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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-133- 1.61% |
$20.3K - $22.7K
|
8.14K
$1.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-134- 5.48% |
$20.5K - $22.9K
|
2.31K
$360K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
SELL
|
- |
-134- 0.99% |
$20.5K - $22.9K
|
13.4K
$2.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-134- 4.57% |
$20.5K - $22.9K
|
2.8K
$436K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-135- 3.05% |
$20.6K - $23.1K
|
4.3K
$669K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-136- 0.78% |
$20.8K - $23.3K
|
17.3K
$2.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-140- 8.58% |
$21.4K - $23.9K
|
1.49K
$232K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-141- 13.29% |
$21.6K - $24.1K
|
920
$143K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-142- 2.17% |
$21.7K - $24.3K
|
6.41K
$999K
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-142- 4.88% |
$21.7K - $24.3K
|
2.77K
$431K
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-144- 8.11% |
$22K - $24.6K
|
1.63K
$254K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-144- 5.61% |
$22K - $24.6K
|
2.42K
$377K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-145- 7.5% |
$22.2K - $24.8K
|
1.79K
$278K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-145- 3.97% |
$22.2K - $24.8K
|
3.5K
$545K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-146- 0.66% |
$22.3K - $25K
|
21.9K
$3.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-147- 1.2% |
$22.5K - $25.1K
|
12.1K
$1.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-148- 2.62% |
$22.6K - $25.3K
|
5.49K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-148- 4.61% |
$22.6K - $25.3K
|
3.06K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-148- 11.02% |
$22.6K - $25.3K
|
1.2K
$186K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 1.06% |
$22.9K - $25.7K
|
14.1K
$2.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-150- 47.17% |
$22.9K - $25.7K
|
168
$26.2K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-150- 2.04% |
$22.9K - $25.7K
|
7.22K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-150- 7.63% |
$22.9K - $25.7K
|
1.82K
$283K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-150- 0.02% |
$22.9K - $25.7K
|
670K
$104M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-150- 6.22% |
$22.9K - $25.7K
|
2.26K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-152- 7.77% |
$23.2K - $26K
|
1.8K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-152- 3.97% |
$23.2K - $26K
|
3.68K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-154- 1.17% |
$23.5K - $26.3K
|
13K
$2.03M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-155- 39.74% |
$23.7K - $26.5K
|
235
$36.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-155- 1.67% |
$23.7K - $26.5K
|
9.12K
$1.42M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-156- 6.51% |
$23.8K - $26.7K
|
2.24K
$349K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-156- 2.61% |
$23.8K - $26.7K
|
5.83K
$908K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-157- 0.91% |
$24K - $26.9K
|
17.2K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-157- 2.26% |
$24K - $26.9K
|
6.8K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-158- 1.08% |
$24.2K - $27K
|
14.5K
$2.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-159- 4.09% |
$24.3K - $27.2K
|
3.73K
$580K
|
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
SELL
|
- |
-160- 0.34% |
$24.5K - $27.4K
|
46.3K
$7.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-160- 3.47% |
$24.5K - $27.4K
|
4.45K
$693K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-160- 5.65% |
$24.5K - $27.4K
|
2.67K
$416K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-160- 4.36% |
$24.5K - $27.4K
|
3.51K
$547K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-162- 8.01% |
$24.8K - $27.7K
|
1.86K
$290K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-163- 0.51% |
$24.9K - $27.9K
|
32K
$4.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-163- 4.09% |
$24.9K - $27.9K
|
3.82K
$595K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-164- 3.42% |
$25.1K - $28.1K
|
4.63K
$720K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-167- 3.63% |
$25.5K - $28.6K
|
4.44K
$691K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-169- 0.24% |
$25.8K - $28.9K
|
70.4K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-172- 0.59% |
$26.3K - $29.4K
|
28.8K
$4.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-175- 0.34% |
$26.8K - $29.9K
|
50.8K
$7.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-175- 0.96% |
$26.8K - $29.9K
|
18K
$2.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-176- 5.99% |
$26.9K - $30.1K
|
2.76K
$430K
|