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 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-49- 2.99% |
$6.95K - $8.29K
|
1.59K
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-50- 0.38% |
$7.09K - $8.46K
|
13K
$1.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-50- 0.19% |
$7.09K - $8.46K
|
26.3K
$3.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-50- 0.11% |
$7.09K - $8.46K
|
43.7K
$6.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-51- 1.53% |
$7.23K - $8.62K
|
3.29K
$492K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-51- 0.2% |
$7.23K - $8.62K
|
25.5K
$3.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-53- 2.01% |
$7.51K - $8.96K
|
2.58K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-54- 7.27% |
$7.66K - $9.13K
|
689
$103K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-56- 1.92% |
$7.94K - $9.47K
|
2.87K
$428K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-56- 27.86% |
$7.94K - $9.47K
|
145
$21.7K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-56- 0.41% |
$7.94K - $9.47K
|
13.5K
$2.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-57- 0.59% |
$8.08K - $9.64K
|
9.65K
$1.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-57- 2.48% |
$8.08K - $9.64K
|
2.25K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-58- 1.39% |
$8.22K - $9.81K
|
4.12K
$616K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-59- 0.5% |
$8.36K - $9.98K
|
11.7K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-59- 2.02% |
$8.36K - $9.98K
|
2.86K
$428K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-60- 77.92% |
$8.51K - $10.1K
|
17
$2.54K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-60- 1.16% |
$8.51K - $10.1K
|
5.09K
$762K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-60- 3.57% |
$8.51K - $10.1K
|
1.62K
$243K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-60- 0.83% |
$8.51K - $10.1K
|
7.18K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-61- 1.32% |
$8.65K - $10.3K
|
4.57K
$684K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-61- 1.28% |
$8.65K - $10.3K
|
4.69K
$701K
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-61- 0.17% |
$8.65K - $10.3K
|
35.5K
$5.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-62- 0.16% |
$8.79K - $10.5K
|
38.2K
$5.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-62- 0.81% |
$8.79K - $10.5K
|
7.59K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-62- 0.58% |
$8.79K - $10.5K
|
10.7K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-63- 0.99% |
$8.93K - $10.7K
|
6.31K
$943K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-64- 9.89% |
$9.07K - $10.8K
|
583
$87.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
SELL
|
- |
-65- 0.03% |
$9.22K - $11K
|
240K
$35.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-65- 0.35% |
$9.22K - $11K
|
18.3K
$2.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-66- 1.16% |
$9.36K - $11.2K
|
5.63K
$842K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-66- 1.62% |
$9.36K - $11.2K
|
4.01K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-68- 2.57% |
$9.64K - $11.5K
|
2.58K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-68- 0.47% |
$9.64K - $11.5K
|
14.3K
$2.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-69- 1.02% |
$9.78K - $11.7K
|
6.72K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-70- 0.32% |
$9.92K - $11.8K
|
21.8K
$3.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-71- 3.37% |
$10.1K - $12K
|
2.04K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-71- 2.03% |
$10.1K - $12K
|
3.42K
$512K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-72- 3.86% |
$10.2K - $12.2K
|
1.79K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-72- 3.23% |
$10.2K - $12.2K
|
2.16K
$322K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-73- 3.42% |
$10.3K - $12.3K
|
2.06K
$308K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-74- 0.68% |
$10.5K - $12.5K
|
10.8K
$1.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-75- 0.6% |
$10.6K - $12.7K
|
12.4K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-75- 3.34% |
$10.6K - $12.7K
|
2.17K
$324K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-76- 3.89% |
$10.8K - $12.9K
|
1.88K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-76- 1.43% |
$10.8K - $12.9K
|
5.23K
$782K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-77- 0.81% |
$10.9K - $13K
|
9.48K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-77- 10.35% |
$10.9K - $13K
|
667
$99.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-77- 1.98% |
$10.9K - $13K
|
3.81K
$570K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-78- 1.5% |
$11.1K - $13.2K
|
5.13K
$767K
|