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 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-229- 0.9% |
$35K - $39.2K
|
25.3K
$3.95M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-230- 3.3% |
$35.2K - $39.3K
|
6.74K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-233- 0.1% |
$35.6K - $39.9K
|
228K
$35.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-235- 6.62% |
$35.9K - $40.2K
|
3.31K
$518K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-242- 0.93% |
$37K - $41.4K
|
25.8K
$4.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-245- 1.32% |
$37.5K - $41.9K
|
18.3K
$2.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-246- 0.79% |
$37.6K - $42.1K
|
30.9K
$4.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-246- 12.54% |
$37.6K - $42.1K
|
1.72K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-249- 0.29% |
$38.1K - $42.6K
|
85.5K
$13.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-250- 0.69% |
$38.2K - $42.8K
|
36.2K
$5.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-250- 10.29% |
$38.2K - $42.8K
|
2.18K
$340K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-250- 32.68% |
$38.2K - $42.8K
|
515
$80.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-251- 0.26% |
$38.4K - $42.9K
|
94.8K
$14.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-252- 0.33% |
$38.5K - $43.1K
|
75.3K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-253- 1.32% |
$38.7K - $43.3K
|
18.9K
$2.96M
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-254- 1.43% |
$38.8K - $43.4K
|
17.5K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-255- 4.56% |
$39K - $43.6K
|
5.34K
$834K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-256- 1.76% |
$39.1K - $43.8K
|
14.3K
$2.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-257- 0.72% |
$39.3K - $44K
|
35.5K
$5.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-264- 1.65% |
$40.4K - $45.2K
|
15.7K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-264- 15.17% |
$40.4K - $45.2K
|
1.48K
$231K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-265- 9.85% |
$40.5K - $45.3K
|
2.42K
$379K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-267- 4.03% |
$40.8K - $45.7K
|
6.36K
$993K
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-267- 7.67% |
$40.8K - $45.7K
|
3.21K
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-268- 6.02% |
$41K - $45.8K
|
4.18K
$653K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-270- 6.38% |
$41.3K - $46.2K
|
3.96K
$619K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-270- 12.05% |
$41.3K - $46.2K
|
1.97K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-271- 1.96% |
$41.4K - $46.4K
|
13.5K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-272- 0.41% |
$41.6K - $46.5K
|
66.5K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-272- 6.94% |
$41.6K - $46.5K
|
3.65K
$570K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-272- 9.7% |
$41.6K - $46.5K
|
2.53K
$395K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-274- 2.53% |
$41.9K - $46.9K
|
10.6K
$1.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-274- 8.97% |
$41.9K - $46.9K
|
2.78K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-274- 3.83% |
$41.9K - $46.9K
|
6.87K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-275- 12.43% |
$42K - $47K
|
1.94K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-275- 11.04% |
$42K - $47K
|
2.22K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-278- 0.93% |
$42.5K - $47.5K
|
29.5K
$4.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-279- 9.4% |
$42.7K - $47.7K
|
2.69K
$420K
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-280- 0.43% |
$42.8K - $47.9K
|
65.4K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-280- 1.53% |
$42.8K - $47.9K
|
18K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-283- 0.19% |
$43.3K - $48.4K
|
150K
$23.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-285- 2.27% |
$43.6K - $48.7K
|
12.3K
$1.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-287- 7.84% |
$43.9K - $49.1K
|
3.37K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-288- 0.67% |
$44K - $49.3K
|
43K
$6.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-290- 1.73% |
$44.3K - $49.6K
|
16.5K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-290- 0.11% |
$44.3K - $49.6K
|
267K
$41.7M
|
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-290- 18.45% |
$44.3K - $49.6K
|
1.28K
$200K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-292- 3.57% |
$44.6K - $49.9K
|
7.9K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-295- 1.79% |
$45.1K - $50.5K
|
16.2K
$2.52M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-297- 1.04% |
$45.4K - $50.8K
|
28.3K
$4.42M
|