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
|
Greystone Financial Group, LLC
|
BUY
|
- |
12.3K+ 52.05% |
$1.75M - $2.09M
|
36.1K
$5.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.75M - $2.08M
|
12.3K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.1K+ 6.93% |
$1.72M - $2.05M
|
187K
$29.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
12K+ 376.4% |
$1.7M - $2.03M
|
15.2K
$2.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
11.8K+ 13.74% |
$1.68M - $2M
|
98K
$15.3M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.7K+ 7.07% |
$1.65M - $1.97M
|
177K
$27.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.7K+ 9.12% |
$1.65M - $1.97M
|
139K
$21.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
11.6K+ 0.7% |
$1.64M - $1.96M
|
1.66M
$258M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
11.5K+ 432.13% |
$1.63M - $1.95M
|
14.2K
$2.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
11.4KNew |
$1.61M - $1.92M
|
11.4K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.3K+ 5.3% |
$1.61M - $1.92M
|
226K
$35.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 2.17% |
$1.6M - $1.91M
|
532K
$82.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.2K+ 4.04% |
$1.58M - $1.89M
|
288K
$44.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.1K+ 28.7% |
$1.57M - $1.88M
|
49.8K
$7.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 5.4% |
$1.55M - $1.85M
|
213K
$33.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 91.62% |
$1.55M - $1.85M
|
22.8K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Samson Rock Capital LLP
|
BUY
|
- |
10.8KNew |
$1.54M - $1.83M
|
10.8K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.8KNew |
$1.53M - $1.82M
|
10.8K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.7K+ 12.72% |
$1.52M - $1.81M
|
94.8K
$14.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
10.6K+ 0.52% |
$1.51M - $1.8M
|
2.06M
$321M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
10.6K+ 880.41% |
$1.5M - $1.79M
|
11.8K
$1.84M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
10.5K+ 16.01% |
$1.49M - $1.78M
|
76.4K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
10.4KNew |
$1.48M - $1.77M
|
10.4K
$1.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.4K+ 865.86% |
$1.48M - $1.76M
|
11.6K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
10.4K+ 40.11% |
$1.47M - $1.76M
|
36.3K
$5.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
10.4KNew |
$1.47M - $1.75M
|
10.4K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
10.2K+ 4.49% |
$1.45M - $1.73M
|
237K
$37M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.2K+ 306.55% |
$1.45M - $1.72M
|
13.5K
$2.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.1K+ 133.95% |
$1.43M - $1.7M
|
17.6K
$2.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
10.1KNew |
$1.43M - $1.7M
|
10.1K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
10K+ 7.14% |
$1.42M - $1.69M
|
150K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9.99K+ 4972.14% |
$1.42M - $1.69M
|
10.2K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9.99KNew |
$1.42M - $1.69M
|
9.99K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9.98K+ 565.61% |
$1.42M - $1.69M
|
11.7K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
9.89K+ 62.28% |
$1.4M - $1.67M
|
25.8K
$4.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
9.87KNew |
$1.4M - $1.67M
|
9.87K
$1.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
9.86K+ 26.57% |
$1.4M - $1.67M
|
47K
$7.31M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.85KNew |
$1.4M - $1.67M
|
9.85K
$1.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9.81KNew |
$1.39M - $1.66M
|
9.81K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
9.71KNew |
$1.38M - $1.64M
|
9.71K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.64K+ 428.31% |
$1.37M - $1.63M
|
11.9K
$1.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.56KNew |
$1.36M - $1.62M
|
9.56K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.53K+ 3.22% |
$1.35M - $1.61M
|
305K
$47.5M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
9.46K+ 24.9% |
$1.34M - $1.6M
|
47.5K
$7.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
9.43KNew |
$1.34M - $1.59M
|
9.43K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.42K+ 18.34% |
$1.34M - $1.59M
|
60.8K
$9.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.4K+ 111.12% |
$1.33M - $1.59M
|
17.9K
$2.78M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 34.08% |
$1.33M - $1.58M
|
36.8K
$5.72M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
9.22KNew |
$1.31M - $1.56M
|
9.22K
$1.43M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
9.2KNew |
$1.3M - $1.56M
|
9.2K
$1.43M
|