Purchases and Sales Made in Q3 2023 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
2.19K+ 84.99% |
$334K - $374K
|
4.76K
$729K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.18K+ 49.52% |
$333K - $373K
|
6.59K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.17KNew |
$331K - $370K
|
2.17K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.15K+ 23.33% |
$329K - $368K
|
11.4K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.11KNew |
$322K - $361K
|
2.11K
$323K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.11K+ 6.01% |
$322K - $360K
|
37.1K
$5.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.1K+ 1.95% |
$321K - $359K
|
110K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.1K+ 23.53% |
$320K - $358K
|
11K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.07K+ 7.94% |
$316K - $354K
|
28.1K
$4.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2.06K+ 3.34% |
$315K - $353K
|
63.9K
$9.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.06K+ 2.05% |
$315K - $353K
|
102K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.06KNew |
$315K - $352K
|
2.06K
$316K
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
2.05K+ 116.66% |
$314K - $351K
|
3.81K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.05K+ 21.39% |
$313K - $350K
|
11.6K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.04K+ 7.03% |
$312K - $349K
|
31.1K
$4.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.04K+ 8.06% |
$311K - $348K
|
27.3K
$4.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.04KNew |
$311K - $348K
|
2.04K
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.02K+ 1.94% |
$309K - $345K
|
106K
$16.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.02K+ 3.05% |
$309K - $345K
|
68.3K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
2.01KNew |
$307K - $343K
|
2.01K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.01K+ 16.61% |
$307K - $343K
|
14.1K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
2K+ 15.6% |
$306K - $343K
|
14.9K
$2.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
2K+ 33.84% |
$306K - $343K
|
7.92K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2K+ 121.26% |
$306K - $342K
|
3.65K
$560K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
2K+ 245.7% |
$306K - $342K
|
2.81K
$431K
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2K+ 25.6% |
$306K - $342K
|
9.81K
$1.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Fractal Investments LLC
|
BUY
|
- |
2K+ 90.91% |
$306K - $342K
|
4.2K
$644K
|
|
|
Nov 07, 2023
Q3 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
2K+ 50.0% |
$306K - $342K
|
6K
$919K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2K+ 853.42% |
$305K - $342K
|
2.23K
$342K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.99K+ 6.94% |
$305K - $341K
|
30.7K
$4.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.99K+ 4.43% |
$304K - $340K
|
47K
$7.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.98K+ 18.64% |
$303K - $339K
|
12.6K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.97K+ 13.49% |
$301K - $337K
|
16.6K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.96K+ 5.03% |
$300K - $336K
|
41K
$6.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
1.95KNew |
$298K - $334K
|
1.95K
$299K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.95K+ 30.48% |
$298K - $333K
|
8.34K
$1.28M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.94K+ 22.02% |
$297K - $332K
|
10.8K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.94K+ 2.98% |
$296K - $332K
|
67K
$10.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.94K+ 2.48% |
$296K - $332K
|
80.2K
$12.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.93K+ 2.88% |
$294K - $329K
|
68.7K
$10.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.92K+ 3.77% |
$294K - $329K
|
52.9K
$8.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.92K+ 6.99% |
$293K - $328K
|
29.3K
$4.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
1.91K+ 75.73% |
$291K - $326K
|
4.42K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.9KNew |
$291K - $325K
|
1.9K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.9K+ 6.72% |
$290K - $325K
|
30.2K
$4.62M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.87K+ 5.33% |
$286K - $321K
|
37K
$5.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.87K+ 7.95% |
$285K - $319K
|
25.3K
$3.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.86K+ 3.84% |
$285K - $319K
|
50.4K
$7.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.86K+ 2.95% |
$284K - $318K
|
64.9K
$9.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
1.85K+ 48.83% |
$283K - $316K
|
5.64K
$864K
|