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 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-279- 2.85% |
$39.6K - $47.2K
|
9.52K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-281- 1.72% |
$39.8K - $47.5K
|
16K
$2.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-282- 13.52% |
$40K - $47.7K
|
1.8K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-282- 59.0% |
$40K - $47.7K
|
196
$28K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-283- 0.89% |
$40.1K - $47.9K
|
31.5K
$4.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-284- 1.59% |
$40.3K - $48K
|
17.6K
$2.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-285- 7.79% |
$40.4K - $48.2K
|
3.37K
$482K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-286- 6.89% |
$40.5K - $48.4K
|
3.86K
$552K
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-287- 0.62% |
$40.7K - $48.5K
|
46.2K
$6.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-287- 0.78% |
$40.7K - $48.5K
|
36.3K
$5.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-287- 2.76% |
$40.7K - $48.5K
|
10.1K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-289- 0.5% |
$41K - $48.9K
|
57.6K
$8.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-293- 15.05% |
$41.5K - $49.5K
|
1.65K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-293- 0.48% |
$41.5K - $49.5K
|
60.8K
$8.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-295- 1.66% |
$41.8K - $49.9K
|
17.5K
$2.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-299- 4.67% |
$42.4K - $50.6K
|
6.1K
$872K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-299- 32.79% |
$42.4K - $50.6K
|
613
$87.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-300- 4.97% |
$42.5K - $50.7K
|
5.74K
$820K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-302- 4.44% |
$42.8K - $51.1K
|
6.51K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-302- 6.79% |
$42.8K - $51.1K
|
4.15K
$592K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-303- 0.22% |
$43K - $51.2K
|
137K
$19.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-305- 13.19% |
$43.2K - $51.6K
|
2.01K
$287K
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-307- 16.64% |
$43.5K - $51.9K
|
1.54K
$220K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-313- 0.18% |
$44.4K - $52.9K
|
174K
$24.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-315- 1.79% |
$44.7K - $53.3K
|
17.2K
$2.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-315- 6.76% |
$44.7K - $53.3K
|
4.35K
$621K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-315- 13.82% |
$44.7K - $53.3K
|
1.96K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-318- 16.04% |
$45.1K - $53.8K
|
1.67K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-318- 3.53% |
$45.1K - $53.8K
|
8.69K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-318- 1.18% |
$45.1K - $53.8K
|
26.6K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-322- 5.14% |
$45.6K - $54.5K
|
5.95K
$849K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-323- 0.45% |
$45.8K - $54.6K
|
70.8K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-325- 15.0% |
$46.1K - $55K
|
1.84K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-326- 11.67% |
$46.2K - $55.1K
|
2.47K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-329- 1.58% |
$46.6K - $55.6K
|
20.5K
$2.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-335- 2.16% |
$47.5K - $56.6K
|
15.2K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-335- 3.37% |
$47.5K - $56.6K
|
9.62K
$1.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-336- 1.4% |
$47.6K - $56.8K
|
23.7K
$3.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-338- 2.81% |
$47.9K - $57.2K
|
11.7K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-338- 1.32% |
$47.9K - $57.2K
|
25.3K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-340- 6.23% |
$48.2K - $57.5K
|
5.12K
$731K
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-343- 2.85% |
$48.6K - $58K
|
11.7K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-346- 4.41% |
$49.1K - $58.5K
|
7.49K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-346- 10.4% |
$49.1K - $58.5K
|
2.98K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-347- 2.25% |
$49.2K - $58.7K
|
15.1K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-347- 2.29% |
$49.2K - $58.7K
|
14.8K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-348- 2.45% |
$49.3K - $58.8K
|
13.9K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-348- 10.4% |
$49.3K - $58.8K
|
3K
$428K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-350- 1.6% |
$49.6K - $59.2K
|
21.6K
$3.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-350- 5.63% |
$49.6K - $59.2K
|
5.87K
$839K
|