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
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-79- 0.26% |
$11.2K - $13.4K
|
30K
$4.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-80- 0.54% |
$11.3K - $13.5K
|
14.8K
$2.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-80- 1.81% |
$11.3K - $13.5K
|
4.34K
$649K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-80- 5.07% |
$11.3K - $13.5K
|
1.5K
$224K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-81- 3.68% |
$11.5K - $13.7K
|
2.12K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-81- 1.12% |
$11.5K - $13.7K
|
7.14K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-82- 0.65% |
$11.6K - $13.9K
|
12.6K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-84- 1.47% |
$11.9K - $14.2K
|
5.63K
$842K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-88- 0.12% |
$12.5K - $14.9K
|
70.4K
$10.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-89- 0.05% |
$12.6K - $15K
|
176K
$26.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-89- 1.99% |
$12.6K - $15K
|
4.39K
$657K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-89- 1.4% |
$12.6K - $15K
|
6.28K
$938K
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-90- 2.68% |
$12.8K - $15.2K
|
3.27K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-90- 2.0% |
$12.8K - $15.2K
|
4.41K
$660K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-91- 2.52% |
$12.9K - $15.4K
|
3.51K
$526K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-91- 38.24% |
$12.9K - $15.4K
|
147
$22K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-92- 2.6% |
$13K - $15.6K
|
3.44K
$514K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-93- 1.82% |
$13.2K - $15.7K
|
5.01K
$749K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-93- 4.78% |
$13.2K - $15.7K
|
1.85K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-94- 0.38% |
$13.3K - $15.9K
|
24.9K
$3.72M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-94- 2.68% |
$13.3K - $15.9K
|
3.42K
$511K
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-95- 1.32% |
$13.5K - $16.1K
|
7.13K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-95- 6.05% |
$13.5K - $16.1K
|
1.47K
$220K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-98- 0.17% |
$13.9K - $16.6K
|
58.9K
$8.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-98- 0.66% |
$13.9K - $16.6K
|
14.7K
$2.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-99- 3.03% |
$14K - $16.7K
|
3.16K
$473K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-100- 2.24% |
$14.2K - $16.9K
|
4.37K
$653K
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-100- 1.82% |
$14.2K - $16.9K
|
5.4K
$808K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-100- 1.87% |
$14.2K - $16.9K
|
5.25K
$785K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-100- 0.35% |
$14.2K - $16.9K
|
28.2K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-100- 1.73% |
$14.2K - $16.9K
|
5.7K
$852K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 4.7% |
$14.2K - $16.9K
|
2.03K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-100- 2.29% |
$14.2K - $16.9K
|
4.27K
$639K
|
|
|
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
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-102- 1.42% |
$14.5K - $17.2K
|
7.06K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-104- 0.98% |
$14.7K - $17.6K
|
10.5K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-104- 4.37% |
$14.7K - $17.6K
|
2.28K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-106- 7.14% |
$15K - $17.9K
|
1.38K
$206K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-108- 5.16% |
$15.3K - $18.3K
|
1.98K
$297K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-108- 7.24% |
$15.3K - $18.3K
|
1.38K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-108- 4.15% |
$15.3K - $18.3K
|
2.5K
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-109- 1.77% |
$15.5K - $18.4K
|
6.05K
$904K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-110- 1.08% |
$15.6K - $18.6K
|
10.1K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-110- 6.09% |
$15.6K - $18.6K
|
1.7K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-110- 16.27% |
$15.6K - $18.6K
|
566
$84.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-111- 7.29% |
$15.7K - $18.8K
|
1.41K
$211K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-113- 5.82% |
$16K - $19.1K
|
1.83K
$274K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-113- 2.11% |
$16K - $19.1K
|
5.23K
$782K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-115- 0.37% |
$16.3K - $19.4K
|
31K
$4.63M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-117- 7.33% |
$16.6K - $19.8K
|
1.48K
$221K
|