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 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-189- 2.84% |
$26.8K - $32K
|
6.46K
$966K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-190- 12.34% |
$26.9K - $32.1K
|
1.35K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-190- 7.12% |
$26.9K - $32.1K
|
2.48K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-190- 9.8% |
$26.9K - $32.1K
|
1.75K
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-193- 5.0% |
$27.4K - $32.6K
|
3.67K
$548K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-193- 20.66% |
$27.4K - $32.6K
|
741
$111K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-193- 1.71% |
$27.4K - $32.6K
|
11.1K
$1.66M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-193- 2.52% |
$27.4K - $32.6K
|
7.46K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-195- 1.1% |
$27.6K - $33K
|
17.6K
$2.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-195- 5.52% |
$27.6K - $33K
|
3.34K
$499K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-198- 6.96% |
$28.1K - $33.5K
|
2.65K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-198- 2.48% |
$28.1K - $33.5K
|
7.78K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-199- 1.77% |
$28.2K - $33.7K
|
11.1K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-200- 0.96% |
$28.4K - $33.8K
|
20.6K
$3.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-200- 9.63% |
$28.4K - $33.8K
|
1.88K
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-200- 28.78% |
$28.4K - $33.8K
|
495
$74K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-201- 9.86% |
$28.5K - $34K
|
1.84K
$275K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-203- 4.91% |
$28.8K - $34.3K
|
3.93K
$588K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-204- 3.02% |
$28.9K - $34.5K
|
6.55K
$980K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-207- 7.69% |
$29.3K - $35K
|
2.49K
$372K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-212- 1.12% |
$30.1K - $35.8K
|
18.7K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-214- 1.68% |
$30.3K - $36.2K
|
12.5K
$1.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-217- 1.34% |
$30.8K - $36.7K
|
15.9K
$2.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-217- 12.12% |
$30.8K - $36.7K
|
1.57K
$235K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-219- 0.12% |
$31K - $37K
|
187K
$28M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-220- 1.0% |
$31.2K - $37.2K
|
21.7K
$3.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-220Closed |
$31.2K - $37.2K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-221- 9.51% |
$31.3K - $37.4K
|
2.1K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-221- 0.88% |
$31.3K - $37.4K
|
24.9K
$3.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-225- 1.63% |
$31.9K - $38K
|
13.6K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-225- 5.83% |
$31.9K - $38K
|
3.64K
$544K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-226- 0.52% |
$32K - $38.2K
|
43.2K
$6.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-228- 3.71% |
$32.3K - $38.6K
|
5.92K
$885K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-228- 3.0% |
$32.3K - $38.6K
|
7.37K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-228- 3.2% |
$32.3K - $38.6K
|
6.89K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-229- 1.6% |
$32.5K - $38.7K
|
14K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-229- 0.78% |
$32.5K - $38.7K
|
29K
$4.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-230- 3.67% |
$32.6K - $38.9K
|
6.04K
$903K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-231- 0.65% |
$32.7K - $39.1K
|
35.2K
$5.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-234- 7.62% |
$33.2K - $39.6K
|
2.84K
$424K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-236- 3.79% |
$33.5K - $39.9K
|
5.99K
$896K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-236- 5.9% |
$33.5K - $39.9K
|
3.76K
$563K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-236- 0.93% |
$33.5K - $39.9K
|
25.2K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-239- 2.58% |
$33.9K - $40.4K
|
9.04K
$1.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-240- 11.89% |
$34K - $40.6K
|
1.78K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-240- 14.63% |
$34K - $40.6K
|
1.4K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-240- 6.28% |
$34K - $40.6K
|
3.58K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-241- 3.08% |
$34.2K - $40.8K
|
7.57K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-241- 1.35% |
$34.2K - $40.8K
|
17.7K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-244- 14.91% |
$34.6K - $41.3K
|
1.39K
$208K
|