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 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-217- 1.34% |
$30.8K - $36.7K
|
15.9K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-217- 12.12% |
$30.8K - $36.7K
|
1.57K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-219- 0.12% |
$31K - $37K
|
187K
$26.7M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-220- 1.0% |
$31.2K - $37.2K
|
21.7K
$3.1M
|
|
|
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
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-221- 0.88% |
$31.3K - $37.4K
|
24.9K
$3.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-225- 1.63% |
$31.9K - $38K
|
13.6K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-225- 5.83% |
$31.9K - $38K
|
3.64K
$519K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-226- 0.52% |
$32K - $38.2K
|
43.2K
$6.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-228- 3.71% |
$32.3K - $38.6K
|
5.92K
$845K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-228- 3.0% |
$32.3K - $38.6K
|
7.37K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-228- 3.2% |
$32.3K - $38.6K
|
6.89K
$984K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-229- 1.6% |
$32.5K - $38.7K
|
14K
$2.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-229- 0.78% |
$32.5K - $38.7K
|
29K
$4.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
SELL
|
- |
-230- 3.67% |
$32.6K - $38.9K
|
6.04K
$862K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-231- 0.65% |
$32.7K - $39.1K
|
35.2K
$5.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-234- 7.62% |
$33.2K - $39.6K
|
2.84K
$405K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-236- 3.79% |
$33.5K - $39.9K
|
5.99K
$855K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-236- 5.9% |
$33.5K - $39.9K
|
3.76K
$538K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-236- 0.93% |
$33.5K - $39.9K
|
25.2K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-239- 2.58% |
$33.9K - $40.4K
|
9.04K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-240- 11.89% |
$34K - $40.6K
|
1.78K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-240- 14.63% |
$34K - $40.6K
|
1.4K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-240- 6.28% |
$34K - $40.6K
|
3.58K
$512K
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-241- 3.08% |
$34.2K - $40.8K
|
7.57K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-241- 1.35% |
$34.2K - $40.8K
|
17.7K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-244- 14.91% |
$34.6K - $41.3K
|
1.39K
$199K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-245- 1.32% |
$34.7K - $41.4K
|
18.3K
$2.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-245- 1.33% |
$34.7K - $41.4K
|
18.2K
$2.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-250- 2.56% |
$35.4K - $42.3K
|
9.51K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-251- 8.52% |
$35.6K - $42.4K
|
2.7K
$385K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-253- 5.25% |
$35.9K - $42.8K
|
4.57K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-254- 5.71% |
$36K - $43K
|
4.19K
$599K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-255- 7.95% |
$36.2K - $43.1K
|
2.95K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-258- 7.57% |
$36.6K - $43.6K
|
3.15K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-258- 7.02% |
$36.6K - $43.6K
|
3.42K
$488K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-260- 2.37% |
$36.9K - $44K
|
10.7K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-261- 23.35% |
$37K - $44.1K
|
857
$122K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-261- 8.62% |
$37K - $44.1K
|
2.77K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-263- 3.15% |
$37.3K - $44.5K
|
8.08K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-265- 7.99% |
$37.6K - $44.8K
|
3.05K
$436K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-266- 7.27% |
$37.7K - $45K
|
3.4K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-269- 2.75% |
$38.1K - $45.5K
|
9.51K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-272- 0.17% |
$38.6K - $46K
|
156K
$22.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-272- 3.34% |
$38.6K - $46K
|
7.87K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-273- 3.45% |
$38.7K - $46.2K
|
7.64K
$1.09M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-274- 10.76% |
$38.8K - $46.3K
|
2.27K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-275- 6.67% |
$39K - $46.5K
|
3.85K
$550K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-276- 4.62% |
$39.1K - $46.7K
|
5.7K
$815K
|