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 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
4.8KNew |
$680K - $812K
|
4.8K
$747K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.77K+ 19.02% |
$676K - $806K
|
29.8K
$4.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.76K+ 12.85% |
$674K - $804K
|
41.8K
$6.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.75K+ 3.11% |
$674K - $804K
|
158K
$24.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
4.69K+ 4.28% |
$664K - $792K
|
114K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.68K+ 12.3% |
$664K - $792K
|
42.8K
$6.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.66K+ 31.62% |
$661K - $788K
|
19.4K
$3.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.65K+ 22.14% |
$660K - $787K
|
25.7K
$4M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
4.64KNew |
$658K - $785K
|
4.64K
$723K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4.64K+ 56.22% |
$658K - $784K
|
12.9K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
4.63K+ 4.6% |
$657K - $783K
|
105K
$16.4M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
4.61KNew |
$654K - $780K
|
4.61K
$718K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
4.61K+ 49.4% |
$653K - $779K
|
13.9K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.57K+ 30.22% |
$648K - $773K
|
19.7K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
4.51K+ 2.96% |
$640K - $763K
|
157K
$24.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
4.51K+ 90.98% |
$639K - $762K
|
9.46K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.48K+ 3.96% |
$635K - $758K
|
118K
$18.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.47K+ 64.38% |
$634K - $756K
|
11.4K
$1.78M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.47KNew |
$634K - $756K
|
4.47K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.47K+ 15.2% |
$633K - $756K
|
33.9K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
4.45KNew |
$631K - $752K
|
4.45K
$693K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.43K+ 8.35% |
$628K - $749K
|
57.5K
$8.95M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.43K+ 8.35% |
$628K - $749K
|
57.5K
$8.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.4K+ 0.21% |
$623K - $743K
|
2.11M
$329M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
4.38K+ 13.97% |
$620K - $740K
|
35.7K
$5.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.37K+ 1.18% |
$619K - $739K
|
374K
$58.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.35K+ 1.6% |
$617K - $736K
|
277K
$43.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.34K+ 9.98% |
$616K - $734K
|
47.9K
$7.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.34K+ 6.47% |
$615K - $734K
|
71.4K
$11.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.33KNew |
$613K - $732K
|
4.33K
$673K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.32K+ 20.2% |
$613K - $731K
|
25.7K
$4M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.31KNew |
$611K - $729K
|
4.31K
$671K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.3KNew |
$609K - $727K
|
4.3K
$669K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
4.25KNew |
$603K - $719K
|
4.25K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
4.22K+ 1.82% |
$599K - $714K
|
237K
$36.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
4.22KNew |
$598K - $713K
|
4.22K
$656K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.22KNew |
$598K - $713K
|
4.22K
$656K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
4.21K+ 4.85% |
$597K - $713K
|
91K
$14.2M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.19KNew |
$594K - $708K
|
4.19K
$652K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
4.17KNew |
$591K - $705K
|
4.17K
$649K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.15K+ 333.52% |
$588K - $702K
|
5.39K
$839K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.12K+ 14.65% |
$584K - $696K
|
32.2K
$5.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
4.1K+ 21.76% |
$581K - $693K
|
22.9K
$3.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
4.1KNew |
$581K - $693K
|
4.1K
$638K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
4.06K+ 30.42% |
$575K - $686K
|
17.4K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.05K+ 2.83% |
$574K - $685K
|
147K
$22.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.05K+ 55.01% |
$574K - $684K
|
11.4K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.05K+ 12.95% |
$574K - $684K
|
35.3K
$5.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.04K+ 88.16% |
$573K - $684K
|
8.63K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.04KNew |
$573K - $684K
|
4.04K
$629K
|