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
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-95- 1.32% |
$13.5K - $16.1K
|
7.13K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-95- 6.05% |
$13.5K - $16.1K
|
1.47K
$211K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-98- 0.17% |
$13.9K - $16.6K
|
58.9K
$8.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-98- 0.66% |
$13.9K - $16.6K
|
14.7K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-99- 3.03% |
$14K - $16.7K
|
3.16K
$452K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-100- 2.24% |
$14.2K - $16.9K
|
4.37K
$624K
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-100- 1.82% |
$14.2K - $16.9K
|
5.4K
$771K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-100- 1.87% |
$14.2K - $16.9K
|
5.25K
$749K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-100- 0.35% |
$14.2K - $16.9K
|
28.2K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-100- 1.73% |
$14.2K - $16.9K
|
5.7K
$814K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 4.7% |
$14.2K - $16.9K
|
2.03K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-100- 2.29% |
$14.2K - $16.9K
|
4.27K
$610K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-100- 4.32% |
$14.2K - $16.9K
|
2.21K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-102- 1.42% |
$14.5K - $17.2K
|
7.06K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-104- 0.98% |
$14.7K - $17.6K
|
10.5K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-104- 4.37% |
$14.7K - $17.6K
|
2.28K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-106- 7.14% |
$15K - $17.9K
|
1.38K
$197K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-108- 5.16% |
$15.3K - $18.3K
|
1.98K
$283K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-108- 7.24% |
$15.3K - $18.3K
|
1.38K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-108- 4.15% |
$15.3K - $18.3K
|
2.5K
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-109- 1.77% |
$15.5K - $18.4K
|
6.05K
$864K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-110- 1.08% |
$15.6K - $18.6K
|
10.1K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-110- 6.09% |
$15.6K - $18.6K
|
1.7K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-110- 16.27% |
$15.6K - $18.6K
|
566
$80.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-111- 7.29% |
$15.7K - $18.8K
|
1.41K
$202K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-113- 5.82% |
$16K - $19.1K
|
1.83K
$261K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-113- 2.11% |
$16K - $19.1K
|
5.23K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-115- 0.37% |
$16.3K - $19.4K
|
31K
$4.43M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-117- 7.33% |
$16.6K - $19.8K
|
1.48K
$211K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-120- 3.84% |
$17K - $20.3K
|
3K
$429K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-121- 2.41% |
$17.2K - $20.5K
|
4.91K
$701K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-121- 3.1% |
$17.2K - $20.5K
|
3.78K
$540K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-121- 0.18% |
$17.2K - $20.5K
|
66.1K
$9.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-123- 22.86% |
$17.4K - $20.8K
|
415
$59.3K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-124- 1.92% |
$17.6K - $21K
|
6.33K
$904K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-124- 0.45% |
$17.6K - $21K
|
27.7K
$3.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-125- 0.17% |
$17.7K - $21.1K
|
71.7K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-125- 2.13% |
$17.7K - $21.1K
|
5.73K
$819K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-126- 3.07% |
$17.9K - $21.3K
|
3.98K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-126- 6.04% |
$17.9K - $21.3K
|
1.96K
$280K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-126- 1.89% |
$17.9K - $21.3K
|
6.53K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-127- 1.32% |
$18K - $21.5K
|
9.47K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-128- 2.74% |
$18.1K - $21.6K
|
4.55K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-129- 7.68% |
$18.3K - $21.8K
|
1.55K
$222K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-130- 1.97% |
$18.4K - $22K
|
6.48K
$925K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-130- 4.45% |
$18.4K - $22K
|
2.79K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-130- 0.31% |
$18.4K - $22K
|
41.9K
$5.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-131- 1.89% |
$18.6K - $22.2K
|
6.8K
$972K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-132- 2.08% |
$18.7K - $22.3K
|
6.22K
$889K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-133- 5.54% |
$18.9K - $22.5K
|
2.27K
$324K
|