Purchases and Sales Made in Q3 2023 in Chevron Corp (CVX)

CVX Quotes by TradingView

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
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
1.83K
New
$280K - $314K
1.83K $285K
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
1.83K
New
$280K - $314K
1.83K $285K
Oct 11, 2023 Q3 2023
First Financial Corp

BUY
 -
1.83K
+ 49.1%
$279K - $312K
5.55K $864K
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
1.83K
+ 10.17%
$279K - $312K
19.8K $3.08M
Oct 10, 2023 Q3 2023
Cox Capital Mgt LLC

BUY
 -
1.82K
+ 17.94%
$278K - $311K
12K $1.86M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
1.81K
+ 3.37%
$277K - $310K
55.6K $8.65M
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.8K
+ 31.21%
$275K - $308K
7.58K $1.18M
Oct 19, 2023 Q3 2023
Consolidated Investment Group LLC

BUY
 -
1.8K
+ 12.0%
$275K - $308K
16.8K $2.61M
Nov 08, 2023 Q3 2023
Herold Advisors, Inc.

BUY
 -
1.8K
+ 8.1%
$275K - $308K
24K $3.74M
Dec 04, 2023 Q3 2023
Austin Wealth Management, LLC

Austin, TX
BUY
 -
1.79K
New
$274K - $306K
1.79K $278K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1.78K
+ 48.93%
$272K - $305K
5.42K $844K
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
1.78K
New
$272K - $304K
1.78K $277K
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
1.77K
+ 6.14%
$270K - $302K
30.6K $4.76M
Nov 13, 2023 Q3 2023
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.76K
+ 26.46%
$269K - $301K
8.42K $1.31M
Oct 24, 2023 Q3 2023
Wd Rutherford LLC

BUY
 -
1.76K
+ 8.88%
$269K - $301K
21.6K $3.36M
Oct 25, 2023 Q3 2023
Kmg Fiduciary Partners, LLC

BUY
 -
1.75K
+ 2.37%
$268K - $300K
75.7K $11.8M
Oct 10, 2023 Q3 2023
Osher Van De Voorde Investment Management

BUY
 -
1.75K
+ 1.83%
$267K - $298K
97K $15.1M
Nov 21, 2023 Q3 2023
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
1.74K
New
$266K - $298K
1.74K $271K
Oct 19, 2023 Q3 2023
Jmac Enterprises LLC

BUY
 -
1.74K
+ 19.78%
$265K - $297K
10.5K $1.64M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.72K
+ 6.18%
$263K - $295K
29.6K $4.61M
Nov 09, 2023 Q3 2023
Sykon Capital LLC

Harrison, NY
BUY
 -
1.72K
New
$263K - $294K
1.72K $267K
Oct 25, 2023 Q3 2023
Jacobsen Capital Management

BUY
 -
1.71K
New
$262K - $293K
1.71K $267K
Oct 30, 2023 Q3 2023
Mcdonald Partners LLC

BUY
 -
1.7K
+ 4.63%
$260K - $291K
38.5K $5.99M
Nov 17, 2023 Q3 2023
Savoie Capital LLC

Chicago, IL
BUY
 -
1.7K
New
$260K - $291K
1.7K $265K
Oct 04, 2023 Q3 2023
Butensky & Cohen Financial Security, Inc

BUY
 -
1.7K
+ 6.52%
$260K - $291K
27.8K $4.32M
Nov 09, 2023 Q3 2023
Longfellow Investment Management CO LLC

Boston, MA
BUY
 -
1.69K
+ 13.24%
$258K - $289K
14.4K $2.25M
Oct 25, 2023 Q3 2023
Grandfield & Dodd, LLC

BUY
 -
1.69K
+ 1.5%
$258K - $288K
114K $17.8M
Nov 13, 2023 Q3 2023
Notis Mc Conarty Edward

BUY
 -
1.69K
+ 13.08%
$258K - $288K
14.6K $2.27M
Nov 15, 2023 Q3 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
1.68K
+ 104.23%
$256K - $287K
3.28K $511K
Nov 29, 2023 Q3 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
1.68K
+ 66.19%
$256K - $287K
4.21K $655K
Oct 26, 2023 Q3 2023
Oregon Public Employees Retirement Fund

BUY
 -
1.67K
+ 1.23%
$255K - $285K
137K $21.4M
Nov 15, 2023 Q3 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
1.65K
+ 43.34%
$253K - $283K
5.46K $850K
Nov 14, 2023 Q3 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
1.65K
+ 19.62%
$252K - $282K
10.1K $1.56M
Nov 14, 2023 Q3 2023
Ethic Inc.

New York, NY
BUY
 -
1.65K
+ 16.39%
$252K - $282K
11.7K $1.82M
Nov 14, 2023 Q3 2023
Bullseye Investment Management, LLC

BUY
 -
1.64K
New
$251K - $281K
1.64K $255K
Nov 02, 2023 Q3 2023
Keebeck Alpha, LP

Stamford, CT
BUY
 -
1.63K
New
$250K - $279K
1.63K $254K
Nov 01, 2023 Q3 2023
Albion Financial Group

BUY
 -
1.63K
+ 8.92%
$249K - $278K
19.9K $3.09M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
1.62K
+ 31.15%
$247K - $277K
6.81K $1.06M
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
1.62K
+ 4.67%
$247K - $277K
36.3K $5.65M
Oct 10, 2023 Q3 2023
Paragon Capital Management LTD

BUY
 -
1.61K
+ 41.1%
$246K - $275K
5.53K $860K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.61K
+ 4.07%
$245K - $275K
41K $6.38M
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
1.59K
+ 9.18%
$243K - $271K
18.9K $2.94M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
1.57K
+ 16.13%
$240K - $268K
11.3K $1.76M
Nov 13, 2023 Q3 2023
Wescap Management Group, Inc.

Glendale, CA
BUY
 -
1.56K
+ 65.84%
$239K - $267K
3.94K $613K
Oct 16, 2023 Q3 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
1.56K
+ 2.77%
$239K - $267K
57.9K $9.01M
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
1.56K
+ 45.19%
$239K - $267K
5.02K $781K
Nov 01, 2023 Q3 2023
Engrave Wealth Partners LLC

BUY
 -
1.56K
+ 2.71%
$238K - $267K
59K $9.19M
Oct 19, 2023 Q3 2023
Verity & Verity, LLC

Beaufort, SC
BUY
 -
1.56K
+ 1.22%
$238K - $266K
130K $20.2M
Nov 06, 2023 Q3 2023
Lgt Group Foundation

BUY
 -
1.56K
+ 1.82%
$238K - $266K
86.8K $13.5M

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