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 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-370- 25.82% |
$56.6K - $63.3K
|
1.06K
$166K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-373- 1.93% |
$57K - $63.8K
|
18.9K
$2.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-374- 2.81% |
$57.2K - $64K
|
12.9K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-375- 1.59% |
$57.3K - $64.1K
|
23.1K
$3.62M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-375- 17.01% |
$57.3K - $64.1K
|
1.83K
$286K
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-376- 1.56% |
$57.5K - $64.3K
|
23.7K
$3.71M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-376- 3.21% |
$57.5K - $64.3K
|
11.4K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-378- 5.51% |
$57.8K - $64.7K
|
6.48K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-379- 0.17% |
$57.9K - $64.8K
|
216K
$33.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-381- 3.21% |
$58.2K - $65.2K
|
11.5K
$1.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-382- 3.37% |
$58.4K - $65.3K
|
10.9K
$1.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-384- 6.3% |
$58.7K - $65.7K
|
5.71K
$892K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-393- 1.9% |
$60.1K - $67.2K
|
20.3K
$3.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-393- 2.24% |
$60.1K - $67.2K
|
17.2K
$2.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-394- 6.03% |
$60.2K - $67.4K
|
6.14K
$959K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-397- 0.61% |
$60.7K - $67.9K
|
64.4K
$10.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-399- 6.12% |
$61K - $68.2K
|
6.12K
$956K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-400- 18.85% |
$61.2K - $68.4K
|
1.72K
$269K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-401- 7.08% |
$61.3K - $68.6K
|
5.26K
$822K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-403- 0.53% |
$61.6K - $68.9K
|
75.9K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-404- 0.62% |
$61.8K - $69.1K
|
65.3K
$10.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-407- 47.66% |
$62.2K - $69.6K
|
447
$69.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-414- 5.85% |
$63.3K - $70.8K
|
6.66K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-421- 25.5% |
$64.4K - $72K
|
1.23K
$192K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-422- 0.96% |
$64.5K - $72.2K
|
43.7K
$6.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-426- 16.63% |
$65.1K - $72.9K
|
2.14K
$334K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-432- 8.14% |
$66K - $73.9K
|
4.88K
$762K
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-435- 1.62% |
$66.5K - $74.4K
|
26.4K
$4.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-438- 2.01% |
$67K - $74.9K
|
21.4K
$3.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-439- 1.13% |
$67.1K - $75.1K
|
38.5K
$6.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-440- 2.8% |
$67.3K - $75.3K
|
15.3K
$2.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-443- 0.4% |
$67.7K - $75.8K
|
111K
$17.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-444- 1.79% |
$67.9K - $75.9K
|
24.3K
$3.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-444- 1.32% |
$67.9K - $75.9K
|
33.3K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-445- 2.85% |
$68K - $76.1K
|
15.2K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-447- 5.95% |
$68.3K - $76.5K
|
7.07K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-450- 9.1% |
$68.8K - $77K
|
4.49K
$702K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-451- 7.87% |
$68.9K - $77.1K
|
5.28K
$825K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-457- 8.83% |
$69.9K - $78.2K
|
4.72K
$737K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-457- 18.88% |
$69.9K - $78.2K
|
1.96K
$307K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-459- 0.96% |
$70.2K - $78.5K
|
47.3K
$7.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-467- 2.31% |
$71.4K - $79.9K
|
19.7K
$3.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-472- 3.38% |
$72.2K - $80.7K
|
13.5K
$2.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-478- 11.6% |
$73.1K - $81.8K
|
3.64K
$569K
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-489- 3.54% |
$74.8K - $83.6K
|
13.3K
$2.08M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-491- 3.77% |
$75.1K - $84K
|
12.5K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-494- 1.22% |
$75.5K - $84.5K
|
40.1K
$6.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-496- 0.19% |
$75.8K - $84.8K
|
257K
$40.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-500- 4.67% |
$76.4K - $85.5K
|
10.2K
$1.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-500- 0.44% |
$76.4K - $85.5K
|
113K
$17.7M
|