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
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-38- 1.79% |
$5.39K - $6.43K
|
2.09K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-38- 1.92% |
$5.39K - $6.43K
|
1.95K
$278K
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-39- 0.26% |
$5.53K - $6.59K
|
15K
$2.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-39- 0.75% |
$5.53K - $6.59K
|
5.13K
$732K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-41- 2.57% |
$5.81K - $6.93K
|
1.56K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.24% |
$5.81K - $6.93K
|
3.27K
$467K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-42- 0.95% |
$5.95K - $7.1K
|
4.4K
$628K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-42- 0.63% |
$5.95K - $7.1K
|
6.59K
$941K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-43- 2.21% |
$6.1K - $7.27K
|
1.9K
$271K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 1.91% |
$6.1K - $7.27K
|
2.21K
$316K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-43- 0.38% |
$6.1K - $7.27K
|
11.3K
$1.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-44- 0.85% |
$6.24K - $7.44K
|
5.14K
$734K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-44- 1.82% |
$6.24K - $7.44K
|
2.37K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.32% |
$6.24K - $7.44K
|
13.8K
$1.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-44- 0.2% |
$6.24K - $7.44K
|
22K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-45- 1.48% |
$6.38K - $7.61K
|
2.99K
$427K
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
SELL
|
- |
-45- 0.93% |
$6.38K - $7.61K
|
4.82K
$688K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-45- 1.17% |
$6.38K - $7.61K
|
3.79K
$541K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-46- 1.1% |
$6.52K - $7.78K
|
4.15K
$592K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-46- 0.89% |
$6.52K - $7.78K
|
5.14K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-46- 0.24% |
$6.52K - $7.78K
|
19.3K
$2.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-47- 2.94% |
$6.66K - $7.95K
|
1.55K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-47- 2.76% |
$6.66K - $7.95K
|
1.66K
$237K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-48- 0.64% |
$6.8K - $8.12K
|
7.41K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-48- 0.41% |
$6.8K - $8.12K
|
11.6K
$1.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-48- 1.62% |
$6.8K - $8.12K
|
2.92K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-48- 0.9% |
$6.8K - $8.12K
|
5.3K
$757K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-49- 0.48% |
$6.95K - $8.29K
|
10.3K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-49- 0.88% |
$6.95K - $8.29K
|
5.52K
$789K
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-49- 2.99% |
$6.95K - $8.29K
|
1.59K
$227K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-50- 0.38% |
$7.09K - $8.46K
|
13K
$1.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-50- 0.19% |
$7.09K - $8.46K
|
26.3K
$3.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-50- 0.11% |
$7.09K - $8.46K
|
43.7K
$6.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-51- 1.53% |
$7.23K - $8.62K
|
3.29K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-51- 0.2% |
$7.23K - $8.62K
|
25.5K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-53- 2.01% |
$7.51K - $8.96K
|
2.58K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-54- 7.27% |
$7.66K - $9.13K
|
689
$98.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-56- 1.92% |
$7.94K - $9.47K
|
2.87K
$409K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-56- 27.86% |
$7.94K - $9.47K
|
145
$20.7K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-56- 0.41% |
$7.94K - $9.47K
|
13.5K
$1.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-57- 0.59% |
$8.08K - $9.64K
|
9.65K
$1.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-57- 2.48% |
$8.08K - $9.64K
|
2.25K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-58- 1.39% |
$8.22K - $9.81K
|
4.12K
$588K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-59- 0.5% |
$8.36K - $9.98K
|
11.7K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-59- 2.02% |
$8.36K - $9.98K
|
2.86K
$409K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-60- 77.92% |
$8.51K - $10.1K
|
17
$2.43K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-60- 1.16% |
$8.51K - $10.1K
|
5.09K
$727K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-60- 3.57% |
$8.51K - $10.1K
|
1.62K
$232K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-60- 0.83% |
$8.51K - $10.1K
|
7.18K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-61- 1.32% |
$8.65K - $10.3K
|
4.57K
$653K
|