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
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-390- 64.89% |
$55.3K - $65.9K
|
211
$31.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-394- 7.13% |
$55.9K - $66.6K
|
5.13K
$768K
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-394- 0.9% |
$55.9K - $66.6K
|
43.5K
$6.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-398- 1.15% |
$56.4K - $67.3K
|
34.3K
$5.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-398- 8.67% |
$56.4K - $67.3K
|
4.19K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-399- 15.3% |
$56.6K - $67.5K
|
2.21K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-400- 0.73% |
$56.7K - $67.6K
|
54.4K
$8.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-401- 0.96% |
$56.8K - $67.8K
|
41.5K
$6.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-401- 16.85% |
$56.8K - $67.8K
|
1.98K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-402- 5.65% |
$57K - $68K
|
6.71K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-402- 0.19% |
$57K - $68K
|
215K
$32.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-403- 4.78% |
$57.1K - $68.1K
|
8.03K
$1.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-409- 1.46% |
$58K - $69.2K
|
27.6K
$4.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-409- 1.1% |
$58K - $69.2K
|
36.8K
$5.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-413- 4.21% |
$58.6K - $69.8K
|
9.4K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-413- 3.21% |
$58.6K - $69.8K
|
12.5K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-413- 9.47% |
$58.6K - $69.8K
|
3.95K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-413- 2.57% |
$58.6K - $69.8K
|
15.7K
$2.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-415- 8.76% |
$58.8K - $70.2K
|
4.32K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-416- 3.56% |
$59K - $70.3K
|
11.3K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-417- 1.66% |
$59.1K - $70.5K
|
24.7K
$3.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-418- 15.59% |
$59.3K - $70.7K
|
2.26K
$338K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-420- 4.54% |
$59.5K - $71K
|
8.83K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-420- 15.91% |
$59.5K - $71K
|
2.22K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-422- 0.95% |
$59.8K - $71.4K
|
44.1K
$6.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-423- 20.38% |
$60K - $71.5K
|
1.65K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-427- 0.93% |
$60.5K - $72.2K
|
45.5K
$6.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-427- 0.66% |
$60.5K - $72.2K
|
64.5K
$9.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-433- 4.22% |
$61.4K - $73.2K
|
9.83K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-433- 0.77% |
$61.4K - $73.2K
|
55.6K
$8.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-437- 1.13% |
$62K - $73.9K
|
38.1K
$5.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-438- 4.82% |
$62.1K - $74.1K
|
8.64K
$1.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-440- 1.66% |
$62.4K - $74.4K
|
26K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-440- 6.29% |
$62.4K - $74.4K
|
6.56K
$981K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-441- 3.33% |
$62.5K - $74.6K
|
12.8K
$1.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-442- 2.23% |
$62.7K - $74.7K
|
19.4K
$2.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-445- 6.02% |
$63.1K - $75.2K
|
6.94K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-445- 12.2% |
$63.1K - $75.2K
|
3.2K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-446- 13.58% |
$63.2K - $75.4K
|
2.84K
$424K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-447- 3.29% |
$63.4K - $75.6K
|
13.1K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-449- 11.23% |
$63.7K - $75.9K
|
3.55K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-450- 11.66% |
$63.8K - $76.1K
|
3.41K
$510K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-452- 0.15% |
$64.1K - $76.4K
|
294K
$44M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-453- 0.72% |
$64.2K - $76.6K
|
62.4K
$9.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-454- 21.85% |
$64.4K - $76.8K
|
1.62K
$243K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-456- 9.5% |
$64.6K - $77.1K
|
4.34K
$649K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-456- 21.77% |
$64.6K - $77.1K
|
1.64K
$245K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-456- 9.5% |
$64.6K - $77.1K
|
4.34K
$649K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-460- 3.49% |
$65.2K - $77.8K
|
12.7K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-462- 0.67% |
$65.5K - $78.1K
|
68.9K
$10.3M
|