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 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.2K- 51.56% |
$454K - $541K
|
3.01K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.22K- 1.56% |
$456K - $545K
|
203K
$30.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.27K- 3.02% |
$463K - $552K
|
105K
$15.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.27K- 3.52% |
$463K - $552K
|
89.6K
$13.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.29K- 11.32% |
$467K - $557K
|
25.8K
$3.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.34K- 31.32% |
$474K - $565K
|
7.33K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.35K- 16.53% |
$474K - $566K
|
16.9K
$2.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.38K- 15.77% |
$480K - $572K
|
18.1K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.4K- 3.32% |
$481K - $574K
|
99K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.4K- 5.77% |
$481K - $574K
|
55.4K
$8.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-3.4K- 50.0% |
$482K - $575K
|
3.4K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.41K- 0.98% |
$484K - $577K
|
345K
$51.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.42K- 4.95% |
$484K - $577K
|
65.6K
$9.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.46K- 3.28% |
$490K - $585K
|
102K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.48K- 4.0% |
$493K - $588K
|
83.4K
$12.5M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.49K- 9.64% |
$494K - $589K
|
32.7K
$4.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-3.5K- 42.71% |
$496K - $592K
|
4.7K
$702K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.55K- 26.33% |
$503K - $600K
|
9.93K
$1.48M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-3.56K- 5.36% |
$505K - $602K
|
62.9K
$9.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.57K- 3.22% |
$506K - $604K
|
107K
$16.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-3.57K- 1.62% |
$507K - $604K
|
216K
$32.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.59K- 4.56% |
$509K - $608K
|
75.1K
$11.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.61K- 2.83% |
$512K - $610K
|
124K
$18.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-3.61K- 39.44% |
$512K - $610K
|
5.54K
$829K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.62K- 32.51% |
$513K - $612K
|
7.51K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.62K- 15.43% |
$513K - $612K
|
19.9K
$2.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-3.65K- 10.64% |
$518K - $617K
|
30.7K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-3.66K- 8.61% |
$519K - $619K
|
38.8K
$5.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.67K- 27.98% |
$520K - $620K
|
9.44K
$1.41M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.67K- 39.57% |
$520K - $621K
|
5.6K
$838K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.68K- 8.84% |
$521K - $622K
|
37.9K
$5.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.68K- 2.84% |
$521K - $622K
|
126K
$18.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.72K- 13.37% |
$528K - $630K
|
24.1K
$3.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.74K- 8.87% |
$530K - $632K
|
38.4K
$5.74M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.74K- 8.27% |
$530K - $632K
|
41.5K
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.78K- 3.55% |
$536K - $639K
|
103K
$15.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.79K- 3.11% |
$538K - $642K
|
118K
$17.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.8K- 3.46% |
$539K - $643K
|
106K
$15.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.81K- 5.72% |
$540K - $644K
|
62.7K
$9.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-3.82K- 2.98% |
$541K - $645K
|
124K
$18.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.84K- 17.39% |
$544K - $649K
|
18.2K
$2.73M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.86K- 5.92% |
$548K - $653K
|
61.4K
$9.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-3.87K- 10.47% |
$548K - $654K
|
33.1K
$4.94M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-3.88K- 26.65% |
$550K - $656K
|
10.7K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.88K- 86.52% |
$550K - $657K
|
605
$90.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.89K- 70.6% |
$551K - $657K
|
1.62K
$242K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.92K- 9.08% |
$556K - $663K
|
39.3K
$5.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.95K- 30.35% |
$560K - $668K
|
9.07K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-3.97K- 1.95% |
$562K - $671K
|
200K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-3.97K- 45.97% |
$562K - $671K
|
4.66K
$697K
|