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 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
22+ 0.34% |
$3.36K - $3.76K
|
6.45K
$980K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22+ 0.57% |
$3.36K - $3.76K
|
3.86K
$586K
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
21+ 1.65% |
$3.21K - $3.59K
|
1.29K
$196K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21+ 0.08% |
$3.21K - $3.59K
|
26.9K
$4.08M
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
20+ 19.23% |
$3.06K - $3.42K
|
124
$18.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
20+ 0.25% |
$3.06K - $3.42K
|
8.06K
$1.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19+ 1.14% |
$2.9K - $3.25K
|
1.68K
$256K
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
19+ 0.4% |
$2.9K - $3.25K
|
4.78K
$727K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
19+ 0.28% |
$2.9K - $3.25K
|
6.81K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
19+ 1.66% |
$2.9K - $3.25K
|
1.16K
$176K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
19+ 0.14% |
$2.9K - $3.25K
|
13.8K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
19+ 0.89% |
$2.9K - $3.25K
|
2.15K
$327K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
19+ 0.14% |
$2.9K - $3.25K
|
13.3K
$2.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
18+ 0.6% |
$2.75K - $3.08K
|
3.02K
$459K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
18+ 0.34% |
$2.75K - $3.08K
|
5.32K
$808K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
18+ 0.34% |
$2.75K - $3.08K
|
5.35K
$812K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
18+ 0.33% |
$2.75K - $3.08K
|
5.45K
$828K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
17+ 0.12% |
$2.6K - $2.91K
|
13.7K
$2.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
17+ 0.36% |
$2.6K - $2.91K
|
4.69K
$713K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.03% |
$2.6K - $2.91K
|
63.1K
$9.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
17+ 2.24% |
$2.6K - $2.91K
|
776
$118K
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
16+ 0.22% |
$2.45K - $2.74K
|
7.17K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
16+ 0.95% |
$2.45K - $2.74K
|
1.71K
$259K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
15+ 0.15% |
$2.29K - $2.57K
|
10.3K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15+ 0.75% |
$2.29K - $2.57K
|
2.01K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
15+ 0.01% |
$2.29K - $2.57K
|
108K
$16.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
14+ 0.06% |
$2.14K - $2.39K
|
23.1K
$3.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.56% |
$2.14K - $2.39K
|
2.54K
$385K
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
14+ 0.96% |
$2.14K - $2.39K
|
1.48K
$224K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
14+ 0.15% |
$2.14K - $2.39K
|
9.24K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 0.32% |
$2.14K - $2.39K
|
4.39K
$667K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
14+ 0.23% |
$2.14K - $2.39K
|
6.09K
$926K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14+ 0.15% |
$2.14K - $2.39K
|
9.64K
$1.46M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
13+ 1.0% |
$1.99K - $2.22K
|
1.31K
$199K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13+ 0.28% |
$1.99K - $2.22K
|
4.67K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
13+ 0.28% |
$1.99K - $2.22K
|
4.73K
$719K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
13+ 0.14% |
$1.99K - $2.22K
|
9.2K
$1.4M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
12+ 0.21% |
$1.83K - $2.05K
|
5.86K
$891K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
12+ 1.62% |
$1.83K - $2.05K
|
753
$114K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
12+ 0.15% |
$1.83K - $2.05K
|
7.99K
$1.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
12+ 0.51% |
$1.83K - $2.05K
|
2.35K
$358K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
11+ 0.42% |
$1.68K - $1.88K
|
2.63K
$399K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
11+ 0.63% |
$1.68K - $1.88K
|
1.77K
$269K
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
11+ 0.21% |
$1.68K - $1.88K
|
5.35K
$812K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
11+ 0.26% |
$1.68K - $1.88K
|
4.18K
$634K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
10+ 0.22% |
$1.53K - $1.71K
|
4.61K
$701K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
10+ 0.52% |
$1.53K - $1.71K
|
1.94K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10+ 0.61% |
$1.53K - $1.71K
|
1.66K
$252K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
10+ 0.21% |
$1.53K - $1.71K
|
4.75K
$721K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
10+ 0.79% |
$1.53K - $1.71K
|
1.28K
$195K
|