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 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-3- 0.05% |
$425 - $507
|
6.27K
$895K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-3- 0.13% |
$425 - $507
|
2.23K
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4- 0.02% |
$567 - $676
|
16.2K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.13% |
$567 - $676
|
3.18K
$455K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-4- 1.32% |
$567 - $676
|
300
$42.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5- 0.06% |
$709 - $846
|
8.56K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5- 0.09% |
$709 - $846
|
5.32K
$760K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-5- 0.3% |
$709 - $846
|
1.65K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5- 0.34% |
$709 - $846
|
1.47K
$210K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-5- 0.32% |
$709 - $846
|
1.56K
$223K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-6- 0.17% |
$851 - $1.01K
|
3.6K
$514K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-6- 0.06% |
$851 - $1.01K
|
10.7K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-7- 0.05% |
$992 - $1.18K
|
14.3K
$2.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7- 0.12% |
$992 - $1.18K
|
5.7K
$815K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-7- 0.52% |
$992 - $1.18K
|
1.35K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.28% |
$992 - $1.18K
|
2.53K
$361K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8- 0.13% |
$1.13K - $1.35K
|
6.35K
$907K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8- 0.22% |
$1.13K - $1.35K
|
3.62K
$517K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-8- 0.26% |
$1.13K - $1.35K
|
3.05K
$436K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.34% |
$1.13K - $1.35K
|
2.36K
$336K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-9- 6.43% |
$1.28K - $1.52K
|
131
$18.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-9- 0.23% |
$1.28K - $1.52K
|
3.96K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 0.02% |
$1.28K - $1.52K
|
43.4K
$6.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-10- 7.87% |
$1.42K - $1.69K
|
117
$16.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-10- 0.48% |
$1.42K - $1.69K
|
2.08K
$297K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-10- 0.57% |
$1.42K - $1.69K
|
1.74K
$248K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-10- 0.71% |
$1.42K - $1.69K
|
1.4K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-10- 0.07% |
$1.42K - $1.69K
|
13.6K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11- 0.12% |
$1.56K - $1.86K
|
8.96K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11- 0.55% |
$1.56K - $1.86K
|
1.99K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-11- 0.13% |
$1.56K - $1.86K
|
8.19K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 1.58% |
$1.56K - $1.86K
|
684
$97.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-12- 0.28% |
$1.7K - $2.03K
|
4.28K
$612K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-12- 1.59% |
$1.7K - $2.03K
|
741
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-12- 0.29% |
$1.7K - $2.03K
|
4.06K
$580K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-14- 0.4% |
$1.98K - $2.37K
|
3.46K
$494K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-14- 0.22% |
$1.98K - $2.37K
|
6.24K
$892K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.6% |
$1.98K - $2.37K
|
2.3K
$329K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-15- 12.5% |
$2.13K - $2.54K
|
105
$15K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-15- 0.33% |
$2.13K - $2.54K
|
4.48K
$640K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-15- 0.76% |
$2.13K - $2.54K
|
1.96K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-15- 0.64% |
$2.13K - $2.54K
|
2.31K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-15- 0.39% |
$2.13K - $2.54K
|
3.82K
$546K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-16- 0.13% |
$2.27K - $2.71K
|
12.2K
$1.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-16- 0.66% |
$2.27K - $2.71K
|
2.41K
$344K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-16- 0.37% |
$2.27K - $2.71K
|
4.35K
$621K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-16- 0.38% |
$2.27K - $2.71K
|
4.17K
$595K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-16- 0.15% |
$2.27K - $2.71K
|
10.4K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-16- 0.63% |
$2.27K - $2.71K
|
2.51K
$359K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-17- 0.42% |
$2.41K - $2.87K
|
4.04K
$577K
|