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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-772- 1.43% |
$109K - $131K
|
53.2K
$8.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-775- 8.77% |
$110K - $131K
|
8.07K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-780- 0.22% |
$111K - $132K
|
362K
$55.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-781- 3.64% |
$111K - $132K
|
20.7K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-782- 4.42% |
$111K - $132K
|
16.9K
$2.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-784- 15.48% |
$111K - $133K
|
4.28K
$656K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-786- 2.85% |
$111K - $133K
|
26.8K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-786- 2.2% |
$111K - $133K
|
35K
$5.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-788- 15.49% |
$112K - $133K
|
4.3K
$659K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-789- 23.19% |
$112K - $133K
|
2.61K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-801- 15.7% |
$114K - $135K
|
4.3K
$659K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-808- 1.68% |
$115K - $137K
|
47.3K
$7.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-813- 2.01% |
$115K - $137K
|
39.6K
$6.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-830- 29.09% |
$118K - $140K
|
2.02K
$310K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-838- 3.16% |
$119K - $142K
|
25.7K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-838- 17.73% |
$119K - $142K
|
3.89K
$596K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-841- 6.57% |
$119K - $142K
|
12K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-854- 9.26% |
$121K - $144K
|
8.37K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-856- 6.13% |
$121K - $145K
|
13.1K
$2.01M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-856- 1.86% |
$121K - $145K
|
45.2K
$6.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-864- 23.04% |
$122K - $146K
|
2.89K
$442K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-867- 1.12% |
$123K - $147K
|
76.6K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-870- 13.43% |
$123K - $147K
|
5.61K
$859K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-873- 0.96% |
$124K - $148K
|
90.4K
$13.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-882- 3.49% |
$125K - $149K
|
24.4K
$3.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-884- 4.77% |
$125K - $149K
|
17.7K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-900- 5.76% |
$128K - $152K
|
14.7K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-900- 22.0% |
$128K - $152K
|
3.19K
$489K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-913- 13.47% |
$129K - $154K
|
5.87K
$899K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-920- 50.3% |
$130K - $156K
|
909
$139K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-920- 5.67% |
$130K - $156K
|
15.3K
$2.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-920- 1.81% |
$130K - $156K
|
49.8K
$7.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-920- 6.03% |
$130K - $156K
|
14.3K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-922- 6.76% |
$131K - $156K
|
12.7K
$1.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-923- 7.61% |
$131K - $156K
|
11.2K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-926- 9.35% |
$131K - $157K
|
8.98K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-929- 3.63% |
$132K - $157K
|
24.7K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-936- 2.45% |
$133K - $158K
|
37.3K
$5.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-940- 9.35% |
$133K - $159K
|
9.12K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-945- 1.13% |
$134K - $160K
|
82.5K
$12.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-947- 21.71% |
$134K - $160K
|
3.42K
$523K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-950- 18.61% |
$135K - $161K
|
4.16K
$637K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-950- 2.27% |
$135K - $161K
|
40.8K
$6.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-964- 3.64% |
$137K - $163K
|
25.5K
$3.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-970- 3.31% |
$138K - $164K
|
28.4K
$4.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-973- 8.78% |
$138K - $165K
|
10.1K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-977- 1.23% |
$139K - $165K
|
78.6K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-979- 5.43% |
$139K - $166K
|
17.1K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-982- 2.97% |
$139K - $166K
|
32K
$4.91M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-991- 9.1% |
$140K - $168K
|
9.9K
$1.52M
|