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 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-4K- 50.49% |
$567K - $676K
|
3.92K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.03K- 63.37% |
$571K - $681K
|
2.33K
$348K
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4.09K- 6.11% |
$579K - $691K
|
62.8K
$9.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.1K- 7.38% |
$582K - $694K
|
51.5K
$7.69M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.12K- 6.8% |
$583K - $696K
|
56.4K
$8.44M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-4.12K- 0.32% |
$585K - $697K
|
1.29M
$194M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.13K- 1.13% |
$585K - $698K
|
363K
$54.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.23K- 6.37% |
$600K - $715K
|
62.2K
$9.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-4.25K- 28.83% |
$602K - $718K
|
10.5K
$1.57M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-4.3KClosed |
$610K - $727K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.34K- 6.17% |
$616K - $734K
|
66.1K
$9.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-4.35K- 10.99% |
$616K - $735K
|
35.2K
$5.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-4.36K- 1.91% |
$618K - $737K
|
224K
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4.4K- 61.93% |
$624K - $744K
|
2.71K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.43K- 12.21% |
$627K - $748K
|
31.8K
$4.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.43K- 14.49% |
$628K - $749K
|
26.1K
$3.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-4.47K- 3.03% |
$633K - $756K
|
143K
$21.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-4.48K- 7.71% |
$634K - $757K
|
53.6K
$8.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-4.58K- 35.07% |
$649K - $774K
|
8.48K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.69K- 24.8% |
$664K - $792K
|
14.2K
$2.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.69K- 11.66% |
$665K - $793K
|
35.5K
$5.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.7K- 30.25% |
$666K - $795K
|
10.8K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-4.7K- 15.15% |
$666K - $795K
|
26.3K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.72K- 2.76% |
$669K - $798K
|
167K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.74K- 13.4% |
$673K - $802K
|
30.6K
$4.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-4.78K- 5.89% |
$678K - $809K
|
76.4K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.8K- 15.78% |
$680K - $811K
|
25.6K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4.91K- 83.07% |
$696K - $830K
|
1K
$150K
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-4.93K- 31.34% |
$699K - $833K
|
10.8K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-5.03K- 5.89% |
$714K - $851K
|
80.4K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-5.08K- 20.66% |
$721K - $860K
|
19.5K
$2.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-5.13K- 1.18% |
$727K - $867K
|
430K
$64.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-5.18K- 21.99% |
$735K - $876K
|
18.4K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Blackstone Inc
New York, NY |
SELL
|
- |
-5.2K- 38.44% |
$737K - $879K
|
8.33K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-5.27K- 49.39% |
$747K - $890K
|
5.4K
$807K
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.3K- 6.25% |
$751K - $896K
|
79.5K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.32K- 5.82% |
$754K - $900K
|
86.2K
$12.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.4K- 4.0% |
$766K - $913K
|
130K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.54K- 4.68% |
$785K - $936K
|
113K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5.55K- 1.36% |
$787K - $939K
|
404K
$60.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-5.56K- 19.65% |
$788K - $940K
|
22.7K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.57K- 1.04% |
$789K - $941K
|
529K
$79.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-5.59K- 2.17% |
$792K - $945K
|
252K
$37.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.68K- 9.04% |
$805K - $960K
|
57.1K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.71K- 60.56% |
$810K - $966K
|
3.72K
$556K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-5.8K- 1.19% |
$822K - $981K
|
481K
$71.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-5.89K- 14.69% |
$835K - $996K
|
34.2K
$5.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-5.9K- 63.38% |
$836K - $997K
|
3.41K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.96K- 30.31% |
$845K - $1.01M
|
13.7K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.98K- 17.53% |
$847K - $1.01M
|
28.1K
$4.2M
|