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 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.87K- 6.67% |
$265K - $316K
|
26.1K
$3.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.87K- 42.69% |
$266K - $317K
|
2.52K
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.89K- 17.87% |
$268K - $319K
|
8.68K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1.89K- 18.45% |
$269K - $320K
|
8.37K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.89K- 15.23% |
$269K - $320K
|
10.5K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-1.9K- 18.63% |
$269K - $321K
|
8.3K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.91K- 4.93% |
$270K - $322K
|
36.7K
$5.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.91K- 8.18% |
$270K - $323K
|
21.4K
$3.2M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.92K- 3.88% |
$272K - $325K
|
47.5K
$7.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 8.42% |
$273K - $326K
|
21K
$3.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.94K- 15.84% |
$274K - $327K
|
10.3K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1.94K- 9.7% |
$275K - $328K
|
18K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.95K- 2.65% |
$276K - $329K
|
71.5K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.95K- 8.52% |
$276K - $330K
|
20.9K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.95K- 13.56% |
$277K - $330K
|
12.4K
$1.86M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.99K- 3.38% |
$283K - $337K
|
57K
$8.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2K- 3.52% |
$283K - $338K
|
54.6K
$8.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2K- 3.08% |
$284K - $338K
|
62.9K
$9.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-2.03K- 5.56% |
$287K - $342K
|
34.4K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.03K- 1.07% |
$288K - $343K
|
188K
$28.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.03K- 5.22% |
$288K - $344K
|
36.9K
$5.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.06K- 0.77% |
$291K - $348K
|
266K
$39.8M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.07K- 18.36% |
$294K - $351K
|
9.22K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.08K- 1.89% |
$294K - $351K
|
108K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.09K- 37.87% |
$296K - $354K
|
3.43K
$513K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.1K- 9.19% |
$298K - $356K
|
20.8K
$3.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.12K- 21.81% |
$301K - $359K
|
7.6K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.13K- 3.68% |
$302K - $360K
|
55.7K
$8.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.13K- 8.91% |
$302K - $360K
|
21.8K
$3.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.14K- 15.35% |
$304K - $363K
|
11.8K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.21K- 1.13% |
$313K - $373K
|
193K
$28.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.27K- 5.99% |
$321K - $383K
|
35.6K
$5.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.29K- 35.84% |
$325K - $387K
|
4.1K
$613K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.3K- 3.33% |
$326K - $388K
|
66.7K
$9.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.3K- 22.43% |
$326K - $388K
|
7.94K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.3K- 11.35% |
$326K - $389K
|
17.9K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.3K- 5.01% |
$326K - $389K
|
43.6K
$6.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.32K- 46.67% |
$328K - $391K
|
2.65K
$396K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.32K- 3.23% |
$329K - $392K
|
69.5K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.33K- 1.71% |
$330K - $393K
|
134K
$20M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.33K- 14.51% |
$330K - $394K
|
13.7K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-2.34K- 19.72% |
$331K - $395K
|
9.5K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.34K- 4.96% |
$332K - $396K
|
44.9K
$6.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.35K- 7.78% |
$333K - $398K
|
27.9K
$4.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.37K- 2.53% |
$336K - $401K
|
91.1K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.38K- 9.56% |
$338K - $403K
|
22.5K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.39K- 53.82% |
$338K - $404K
|
2.05K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.4K- 1.63% |
$340K - $406K
|
145K
$21.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.41K- 2.01% |
$341K - $407K
|
117K
$17.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.41K- 17.42% |
$342K - $408K
|
11.4K
$1.71M
|