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
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-444- 1.32% |
$67.9K - $75.9K
|
33.3K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-445- 2.85% |
$68K - $76.1K
|
15.2K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-447- 5.95% |
$68.3K - $76.5K
|
7.07K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-450- 9.1% |
$68.8K - $77K
|
4.49K
$694K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-451- 7.87% |
$68.9K - $77.1K
|
5.28K
$815K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-457- 8.83% |
$69.9K - $78.2K
|
4.72K
$728K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-457- 18.88% |
$69.9K - $78.2K
|
1.96K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-459- 0.96% |
$70.2K - $78.5K
|
47.3K
$7.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-467- 2.31% |
$71.4K - $79.9K
|
19.7K
$3.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-472- 3.38% |
$72.2K - $80.7K
|
13.5K
$2.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-478- 11.6% |
$73.1K - $81.8K
|
3.64K
$562K
|
|
|
Oct 23, 2023
Q3 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-489- 3.54% |
$74.8K - $83.6K
|
13.3K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-491- 3.77% |
$75.1K - $84K
|
12.5K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-494- 1.22% |
$75.5K - $84.5K
|
40.1K
$6.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-496- 0.19% |
$75.8K - $84.8K
|
257K
$39.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-500- 4.67% |
$76.4K - $85.5K
|
10.2K
$1.58M
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-500- 0.44% |
$76.4K - $85.5K
|
113K
$17.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-500- 9.35% |
$76.4K - $85.5K
|
4.85K
$749K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-503- 1.23% |
$76.9K - $86K
|
40.4K
$6.24M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-505- 14.15% |
$77.2K - $86.4K
|
3.06K
$473K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-507- 1.11% |
$77.5K - $86.7K
|
45.2K
$6.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-511- 3.95% |
$78.1K - $87.4K
|
12.4K
$1.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-516- 0.74% |
$78.9K - $88.3K
|
69.3K
$10.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-518- 16.27% |
$79.2K - $88.6K
|
2.67K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-520- 3.1% |
$79.5K - $88.9K
|
16.2K
$2.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-521- 18.89% |
$79.7K - $89.1K
|
2.24K
$345K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-521- 12.23% |
$79.7K - $89.1K
|
3.74K
$578K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-524- 5.02% |
$80.1K - $89.6K
|
9.91K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-528- 5.74% |
$80.7K - $90.3K
|
8.66K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-531- 2.26% |
$81.2K - $90.8K
|
23K
$3.55M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-538- 2.48% |
$82.2K - $92K
|
21.2K
$3.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-540- 2.23% |
$82.6K - $92.4K
|
23.7K
$3.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-553- 2.32% |
$84.5K - $94.6K
|
23.3K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-554- 0.29% |
$84.7K - $94.8K
|
191K
$29.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-557- 3.03% |
$85.2K - $95.3K
|
17.8K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-560- 25.1% |
$85.6K - $95.8K
|
1.67K
$258K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-563- 8.13% |
$86.1K - $96.3K
|
6.36K
$983K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-564- 9.23% |
$86.2K - $96.5K
|
5.55K
$857K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-565- 2.42% |
$86.4K - $96.6K
|
22.8K
$3.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-568- 0.38% |
$86.8K - $97.2K
|
150K
$23.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-572- 3.1% |
$87.4K - $97.8K
|
17.9K
$2.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-573- 1.59% |
$87.6K - $98K
|
35.6K
$5.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-581- 3.49% |
$88.8K - $99.4K
|
16.1K
$2.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-585- 1.58% |
$89.4K - $100K
|
36.4K
$5.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-588- 12.52% |
$89.9K - $101K
|
4.11K
$635K
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-590- 0.87% |
$90.2K - $101K
|
67.4K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-591- 7.04% |
$90.4K - $101K
|
7.81K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-598- 7.24% |
$91.4K - $102K
|
7.66K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-600- 4.8% |
$91.7K - $103K
|
11.9K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-604- 1.63% |
$92.3K - $103K
|
36.5K
$5.64M
|