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 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-97- 1.38% |
$14.8K - $16.6K
|
6.91K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-99- 0.42% |
$15.1K - $16.9K
|
23.7K
$3.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Penbrook Management LLC
|
SELL
|
- |
-100- 5.88% |
$15.3K - $17.1K
|
1.6K
$249K
|
|
|
Oct 13, 2023
Q3 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-100- 2.68% |
$15.3K - $17.1K
|
3.63K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 7.41% |
$15.3K - $17.1K
|
1.25K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-102- 0.55% |
$15.6K - $17.4K
|
18.5K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-102- 1.1% |
$15.6K - $17.4K
|
9.18K
$1.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-103- 1.57% |
$15.7K - $17.6K
|
6.48K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-103- 0.32% |
$15.7K - $17.6K
|
32.5K
$5.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-104- 0.24% |
$15.9K - $17.8K
|
43.2K
$6.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-105- 2.73% |
$16.1K - $18K
|
3.74K
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-107- 0.9% |
$16.4K - $18.3K
|
11.8K
$1.83M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-108- 0.52% |
$16.5K - $18.5K
|
20.8K
$3.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-108- 5.32% |
$16.5K - $18.5K
|
1.92K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-108- 2.0% |
$16.5K - $18.5K
|
5.29K
$823K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-108- 5.11% |
$16.5K - $18.5K
|
2K
$312K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-109- 6.65% |
$16.7K - $18.6K
|
1.53K
$238K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-110- 1.04% |
$16.8K - $18.8K
|
10.5K
$1.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-110- 0.8% |
$16.8K - $18.8K
|
13.6K
$2.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-114- 2.16% |
$17.4K - $19.5K
|
5.17K
$804K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-115- 4.38% |
$17.6K - $19.7K
|
2.51K
$391K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-116- 1.59% |
$17.7K - $19.8K
|
7.17K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-116- 7.53% |
$17.7K - $19.8K
|
1.42K
$222K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-117- 1.62% |
$17.9K - $20K
|
7.11K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-117- 1.25% |
$17.9K - $20K
|
9.28K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-117- 2.24% |
$17.9K - $20K
|
5.1K
$794K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-118- 0.19% |
$18K - $20.2K
|
62.9K
$9.79M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-119- 0.56% |
$18.2K - $20.4K
|
21K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-120- 1.3% |
$18.3K - $20.5K
|
9.08K
$1.41M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-121- 7.17% |
$18.5K - $20.7K
|
1.57K
$244K
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-121- 1.91% |
$18.5K - $20.7K
|
6.21K
$966K
|
|
|
Nov 08, 2023
Q3 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-121- 5.83% |
$18.5K - $20.7K
|
1.95K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-123- 7.13% |
$18.8K - $21K
|
1.6K
$249K
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-124- 0.56% |
$19K - $21.2K
|
21.9K
$3.41M
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-124- 5.07% |
$19K - $21.2K
|
2.32K
$362K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-125- 0.54% |
$19.1K - $21.4K
|
22.9K
$3.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-125- 1.11% |
$19.1K - $21.4K
|
11.1K
$1.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-125- 0.91% |
$19.1K - $21.4K
|
13.5K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 1.11% |
$19.1K - $21.4K
|
11.1K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-126- 3.0% |
$19.3K - $21.6K
|
4.07K
$634K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-126- 0.64% |
$19.3K - $21.6K
|
19.6K
$3.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-127- 0.68% |
$19.4K - $21.7K
|
18.6K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-127- 1.51% |
$19.4K - $21.7K
|
8.29K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-128- 2.88% |
$19.6K - $21.9K
|
4.32K
$673K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-128- 0.83% |
$19.6K - $21.9K
|
15.2K
$2.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-129- 0.57% |
$19.7K - $22.1K
|
22.6K
$3.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-130- 13.35% |
$19.9K - $22.2K
|
844
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-131- 1.18% |
$20K - $22.4K
|
11K
$1.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-133- 3.54% |
$20.3K - $22.7K
|
3.63K
$565K
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-133- 0.58% |
$20.3K - $22.7K
|
22.9K
$3.56M
|