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 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-45- 0.84% |
$6.88K - $7.7K
|
5.33K
$829K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-45- 0.29% |
$6.88K - $7.7K
|
15.5K
$2.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-46- 2.88% |
$7.03K - $7.87K
|
1.55K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-46- 2.23% |
$7.03K - $7.87K
|
2.02K
$314K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-47- 1.57% |
$7.19K - $8.04K
|
2.95K
$459K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-47- 0.44% |
$7.19K - $8.04K
|
10.6K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-47- 2.97% |
$7.19K - $8.04K
|
1.54K
$239K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-47- 2.14% |
$7.19K - $8.04K
|
2.15K
$335K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-48- 1.17% |
$7.34K - $8.21K
|
4.07K
$633K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-48- 3.4% |
$7.34K - $8.21K
|
1.36K
$212K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-50- 0.85% |
$7.64K - $8.55K
|
5.86K
$912K
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-50- 2.34% |
$7.64K - $8.55K
|
2.09K
$325K
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-50- 3.31% |
$7.64K - $8.55K
|
1.46K
$227K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-52- 0.97% |
$7.95K - $8.89K
|
5.33K
$829K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-52- 2.21% |
$7.95K - $8.89K
|
2.3K
$357K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-52- 1.8% |
$7.95K - $8.89K
|
2.83K
$441K
|
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-55- 0.39% |
$8.41K - $9.41K
|
14K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-55- 2.12% |
$8.41K - $9.41K
|
2.54K
$395K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-56- 2.14% |
$8.56K - $9.58K
|
2.57K
$400K
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-57- 2.72% |
$8.71K - $9.75K
|
2.04K
$317K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-59- 2.63% |
$9.02K - $10.1K
|
2.19K
$340K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-59- 0.51% |
$9.02K - $10.1K
|
11.4K
$1.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-59- 4.14% |
$9.02K - $10.1K
|
1.37K
$213K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-59- 0.22% |
$9.02K - $10.1K
|
26.3K
$4.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-59- 0.39% |
$9.02K - $10.1K
|
15K
$2.34M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-60- 1.13% |
$9.17K - $10.3K
|
5.23K
$814K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-60- 0.38% |
$9.17K - $10.3K
|
15.6K
$2.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-61- 1.61% |
$9.33K - $10.4K
|
3.74K
$582K
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-61- 1.02% |
$9.33K - $10.4K
|
5.91K
$921K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-62- 0.75% |
$9.48K - $10.6K
|
8.24K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-62- 0.79% |
$9.48K - $10.6K
|
7.81K
$1.22M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-63- 0.35% |
$9.63K - $10.8K
|
18.1K
$2.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-63- 1.4% |
$9.63K - $10.8K
|
4.43K
$690K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-63- 0.2% |
$9.63K - $10.8K
|
31.1K
$4.84M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-66- 1.0% |
$10.1K - $11.3K
|
6.54K
$1.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-67- 1.26% |
$10.2K - $11.5K
|
5.26K
$819K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-67- 0.37% |
$10.2K - $11.5K
|
18.1K
$2.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-67- 0.21% |
$10.2K - $11.5K
|
31.8K
$4.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-67- 1.46% |
$10.2K - $11.5K
|
4.53K
$705K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-68- 1.69% |
$10.4K - $11.6K
|
3.95K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-68- 4.92% |
$10.4K - $11.6K
|
1.31K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-70- 3.51% |
$10.7K - $12K
|
1.92K
$300K
|
|
|
Nov 22, 2023
Q3 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-70- 0.16% |
$10.7K - $12K
|
43.9K
$6.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-72- 0.33% |
$11K - $12.3K
|
21.6K
$3.37M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-73- 2.82% |
$11.2K - $12.5K
|
2.52K
$392K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-74- 0.11% |
$11.3K - $12.7K
|
64.9K
$10.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-74- 4.01% |
$11.3K - $12.7K
|
1.77K
$276K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-75- 0.4% |
$11.5K - $12.8K
|
18.5K
$2.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-75- 1.69% |
$11.5K - $12.8K
|
4.37K
$680K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-75- 0.37% |
$11.5K - $12.8K
|
20.1K
$3.13M
|