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 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-61- 1.28% |
$8.65K - $10.3K
|
4.69K
$670K
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-61- 0.17% |
$8.65K - $10.3K
|
35.5K
$5.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-62- 0.16% |
$8.79K - $10.5K
|
38.2K
$5.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-62- 0.81% |
$8.79K - $10.5K
|
7.59K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-62- 0.58% |
$8.79K - $10.5K
|
10.7K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-63- 0.99% |
$8.93K - $10.7K
|
6.31K
$901K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-64- 9.89% |
$9.07K - $10.8K
|
583
$83.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-65- 0.03% |
$9.22K - $11K
|
240K
$34.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-65- 0.35% |
$9.22K - $11K
|
18.3K
$2.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-66- 1.16% |
$9.36K - $11.2K
|
5.63K
$805K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-66- 1.62% |
$9.36K - $11.2K
|
4.01K
$572K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-68- 2.57% |
$9.64K - $11.5K
|
2.58K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-68- 0.47% |
$9.64K - $11.5K
|
14.3K
$2.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-69- 1.02% |
$9.78K - $11.7K
|
6.72K
$960K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-70- 0.32% |
$9.92K - $11.8K
|
21.8K
$3.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-71- 3.37% |
$10.1K - $12K
|
2.04K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-71- 2.03% |
$10.1K - $12K
|
3.42K
$489K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-72- 3.86% |
$10.2K - $12.2K
|
1.79K
$256K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-72- 3.23% |
$10.2K - $12.2K
|
2.16K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-73- 3.42% |
$10.3K - $12.3K
|
2.06K
$295K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-74- 0.68% |
$10.5K - $12.5K
|
10.8K
$1.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-75- 0.6% |
$10.6K - $12.7K
|
12.4K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-75- 3.34% |
$10.6K - $12.7K
|
2.17K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-76- 3.89% |
$10.8K - $12.9K
|
1.88K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-76- 1.43% |
$10.8K - $12.9K
|
5.23K
$747K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-77- 0.81% |
$10.9K - $13K
|
9.48K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-77- 10.35% |
$10.9K - $13K
|
667
$95.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-77- 1.98% |
$10.9K - $13K
|
3.81K
$545K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-78- 1.5% |
$11.1K - $13.2K
|
5.13K
$732K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-79- 0.26% |
$11.2K - $13.4K
|
30K
$4.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-80- 0.54% |
$11.3K - $13.5K
|
14.8K
$2.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-80- 1.81% |
$11.3K - $13.5K
|
4.34K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-80- 5.07% |
$11.3K - $13.5K
|
1.5K
$214K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-81- 3.68% |
$11.5K - $13.7K
|
2.12K
$303K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-81- 1.12% |
$11.5K - $13.7K
|
7.14K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-82- 0.65% |
$11.6K - $13.9K
|
12.6K
$1.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-84- 1.47% |
$11.9K - $14.2K
|
5.63K
$804K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-88- 0.12% |
$12.5K - $14.9K
|
70.4K
$10.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-89- 0.05% |
$12.6K - $15K
|
176K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-89- 1.99% |
$12.6K - $15K
|
4.39K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-89- 1.4% |
$12.6K - $15K
|
6.28K
$896K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-90- 2.68% |
$12.8K - $15.2K
|
3.27K
$467K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-90- 2.0% |
$12.8K - $15.2K
|
4.41K
$631K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-91- 2.52% |
$12.9K - $15.4K
|
3.51K
$502K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-91- 38.24% |
$12.9K - $15.4K
|
147
$21K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-92- 2.6% |
$13K - $15.6K
|
3.44K
$491K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-93- 1.82% |
$13.2K - $15.7K
|
5.01K
$715K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-93- 4.78% |
$13.2K - $15.7K
|
1.85K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-94- 0.38% |
$13.3K - $15.9K
|
24.9K
$3.56M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-94- 2.68% |
$13.3K - $15.9K
|
3.42K
$488K
|