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 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-3.51K- 20.66% |
$537K - $600K
|
13.5K
$2.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.54K- 4.22% |
$541K - $605K
|
80.4K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.56K- 2.11% |
$545K - $609K
|
166K
$25.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.57K- 17.96% |
$546K - $610K
|
16.3K
$2.54M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.64K- 7.09% |
$557K - $623K
|
47.7K
$7.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.65KClosed |
$557K - $624K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-3.67K- 1.66% |
$560K - $627K
|
217K
$33.8M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-3.69K- 5.56% |
$565K - $632K
|
62.7K
$9.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-3.71K- 3.28% |
$568K - $635K
|
109K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-3.83K- 2.43% |
$585K - $655K
|
154K
$24M
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.83K- 4.51% |
$586K - $655K
|
81.2K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-3.87K- 4.51% |
$592K - $662K
|
81.9K
$12.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-3.91K- 6.04% |
$598K - $669K
|
60.8K
$9.46M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-3.94K- 42.14% |
$602K - $673K
|
5.41K
$841K
|
|
|
Oct 23, 2023
Q3 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-4K- 66.61% |
$612K - $684K
|
2.01K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-4K- 1.66% |
$612K - $684K
|
238K
$37M
|
|
|
Mar 14, 2024
Q3 2023
|
Scp Investment, LP
|
SELL
|
- |
-4K- 51.28% |
$612K - $684K
|
3.8K
$591K
|
|
|
Nov 08, 2023
Q3 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-4.06K- 64.45% |
$620K - $694K
|
2.24K
$348K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.12K- 8.39% |
$630K - $705K
|
45K
$7.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.14K- 3.95% |
$632K - $708K
|
101K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.18K- 5.79% |
$639K - $714K
|
68K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-4.25K- 4.07% |
$650K - $727K
|
100K
$15.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-4.28K- 25.25% |
$655K - $733K
|
12.7K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.3K- 8.16% |
$657K - $735K
|
48.4K
$7.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-4.32K- 4.8% |
$661K - $739K
|
85.8K
$13.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-4.33K- 13.06% |
$662K - $741K
|
28.8K
$4.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.36K- 38.81% |
$666K - $746K
|
6.87K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.4K- 7.55% |
$673K - $753K
|
53.9K
$8.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.4K- 77.23% |
$673K - $753K
|
1.3K
$202K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.42K- 0.43% |
$675K - $756K
|
1.02M
$159M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-4.44K- 2.52% |
$678K - $759K
|
171K
$26.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.48K- 1.58% |
$684K - $766K
|
278K
$43.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.49K- 3.24% |
$686K - $767K
|
134K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.49K- 9.15% |
$686K - $767K
|
44.6K
$6.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.49K- 1.34% |
$687K - $768K
|
330K
$51.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.56K- 6.86% |
$697K - $780K
|
62K
$9.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.59K- 8.01% |
$702K - $785K
|
52.7K
$8.21M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.6K- 8.0% |
$703K - $786K
|
52.8K
$8.22M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-4.6K- 91.78% |
$703K - $787K
|
412
$64.1K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-4.69K- 94.93% |
$716K - $801K
|
250
$38.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.69K- 1.46% |
$717K - $802K
|
317K
$49.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-4.7K- 5.27% |
$719K - $804K
|
84.5K
$13.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-4.75K- 74.84% |
$727K - $813K
|
1.6K
$249K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-4.79K- 6.81% |
$732K - $819K
|
65.5K
$10.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.79K- 4.14% |
$732K - $819K
|
111K
$17.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-4.82K- 16.15% |
$737K - $824K
|
25K
$3.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-4.83K- 2.22% |
$738K - $826K
|
212K
$33.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-4.84K- 4.98% |
$739K - $827K
|
92.3K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-4.96K- 70.21% |
$758K - $849K
|
2.11K
$328K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-5.03K- 9.34% |
$769K - $861K
|
48.8K
$7.6M
|