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 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-6K- 67.59% |
$850K - $1.01M
|
2.88K
$430K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6K- 3.42% |
$851K - $1.01M
|
170K
$25.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.11K- 5.77% |
$866K - $1.03M
|
99.7K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-6.22K- 0.84% |
$882K - $1.05M
|
736K
$110M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-6.41K- 34.95% |
$908K - $1.08M
|
11.9K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.44K- 10.35% |
$913K - $1.09M
|
55.8K
$8.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.55K- 0.58% |
$929K - $1.11M
|
1.13M
$169M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-6.6K- 3.46% |
$936K - $1.12M
|
184K
$27.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-6.65K- 8.05% |
$942K - $1.12M
|
75.9K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-6.7K- 2.2% |
$950K - $1.13M
|
299K
$44.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.72K- 3.18% |
$952K - $1.14M
|
204K
$30.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-6.73K- 69.16% |
$954K - $1.14M
|
3K
$449K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-6.81K- 31.24% |
$965K - $1.15M
|
15K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.89K- 15.66% |
$977K - $1.17M
|
37.1K
$5.55M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.91K- 18.99% |
$980K - $1.17M
|
29.5K
$4.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-6.96K- 13.09% |
$987K - $1.18M
|
46.2K
$6.91M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.99K- 9.5% |
$991K - $1.18M
|
66.6K
$9.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.09K- 3.63% |
$1.01M - $1.2M
|
188K
$28.2M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-7.16K- 10.41% |
$1.01M - $1.21M
|
61.6K
$9.21M
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-7.29K- 5.76% |
$1.03M - $1.23M
|
119K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7.49K- 0.62% |
$1.06M - $1.27M
|
1.21M
$181M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-7.69K- 62.25% |
$1.09M - $1.3M
|
4.66K
$697K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-7.78K- 51.74% |
$1.1M - $1.32M
|
7.26K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-8K- 39.64% |
$1.13M - $1.35M
|
12.2K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-8.26K- 2.01% |
$1.17M - $1.4M
|
402K
$60.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-8.29K- 85.92% |
$1.17M - $1.4M
|
1.36K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
SELL
|
- |
-8.29K- 60.06% |
$1.18M - $1.4M
|
5.51K
$825K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.3K- 6.91% |
$1.18M - $1.4M
|
112K
$16.7M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-8.37K- 7.56% |
$1.19M - $1.42M
|
102K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.66K- 15.4% |
$1.23M - $1.46M
|
47.6K
$7.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-8.67K- 79.14% |
$1.23M - $1.47M
|
2.29K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8.78K- 6.83% |
$1.25M - $1.49M
|
120K
$17.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-8.79K- 6.28% |
$1.25M - $1.49M
|
131K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.86K- 9.28% |
$1.26M - $1.5M
|
86.6K
$13M
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-8.99KClosed |
$1.28M - $1.52M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-9.05K- 19.53% |
$1.28M - $1.53M
|
37.3K
$5.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-9.19K- 11.72% |
$1.3M - $1.55M
|
69.2K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-9.26K- 5.91% |
$1.31M - $1.57M
|
148K
$22.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-9.39K- 11.73% |
$1.33M - $1.59M
|
70.6K
$10.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.63K- 10.84% |
$1.37M - $1.63M
|
79.2K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-9.65K- 10.51% |
$1.37M - $1.63M
|
82.2K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.92K- 2.12% |
$1.41M - $1.68M
|
459K
$68.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10K- 0.12% |
$1.42M - $1.7M
|
8.6M
$1.29B
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-10.2K- 92.64% |
$1.44M - $1.72M
|
809
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-10.2K- 7.28% |
$1.45M - $1.73M
|
130K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-10.4K- 12.05% |
$1.48M - $1.77M
|
76.3K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.8K- 2.05% |
$1.54M - $1.83M
|
518K
$77.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-10.9K- 25.66% |
$1.54M - $1.84M
|
31.5K
$4.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-11.1K- 14.64% |
$1.58M - $1.88M
|
64.9K
$9.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-11.2K- 1.35% |
$1.59M - $1.89M
|
820K
$123M
|