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 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-75- 1.76% |
$11.5K - $12.8K
|
4.18K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-75- 5.14% |
$11.5K - $12.8K
|
1.38K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-75- 0.56% |
$11.5K - $12.8K
|
13.3K
$2.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-76- 2.03% |
$11.6K - $13K
|
3.66K
$570K
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-76- 1.13% |
$11.6K - $13K
|
6.64K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-78- 4.07% |
$11.9K - $13.3K
|
1.84K
$286K
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-78- 0.31% |
$11.9K - $13.3K
|
25.4K
$3.96M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-79- 0.93% |
$12.1K - $13.5K
|
8.4K
$1.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-79- 5.24% |
$12.1K - $13.5K
|
1.43K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-80- 1.24% |
$12.2K - $13.7K
|
6.35K
$989K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-81- 3.93% |
$12.4K - $13.9K
|
1.98K
$308K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-81- 2.46% |
$12.4K - $13.9K
|
3.21K
$499K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-82- 3.0% |
$12.5K - $14K
|
2.65K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-82- 4.07% |
$12.5K - $14K
|
1.93K
$301K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-83- 3.1% |
$12.7K - $14.2K
|
2.59K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-83- 0.13% |
$12.7K - $14.2K
|
63K
$9.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-83- 0.29% |
$12.7K - $14.2K
|
28.1K
$4.37M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-83- 2.45% |
$12.7K - $14.2K
|
3.31K
$515K
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-84- 1.51% |
$12.8K - $14.4K
|
5.49K
$855K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-84- 1.98% |
$12.8K - $14.4K
|
4.15K
$647K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-84- 0.4% |
$12.8K - $14.4K
|
20.8K
$3.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-85- 6.09% |
$13K - $14.5K
|
1.31K
$204K
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-85- 2.27% |
$13K - $14.5K
|
3.66K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-85- 0.19% |
$13K - $14.5K
|
45K
$7M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-86- 0.07% |
$13.1K - $14.7K
|
120K
$18.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-86- 1.11% |
$13.1K - $14.7K
|
7.65K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-88- 0.87% |
$13.5K - $15.1K
|
10K
$1.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-89- 3.38% |
$13.6K - $15.2K
|
2.55K
$397K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-89- 4.77% |
$13.6K - $15.2K
|
1.78K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-89- 5.66% |
$13.6K - $15.2K
|
1.48K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-89- 5.93% |
$13.6K - $15.2K
|
1.41K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-89- 3.09% |
$13.6K - $15.2K
|
2.79K
$434K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-90- 0.56% |
$13.8K - $15.4K
|
16.1K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-90- 0.21% |
$13.8K - $15.4K
|
43.7K
$6.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-91- 0.7% |
$13.9K - $15.6K
|
12.9K
$2M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-91- 6.13% |
$13.9K - $15.6K
|
1.39K
$217K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-92- 5.02% |
$14.1K - $15.7K
|
1.74K
$271K
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-92- 1.25% |
$14.1K - $15.7K
|
7.24K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-93- 0.42% |
$14.2K - $15.9K
|
22.3K
$3.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-94- 2.52% |
$14.4K - $16.1K
|
3.63K
$565K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-94- 4.97% |
$14.4K - $16.1K
|
1.8K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-94- 6.87% |
$14.4K - $16.1K
|
1.27K
$198K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-95- 74.22% |
$14.5K - $16.2K
|
33
$5.14K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-95- 1.83% |
$14.5K - $16.2K
|
5.11K
$795K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-95- 0.22% |
$14.5K - $16.2K
|
42.2K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-95- 5.25% |
$14.5K - $16.2K
|
1.72K
$267K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-96- 3.82% |
$14.7K - $16.4K
|
2.42K
$376K
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-96- 6.72% |
$14.7K - $16.4K
|
1.33K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-96- 1.08% |
$14.7K - $16.4K
|
8.82K
$1.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-97- 6.12% |
$14.8K - $16.6K
|
1.49K
$232K
|