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
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-923- 7.61% |
$131K - $156K
|
11.2K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-926- 9.35% |
$131K - $157K
|
8.98K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-929- 3.63% |
$132K - $157K
|
24.7K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-936- 2.45% |
$133K - $158K
|
37.3K
$5.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-940- 9.35% |
$133K - $159K
|
9.12K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-945- 1.13% |
$134K - $160K
|
82.5K
$12.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-947- 21.71% |
$134K - $160K
|
3.42K
$511K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-950- 18.61% |
$135K - $161K
|
4.16K
$621K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-950- 2.27% |
$135K - $161K
|
40.8K
$6.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-964- 3.64% |
$137K - $163K
|
25.5K
$3.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-970- 3.31% |
$138K - $164K
|
28.4K
$4.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-973- 8.78% |
$138K - $165K
|
10.1K
$1.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-977- 1.23% |
$139K - $165K
|
78.6K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-979- 5.43% |
$139K - $166K
|
17.1K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-982- 2.97% |
$139K - $166K
|
32K
$4.79M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-991- 9.1% |
$140K - $168K
|
9.9K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1K- 9.8% |
$142K - $169K
|
9.2K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.01K- 5.04% |
$142K - $170K
|
18.9K
$2.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.01K- 24.0% |
$143K - $171K
|
3.2K
$478K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.01K- 2.44% |
$143K - $171K
|
40.4K
$6.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.01K- 8.59% |
$144K - $171K
|
10.8K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.01K- 11.16% |
$144K - $171K
|
8.07K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.02K- 26.25% |
$144K - $172K
|
2.85K
$427K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.02K- 9.33% |
$145K - $173K
|
9.92K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.03K- 4.64% |
$145K - $173K
|
21.1K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.03K- 8.14% |
$145K - $173K
|
11.6K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.03K- 7.91% |
$146K - $175K
|
12K
$1.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.04K- 4.39% |
$147K - $175K
|
22.6K
$3.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-1.04K- 2.76% |
$147K - $175K
|
36.5K
$5.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.04K- 12.12% |
$147K - $176K
|
7.53K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.04K- 11.34% |
$147K - $176K
|
8.13K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.04K- 5.52% |
$148K - $177K
|
17.9K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.05K- 37.5% |
$149K - $178K
|
1.76K
$262K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.06K- 1.52% |
$150K - $179K
|
68.5K
$10.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-1.06K- 1.57% |
$151K - $180K
|
66.6K
$9.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.06K- 5.0% |
$151K - $180K
|
20.2K
$3.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.07K- 9.81% |
$151K - $180K
|
9.81K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 3.67% |
$151K - $180K
|
28K
$4.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.07K- 22.69% |
$151K - $181K
|
3.64K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.07K- 29.48% |
$152K - $181K
|
2.56K
$383K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.08K- 0.21% |
$153K - $182K
|
517K
$77.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.09K- 3.18% |
$155K - $184K
|
33.2K
$4.96M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.09K- 6.03% |
$155K - $184K
|
17K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.11K- 1.47% |
$157K - $187K
|
74.2K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.12K- 0.84% |
$158K - $189K
|
132K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.12K- 0.6% |
$159K - $189K
|
187K
$27.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.13K- 5.27% |
$159K - $190K
|
20.2K
$3.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.13K- 23.08% |
$160K - $191K
|
3.76K
$562K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.13K- 17.3% |
$161K - $192K
|
5.42K
$811K
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-1.14K- 50.92% |
$161K - $193K
|
1.1K
$164K
|