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 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-17- 0.06% |
$2.41K - $2.87K
|
27.2K
$3.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-17- 51.52% |
$2.41K - $2.87K
|
16
$2.29K
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-17- 0.36% |
$2.41K - $2.87K
|
4.68K
$668K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-18- 0.03% |
$2.55K - $3.04K
|
62.7K
$8.96M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-18- 1.13% |
$2.55K - $3.04K
|
1.57K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-19- 0.68% |
$2.69K - $3.21K
|
2.76K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-19- 32.76% |
$2.69K - $3.21K
|
39
$5.57K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-19- 0.52% |
$2.69K - $3.21K
|
3.63K
$519K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.3% |
$2.84K - $3.38K
|
6.76K
$966K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-20- 1.12% |
$2.84K - $3.38K
|
1.76K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20- 0.55% |
$2.84K - $3.38K
|
3.65K
$521K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-20- 0.34% |
$2.84K - $3.38K
|
5.8K
$829K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20- 0.28% |
$2.84K - $3.38K
|
7.05K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-21- 3.2% |
$2.98K - $3.55K
|
636
$90.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21- 1.63% |
$2.98K - $3.55K
|
1.26K
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-22- 0.14% |
$3.12K - $3.72K
|
15.6K
$2.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-23- 0.37% |
$3.26K - $3.89K
|
6.27K
$896K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-23- 0.85% |
$3.26K - $3.89K
|
2.67K
$382K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-23- 1.76% |
$3.26K - $3.89K
|
1.29K
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-23- 3.7% |
$3.26K - $3.89K
|
599
$85.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-24- 7.25% |
$3.4K - $4.06K
|
307
$43.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 1.99% |
$3.54K - $4.23K
|
1.23K
$176K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.18% |
$3.54K - $4.23K
|
13.9K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.17% |
$3.54K - $4.23K
|
14.6K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 1.11% |
$3.54K - $4.23K
|
2.24K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 4.05% |
$3.69K - $4.4K
|
616
$88K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-26- 0.29% |
$3.69K - $4.4K
|
8.93K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-27- 0.14% |
$3.83K - $4.57K
|
19.8K
$2.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-28- 0.65% |
$3.97K - $4.73K
|
4.27K
$610K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-29- 0.83% |
$4.11K - $4.9K
|
3.47K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-29- 0.25% |
$4.11K - $4.9K
|
11.7K
$1.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-30- 0.68% |
$4.25K - $5.07K
|
4.37K
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-30- 0.57% |
$4.25K - $5.07K
|
5.25K
$750K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-30- 0.08% |
$4.25K - $5.07K
|
38.7K
$5.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-30- 0.41% |
$4.25K - $5.07K
|
7.3K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-31- 1.33% |
$4.39K - $5.24K
|
2.3K
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-31- 0.09% |
$4.39K - $5.24K
|
36.1K
$5.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-31- 1.9% |
$4.39K - $5.24K
|
1.6K
$229K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-33- 0.08% |
$4.68K - $5.58K
|
42.3K
$6.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-33- 0.65% |
$4.68K - $5.58K
|
5.05K
$721K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-33- 1.83% |
$4.68K - $5.58K
|
1.77K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-33- 0.22% |
$4.68K - $5.58K
|
15.3K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-33- 29.46% |
$4.68K - $5.58K
|
79
$11.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-35- 0.24% |
$4.96K - $5.92K
|
14.5K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-35- 0.08% |
$4.96K - $5.92K
|
43.8K
$6.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-35- 0.3% |
$4.96K - $5.92K
|
11.8K
$1.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-36- 0.88% |
$5.1K - $6.09K
|
4.07K
$581K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-36- 0.07% |
$5.1K - $6.09K
|
48K
$6.86M
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
SELL
|
- |
-37- 0.24% |
$5.25K - $6.26K
|
15.5K
$2.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-38- 0.14% |
$5.39K - $6.43K
|
27K
$3.85M
|