KNew |
$868K - $1.04M
|
6.13K
$875K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.09K+ 8.02% |
$863K - $1.03M
|
82K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
6.09K+ 244.6% |
$863K - $1.03M
|
8.58K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
6.08K+ 0.57% |
$862K - $1.03M
|
1.07M
$152M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.05KNew |
$857K - $1.02M
|
6.05K
$864K
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
6.04K+ 32.33% |
$856K - $1.02M
|
24.7K
$3.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
6.03K+ 33.97% |
$855K - $1.02M
|
23.8K
$3.4M
|