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 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.43K- 62.46% |
$345K - $411K
|
1.46K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-2.45K- 16.15% |
$347K - $414K
|
12.7K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.47K- 2.93% |
$350K - $418K
|
81.8K
$12.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.48K- 12.72% |
$352K - $420K
|
17K
$2.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.48K- 1.74% |
$352K - $420K
|
140K
$21M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.5K- 4.73% |
$354K - $422K
|
50.3K
$7.53M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.5K- 37.04% |
$354K - $423K
|
4.25K
$636K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.53K- 1.8% |
$358K - $427K
|
138K
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2.53K- 9.14% |
$359K - $428K
|
25.2K
$3.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-2.53K- 12.5% |
$359K - $428K
|
17.7K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.55K- 5.43% |
$362K - $432K
|
44.4K
$6.64M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-2.57K- 0.83% |
$364K - $434K
|
308K
$46M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-2.57K- 1.85% |
$364K - $434K
|
137K
$20.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.58K- 57.47% |
$366K - $437K
|
1.91K
$286K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.63K- 1.3% |
$373K - $445K
|
200K
$29.9M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.64K- 48.63% |
$374K - $446K
|
2.79K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.64K- 51.24% |
$375K - $447K
|
2.52K
$376K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.65K- 2.69% |
$375K - $448K
|
95.8K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.65K- 38.52% |
$375K - $448K
|
4.22K
$632K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.65K- 9.77% |
$376K - $449K
|
24.5K
$3.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.67K- 3.03% |
$378K - $451K
|
85.4K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.67K- 4.15% |
$379K - $452K
|
61.7K
$9.23M
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.68K- 58.99% |
$379K - $452K
|
1.86K
$278K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.69K- 66.08% |
$381K - $455K
|
1.38K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-2.72K- 55.21% |
$386K - $460K
|
2.21K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.77K- 11.69% |
$392K - $468K
|
20.9K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-2.81K- 44.54% |
$398K - $474K
|
3.49K
$523K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.81K- 8.72% |
$398K - $475K
|
29.4K
$4.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.83K- 6.54% |
$401K - $479K
|
40.4K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-2.84K- 20.44% |
$402K - $480K
|
11K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-2.86K- 54.5% |
$406K - $484K
|
2.39K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-2.87K- 1.56% |
$407K - $485K
|
181K
$27.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.87K- 29.19% |
$407K - $486K
|
6.97K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.89K- 7.5% |
$409K - $488K
|
35.6K
$5.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.93K- 4.17% |
$416K - $496K
|
67.5K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.98K- 0.99% |
$422K - $504K
|
299K
$44.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-3K- 0.62% |
$425K - $507K
|
483K
$72.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.01K- 4.4% |
$426K - $509K
|
65.3K
$9.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-3.01K- 1.58% |
$427K - $509K
|
188K
$28.1M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-3.02K- 7.38% |
$428K - $510K
|
37.8K
$5.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.02K- 20.27% |
$429K - $511K
|
11.9K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.04K- 2.96% |
$431K - $514K
|
99.6K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.06K- 24.94% |
$434K - $518K
|
9.22K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-3.08K- 8.9% |
$436K - $520K
|
31.5K
$4.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.08K- 0.28% |
$436K - $520K
|
1.1M
$165M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-3.1K- 0.6% |
$439K - $524K
|
510K
$76.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.11K- 24.52% |
$441K - $526K
|
9.58K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.12K- 19.07% |
$442K - $527K
|
13.2K
$1.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.18K- 12.34% |
$450K - $537K
|
22.6K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-3.19K- 96.99% |
$452K - $540K
|
99
$14.8K
|