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 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.02K- 9.33% |
$145K - $173K
|
9.92K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-1.03K- 4.64% |
$145K - $173K
|
21.1K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.03K- 8.14% |
$145K - $173K
|
11.6K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.03K- 7.91% |
$146K - $175K
|
12K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.04K- 4.39% |
$147K - $175K
|
22.6K
$3.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-1.04K- 2.76% |
$147K - $175K
|
36.5K
$5.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.04K- 12.12% |
$147K - $176K
|
7.53K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.04K- 11.34% |
$147K - $176K
|
8.13K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.04K- 5.52% |
$148K - $177K
|
17.9K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.05K- 37.5% |
$149K - $178K
|
1.76K
$251K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.06K- 1.52% |
$150K - $179K
|
68.5K
$9.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-1.06K- 1.57% |
$151K - $180K
|
66.6K
$9.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.06K- 5.0% |
$151K - $180K
|
20.2K
$2.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.07K- 9.81% |
$151K - $180K
|
9.81K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 3.67% |
$151K - $180K
|
28K
$4M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.07K- 22.69% |
$151K - $181K
|
3.64K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.07K- 29.48% |
$152K - $181K
|
2.56K
$366K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.08K- 0.21% |
$153K - $182K
|
517K
$73.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.09K- 3.18% |
$155K - $184K
|
33.2K
$4.74M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.09K- 6.03% |
$155K - $184K
|
17K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.11K- 1.47% |
$157K - $187K
|
74.2K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.12K- 0.84% |
$158K - $189K
|
132K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.12K- 0.6% |
$159K - $189K
|
187K
$26.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.13K- 5.27% |
$159K - $190K
|
20.2K
$2.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.13K- 23.08% |
$160K - $191K
|
3.76K
$537K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.13K- 17.3% |
$161K - $192K
|
5.42K
$775K
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-1.14K- 50.92% |
$161K - $193K
|
1.1K
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.14K- 6.58% |
$162K - $193K
|
16.2K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-1.15K- 3.33% |
$162K - $194K
|
33.3K
$4.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.15K- 1.39% |
$164K - $195K
|
81.8K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.17K- 2.96% |
$166K - $198K
|
38.4K
$5.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.17K- 13.44% |
$166K - $198K
|
7.54K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.18K- 1.32% |
$168K - $200K
|
88.6K
$12.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.19K- 7.07% |
$169K - $202K
|
15.7K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.19K- 6.27% |
$169K - $202K
|
17.8K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.2K- 20.85% |
$171K - $204K
|
4.57K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.21K- 3.31% |
$172K - $205K
|
35.4K
$5.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.22K- 3.44% |
$173K - $206K
|
34.2K
$4.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.22K- 13.39% |
$173K - $206K
|
7.9K
$1.13M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.22KClosed |
$174K - $207K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.23K- 3.43% |
$174K - $208K
|
34.6K
$4.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.23K- 8.12% |
$175K - $209K
|
14K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.23K- 1.05% |
$175K - $209K
|
116K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.24K- 1.25% |
$175K - $209K
|
97.5K
$13.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.24K- 0.25% |
$176K - $210K
|
501K
$71.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 3.93% |
$179K - $213K
|
30.8K
$4.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.27K- 4.5% |
$179K - $214K
|
26.9K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.28K- 2.0% |
$181K - $216K
|
62.5K
$8.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.28K- 93.77% |
$181K - $216K
|
85
$12.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.29K- 17.47% |
$183K - $218K
|
6.09K
$870K
|