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 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11- 0.55% |
$1.56K - $1.86K
|
1.99K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-11- 0.13% |
$1.56K - $1.86K
|
8.19K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 1.58% |
$1.56K - $1.86K
|
684
$102K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-12- 0.28% |
$1.7K - $2.03K
|
4.28K
$640K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-12- 1.59% |
$1.7K - $2.03K
|
741
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-12- 0.29% |
$1.7K - $2.03K
|
4.06K
$607K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-14- 0.4% |
$1.98K - $2.37K
|
3.46K
$517K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-14- 0.22% |
$1.98K - $2.37K
|
6.24K
$934K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.6% |
$1.98K - $2.37K
|
2.3K
$344K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-15- 12.5% |
$2.13K - $2.54K
|
105
$15.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-15- 0.33% |
$2.13K - $2.54K
|
4.48K
$670K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-15- 0.76% |
$2.13K - $2.54K
|
1.96K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-15- 0.64% |
$2.13K - $2.54K
|
2.31K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-15- 0.39% |
$2.13K - $2.54K
|
3.82K
$572K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-16- 0.13% |
$2.27K - $2.71K
|
12.2K
$1.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-16- 0.66% |
$2.27K - $2.71K
|
2.41K
$360K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-16- 0.37% |
$2.27K - $2.71K
|
4.35K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-16- 0.38% |
$2.27K - $2.71K
|
4.17K
$623K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-16- 0.15% |
$2.27K - $2.71K
|
10.4K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-16- 0.63% |
$2.27K - $2.71K
|
2.51K
$376K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-17- 0.42% |
$2.41K - $2.87K
|
4.04K
$604K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-17- 0.06% |
$2.41K - $2.87K
|
27.2K
$4.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-17- 51.52% |
$2.41K - $2.87K
|
16
$2.39K
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-17- 0.36% |
$2.41K - $2.87K
|
4.68K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-18- 0.03% |
$2.55K - $3.04K
|
62.7K
$9.38M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-18- 1.13% |
$2.55K - $3.04K
|
1.57K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-19- 0.68% |
$2.69K - $3.21K
|
2.76K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-19- 32.76% |
$2.69K - $3.21K
|
39
$5.83K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-19- 0.52% |
$2.69K - $3.21K
|
3.63K
$543K
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-20- 0.3% |
$2.84K - $3.38K
|
6.76K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-20- 1.12% |
$2.84K - $3.38K
|
1.76K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20- 0.55% |
$2.84K - $3.38K
|
3.65K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-20- 0.34% |
$2.84K - $3.38K
|
5.8K
$867K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20- 0.28% |
$2.84K - $3.38K
|
7.05K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-21- 3.2% |
$2.98K - $3.55K
|
636
$95.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21- 1.63% |
$2.98K - $3.55K
|
1.26K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-22- 0.14% |
$3.12K - $3.72K
|
15.6K
$2.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-23- 0.37% |
$3.26K - $3.89K
|
6.27K
$938K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-23- 0.85% |
$3.26K - $3.89K
|
2.67K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-23- 1.76% |
$3.26K - $3.89K
|
1.29K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-23- 3.7% |
$3.26K - $3.89K
|
599
$89.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-24- 7.25% |
$3.4K - $4.06K
|
307
$45.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 1.99% |
$3.54K - $4.23K
|
1.23K
$185K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-25- 0.18% |
$3.54K - $4.23K
|
13.9K
$2.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-25- 0.17% |
$3.54K - $4.23K
|
14.6K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 1.11% |
$3.54K - $4.23K
|
2.24K
$334K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-26- 4.05% |
$3.69K - $4.4K
|
616
$92.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-26- 0.29% |
$3.69K - $4.4K
|
8.93K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-27- 0.14% |
$3.83K - $4.57K
|
19.8K
$2.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-28- 0.65% |
$3.97K - $4.73K
|
4.27K
$639K
|