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 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-245- 1.32% |
$34.7K - $41.4K
|
18.3K
$2.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-245- 1.33% |
$34.7K - $41.4K
|
18.2K
$2.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-250- 2.56% |
$35.4K - $42.3K
|
9.51K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-251- 8.52% |
$35.6K - $42.4K
|
2.7K
$403K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-253- 5.25% |
$35.9K - $42.8K
|
4.57K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-254- 5.71% |
$36K - $43K
|
4.19K
$627K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-255- 7.95% |
$36.2K - $43.1K
|
2.95K
$441K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-258- 7.57% |
$36.6K - $43.6K
|
3.15K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-258- 7.02% |
$36.6K - $43.6K
|
3.42K
$511K
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-260- 2.37% |
$36.9K - $44K
|
10.7K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-261- 23.35% |
$37K - $44.1K
|
857
$128K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-261- 8.62% |
$37K - $44.1K
|
2.77K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-263- 3.15% |
$37.3K - $44.5K
|
8.08K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-265- 7.99% |
$37.6K - $44.8K
|
3.05K
$456K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-266- 7.27% |
$37.7K - $45K
|
3.4K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-269- 2.75% |
$38.1K - $45.5K
|
9.51K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-272- 0.17% |
$38.6K - $46K
|
156K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-272- 3.34% |
$38.6K - $46K
|
7.87K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-273- 3.45% |
$38.7K - $46.2K
|
7.64K
$1.14M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-274- 10.76% |
$38.8K - $46.3K
|
2.27K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-275- 6.67% |
$39K - $46.5K
|
3.85K
$576K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-276- 4.62% |
$39.1K - $46.7K
|
5.7K
$853K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-279- 2.85% |
$39.6K - $47.2K
|
9.52K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-281- 1.72% |
$39.8K - $47.5K
|
16K
$2.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-282- 13.52% |
$40K - $47.7K
|
1.8K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-282- 59.0% |
$40K - $47.7K
|
196
$29.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-283- 0.89% |
$40.1K - $47.9K
|
31.5K
$4.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-284- 1.59% |
$40.3K - $48K
|
17.6K
$2.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-285- 7.79% |
$40.4K - $48.2K
|
3.37K
$504K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-286- 6.89% |
$40.5K - $48.4K
|
3.86K
$578K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-287- 0.62% |
$40.7K - $48.5K
|
46.2K
$6.91M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-287- 0.78% |
$40.7K - $48.5K
|
36.3K
$5.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-287- 2.76% |
$40.7K - $48.5K
|
10.1K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-289- 0.5% |
$41K - $48.9K
|
57.6K
$8.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-293- 15.05% |
$41.5K - $49.5K
|
1.65K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-293- 0.48% |
$41.5K - $49.5K
|
60.8K
$9.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-295- 1.66% |
$41.8K - $49.9K
|
17.5K
$2.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-299- 4.67% |
$42.4K - $50.6K
|
6.1K
$912K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-299- 32.79% |
$42.4K - $50.6K
|
613
$91.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-300- 4.97% |
$42.5K - $50.7K
|
5.74K
$859K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-302- 4.44% |
$42.8K - $51.1K
|
6.51K
$973K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-302- 6.79% |
$42.8K - $51.1K
|
4.15K
$620K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-303- 0.22% |
$43K - $51.2K
|
137K
$20.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-305- 13.19% |
$43.2K - $51.6K
|
2.01K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-307- 16.64% |
$43.5K - $51.9K
|
1.54K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-313- 0.18% |
$44.4K - $52.9K
|
174K
$26.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-315- 1.79% |
$44.7K - $53.3K
|
17.2K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-315- 6.76% |
$44.7K - $53.3K
|
4.35K
$650K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-315- 13.82% |
$44.7K - $53.3K
|
1.96K
$294K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-318- 16.04% |
$45.1K - $53.8K
|
1.67K
$249K
|