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 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-120- 3.84% |
$17K - $20.3K
|
3K
$449K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-121- 2.41% |
$17.2K - $20.5K
|
4.91K
$734K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-121- 3.1% |
$17.2K - $20.5K
|
3.78K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-121- 0.18% |
$17.2K - $20.5K
|
66.1K
$9.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-123- 22.86% |
$17.4K - $20.8K
|
415
$62.1K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-124- 1.92% |
$17.6K - $21K
|
6.33K
$946K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-124- 0.45% |
$17.6K - $21K
|
27.7K
$4.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-125- 0.17% |
$17.7K - $21.1K
|
71.7K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-125- 2.13% |
$17.7K - $21.1K
|
5.73K
$857K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-126- 3.07% |
$17.9K - $21.3K
|
3.98K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-126- 6.04% |
$17.9K - $21.3K
|
1.96K
$293K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-126- 1.89% |
$17.9K - $21.3K
|
6.53K
$976K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-127- 1.32% |
$18K - $21.5K
|
9.47K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-128- 2.74% |
$18.1K - $21.6K
|
4.55K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-129- 7.68% |
$18.3K - $21.8K
|
1.55K
$232K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-130- 1.97% |
$18.4K - $22K
|
6.48K
$969K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-130- 4.45% |
$18.4K - $22K
|
2.79K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-130- 0.31% |
$18.4K - $22K
|
41.9K
$6.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-131- 1.89% |
$18.6K - $22.2K
|
6.8K
$1.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-132- 2.08% |
$18.7K - $22.3K
|
6.22K
$930K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-133- 5.54% |
$18.9K - $22.5K
|
2.27K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-133- 1.0% |
$18.9K - $22.5K
|
13.2K
$1.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-134- 1.33% |
$19K - $22.7K
|
9.91K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-135- 0.76% |
$19.1K - $22.8K
|
17.6K
$2.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-136- 0.75% |
$19.3K - $23K
|
18K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-136- 5.15% |
$19.3K - $23K
|
2.5K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-136- 3.83% |
$19.3K - $23K
|
3.42K
$511K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-137- 0.92% |
$19.4K - $23.2K
|
14.8K
$2.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-137- 0.86% |
$19.4K - $23.2K
|
15.8K
$2.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-137- 0.74% |
$19.4K - $23.2K
|
18.3K
$2.74M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-137- 0.97% |
$19.4K - $23.2K
|
14K
$2.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-140- 3.11% |
$19.8K - $23.7K
|
4.36K
$652K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-143- 0.52% |
$20.3K - $24.2K
|
27.2K
$4.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-144- 2.96% |
$20.4K - $24.4K
|
4.72K
$705K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-144- 0.47% |
$20.4K - $24.4K
|
30.6K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-145- 1.11% |
$20.6K - $24.5K
|
12.9K
$1.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-146- 2.83% |
$20.7K - $24.7K
|
5.02K
$751K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-147- 1.82% |
$20.8K - $24.9K
|
7.92K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-150- 5.33% |
$21.3K - $25.4K
|
2.67K
$399K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-150- 4.57% |
$21.3K - $25.4K
|
3.13K
$469K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-150- 1.0% |
$21.3K - $25.4K
|
14.9K
$2.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-152- 2.89% |
$21.5K - $25.7K
|
5.11K
$764K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-152- 0.33% |
$21.5K - $25.7K
|
46.2K
$6.91M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-152- 2.89% |
$21.5K - $25.7K
|
5.11K
$764K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-153- 7.87% |
$21.7K - $25.9K
|
1.79K
$268K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-154- 1.72% |
$21.8K - $26K
|
8.77K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-154- 2.77% |
$21.8K - $26K
|
5.41K
$809K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-154- 31.49% |
$21.8K - $26K
|
335
$50.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-155- 0.68% |
$22K - $26.2K
|
22.6K
$3.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-156- 7.41% |
$22.1K - $26.4K
|
1.95K
$292K
|