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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.59K- 0.68% |
$242K - $271K
|
233K
$36.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.59K- 19.02% |
$244K - $273K
|
6.79K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-1.62K- 10.56% |
$248K - $277K
|
13.7K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-1.65K- 19.64% |
$252K - $282K
|
6.75K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.68K- 17.73% |
$257K - $287K
|
7.8K
$1.21M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.69K- 8.95% |
$258K - $289K
|
17.2K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-1.69K- 14.1% |
$259K - $289K
|
10.3K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-1.7K- 56.16% |
$260K - $291K
|
1.33K
$207K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.7K- 1.91% |
$260K - $291K
|
87.2K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.72K- 8.83% |
$263K - $294K
|
17.8K
$2.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.73K- 12.18% |
$264K - $295K
|
12.4K
$1.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.74K- 34.28% |
$265K - $297K
|
3.33K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.77K- 4.09% |
$271K - $303K
|
41.5K
$6.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 10.19% |
$271K - $303K
|
15.6K
$2.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.82K- 8.26% |
$278K - $311K
|
20.2K
$3.15M
|
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.83K- 4.6% |
$279K - $312K
|
37.8K
$5.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.83K- 16.63% |
$280K - $313K
|
9.17K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 3.59% |
$281K - $314K
|
49.4K
$7.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.85K- 29.65% |
$282K - $316K
|
4.38K
$682K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.85K- 12.38% |
$283K - $317K
|
13.1K
$2.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.85K- 2.77% |
$283K - $317K
|
65.1K
$10.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.86K- 44.16% |
$284K - $317K
|
2.35K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.86K- 7.35% |
$284K - $317K
|
23.4K
$3.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-1.87K- 1.68% |
$286K - $320K
|
110K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.88K- 15.72% |
$287K - $321K
|
10.1K
$1.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.88K- 1.07% |
$287K - $321K
|
175K
$27.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.88K- 2.7% |
$288K - $322K
|
67.8K
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.91K- 2.04% |
$291K - $326K
|
91.5K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.92K- 9.38% |
$293K - $328K
|
18.5K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.93K- 6.38% |
$294K - $329K
|
28.3K
$4.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-1.94K- 15.01% |
$296K - $331K
|
11K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.96K- 23.86% |
$299K - $334K
|
6.24K
$971K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.99K- 6.39% |
$304K - $340K
|
29.2K
$4.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.04K- 0.99% |
$311K - $348K
|
204K
$31.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.04K- 0.96% |
$311K - $348K
|
211K
$32.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.09K- 0.2% |
$319K - $357K
|
1.06M
$165M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.1K- 9.93% |
$321K - $359K
|
19K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.12K- 24.88% |
$323K - $362K
|
6.39K
$994K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.15K- 9.92% |
$328K - $367K
|
19.5K
$3.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.16K- 7.06% |
$330K - $369K
|
28.4K
$4.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.17K- 17.41% |
$332K - $371K
|
10.3K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-2.17K- 15.59% |
$332K - $371K
|
11.8K
$1.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-2.2K- 33.92% |
$337K - $377K
|
4.29K
$668K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.2K- 8.85% |
$337K - $377K
|
22.7K
$3.53M
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-2.24K- 1.89% |
$343K - $384K
|
117K
$18.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.27K- 19.01% |
$346K - $387K
|
9.65K
$1.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 7.69% |
$349K - $391K
|
27.4K
$4.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-2.31K- 0.26% |
$353K - $395K
|
895K
$139M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.35K- 2.37% |
$359K - $402K
|
96.7K
$15M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.38K- 34.19% |
$364K - $408K
|
4.59K
$714K
|