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 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 9.44% |
$365K - $408K
|
22.9K
$3.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-2.39K- 1.83% |
$366K - $409K
|
128K
$19.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.4K- 3.36% |
$366K - $410K
|
69K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.41K- 0.63% |
$369K - $412K
|
382K
$59.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.47K- 7.75% |
$378K - $423K
|
29.4K
$4.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
SELL
|
- |
-2.49K- 1.03% |
$381K - $426K
|
240K
$37.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.51K- 1.92% |
$384K - $430K
|
129K
$20M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.52K- 19.08% |
$384K - $430K
|
10.7K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.52K- 14.85% |
$385K - $431K
|
14.4K
$2.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.53K- 2.33% |
$386K - $432K
|
106K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.54K- 3.34% |
$388K - $434K
|
73.4K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.54K- 2.81% |
$388K - $434K
|
87.8K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.55K- 3.17% |
$389K - $435K
|
77.8K
$12.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.56K- 0.23% |
$391K - $438K
|
1.12M
$175M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.56K- 2.11% |
$392K - $438K
|
119K
$18.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.57K- 26.05% |
$392K - $439K
|
7.28K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.57K- 46.24% |
$393K - $439K
|
2.99K
$465K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-2.57K- 1.61% |
$393K - $439K
|
157K
$24.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.58K- 12.18% |
$394K - $441K
|
18.6K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.6K- 28.0% |
$397K - $445K
|
6.69K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.61K- 16.3% |
$398K - $446K
|
13.4K
$2.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.64K- 3.9% |
$403K - $451K
|
65K
$10.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.66K- 16.0% |
$407K - $455K
|
14K
$2.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.69K- 1.07% |
$410K - $459K
|
248K
$38.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.69K- 1.31% |
$412K - $461K
|
203K
$31.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.77K- 3.04% |
$424K - $474K
|
88.4K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.79K- 8.0% |
$427K - $478K
|
32.1K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-2.8K- 65.67% |
$427K - $478K
|
1.46K
$227K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-2.81K- 10.7% |
$429K - $480K
|
23.4K
$3.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.85K- 2.88% |
$435K - $487K
|
95.9K
$14.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.85K- 10.34% |
$436K - $488K
|
24.7K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.9K- 5.36% |
$444K - $497K
|
51.3K
$7.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.93K- 52.5% |
$448K - $501K
|
2.65K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-2.95K- 1.8% |
$451K - $504K
|
161K
$25.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-3K- 8.03% |
$459K - $513K
|
34.4K
$5.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-3.04K- 13.86% |
$465K - $520K
|
18.9K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.04K- 7.28% |
$465K - $520K
|
38.7K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-3.1K- 6.26% |
$473K - $530K
|
46.3K
$7.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.11K- 40.07% |
$476K - $532K
|
4.66K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-3.14K- 36.22% |
$479K - $536K
|
5.52K
$859K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.15K- 5.96% |
$482K - $539K
|
49.7K
$7.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.16K- 3.53% |
$484K - $541K
|
86.4K
$13.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.19K- 3.31% |
$488K - $546K
|
93.2K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.3K- 0.75% |
$504K - $564K
|
439K
$68.3M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.3K- 0.75% |
$504K - $564K
|
439K
$68.3M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.31K- 3.03% |
$506K - $566K
|
106K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.45K- 10.5% |
$527K - $590K
|
29.4K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.45K- 2.79% |
$527K - $590K
|
120K
$18.7M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.48K- 1.08% |
$531K - $595K
|
318K
$49.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.48K- 3.85% |
$532K - $596K
|
86.9K
$13.5M
|