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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-495- 1.12% |
$70.2K - $83.7K
|
43.6K
$6.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-496- 2.83% |
$70.3K - $83.9K
|
17K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-500- 20.56% |
$70.9K - $84.6K
|
1.93K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 2.74% |
$70.9K - $84.6K
|
17.7K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-507- 25.26% |
$71.9K - $85.7K
|
1.5K
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-508- 1.33% |
$72K - $85.9K
|
37.7K
$5.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-510- 1.77% |
$72.3K - $86.2K
|
28.3K
$4.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-511- 2.81% |
$72.4K - $86.4K
|
17.7K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-511- 2.82% |
$72.4K - $86.4K
|
17.6K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-516- 5.68% |
$73.2K - $87.3K
|
8.57K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-517- 3.22% |
$73.3K - $87.4K
|
15.5K
$2.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-518- 1.59% |
$73.4K - $87.6K
|
32.1K
$4.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-519- 6.93% |
$73.6K - $87.8K
|
6.97K
$1.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-519- 25.35% |
$73.6K - $87.8K
|
1.53K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-523- 4.45% |
$74.1K - $88.4K
|
11.2K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-525- 1.02% |
$74.4K - $88.8K
|
50.8K
$7.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-529- 8.64% |
$75K - $89.5K
|
5.59K
$857K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-530- 3.46% |
$75.1K - $89.6K
|
14.8K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-530- 2.37% |
$75.1K - $89.6K
|
21.8K
$3.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-531- 12.28% |
$75.3K - $89.8K
|
3.79K
$581K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-531- 19.19% |
$75.3K - $89.8K
|
2.24K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-538- 14.44% |
$76.3K - $91K
|
3.19K
$488K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-545- 1.65% |
$77.3K - $92.2K
|
32.4K
$4.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-546- 6.4% |
$77.4K - $92.3K
|
7.98K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-547- 2.46% |
$77.5K - $92.5K
|
21.7K
$3.33M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-549- 1.37% |
$77.8K - $92.8K
|
39.6K
$6.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-554- 4.78% |
$78.5K - $93.7K
|
11K
$1.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-554- 3.87% |
$78.5K - $93.7K
|
13.8K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-555- 21.62% |
$78.7K - $93.9K
|
2.01K
$308K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-557- 10.04% |
$79K - $94.2K
|
4.99K
$765K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-557- 12.31% |
$79K - $94.2K
|
3.97K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-558- 14.92% |
$79.1K - $94.4K
|
3.18K
$488K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-569- 2.75% |
$80.7K - $96.2K
|
20.1K
$3.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-570- 1.48% |
$80.8K - $96.4K
|
38.1K
$5.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-572- 3.88% |
$81.1K - $96.7K
|
14.2K
$2.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-573- 13.6% |
$81.2K - $96.9K
|
3.64K
$558K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-578- 2.87% |
$81.9K - $97.7K
|
19.5K
$2.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-582- 4.76% |
$82.5K - $98.4K
|
11.6K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-583- 2.21% |
$82.7K - $98.6K
|
25.8K
$3.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-584- 14.35% |
$82.8K - $98.8K
|
3.49K
$534K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-589- 1.15% |
$83.5K - $99.6K
|
50.7K
$7.77M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-590- 4.97% |
$83.6K - $99.8K
|
11.3K
$1.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-590- 11.21% |
$83.6K - $99.8K
|
4.67K
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-591- 0.74% |
$83.8K - $99.9K
|
79.8K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-592- 0.29% |
$83.9K - $100K
|
206K
$31.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-602- 9.64% |
$85.3K - $102K
|
5.64K
$864K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-610- 2.1% |
$86.5K - $103K
|
28.4K
$4.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-617- 1.54% |
$87.5K - $104K
|
39.4K
$6.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-618- 1.18% |
$87.6K - $105K
|
51.8K
$7.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-618- 2.15% |
$87.6K - $105K
|
28.2K
$4.32M
|