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
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.13K- 8.91% |
$302K - $360K
|
21.8K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.14K- 15.35% |
$304K - $363K
|
11.8K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.21K- 1.13% |
$313K - $373K
|
193K
$27.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.27K- 5.99% |
$321K - $383K
|
35.6K
$5.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.29K- 35.84% |
$325K - $387K
|
4.1K
$586K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.3K- 3.33% |
$326K - $388K
|
66.7K
$9.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.3K- 22.43% |
$326K - $388K
|
7.94K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.3K- 11.35% |
$326K - $389K
|
17.9K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.3K- 5.01% |
$326K - $389K
|
43.6K
$6.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.32K- 46.67% |
$328K - $391K
|
2.65K
$378K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.32K- 3.23% |
$329K - $392K
|
69.5K
$9.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.33K- 1.71% |
$330K - $393K
|
134K
$19.1M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.33K- 14.51% |
$330K - $394K
|
13.7K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.34K- 19.72% |
$331K - $395K
|
9.5K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.34K- 4.96% |
$332K - $396K
|
44.9K
$6.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.35K- 7.78% |
$333K - $398K
|
27.9K
$3.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.37K- 2.53% |
$336K - $401K
|
91.1K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.38K- 9.56% |
$338K - $403K
|
22.5K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.39K- 53.82% |
$338K - $404K
|
2.05K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.4K- 1.63% |
$340K - $406K
|
145K
$20.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.41K- 2.01% |
$341K - $407K
|
117K
$16.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.41K- 17.42% |
$342K - $408K
|
11.4K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.43K- 62.46% |
$345K - $411K
|
1.46K
$209K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.45K- 16.15% |
$347K - $414K
|
12.7K
$1.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.47K- 2.93% |
$350K - $418K
|
81.8K
$11.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.48K- 12.72% |
$352K - $420K
|
17K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.48K- 1.74% |
$352K - $420K
|
140K
$20.1M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.5K- 4.73% |
$354K - $422K
|
50.3K
$7.19M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.5K- 37.04% |
$354K - $423K
|
4.25K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.53K- 1.8% |
$358K - $427K
|
138K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.53K- 9.14% |
$359K - $428K
|
25.2K
$3.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-2.53K- 12.5% |
$359K - $428K
|
17.7K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.55K- 5.43% |
$362K - $432K
|
44.4K
$6.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-2.57K- 0.83% |
$364K - $434K
|
308K
$43.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-2.57K- 1.85% |
$364K - $434K
|
137K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.58K- 57.47% |
$366K - $437K
|
1.91K
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.63K- 1.3% |
$373K - $445K
|
200K
$28.6M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.64K- 48.63% |
$374K - $446K
|
2.79K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.64K- 51.24% |
$375K - $447K
|
2.52K
$359K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.65K- 2.69% |
$375K - $448K
|
95.8K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.65K- 38.52% |
$375K - $448K
|
4.22K
$603K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.65K- 9.77% |
$376K - $449K
|
24.5K
$3.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.67K- 3.03% |
$378K - $451K
|
85.4K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.67K- 4.15% |
$379K - $452K
|
61.7K
$8.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.69K- 66.08% |
$381K - $455K
|
1.38K
$197K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-2.72K- 55.21% |
$386K - $460K
|
2.21K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.77K- 11.69% |
$392K - $468K
|
20.9K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-2.81K- 44.54% |
$398K - $474K
|
3.49K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.81K- 8.72% |
$398K - $475K
|
29.4K
$4.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.83K- 6.54% |
$401K - $479K
|
40.4K
$5.78M
|