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 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-31- 0.8% |
$4.74K - $5.3K
|
3.87K
$602K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-32- 0.85% |
$4.89K - $5.47K
|
3.73K
$581K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-32- 2.04% |
$4.89K - $5.47K
|
1.54K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-32- 1.42% |
$4.89K - $5.47K
|
2.23K
$347K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-33- 0.27% |
$5.05K - $5.64K
|
12K
$1.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-33- 1.19% |
$5.05K - $5.64K
|
2.74K
$427K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-33- 0.13% |
$5.05K - $5.64K
|
25.8K
$4.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-34- 0.92% |
$5.2K - $5.82K
|
3.68K
$573K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-34- 2.19% |
$5.2K - $5.82K
|
1.52K
$236K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-34- 0.38% |
$5.2K - $5.82K
|
8.82K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-34- 1.38% |
$5.2K - $5.82K
|
2.43K
$379K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-35- 0.47% |
$5.35K - $5.99K
|
7.4K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-35- 0.76% |
$5.35K - $5.99K
|
4.57K
$712K
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-35- 0.29% |
$5.35K - $5.99K
|
12K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-35- 0.22% |
$5.35K - $5.99K
|
16.2K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-35- 2.01% |
$5.35K - $5.99K
|
1.7K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-35- 2.08% |
$5.35K - $5.99K
|
1.64K
$256K
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-36- 0.71% |
$5.5K - $6.16K
|
5.01K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-36- 1.55% |
$5.5K - $6.16K
|
2.29K
$356K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-36- 0.12% |
$5.5K - $6.16K
|
29.7K
$4.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-37- 0.03% |
$5.66K - $6.33K
|
136K
$21.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-37- 1.15% |
$5.66K - $6.33K
|
3.19K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-37- 0.11% |
$5.66K - $6.33K
|
33K
$5.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-38- 1.36% |
$5.81K - $6.5K
|
2.75K
$428K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-38- 0.45% |
$5.81K - $6.5K
|
8.34K
$1.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-38- 0.98% |
$5.81K - $6.5K
|
3.86K
$601K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-38- 6.05% |
$5.81K - $6.5K
|
590
$91.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-38- 2.94% |
$5.81K - $6.5K
|
1.26K
$196K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-38- 0.13% |
$5.81K - $6.5K
|
29.7K
$4.62M
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-39- 4.42% |
$5.96K - $6.67K
|
843
$131K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-39- 2.47% |
$5.96K - $6.67K
|
1.54K
$239K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-39- 0.47% |
$5.96K - $6.67K
|
8.35K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-39- 1.15% |
$5.96K - $6.67K
|
3.35K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-39- 2.35% |
$5.96K - $6.67K
|
1.62K
$252K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-40- 3.14% |
$6.12K - $6.84K
|
1.23K
$192K
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-40- 2.98% |
$6.12K - $6.84K
|
1.3K
$203K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-40- 1.04% |
$6.12K - $6.84K
|
3.79K
$590K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-40- 1.65% |
$6.12K - $6.84K
|
2.38K
$371K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-40- 0.26% |
$6.12K - $6.84K
|
15.3K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
SELL
|
- |
-40- 0.08% |
$6.12K - $6.84K
|
49.1K
$7.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-41- 0.77% |
$6.27K - $7.01K
|
5.29K
$823K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-42- 0.82% |
$6.42K - $7.18K
|
5.1K
$793K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-43- 1.25% |
$6.57K - $7.35K
|
3.41K
$531K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-44- 0.51% |
$6.73K - $7.53K
|
8.57K
$1.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-44- 1.62% |
$6.73K - $7.53K
|
2.67K
$416K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-44- 0.59% |
$6.73K - $7.53K
|
7.39K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-44- 0.13% |
$6.73K - $7.53K
|
33.6K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-44- 11.86% |
$6.73K - $7.53K
|
327
$50.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-45- 1.3% |
$6.88K - $7.7K
|
3.41K
$532K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-45- 0.33% |
$6.88K - $7.7K
|
13.6K
$2.12M
|