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 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
363+ 3.83% |
$55.5K - $62.1K
|
9.84K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
362+ 2.78% |
$55.3K - $61.9K
|
13.4K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
362+ 6.63% |
$55.3K - $61.9K
|
5.82K
$906K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
360+ 3.75% |
$55K - $61.6K
|
9.97K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
354+ 12.7% |
$54.1K - $60.5K
|
3.14K
$489K
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
350+ 23.76% |
$53.5K - $59.9K
|
1.82K
$284K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
350+ 22.98% |
$53.5K - $59.9K
|
1.87K
$292K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
348+ 4.86% |
$53.2K - $59.5K
|
7.51K
$1.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
348+ 17.71% |
$53.2K - $59.5K
|
2.31K
$360K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
348+ 3.38% |
$53.2K - $59.5K
|
10.6K
$1.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
348+ 1.84% |
$53.2K - $59.5K
|
19.3K
$3M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
345+ 4.39% |
$52.7K - $59K
|
8.2K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
344+ 9.39% |
$52.6K - $58.8K
|
4.01K
$624K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
344+ 0.59% |
$52.6K - $58.8K
|
58.8K
$9.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
342+ 3.12% |
$52.3K - $58.5K
|
11.3K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
338+ 8.59% |
$51.7K - $57.8K
|
4.27K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
337+ 3.53% |
$51.5K - $57.6K
|
9.89K
$1.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
336+ 8.67% |
$51.4K - $57.5K
|
4.21K
$655K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
336+ 1.41% |
$51.4K - $57.5K
|
24.1K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
336+ 5.25% |
$51.4K - $57.5K
|
6.74K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
326+ 6.24% |
$49.8K - $55.8K
|
5.55K
$864K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
321+ 2.66% |
$49.1K - $54.9K
|
12.4K
$1.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
321+ 3.46% |
$49.1K - $54.9K
|
9.6K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
320+ 0.24% |
$48.9K - $54.7K
|
134K
$20.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
320+ 4.42% |
$48.9K - $54.7K
|
7.56K
$1.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
BUY
|
- |
319+ 6.37% |
$48.8K - $54.6K
|
5.33K
$829K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
319+ 2.4% |
$48.8K - $54.6K
|
13.6K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
319+ 1.84% |
$48.8K - $54.6K
|
17.7K
$2.75M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
318+ 19.1% |
$48.6K - $54.4K
|
1.98K
$309K
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
318+ 4.11% |
$48.6K - $54.4K
|
8.05K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
317+ 1.74% |
$48.5K - $54.2K
|
18.5K
$2.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
314+ 15.7% |
$48K - $53.7K
|
2.31K
$360K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
314+ 0.23% |
$48K - $53.7K
|
135K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
314+ 4.89% |
$48K - $53.7K
|
6.74K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
308+ 50.99% |
$47.1K - $52.7K
|
912
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
307+ 2.08% |
$46.9K - $52.5K
|
15.1K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
306+ 0.64% |
$46.8K - $52.3K
|
47.9K
$7.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
305+ 3.65% |
$46.6K - $52.2K
|
8.67K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
302+ 4.55% |
$46.2K - $51.7K
|
6.93K
$1.08M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
301+ 0.76% |
$46K - $51.5K
|
39.7K
$6.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
300+ 0.42% |
$45.9K - $51.3K
|
71.9K
$11.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
300+ 7.73% |
$45.9K - $51.3K
|
4.18K
$651K
|
|
|
Oct 25, 2023
Q3 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
300+ 10.0% |
$45.9K - $51.3K
|
3.3K
$514K
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
300+ 0.83% |
$45.9K - $51.3K
|
36.6K
$5.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
BUY
|
- |
300+ 6.95% |
$45.9K - $51.3K
|
4.62K
$719K
|
|
|
Mar 07, 2024
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
300+ 0.42% |
$45.9K - $51.3K
|
71.9K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
299+ 8.71% |
$45.7K - $51.1K
|
3.73K
$581K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
299+ 0.51% |
$45.7K - $51.1K
|
59K
$9.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
299+ 6.35% |
$45.7K - $51.1K
|
5.01K
$780K
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
299+ 0.51% |
$45.7K - $51.1K
|
59K
$9.19M
|