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 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-1.64K- 4.69% |
$232K - $276K
|
33.2K
$4.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.64K- 14.49% |
$232K - $277K
|
9.66K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.64K- 4.47% |
$232K - $277K
|
35K
$5M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.64K- 4.93% |
$233K - $278K
|
31.7K
$4.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.65K- 3.78% |
$233K - $279K
|
41.9K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.66K- 1.87% |
$235K - $280K
|
86.7K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.67K- 6.67% |
$236K - $282K
|
23.3K
$3.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.67K- 34.63% |
$237K - $282K
|
3.15K
$450K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 4.99% |
$238K - $284K
|
32K
$4.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.69K- 16.69% |
$240K - $286K
|
8.46K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-1.71K- 46.09% |
$242K - $289K
|
2K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.71K- 19.9% |
$243K - $290K
|
6.9K
$985K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.72K- 1.3% |
$243K - $290K
|
130K
$18.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 22.06% |
$244K - $291K
|
6.09K
$869K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.78K- 39.44% |
$252K - $301K
|
2.73K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.78K- 3.17% |
$252K - $301K
|
54.4K
$7.78M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-1.78K- 12.96% |
$253K - $302K
|
12K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.78K- 15.2% |
$253K - $302K
|
9.95K
$1.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.79K- 11.19% |
$254K - $303K
|
14.2K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-1.84K- 8.14% |
$260K - $310K
|
20.7K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.86K- 28.96% |
$264K - $315K
|
4.57K
$653K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.87K- 1.86% |
$265K - $316K
|
98.6K
$14.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.87K- 6.67% |
$265K - $316K
|
26.1K
$3.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.87K- 42.69% |
$266K - $317K
|
2.52K
$359K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.89K- 17.87% |
$268K - $319K
|
8.68K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1.89K- 18.45% |
$269K - $320K
|
8.37K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.89K- 15.23% |
$269K - $320K
|
10.5K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-1.9K- 18.63% |
$269K - $321K
|
8.3K
$1.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.91K- 4.93% |
$270K - $322K
|
36.7K
$5.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.91K- 8.18% |
$270K - $323K
|
21.4K
$3.06M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.92K- 3.88% |
$272K - $325K
|
47.5K
$6.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 8.42% |
$273K - $326K
|
21K
$2.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.94K- 15.84% |
$274K - $327K
|
10.3K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.94K- 9.7% |
$275K - $328K
|
18K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.95K- 2.65% |
$276K - $329K
|
71.5K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.95K- 8.52% |
$276K - $330K
|
20.9K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.95K- 13.56% |
$277K - $330K
|
12.4K
$1.78M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.99K- 3.38% |
$283K - $337K
|
57K
$8.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2K- 3.52% |
$283K - $338K
|
54.6K
$7.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2K- 3.08% |
$284K - $338K
|
62.9K
$8.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-2.03K- 5.56% |
$287K - $342K
|
34.4K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.03K- 1.07% |
$288K - $343K
|
188K
$26.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.03K- 5.22% |
$288K - $344K
|
36.9K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.06K- 0.77% |
$291K - $348K
|
266K
$38M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.07K- 18.36% |
$294K - $351K
|
9.22K
$1.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.08K- 1.89% |
$294K - $351K
|
108K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.09K- 37.87% |
$296K - $354K
|
3.43K
$490K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.1K- 9.19% |
$298K - $356K
|
20.8K
$2.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.12K- 21.81% |
$301K - $359K
|
7.6K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.13K- 3.68% |
$302K - $360K
|
55.7K
$7.96M
|