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 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.46K- 1.45% |
$207K - $246K
|
99.2K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.46K- 2.68% |
$207K - $247K
|
52.9K
$7.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.46K- 16.34% |
$207K - $247K
|
7.48K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.46K- 41.56% |
$207K - $247K
|
2.06K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.48K- 4.15% |
$209K - $249K
|
34.1K
$5.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.48K- 14.83% |
$209K - $250K
|
8.48K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 10.94% |
$209K - $250K
|
12K
$1.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.5K- 9.01% |
$213K - $253K
|
15.1K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.51K- 1.99% |
$214K - $256K
|
74.4K
$11.1M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.51K- 1.99% |
$214K - $256K
|
74.4K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.52K- 2.58% |
$216K - $258K
|
57.5K
$8.6M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.52K- 7.21% |
$216K - $258K
|
19.6K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.53K- 4.66% |
$216K - $258K
|
31.2K
$4.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.53K- 13.68% |
$217K - $259K
|
9.66K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.53K- 3.76% |
$217K - $259K
|
39.3K
$5.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
SELL
|
- |
-1.54K- 4.13% |
$219K - $261K
|
35.8K
$5.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.55K- 15.4% |
$219K - $262K
|
8.5K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.56K- 39.7% |
$222K - $264K
|
2.37K
$355K
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.57K- 27.39% |
$222K - $265K
|
4.15K
$620K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.57K- 5.28% |
$222K - $265K
|
28.1K
$4.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.58K- 20.95% |
$225K - $268K
|
5.98K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.59K- 4.4% |
$225K - $268K
|
34.5K
$5.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.59K- 3.2% |
$226K - $269K
|
48.1K
$7.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.6K- 2.35% |
$226K - $270K
|
66.2K
$9.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.6K- 43.52% |
$227K - $271K
|
2.08K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.62K- 14.28% |
$230K - $274K
|
9.74K
$1.46M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.62K- 5.7% |
$230K - $275K
|
26.9K
$4.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-1.64K- 4.69% |
$232K - $276K
|
33.2K
$4.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.64K- 14.49% |
$232K - $277K
|
9.66K
$1.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.64K- 4.47% |
$232K - $277K
|
35K
$5.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.64K- 4.93% |
$233K - $278K
|
31.7K
$4.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.65K- 3.78% |
$233K - $279K
|
41.9K
$6.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.66K- 1.87% |
$235K - $280K
|
86.7K
$13M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.67K- 6.67% |
$236K - $282K
|
23.3K
$3.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.67K- 34.63% |
$237K - $282K
|
3.15K
$472K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 4.99% |
$238K - $284K
|
32K
$4.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.69K- 16.69% |
$240K - $286K
|
8.46K
$1.26M
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1.7KClosed |
$240K - $287K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-1.71K- 46.09% |
$242K - $289K
|
2K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.71K- 19.9% |
$243K - $290K
|
6.9K
$1.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.72K- 1.3% |
$243K - $290K
|
130K
$19.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 22.06% |
$244K - $291K
|
6.09K
$910K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.78K- 39.44% |
$252K - $301K
|
2.73K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.78K- 3.17% |
$252K - $301K
|
54.4K
$8.14M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-1.78K- 12.96% |
$253K - $302K
|
12K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.78K- 15.2% |
$253K - $302K
|
9.95K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.79K- 11.19% |
$254K - $303K
|
14.2K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-1.84K- 8.14% |
$260K - $310K
|
20.7K
$3.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.86K- 28.96% |
$264K - $315K
|
4.57K
$684K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.87K- 1.86% |
$265K - $316K
|
98.6K
$14.7M
|