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 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.84K- 20.44% |
$402K - $480K
|
11K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-2.86K- 54.5% |
$406K - $484K
|
2.39K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.87K- 1.56% |
$407K - $485K
|
181K
$25.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.87K- 29.19% |
$407K - $486K
|
6.97K
$995K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.89K- 7.5% |
$409K - $488K
|
35.6K
$5.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.93K- 4.17% |
$416K - $496K
|
67.5K
$9.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.98K- 0.99% |
$422K - $504K
|
299K
$42.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-3K- 0.62% |
$425K - $507K
|
483K
$69M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.01K- 4.4% |
$426K - $509K
|
65.3K
$9.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-3.01K- 1.58% |
$427K - $509K
|
188K
$26.9M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-3.02K- 7.38% |
$428K - $510K
|
37.8K
$5.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.02K- 20.27% |
$429K - $511K
|
11.9K
$1.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.04K- 2.96% |
$431K - $514K
|
99.6K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.06K- 24.94% |
$434K - $518K
|
9.22K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3.08K- 8.9% |
$436K - $520K
|
31.5K
$4.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.08K- 0.28% |
$436K - $520K
|
1.1M
$157M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-3.1K- 0.6% |
$439K - $524K
|
510K
$72.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.11K- 24.52% |
$441K - $526K
|
9.58K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.12K- 19.07% |
$442K - $527K
|
13.2K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.18K- 12.34% |
$450K - $537K
|
22.6K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-3.19K- 96.99% |
$452K - $540K
|
99
$14.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.2K- 51.56% |
$454K - $541K
|
3.01K
$429K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 1.56% |
$456K - $545K
|
203K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.27K- 3.02% |
$463K - $552K
|
105K
$15M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.27K- 3.52% |
$463K - $552K
|
89.6K
$12.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.29K- 11.32% |
$467K - $557K
|
25.8K
$3.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.34K- 31.32% |
$474K - $565K
|
7.33K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.35K- 16.53% |
$474K - $566K
|
16.9K
$2.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.38K- 15.77% |
$480K - $572K
|
18.1K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.4K- 3.32% |
$481K - $574K
|
99K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.4K- 5.77% |
$481K - $574K
|
55.4K
$7.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-3.4K- 50.0% |
$482K - $575K
|
3.4K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.41K- 0.98% |
$484K - $577K
|
345K
$49.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.42K- 4.95% |
$484K - $577K
|
65.6K
$9.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.46K- 3.28% |
$490K - $585K
|
102K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.48K- 4.0% |
$493K - $588K
|
83.4K
$11.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-3.5K- 42.71% |
$496K - $592K
|
4.7K
$671K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.55K- 26.33% |
$503K - $600K
|
9.93K
$1.42M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-3.56K- 5.36% |
$505K - $602K
|
62.9K
$8.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.57K- 3.22% |
$506K - $604K
|
107K
$15.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-3.57K- 1.62% |
$507K - $604K
|
216K
$30.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.59K- 4.56% |
$509K - $608K
|
75.1K
$10.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.61K- 2.83% |
$512K - $610K
|
124K
$17.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-3.61K- 39.44% |
$512K - $610K
|
5.54K
$792K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.62K- 32.51% |
$513K - $612K
|
7.51K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.62K- 15.43% |
$513K - $612K
|
19.9K
$2.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-3.65K- 10.64% |
$518K - $617K
|
30.7K
$4.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-3.66K- 8.61% |
$519K - $619K
|
38.8K
$5.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.67K- 27.98% |
$520K - $620K
|
9.44K
$1.35M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.67K- 39.57% |
$520K - $621K
|
5.6K
$801K
|