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 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-420- 4.54% |
$59.5K - $71K
|
8.83K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-420- 15.91% |
$59.5K - $71K
|
2.22K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-422- 0.95% |
$59.8K - $71.4K
|
44.1K
$6.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-423- 20.38% |
$60K - $71.5K
|
1.65K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-427- 0.93% |
$60.5K - $72.2K
|
45.5K
$6.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-427- 0.66% |
$60.5K - $72.2K
|
64.5K
$9.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-433- 4.22% |
$61.4K - $73.2K
|
9.83K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-433- 0.77% |
$61.4K - $73.2K
|
55.6K
$7.94M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-437- 1.13% |
$62K - $73.9K
|
38.1K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-438- 4.82% |
$62.1K - $74.1K
|
8.64K
$1.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-440- 1.66% |
$62.4K - $74.4K
|
26K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-440- 6.29% |
$62.4K - $74.4K
|
6.56K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-441- 3.33% |
$62.5K - $74.6K
|
12.8K
$1.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-442- 2.23% |
$62.7K - $74.7K
|
19.4K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-445- 6.02% |
$63.1K - $75.2K
|
6.94K
$992K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-445- 12.2% |
$63.1K - $75.2K
|
3.2K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-446- 13.58% |
$63.2K - $75.4K
|
2.84K
$405K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-447- 3.29% |
$63.4K - $75.6K
|
13.1K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-449- 11.23% |
$63.7K - $75.9K
|
3.55K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-450- 11.66% |
$63.8K - $76.1K
|
3.41K
$487K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-452- 0.15% |
$64.1K - $76.4K
|
294K
$42M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-453- 0.72% |
$64.2K - $76.6K
|
62.4K
$8.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-454- 21.85% |
$64.4K - $76.8K
|
1.62K
$232K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-456- 9.5% |
$64.6K - $77.1K
|
4.34K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-456- 21.77% |
$64.6K - $77.1K
|
1.64K
$234K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-456- 9.5% |
$64.6K - $77.1K
|
4.34K
$620K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-460- 3.49% |
$65.2K - $77.8K
|
12.7K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-462- 0.67% |
$65.5K - $78.1K
|
68.9K
$9.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-465- 21.36% |
$65.9K - $78.6K
|
1.71K
$245K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-466- 3.77% |
$66.1K - $78.8K
|
11.9K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-467- 3.42% |
$66.2K - $79K
|
13.2K
$1.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-469- 13.57% |
$66.5K - $79.3K
|
2.99K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-472- 4.54% |
$66.9K - $79.8K
|
9.93K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-473- 7.29% |
$67.1K - $80K
|
6.01K
$859K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-475- 18.42% |
$67.3K - $80.3K
|
2.1K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-477- 0.55% |
$67.6K - $80.7K
|
86.6K
$12.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-480- 16.22% |
$68K - $81.2K
|
2.48K
$354K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-481- 4.09% |
$68.2K - $81.3K
|
11.3K
$1.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-489- 8.81% |
$69.3K - $82.7K
|
5.06K
$723K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-490- 3.68% |
$69.5K - $82.9K
|
12.8K
$1.83M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-491- 95.34% |
$69.6K - $83K
|
24
$3.43K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-494- 2.6% |
$70K - $83.5K
|
18.5K
$2.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-494- 4.36% |
$70K - $83.5K
|
10.8K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-495- 1.12% |
$70.2K - $83.7K
|
43.6K
$6.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-496- 2.83% |
$70.3K - $83.9K
|
17K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-500- 20.56% |
$70.9K - $84.6K
|
1.93K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 2.74% |
$70.9K - $84.6K
|
17.7K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-507- 25.26% |
$71.9K - $85.7K
|
1.5K
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-508- 1.33% |
$72K - $85.9K
|
37.7K
$5.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-510- 1.77% |
$72.3K - $86.2K
|
28.3K
$4.05M
|