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 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-644- 5.82% |
$91.3K - $109K
|
10.4K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-646- 5.96% |
$91.6K - $109K
|
10.2K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-647- 16.47% |
$91.7K - $109K
|
3.28K
$469K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-647- 19.28% |
$91.7K - $109K
|
2.71K
$387K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-650- 16.72% |
$92.2K - $110K
|
3.24K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-661- 15.05% |
$93.7K - $112K
|
3.73K
$533K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-662- 15.72% |
$93.9K - $112K
|
3.55K
$507K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-663- 5.07% |
$94K - $112K
|
12.4K
$1.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-664- 10.43% |
$94.1K - $112K
|
5.7K
$814K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-665- 3.52% |
$94.3K - $112K
|
18.2K
$2.6M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-671- 0.8% |
$95.1K - $113K
|
82.7K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-672- 8.07% |
$95.3K - $114K
|
7.65K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-675- 2.52% |
$95.7K - $114K
|
26.1K
$3.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-680- 1.05% |
$96.4K - $115K
|
64.2K
$9.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-680- 0.39% |
$96.4K - $115K
|
173K
$24.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-682- 4.59% |
$96.7K - $115K
|
14.2K
$2.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-686- 1.97% |
$97.3K - $116K
|
34.2K
$4.89M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-689- 4.91% |
$97.7K - $117K
|
13.3K
$1.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-694- 18.61% |
$98.4K - $117K
|
3.04K
$434K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-699- 10.62% |
$99.1K - $118K
|
5.89K
$841K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-700- 26.92% |
$99.2K - $118K
|
1.9K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-700- 5.89% |
$99.2K - $118K
|
11.2K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-702- 1.93% |
$99.5K - $119K
|
35.7K
$5.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-705- 1.16% |
$99.9K - $119K
|
60.1K
$8.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-711- 2.19% |
$101K - $120K
|
31.7K
$4.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-714- 2.7% |
$101K - $121K
|
25.7K
$3.67M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-715- 5.7% |
$101K - $121K
|
11.8K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-720- 1.54% |
$102K - $122K
|
45.9K
$6.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-724- 2.55% |
$103K - $122K
|
27.7K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-725- 22.12% |
$103K - $123K
|
2.55K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-727- 5.43% |
$103K - $123K
|
12.7K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-728- 3.67% |
$103K - $123K
|
19.1K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-733- 0.94% |
$104K - $124K
|
77K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-733- 2.84% |
$104K - $124K
|
25.1K
$3.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-734- 18.77% |
$104K - $124K
|
3.18K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-738- 5.09% |
$105K - $125K
|
13.8K
$1.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-739- 5.09% |
$105K - $125K
|
13.8K
$1.97M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-744- 11.27% |
$105K - $126K
|
5.86K
$837K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-748- 9.09% |
$106K - $126K
|
7.49K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-751- 1.9% |
$106K - $127K
|
38.8K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-756- 2.98% |
$107K - $128K
|
24.6K
$3.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-759- 6.67% |
$108K - $128K
|
10.6K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-762- 1.83% |
$108K - $129K
|
40.8K
$5.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-772- 1.43% |
$109K - $131K
|
53.2K
$7.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-775- 8.77% |
$110K - $131K
|
8.07K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-780- 0.22% |
$111K - $132K
|
362K
$51.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-781- 3.64% |
$111K - $132K
|
20.7K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-782- 4.42% |
$111K - $132K
|
16.9K
$2.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-784- 15.48% |
$111K - $133K
|
4.28K
$612K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-786- 2.85% |
$111K - $133K
|
26.8K
$3.82M
|