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
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
137+ 1.54% |
$20.9K - $23.4K
|
9.01K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
136+ 3.98% |
$20.8K - $23.3K
|
3.55K
$540K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
135+ 4.57% |
$20.6K - $23.1K
|
3.09K
$469K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
135+ 0.03% |
$20.6K - $23.1K
|
501K
$76.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
135+ 1.94% |
$20.6K - $23.1K
|
7.09K
$1.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
135+ 0.87% |
$20.6K - $23.1K
|
15.6K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
135+ 4.52% |
$20.6K - $23.1K
|
3.12K
$475K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
133+ 5.48% |
$20.3K - $22.7K
|
2.56K
$389K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
132+ 7.65% |
$20.2K - $22.6K
|
1.86K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
132+ 0.66% |
$20.2K - $22.6K
|
20.2K
$3.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
131+ 2.89% |
$20K - $22.4K
|
4.66K
$708K
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
BUY
|
- |
131+ 2.22% |
$20K - $22.4K
|
6.03K
$916K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
129+ 1.95% |
$19.7K - $22.1K
|
6.75K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
129+ 0.55% |
$19.7K - $22.1K
|
23.5K
$3.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
128+ 2.09% |
$19.6K - $21.9K
|
6.26K
$951K
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
128+ 1.8% |
$19.6K - $21.9K
|
7.22K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
127+ 9.1% |
$19.4K - $21.7K
|
1.52K
$231K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
127+ 3.0% |
$19.4K - $21.7K
|
4.36K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
127+ 8.69% |
$19.4K - $21.7K
|
1.59K
$241K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
126+ 6.42% |
$19.3K - $21.6K
|
2.09K
$317K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
126+ 5.4% |
$19.3K - $21.6K
|
2.46K
$374K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
126+ 1.24% |
$19.3K - $21.6K
|
10.3K
$1.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
126+ 13.76% |
$19.3K - $21.6K
|
1.04K
$158K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
125+ 1.98% |
$19.1K - $21.4K
|
6.43K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
124+ 7.65% |
$19K - $21.2K
|
1.74K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
124+ 0.59% |
$19K - $21.2K
|
21.3K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
123+ 4.41% |
$18.8K - $21K
|
2.91K
$442K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
122+ 5.8% |
$18.7K - $20.9K
|
2.23K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
122+ 0.74% |
$18.7K - $20.9K
|
16.6K
$2.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
121+ 3.15% |
$18.5K - $20.7K
|
3.97K
$603K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
120+ 0.81% |
$18.3K - $20.5K
|
15K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
120+ 1.52% |
$18.3K - $20.5K
|
8K
$1.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
119+ 1.93% |
$18.2K - $20.4K
|
6.29K
$956K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
118+ 0.42% |
$18K - $20.2K
|
28.5K
$4.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
118+ 3.01% |
$18K - $20.2K
|
4.04K
$613K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
118+ 1.89% |
$18K - $20.2K
|
6.35K
$965K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
118+ 0.83% |
$18K - $20.2K
|
14.3K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
118+ 1.91% |
$18K - $20.2K
|
6.3K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
118+ 0.96% |
$18K - $20.2K
|
12.4K
$1.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
116+ 0.47% |
$17.7K - $19.8K
|
24.7K
$3.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
116+ 1.72% |
$17.7K - $19.8K
|
6.87K
$1.04M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
116+ 8.08% |
$17.7K - $19.8K
|
1.55K
$236K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
115+ 4.58% |
$17.6K - $19.7K
|
2.62K
$399K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
112+ 1.95% |
$17.1K - $19.2K
|
5.87K
$891K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
112+ 0.16% |
$17.1K - $19.2K
|
71.1K
$10.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
111+ 1.7% |
$17K - $19K
|
6.65K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
110+ 3.07% |
$16.8K - $18.8K
|
3.69K
$561K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
110+ 0.47% |
$16.8K - $18.8K
|
23.4K
$3.55M
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
110+ 0.35% |
$16.8K - $18.8K
|
31.3K
$4.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
109+ 1.84% |
$16.7K - $18.6K
|
6.05K
$918K
|