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
|
Wills Financial Group, Inc.
|
BUY
|
- |
4.02K+ 13.53% |
$570K - $680K
|
33.8K
$5.17M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.01K+ 11.23% |
$568K - $678K
|
39.7K
$6.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.01K+ 8.69% |
$568K - $677K
|
50.1K
$7.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Scp Investment, LP
|
BUY
|
- |
4K+ 105.26% |
$567K - $676K
|
7.8K
$1.19M
|
|
|
Mar 14, 2024
Q4 2023
|
Scp Investment, LP
|
BUY
|
- |
4K+ 105.26% |
$567K - $676K
|
7.8K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4KNew |
$567K - $676K
|
4K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
3.99KNew |
$566K - $675K
|
3.99K
$611K
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
3.98K+ 0.73% |
$564K - $672K
|
549K
$84.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3.96K+ 9.79% |
$561K - $669K
|
44.4K
$6.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.94K+ 1.08% |
$559K - $666K
|
369K
$56.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.94K+ 22.92% |
$558K - $666K
|
21.1K
$3.23M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.93K+ 6.37% |
$557K - $665K
|
65.7K
$10.1M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.92KNew |
$555K - $662K
|
3.92K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.91K+ 34.82% |
$554K - $661K
|
15.1K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.9KNew |
$553K - $659K
|
3.9K
$597K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.88KNew |
$550K - $656K
|
3.88K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.84K+ 9.36% |
$544K - $649K
|
44.8K
$6.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.81K+ 5.85% |
$540K - $644K
|
68.9K
$10.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
3.8K+ 5.46% |
$538K - $642K
|
73.3K
$11.2M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.78K+ 22.0% |
$536K - $640K
|
21K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.78K+ 8.7% |
$536K - $639K
|
47.2K
$7.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.76K+ 38.2% |
$533K - $635K
|
13.6K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 141.49% |
$531K - $634K
|
6.4K
$980K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.73K+ 2.33% |
$529K - $630K
|
164K
$25.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
3.71KNew |
$526K - $628K
|
3.71K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3.71KNew |
$525K - $627K
|
3.71K
$568K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.7K+ 7.56% |
$524K - $625K
|
52.6K
$8.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.67KNew |
$520K - $620K
|
3.67K
$561K
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.65KNew |
$518K - $618K
|
3.65K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.65KNew |
$517K - $616K
|
3.65K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.64KNew |
$517K - $616K
|
3.64K
$558K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.64K+ 22.84% |
$516K - $615K
|
19.6K
$3M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.64KNew |
$515K - $615K
|
3.64K
$557K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.61K+ 8.5% |
$512K - $610K
|
46.1K
$7.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3.61KNew |
$512K - $610K
|
3.61K
$553K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.61K+ 11.17% |
$511K - $610K
|
35.9K
$5.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.6K+ 1.69% |
$511K - $609K
|
217K
$33.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.6K+ 46.18% |
$510K - $609K
|
11.4K
$1.75M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.6K+ 46.18% |
$510K - $609K
|
11.4K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.57K+ 4.27% |
$506K - $604K
|
87.1K
$13.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.55K+ 2.78% |
$503K - $600K
|
131K
$20.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.5K+ 2.7% |
$496K - $592K
|
133K
$20.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.46K+ 4.35% |
$490K - $585K
|
83K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3.43KNew |
$486K - $580K
|
3.43K
$525K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.42KNew |
$485K - $578K
|
3.42K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.41KNew |
$483K - $577K
|
3.41K
$522K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.41K+ 18.89% |
$483K - $577K
|
21.5K
$3.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 18.82% |
$482K - $575K
|
21.5K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.37K+ 8.61% |
$477K - $569K
|
42.4K
$6.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.33K+ 26.41% |
$473K - $564K
|
16K
$2.44M
|