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 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$142 - $169
|
16.2K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$142 - $169
|
1.59K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1+ 0.02% |
$142 - $169
|
4.71K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$142 - $169
|
4.1K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.56% |
$142 - $169
|
65
$9.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 1.01% |
$142 - $169
|
100
$15K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$142 - $169
|
14.2K
$2.12M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.18% |
$142 - $169
|
544
$81.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1- 0.06% |
$142 - $169
|
1.58K
$237K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1- 0.02% |
$142 - $169
|
4.72K
$705K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$142 - $169
|
2.3K
$343K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 2.13% |
$142 - $169
|
46
$6.88K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$142 - $169
|
12.9K
$1.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2- 0.06% |
$284 - $338
|
3.39K
$507K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 0.16% |
$284 - $338
|
1.28K
$191K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2- 0.07% |
$284 - $338
|
2.98K
$446K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-2- 0.08% |
$284 - $338
|
2.63K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-2- 0.08% |
$284 - $338
|
2.47K
$369K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2- 1.0% |
$284 - $338
|
199
$29.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3- 0.2% |
$425 - $507
|
1.52K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-3- 0.05% |
$425 - $507
|
6.27K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-3- 0.13% |
$425 - $507
|
2.23K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4- 0.02% |
$567 - $676
|
16.2K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.13% |
$567 - $676
|
3.18K
$476K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-4- 1.32% |
$567 - $676
|
300
$44.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5- 0.06% |
$709 - $846
|
8.56K
$1.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5- 0.09% |
$709 - $846
|
5.32K
$796K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-5- 0.3% |
$709 - $846
|
1.65K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5- 0.34% |
$709 - $846
|
1.47K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-5- 0.32% |
$709 - $846
|
1.56K
$234K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-6- 0.17% |
$851 - $1.01K
|
3.6K
$538K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-6- 0.06% |
$851 - $1.01K
|
10.7K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-7- 0.05% |
$992 - $1.18K
|
14.3K
$2.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7- 0.12% |
$992 - $1.18K
|
5.7K
$853K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-7- 0.52% |
$992 - $1.18K
|
1.35K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.28% |
$992 - $1.18K
|
2.53K
$378K
|
|
|
May 19, 2025
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.28% |
$992 - $1.18K
|
2.53K
$378K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8- 0.13% |
$1.13K - $1.35K
|
6.35K
$949K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8- 0.22% |
$1.13K - $1.35K
|
3.62K
$542K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-8- 0.26% |
$1.13K - $1.35K
|
3.05K
$456K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.34% |
$1.13K - $1.35K
|
2.36K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-9- 6.43% |
$1.28K - $1.52K
|
131
$19.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-9- 0.23% |
$1.28K - $1.52K
|
3.96K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 0.02% |
$1.28K - $1.52K
|
43.4K
$6.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-10- 7.87% |
$1.42K - $1.69K
|
117
$17.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-10- 0.48% |
$1.42K - $1.69K
|
2.08K
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-10- 0.57% |
$1.42K - $1.69K
|
1.74K
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.71% |
$1.42K - $1.69K
|
1.4K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-10- 0.07% |
$1.42K - $1.69K
|
13.6K
$2.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11- 0.12% |
$1.56K - $1.86K
|
8.96K
$1.34M
|