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 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
717+ 1.03% |
$110K - $123K
|
70.4K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
717+ 35.39% |
$110K - $123K
|
2.74K
$427K
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
715+ 22.56% |
$109K - $122K
|
3.89K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
714+ 14.92% |
$109K - $122K
|
5.5K
$856K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
713+ 1.47% |
$109K - $122K
|
49.2K
$7.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
713+ 1.75% |
$109K - $122K
|
41.6K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
BUY
|
- |
712+ 1.94% |
$109K - $122K
|
37.4K
$5.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
709+ 3.88% |
$108K - $121K
|
19K
$2.96M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
698+ 45.62% |
$107K - $119K
|
2.23K
$347K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
697+ 4.82% |
$107K - $119K
|
15.2K
$2.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
691+ 2.69% |
$106K - $118K
|
26.3K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
691+ 0.97% |
$106K - $118K
|
71.9K
$11.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
690+ 1.6% |
$105K - $118K
|
43.7K
$6.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
688+ 19.53% |
$105K - $118K
|
4.21K
$656K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
681+ 6.65% |
$104K - $116K
|
10.9K
$1.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
680+ 10.28% |
$104K - $116K
|
7.3K
$1.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
678+ 4.83% |
$104K - $116K
|
14.7K
$2.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
675+ 12.73% |
$103K - $115K
|
5.98K
$931K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
674+ 4.28% |
$103K - $115K
|
16.4K
$2.55M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
673+ 6.59% |
$103K - $115K
|
10.9K
$1.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
671+ 6.1% |
$103K - $115K
|
11.7K
$1.82M
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
670+ 21.17% |
$102K - $115K
|
3.84K
$597K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
665+ 2.45% |
$102K - $114K
|
27.8K
$4.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
663+ 8.99% |
$101K - $113K
|
8.03K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
662+ 30.17% |
$101K - $113K
|
2.86K
$445K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
659+ 3.42% |
$101K - $113K
|
19.9K
$3.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
655+ 39.08% |
$100K - $112K
|
2.33K
$363K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
655+ 4.98% |
$100K - $112K
|
13.8K
$2.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
654+ 3.02% |
$100K - $112K
|
22.3K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
651+ 1.52% |
$99.5K - $111K
|
43.4K
$6.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
650+ 1.74% |
$99.4K - $111K
|
38.1K
$5.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
649+ 3.95% |
$99.2K - $111K
|
17.1K
$2.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
648+ 25.69% |
$99.1K - $111K
|
3.17K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
644+ 0.71% |
$98.5K - $110K
|
91.8K
$14.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
643+ 0.66% |
$98.3K - $110K
|
97.4K
$15.2M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
641+ 6.21% |
$98K - $110K
|
11K
$1.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
641+ 3.45% |
$98K - $110K
|
19.2K
$2.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
639+ 5.3% |
$97.7K - $109K
|
12.7K
$1.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
639+ 1.8% |
$97.7K - $109K
|
36.2K
$5.64M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
638+ 10.39% |
$97.5K - $109K
|
6.78K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
634+ 2.18% |
$96.9K - $108K
|
29.7K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
630+ 2.3% |
$96.3K - $108K
|
28K
$4.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
BUY
|
- |
626+ 3.72% |
$95.7K - $107K
|
17.5K
$2.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
625+ 0.69% |
$95.6K - $107K
|
91.8K
$14.3M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
621+ 16.66% |
$94.9K - $106K
|
4.35K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
614+ 1.0% |
$93.9K - $105K
|
62.2K
$9.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
612+ 2.31% |
$93.6K - $105K
|
27K
$4.21M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
607+ 0.75% |
$92.8K - $104K
|
81.3K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
605+ 2.37% |
$92.5K - $103K
|
26.1K
$4.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
604+ 4.72% |
$92.3K - $103K
|
13.4K
$2.08M
|