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 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-503- 1.23% |
$76.9K - $86K
|
40.4K
$6.29M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-505- 14.15% |
$77.2K - $86.4K
|
3.06K
$477K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-507- 1.11% |
$77.5K - $86.7K
|
45.2K
$7.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-511- 3.95% |
$78.1K - $87.4K
|
12.4K
$1.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-516- 0.74% |
$78.9K - $88.3K
|
69.3K
$10.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-518- 16.27% |
$79.2K - $88.6K
|
2.67K
$415K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-520- 3.1% |
$79.5K - $88.9K
|
16.2K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-521- 18.89% |
$79.7K - $89.1K
|
2.24K
$348K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-521- 12.23% |
$79.7K - $89.1K
|
3.74K
$582K
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-524- 5.02% |
$80.1K - $89.6K
|
9.91K
$1.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-528- 5.74% |
$80.7K - $90.3K
|
8.66K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-531- 2.26% |
$81.2K - $90.8K
|
23K
$3.57M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-538- 2.48% |
$82.2K - $92K
|
21.2K
$3.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
SELL
|
- |
-540- 2.23% |
$82.6K - $92.4K
|
23.7K
$3.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-553- 2.32% |
$84.5K - $94.6K
|
23.3K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-554- 0.29% |
$84.7K - $94.8K
|
191K
$29.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-557- 3.03% |
$85.2K - $95.3K
|
17.8K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-560- 25.1% |
$85.6K - $95.8K
|
1.67K
$260K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-563- 8.13% |
$86.1K - $96.3K
|
6.36K
$991K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-564- 9.23% |
$86.2K - $96.5K
|
5.55K
$864K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-565- 2.42% |
$86.4K - $96.6K
|
22.8K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-568- 0.38% |
$86.8K - $97.2K
|
150K
$23.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-572- 3.1% |
$87.4K - $97.8K
|
17.9K
$2.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-573- 1.59% |
$87.6K - $98K
|
35.6K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-581- 3.49% |
$88.8K - $99.4K
|
16.1K
$2.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-585- 1.58% |
$89.4K - $100K
|
36.4K
$5.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-588- 12.52% |
$89.9K - $101K
|
4.11K
$640K
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-590- 0.87% |
$90.2K - $101K
|
67.4K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-591- 7.04% |
$90.4K - $101K
|
7.81K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-598- 7.24% |
$91.4K - $102K
|
7.66K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-600- 4.8% |
$91.7K - $103K
|
11.9K
$1.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-604- 1.63% |
$92.3K - $103K
|
36.5K
$5.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-607- 2.32% |
$92.8K - $104K
|
25.5K
$3.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-613- 13.55% |
$93.7K - $105K
|
3.91K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-618- 6.7% |
$94.5K - $106K
|
8.61K
$1.34M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-619- 0.49% |
$94.6K - $106K
|
125K
$19.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-619- 3.29% |
$94.6K - $106K
|
18.2K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-626- 4.16% |
$95.7K - $107K
|
14.4K
$2.25M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-630- 2.13% |
$96.3K - $108K
|
29K
$4.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-631- 4.98% |
$96.5K - $108K
|
12K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-634- 13.42% |
$96.9K - $108K
|
4.09K
$636K
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
SELL
|
- |
-640- 3.96% |
$97.8K - $109K
|
15.5K
$2.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-663- 3.78% |
$101K - $113K
|
16.9K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-664- 13.42% |
$102K - $114K
|
4.28K
$666K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-674- 0.97% |
$103K - $115K
|
68.7K
$10.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-675- 5.11% |
$103K - $115K
|
12.5K
$1.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-675- 7.96% |
$103K - $115K
|
7.81K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-675- 2.83% |
$103K - $115K
|
23.2K
$3.61M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-676- 0.19% |
$103K - $116K
|
346K
$53.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-680- 3.17% |
$104K - $116K
|
20.8K
$3.24M
|