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 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.14K- 6.58% |
$162K - $193K
|
16.2K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-1.15K- 3.33% |
$162K - $194K
|
33.3K
$4.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.15K- 1.39% |
$164K - $195K
|
81.8K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.17K- 2.96% |
$166K - $198K
|
38.4K
$5.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.17K- 13.44% |
$166K - $198K
|
7.54K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.18K- 1.32% |
$168K - $200K
|
88.6K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.19K- 7.07% |
$169K - $202K
|
15.7K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.19K- 6.27% |
$169K - $202K
|
17.8K
$2.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.2K- 20.85% |
$171K - $204K
|
4.57K
$684K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.21K- 3.31% |
$172K - $205K
|
35.4K
$5.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.22K- 3.44% |
$173K - $206K
|
34.2K
$5.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.22K- 13.39% |
$173K - $206K
|
7.9K
$1.18M
|
|
|
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
$5.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.23K- 8.12% |
$175K - $209K
|
14K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.23K- 1.05% |
$175K - $209K
|
116K
$17.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.24K- 1.25% |
$175K - $209K
|
97.5K
$14.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.24K- 0.25% |
$176K - $210K
|
501K
$74.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 3.93% |
$179K - $213K
|
30.8K
$4.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.27K- 4.5% |
$179K - $214K
|
26.9K
$4.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.28K- 2.0% |
$181K - $216K
|
62.5K
$9.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.28K- 93.77% |
$181K - $216K
|
85
$12.7K
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.28K- 3.21% |
$182K - $217K
|
38.7K
$5.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.29K- 17.47% |
$183K - $218K
|
6.09K
$910K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.3K- 58.05% |
$184K - $219K
|
936
$140K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.31K- 7.33% |
$185K - $221K
|
16.5K
$2.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.31K- 16.32% |
$186K - $222K
|
6.72K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.31K- 29.86% |
$186K - $222K
|
3.08K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.32K- 4.52% |
$187K - $223K
|
27.8K
$4.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.33K- 10.05% |
$189K - $225K
|
11.9K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.33K- 0.18% |
$189K - $226K
|
756K
$113M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.35K- 37.26% |
$191K - $228K
|
2.27K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-1.35K- 41.16% |
$191K - $228K
|
1.93K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.35K- 27.85% |
$191K - $228K
|
3.5K
$523K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.35K- 2.36% |
$191K - $228K
|
55.9K
$8.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.37K- 7.95% |
$194K - $231K
|
15.8K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.37K- 7.35% |
$194K - $231K
|
17.2K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.37K- 0.63% |
$195K - $232K
|
216K
$32.2M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.38K- 13.67% |
$196K - $233K
|
8.71K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-1.38K- 14.96% |
$196K - $233K
|
7.84K
$1.17M
|
|
|
May 07, 2025
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-1.38K- 14.96% |
$196K - $233K
|
7.84K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.42K- 1.97% |
$201K - $239K
|
70.5K
$10.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.42K- 45.56% |
$202K - $240K
|
1.7K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.43K- 2.5% |
$202K - $241K
|
55.6K
$8.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.43K- 4.39% |
$203K - $242K
|
31.2K
$4.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.43K- 2.72% |
$203K - $242K
|
51.3K
$7.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.44K- 16.22% |
$204K - $243K
|
7.43K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.44K- 3.3% |
$204K - $244K
|
42.3K
$6.32M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.45K- 19.74% |
$205K - $245K
|
5.88K
$880K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.45K- 7.54% |
$205K - $245K
|
17.8K
$2.66M
|