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 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.3K- 58.05% |
$184K - $219K
|
936
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.31K- 7.33% |
$185K - $221K
|
16.5K
$2.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.31K- 16.32% |
$186K - $222K
|
6.72K
$960K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.31K- 29.86% |
$186K - $222K
|
3.08K
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.32K- 4.52% |
$187K - $223K
|
27.8K
$3.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.33K- 10.05% |
$189K - $225K
|
11.9K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.33K- 0.18% |
$189K - $226K
|
756K
$108M
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-1.35K- 41.16% |
$191K - $228K
|
1.93K
$276K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.35K- 27.85% |
$191K - $228K
|
3.5K
$500K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.35K- 2.36% |
$191K - $228K
|
55.9K
$7.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.37K- 7.95% |
$194K - $231K
|
15.8K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.37K- 7.35% |
$194K - $231K
|
17.2K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.37K- 0.63% |
$195K - $232K
|
216K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-1.38K- 14.96% |
$196K - $233K
|
7.84K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.42K- 1.97% |
$201K - $239K
|
70.5K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.42K- 45.56% |
$202K - $240K
|
1.7K
$243K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.43K- 2.5% |
$202K - $241K
|
55.6K
$7.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.43K- 4.39% |
$203K - $242K
|
31.2K
$4.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.43K- 2.72% |
$203K - $242K
|
51.3K
$7.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.44K- 16.22% |
$204K - $243K
|
7.43K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.44K- 3.3% |
$204K - $244K
|
42.3K
$6.04M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.45K- 19.74% |
$205K - $245K
|
5.88K
$841K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.45K- 7.54% |
$205K - $245K
|
17.8K
$2.54M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.46K- 1.45% |
$207K - $246K
|
99.2K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.46K- 2.68% |
$207K - $247K
|
52.9K
$7.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.46K- 16.34% |
$207K - $247K
|
7.48K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.46K- 41.56% |
$207K - $247K
|
2.06K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.48K- 4.15% |
$209K - $249K
|
34.1K
$4.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.48K- 14.83% |
$209K - $250K
|
8.48K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 10.94% |
$209K - $250K
|
12K
$1.72M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.5K- 9.01% |
$213K - $253K
|
15.1K
$2.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.51K- 1.99% |
$214K - $256K
|
74.4K
$10.6M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.51K- 1.99% |
$214K - $256K
|
74.4K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.52K- 2.58% |
$216K - $258K
|
57.5K
$8.21M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.52K- 7.21% |
$216K - $258K
|
19.6K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.53K- 4.66% |
$216K - $258K
|
31.2K
$4.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.53K- 13.68% |
$217K - $259K
|
9.66K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.53K- 3.76% |
$217K - $259K
|
39.3K
$5.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
SELL
|
- |
-1.54K- 4.13% |
$219K - $261K
|
35.8K
$5.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.55K- 15.4% |
$219K - $262K
|
8.5K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.56K- 39.7% |
$222K - $264K
|
2.37K
$339K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.57K- 27.39% |
$222K - $265K
|
4.15K
$593K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.57K- 5.28% |
$222K - $265K
|
28.1K
$4.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.58K- 20.95% |
$225K - $268K
|
5.98K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.59K- 4.4% |
$225K - $268K
|
34.5K
$4.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.59K- 3.2% |
$226K - $269K
|
48.1K
$6.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.6K- 2.35% |
$226K - $270K
|
66.2K
$9.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.6K- 43.52% |
$227K - $271K
|
2.08K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.62K- 14.28% |
$230K - $274K
|
9.74K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.62K- 5.7% |
$230K - $275K
|
26.9K
$3.84M
|