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
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-29- 0.83% |
$4.11K - $4.9K
|
3.47K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-29- 0.25% |
$4.11K - $4.9K
|
11.7K
$1.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-30- 0.68% |
$4.25K - $5.07K
|
4.37K
$653K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-30- 0.57% |
$4.25K - $5.07K
|
5.25K
$785K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-30- 0.08% |
$4.25K - $5.07K
|
38.7K
$5.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-30- 0.41% |
$4.25K - $5.07K
|
7.3K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-31- 1.33% |
$4.39K - $5.24K
|
2.3K
$344K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-31- 0.09% |
$4.39K - $5.24K
|
36.1K
$5.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-31- 1.9% |
$4.39K - $5.24K
|
1.6K
$240K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-33- 0.08% |
$4.68K - $5.58K
|
42.3K
$6.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-33- 0.65% |
$4.68K - $5.58K
|
5.05K
$755K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-33- 1.83% |
$4.68K - $5.58K
|
1.77K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-33- 0.22% |
$4.68K - $5.58K
|
15.3K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-33- 29.46% |
$4.68K - $5.58K
|
79
$11.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-35- 0.24% |
$4.96K - $5.92K
|
14.5K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-35- 0.08% |
$4.96K - $5.92K
|
43.8K
$6.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-35- 0.3% |
$4.96K - $5.92K
|
11.8K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-36- 0.88% |
$5.1K - $6.09K
|
4.07K
$608K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-36- 0.07% |
$5.1K - $6.09K
|
48K
$7.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
SELL
|
- |
-37- 0.24% |
$5.25K - $6.26K
|
15.5K
$2.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-38- 0.14% |
$5.39K - $6.43K
|
27K
$4.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-38- 1.79% |
$5.39K - $6.43K
|
2.09K
$312K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-38- 1.92% |
$5.39K - $6.43K
|
1.95K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-39- 0.26% |
$5.53K - $6.59K
|
15K
$2.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-39- 0.75% |
$5.53K - $6.59K
|
5.13K
$767K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-41- 2.57% |
$5.81K - $6.93K
|
1.56K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.24% |
$5.81K - $6.93K
|
3.27K
$489K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-42- 0.95% |
$5.95K - $7.1K
|
4.4K
$657K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-42- 0.63% |
$5.95K - $7.1K
|
6.59K
$985K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-43- 2.21% |
$6.1K - $7.27K
|
1.9K
$284K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 1.91% |
$6.1K - $7.27K
|
2.21K
$331K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-43- 0.38% |
$6.1K - $7.27K
|
11.3K
$1.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-44- 0.85% |
$6.24K - $7.44K
|
5.14K
$769K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-44- 1.82% |
$6.24K - $7.44K
|
2.37K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.32% |
$6.24K - $7.44K
|
13.8K
$2.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-44- 0.2% |
$6.24K - $7.44K
|
22K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-45- 1.48% |
$6.38K - $7.61K
|
2.99K
$447K
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
SELL
|
- |
-45- 0.93% |
$6.38K - $7.61K
|
4.82K
$720K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-45- 1.17% |
$6.38K - $7.61K
|
3.79K
$567K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-46- 1.1% |
$6.52K - $7.78K
|
4.15K
$620K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-46- 0.89% |
$6.52K - $7.78K
|
5.14K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-46- 0.24% |
$6.52K - $7.78K
|
19.3K
$2.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-47- 2.94% |
$6.66K - $7.95K
|
1.55K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-47- 2.76% |
$6.66K - $7.95K
|
1.66K
$248K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-48- 0.64% |
$6.8K - $8.12K
|
7.41K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-48- 0.41% |
$6.8K - $8.12K
|
11.6K
$1.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-48- 1.62% |
$6.8K - $8.12K
|
2.92K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-48- 0.9% |
$6.8K - $8.12K
|
5.3K
$792K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-49- 0.48% |
$6.95K - $8.29K
|
10.3K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-49- 0.88% |
$6.95K - $8.29K
|
5.52K
$826K
|