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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
71.6K+ 35.06% |
$10.9M - $12.2M
|
276K
$42.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
70.5K+ 96.37% |
$10.8M - $12.1M
|
144K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67.9K+ 2.63% |
$10.4M - $11.6M
|
2.65M
$412M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
64.6K+ 13.3% |
$9.88M - $11.1M
|
550K
$85.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
64.6K+ 6.6% |
$9.87M - $11M
|
1.04M
$162M
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
63.3K+ 52.65% |
$9.67M - $10.8M
|
183K
$28.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
62.6K+ 212.93% |
$9.57M - $10.7M
|
92K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62.3K+ 0.42% |
$9.52M - $10.6M
|
14.8M
$2.31B
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
61.6K+ 5.03% |
$9.42M - $10.5M
|
1.29M
$200M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
61.2K+ 4.84% |
$9.36M - $10.5M
|
1.33M
$207M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
59.4K+ 14.97% |
$9.08M - $10.2M
|
456K
$71M
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
55.1K+ 143.96% |
$8.43M - $9.43M
|
93.5K
$14.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
54.6K+ 2162.49% |
$8.35M - $9.35M
|
57.2K
$8.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
53.2KNew |
$8.13M - $9.1M
|
53.2K
$8.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
52.8K+ 17.38% |
$8.07M - $9.03M
|
357K
$55.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
52.7K+ 2.89% |
$8.06M - $9.01M
|
1.88M
$292M
|
|
|
Nov 14, 2023
Q3 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
52.3K+ 98.78% |
$7.99M - $8.94M
|
105K
$16.4M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
51.7K+ 14.11% |
$7.91M - $8.85M
|
418K
$65.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
51.1K+ 102.89% |
$7.81M - $8.73M
|
101K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
51.1K+ 3.63% |
$7.81M - $8.73M
|
1.46M
$227M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
50.5K+ 968.77% |
$7.72M - $8.63M
|
55.7K
$8.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
49.6K+ 195.69% |
$7.58M - $8.49M
|
75K
$11.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
49.4KNew |
$7.56M - $8.45M
|
49.4K
$7.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
48K+ 127.84% |
$7.34M - $8.21M
|
85.6K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
47.5K+ 296.24% |
$7.26M - $8.12M
|
63.5K
$9.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
46.4KNew |
$7.09M - $7.93M
|
46.4K
$7.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
45.9K+ 22.49% |
$7.02M - $7.86M
|
250K
$38.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
45.8K+ 6.86% |
$7M - $7.83M
|
714K
$111M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
45.4K+ 3.15% |
$6.94M - $7.77M
|
1.49M
$232M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
45.2K+ 21.19% |
$6.91M - $7.73M
|
258K
$40.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
44.7K+ 139.55% |
$6.84M - $7.65M
|
76.8K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
41.8K+ 76.9% |
$6.39M - $7.15M
|
96.2K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
41.7K+ 6.54% |
$6.38M - $7.14M
|
680K
$106M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
40.9K+ 39.89% |
$6.25M - $6.99M
|
143K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.7K+ 3.68% |
$6.22M - $6.95M
|
1.15M
$178M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.6K+ 15.07% |
$6.06M - $6.78M
|
303K
$47.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
39.5K+ 0.37% |
$6.04M - $6.76M
|
10.8M
$1.68B
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.1K+ 4.04% |
$5.98M - $6.69M
|
1.01M
$157M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
38.4K+ 2.56% |
$5.87M - $6.57M
|
1.54M
$239M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
38.4K+ 49.75% |
$5.87M - $6.56M
|
116K
$18M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
38.3KNew |
$5.85M - $6.54M
|
38.3K
$5.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
38.1K+ 8.94% |
$5.82M - $6.51M
|
464K
$72.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
37.3K+ 16.15% |
$5.7M - $6.38M
|
268K
$41.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
36.7KNew |
$5.61M - $6.27M
|
36.7K
$5.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.4K+ 2.29% |
$5.56M - $6.22M
|
1.62M
$252M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
35.4K+ 7.52% |
$5.41M - $6.05M
|
505K
$78.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
34.4K+ 183.2% |
$5.26M - $5.88M
|
53.2K
$8.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
34.1KNew |
$5.22M - $5.84M
|
34.1K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
33.5KNew |
$5.12M - $5.73M
|
33.5K
$5.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.3K+ 2.82% |
$5.09M - $5.7M
|
1.22M
$189M
|