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 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-156- 4.32% |
$22.1K - $26.4K
|
3.45K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-156- 1.95% |
$22.1K - $26.4K
|
7.85K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-157- 3.29% |
$22.3K - $26.5K
|
4.61K
$690K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-158- 3.99% |
$22.4K - $26.7K
|
3.8K
$569K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-158- 0.71% |
$22.4K - $26.7K
|
22.2K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-158- 0.6% |
$22.4K - $26.7K
|
26.2K
$3.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-159- 8.96% |
$22.5K - $26.9K
|
1.62K
$242K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-159- 0.72% |
$22.5K - $26.9K
|
21.8K
$3.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-160- 2.43% |
$22.7K - $27.1K
|
6.44K
$963K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-160- 0.88% |
$22.7K - $27.1K
|
17.9K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-160- 4.05% |
$22.7K - $27.1K
|
3.8K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-160- 1.93% |
$22.7K - $27.1K
|
8.14K
$1.22M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-162- 3.44% |
$23K - $27.4K
|
4.54K
$679K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-162- 1.38% |
$23K - $27.4K
|
11.6K
$1.73M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-163- 1.09% |
$23.1K - $27.6K
|
14.7K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-165- 4.99% |
$23.4K - $27.9K
|
3.14K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-165- 1.7% |
$23.4K - $27.9K
|
9.52K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-165- 8.03% |
$23.4K - $27.9K
|
1.89K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-166- 45.98% |
$23.5K - $28.1K
|
195
$29.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-166- 7.09% |
$23.5K - $28.1K
|
2.17K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-167- 9.5% |
$23.7K - $28.2K
|
1.59K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-167- 11.05% |
$23.7K - $28.2K
|
1.34K
$201K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-168- 1.3% |
$23.8K - $28.4K
|
12.8K
$1.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-169- 0.39% |
$24K - $28.6K
|
42.8K
$6.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-170- 0.74% |
$24.1K - $28.7K
|
22.9K
$3.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-170- 1.09% |
$24.1K - $28.7K
|
15.4K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-170- 1.39% |
$24.1K - $28.7K
|
12.1K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-170- 0.79% |
$24.1K - $28.7K
|
21.5K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-170- 4.26% |
$24.1K - $28.7K
|
3.82K
$571K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-172- 1.95% |
$24.4K - $29.1K
|
8.65K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-173- 5.05% |
$24.5K - $29.3K
|
3.26K
$487K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-174- 7.44% |
$24.7K - $29.4K
|
2.17K
$324K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-174- 1.03% |
$24.7K - $29.4K
|
16.7K
$2.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-175- 15.07% |
$24.8K - $29.6K
|
986
$147K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-176- 8.44% |
$25K - $29.8K
|
1.91K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-176- 1.32% |
$25K - $29.8K
|
13.2K
$1.97M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-177- 16.95% |
$25.1K - $29.9K
|
867
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-177- 3.06% |
$25.1K - $29.9K
|
5.6K
$837K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-179- 7.62% |
$25.4K - $30.3K
|
2.17K
$325K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-179- 8.28% |
$25.4K - $30.3K
|
1.98K
$297K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-181- 8.13% |
$25.7K - $30.6K
|
2.05K
$306K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-181- 1.77% |
$25.7K - $30.6K
|
10K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-181- 6.34% |
$25.7K - $30.6K
|
2.68K
$400K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-183- 10.46% |
$25.9K - $30.9K
|
1.57K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-183- 4.7% |
$25.9K - $30.9K
|
3.71K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-185- 3.81% |
$26.2K - $31.3K
|
4.67K
$699K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-187- 1.31% |
$26.5K - $31.6K
|
14.1K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-187- 11.08% |
$26.5K - $31.6K
|
1.5K
$224K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-188- 7.5% |
$26.7K - $31.8K
|
2.32K
$347K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-188- 1.42% |
$26.7K - $31.8K
|
13.1K
$1.96M
|