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 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-133- 1.0% |
$18.9K - $22.5K
|
13.2K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-134- 1.33% |
$19K - $22.7K
|
9.91K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-135- 0.76% |
$19.1K - $22.8K
|
17.6K
$2.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-136- 0.75% |
$19.3K - $23K
|
18K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-136- 5.15% |
$19.3K - $23K
|
2.5K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-136- 3.83% |
$19.3K - $23K
|
3.42K
$488K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-137- 0.92% |
$19.4K - $23.2K
|
14.8K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-137- 0.86% |
$19.4K - $23.2K
|
15.8K
$2.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-137- 0.74% |
$19.4K - $23.2K
|
18.3K
$2.62M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-137- 0.97% |
$19.4K - $23.2K
|
14K
$2M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-140- 3.11% |
$19.8K - $23.7K
|
4.36K
$623K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-143- 0.52% |
$20.3K - $24.2K
|
27.2K
$3.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-144- 2.96% |
$20.4K - $24.4K
|
4.72K
$674K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-144- 0.47% |
$20.4K - $24.4K
|
30.6K
$4.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-145- 1.11% |
$20.6K - $24.5K
|
12.9K
$1.85M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-146- 2.83% |
$20.7K - $24.7K
|
5.02K
$717K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-147- 1.82% |
$20.8K - $24.9K
|
7.92K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-150- 5.33% |
$21.3K - $25.4K
|
2.67K
$381K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-150- 4.57% |
$21.3K - $25.4K
|
3.13K
$448K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-150- 1.0% |
$21.3K - $25.4K
|
14.9K
$2.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-152- 2.89% |
$21.5K - $25.7K
|
5.11K
$730K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-152- 0.33% |
$21.5K - $25.7K
|
46.2K
$6.6M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-152- 2.89% |
$21.5K - $25.7K
|
5.11K
$730K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-153- 7.87% |
$21.7K - $25.9K
|
1.79K
$256K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-154- 1.72% |
$21.8K - $26K
|
8.77K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-154- 2.77% |
$21.8K - $26K
|
5.41K
$773K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-154- 31.49% |
$21.8K - $26K
|
335
$47.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-155- 0.68% |
$22K - $26.2K
|
22.6K
$3.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-156- 7.41% |
$22.1K - $26.4K
|
1.95K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-156- 4.32% |
$22.1K - $26.4K
|
3.45K
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-156- 1.95% |
$22.1K - $26.4K
|
7.85K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-157- 3.29% |
$22.3K - $26.5K
|
4.61K
$659K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-158- 3.99% |
$22.4K - $26.7K
|
3.8K
$543K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-158- 0.71% |
$22.4K - $26.7K
|
22.2K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-158- 0.6% |
$22.4K - $26.7K
|
26.2K
$3.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-159- 8.96% |
$22.5K - $26.9K
|
1.62K
$231K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-159- 0.72% |
$22.5K - $26.9K
|
21.8K
$3.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-160- 2.43% |
$22.7K - $27.1K
|
6.44K
$919K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-160- 0.88% |
$22.7K - $27.1K
|
17.9K
$2.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-160- 4.05% |
$22.7K - $27.1K
|
3.8K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-160- 1.93% |
$22.7K - $27.1K
|
8.14K
$1.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-162- 3.44% |
$23K - $27.4K
|
4.54K
$649K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-162- 1.38% |
$23K - $27.4K
|
11.6K
$1.65M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-163- 1.09% |
$23.1K - $27.6K
|
14.7K
$2.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-165- 4.99% |
$23.4K - $27.9K
|
3.14K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-165- 1.7% |
$23.4K - $27.9K
|
9.52K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-165- 8.03% |
$23.4K - $27.9K
|
1.89K
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-166- 45.98% |
$23.5K - $28.1K
|
195
$27.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-166- 7.09% |
$23.5K - $28.1K
|
2.17K
$311K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-167- 9.5% |
$23.7K - $28.2K
|
1.59K
$227K
|