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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
596+ 4.13% |
$91.1K - $102K
|
15K
$2.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
595New |
$91K - $102K
|
595
$92.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
591+ 5.65% |
$90.4K - $101K
|
11.1K
$1.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Hendley & CO Inc
|
BUY
|
- |
590+ 0.88% |
$90.2K - $101K
|
67.6K
$10.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
590+ 108.26% |
$90.2K - $101K
|
1.14K
$177K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
589+ 2.81% |
$90K - $101K
|
21.6K
$3.36M
|
|
|
Oct 06, 2023
Q3 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
588+ 5.21% |
$89.9K - $101K
|
11.9K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
588+ 15.23% |
$89.9K - $101K
|
4.45K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
585+ 2.69% |
$89.4K - $100K
|
22.3K
$3.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
584+ 21.3% |
$89.3K - $99.9K
|
3.33K
$518K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
580+ 7.49% |
$88.7K - $99.2K
|
8.33K
$1.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
573+ 1.03% |
$87.6K - $98K
|
56.2K
$8.75M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
570+ 2.17% |
$87.1K - $97.5K
|
26.9K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
567+ 18.52% |
$86.7K - $97K
|
3.63K
$565K
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
560+ 4.23% |
$85.6K - $95.8K
|
13.8K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
559+ 4.71% |
$85.5K - $95.6K
|
12.4K
$1.94M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
554+ 0.6% |
$84.7K - $94.8K
|
92.8K
$14.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
554+ 4.6% |
$84.7K - $94.8K
|
12.6K
$1.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
553+ 3.62% |
$84.5K - $94.6K
|
15.8K
$2.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
553+ 0.12% |
$84.5K - $94.6K
|
448K
$69.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
552+ 4.77% |
$84.4K - $94.4K
|
12.1K
$1.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
546+ 3.51% |
$83.5K - $93.4K
|
16.1K
$2.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
543+ 16.41% |
$83K - $92.9K
|
3.85K
$600K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
542+ 6.42% |
$82.9K - $92.7K
|
8.99K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
536+ 2.19% |
$81.9K - $91.7K
|
25.1K
$3.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
BUY
|
- |
535+ 4.01% |
$81.8K - $91.5K
|
13.9K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
535+ 0.84% |
$81.8K - $91.5K
|
64.3K
$10M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
534+ 0.95% |
$81.6K - $91.3K
|
56.9K
$8.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
531+ 0.77% |
$81.2K - $90.8K
|
69.5K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
531+ 3.27% |
$81.2K - $90.8K
|
16.8K
$2.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
529+ 13.24% |
$80.9K - $90.5K
|
4.52K
$704K
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
528+ 3.67% |
$80.7K - $90.3K
|
14.9K
$2.32M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
524+ 0.49% |
$80.1K - $89.6K
|
108K
$16.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
524+ 12.2% |
$80.1K - $89.6K
|
4.82K
$750K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
523+ 6.29% |
$80K - $89.5K
|
8.84K
$1.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
517+ 4.41% |
$79K - $88.4K
|
12.2K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
515+ 0.26% |
$78.7K - $88.1K
|
201K
$31.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
512+ 6.84% |
$78.3K - $87.6K
|
8K
$1.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
512+ 8.9% |
$78.3K - $87.6K
|
6.27K
$975K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
512+ 14.57% |
$78.3K - $87.6K
|
4.03K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
501+ 1.97% |
$76.6K - $85.7K
|
25.9K
$4.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
494+ 106.01% |
$75.5K - $84.5K
|
960
$149K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
493+ 16.22% |
$75.4K - $84.3K
|
3.53K
$550K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
491+ 10.3% |
$75.1K - $84K
|
5.26K
$819K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
490+ 3.44% |
$74.9K - $83.8K
|
14.7K
$2.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
488+ 5.75% |
$74.6K - $83.5K
|
8.98K
$1.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
487New |
$74.5K - $83.3K
|
487
$75.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
486+ 0.11% |
$74.3K - $83.1K
|
451K
$70.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
485+ 3.02% |
$74.1K - $83K
|
16.6K
$2.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
485+ 6.23% |
$74.1K - $83K
|
8.27K
$1.29M
|