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
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-167- 11.05% |
$23.7K - $28.2K
|
1.34K
$192K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-168- 1.3% |
$23.8K - $28.4K
|
12.8K
$1.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-169- 0.39% |
$24K - $28.6K
|
42.8K
$6.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-170- 0.74% |
$24.1K - $28.7K
|
22.9K
$3.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-170- 1.09% |
$24.1K - $28.7K
|
15.4K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-170- 1.39% |
$24.1K - $28.7K
|
12.1K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-170- 0.79% |
$24.1K - $28.7K
|
21.5K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-170- 4.26% |
$24.1K - $28.7K
|
3.82K
$545K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-172- 1.95% |
$24.4K - $29.1K
|
8.65K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-173- 5.05% |
$24.5K - $29.3K
|
3.26K
$465K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-174- 7.44% |
$24.7K - $29.4K
|
2.17K
$309K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-174- 1.03% |
$24.7K - $29.4K
|
16.7K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-175- 15.07% |
$24.8K - $29.6K
|
986
$141K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-176- 8.44% |
$25K - $29.8K
|
1.91K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-176- 1.32% |
$25K - $29.8K
|
13.2K
$1.89M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-177- 16.95% |
$25.1K - $29.9K
|
867
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-177- 3.06% |
$25.1K - $29.9K
|
5.6K
$800K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-179- 7.62% |
$25.4K - $30.3K
|
2.17K
$310K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-179- 8.28% |
$25.4K - $30.3K
|
1.98K
$283K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-181- 8.13% |
$25.7K - $30.6K
|
2.05K
$292K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-181- 1.77% |
$25.7K - $30.6K
|
10K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-181- 6.34% |
$25.7K - $30.6K
|
2.68K
$382K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-183- 10.46% |
$25.9K - $30.9K
|
1.57K
$224K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-183- 4.7% |
$25.9K - $30.9K
|
3.71K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-185- 3.81% |
$26.2K - $31.3K
|
4.67K
$668K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-187- 1.31% |
$26.5K - $31.6K
|
14.1K
$2.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-187- 11.08% |
$26.5K - $31.6K
|
1.5K
$214K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-188- 7.5% |
$26.7K - $31.8K
|
2.32K
$331K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-188- 1.42% |
$26.7K - $31.8K
|
13.1K
$1.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-189- 2.84% |
$26.8K - $32K
|
6.46K
$923K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-190- 12.34% |
$26.9K - $32.1K
|
1.35K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-190- 7.12% |
$26.9K - $32.1K
|
2.48K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-190- 9.8% |
$26.9K - $32.1K
|
1.75K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-193- 5.0% |
$27.4K - $32.6K
|
3.67K
$524K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-193- 20.66% |
$27.4K - $32.6K
|
741
$106K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-193- 1.71% |
$27.4K - $32.6K
|
11.1K
$1.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-195- 1.1% |
$27.6K - $33K
|
17.6K
$2.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-195- 5.52% |
$27.6K - $33K
|
3.34K
$477K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-198- 6.96% |
$28.1K - $33.5K
|
2.65K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-198- 2.48% |
$28.1K - $33.5K
|
7.78K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-199- 1.77% |
$28.2K - $33.7K
|
11.1K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-200- 0.96% |
$28.4K - $33.8K
|
20.6K
$2.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-200- 9.63% |
$28.4K - $33.8K
|
1.88K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-200- 28.78% |
$28.4K - $33.8K
|
495
$70.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-201- 9.86% |
$28.5K - $34K
|
1.84K
$263K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-203- 4.91% |
$28.8K - $34.3K
|
3.93K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-204- 3.02% |
$28.9K - $34.5K
|
6.55K
$936K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-207- 7.69% |
$29.3K - $35K
|
2.49K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-212- 1.12% |
$30.1K - $35.8K
|
18.7K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-214- 1.68% |
$30.3K - $36.2K
|
12.5K
$1.79M
|