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 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-5.03K- 9.34% |
$769K - $861K
|
48.8K
$7.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-5.19K- 11.39% |
$794K - $888K
|
40.4K
$6.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-5.23K- 13.25% |
$800K - $895K
|
34.3K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.27K- 1.43% |
$806K - $901K
|
363K
$54.2M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.28K- 75.32% |
$807K - $903K
|
1.73K
$258K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-5.29K- 2.92% |
$808K - $904K
|
176K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.31K- 28.96% |
$811K - $908K
|
13K
$1.94M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-5.32K- 27.24% |
$813K - $910K
|
14.2K
$2.12M
|
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-5.41K- 2.2% |
$826K - $924K
|
240K
$35.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
SELL
|
- |
-5.42K- 45.1% |
$828K - $927K
|
6.6K
$985K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.48K- 1.02% |
$837K - $937K
|
532K
$79.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-5.49K- 40.07% |
$839K - $938K
|
8.2K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.53K- 1.06% |
$845K - $946K
|
516K
$77M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-5.56K- 5.05% |
$849K - $950K
|
104K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-5.7K- 28.97% |
$871K - $974K
|
14K
$2.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-6.41K- 10.57% |
$979K - $1.1M
|
54.2K
$8.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.43K- 12.9% |
$984K - $1.1M
|
43.5K
$6.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.49K- 78.62% |
$992K - $1.11M
|
1.77K
$264K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-6.51K- 14.99% |
$995K - $1.11M
|
36.9K
$5.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-6.66K- 33.49% |
$1.02M - $1.14M
|
13.2K
$1.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.75K- 9.24% |
$1.03M - $1.15M
|
66.3K
$9.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.91K- 0.86% |
$1.06M - $1.18M
|
801K
$120M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-6.99K- 18.56% |
$1.07M - $1.2M
|
30.7K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
SELL
|
- |
-7.04K- 43.28% |
$1.08M - $1.2M
|
9.22K
$1.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
SELL
|
- |
-7.09K- 1.75% |
$1.08M - $1.21M
|
398K
$59.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.09K- 11.41% |
$1.08M - $1.21M
|
55.1K
$8.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-7.1K- 47.65% |
$1.09M - $1.21M
|
7.8K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-7.11K- 8.56% |
$1.09M - $1.22M
|
75.9K
$11.3M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-7.11K- 8.56% |
$1.09M - $1.22M
|
75.9K
$11.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7.18K- 1.62% |
$1.1M - $1.23M
|
436K
$65.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-7.48K- 18.0% |
$1.14M - $1.28M
|
34.1K
$5.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-7.56K- 1.89% |
$1.16M - $1.29M
|
392K
$58.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-7.6K- 1.77% |
$1.16M - $1.3M
|
421K
$62.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-7.61K- 67.71% |
$1.16M - $1.3M
|
3.63K
$542K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.67K- 7.35% |
$1.17M - $1.31M
|
96.6K
$14.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.87K- 13.83% |
$1.2M - $1.35M
|
49.1K
$7.33M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-7.96K- 35.35% |
$1.22M - $1.36M
|
14.6K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-7.96K- 4.1% |
$1.22M - $1.36M
|
186K
$27.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-7.98K- 12.69% |
$1.22M - $1.36M
|
54.9K
$8.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.01K- 10.0% |
$1.22M - $1.37M
|
72.1K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-8.28K- 2.67% |
$1.27M - $1.42M
|
302K
$45M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.29K- 18.47% |
$1.27M - $1.42M
|
36.6K
$5.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-8.48K- 14.41% |
$1.3M - $1.45M
|
50.4K
$7.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-8.59K- 0.83% |
$1.31M - $1.47M
|
1.03M
$153M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-8.65K- 2.6% |
$1.32M - $1.48M
|
324K
$48.4M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-8.68K- 5.81% |
$1.33M - $1.48M
|
141K
$21M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-8.81K- 1.15% |
$1.35M - $1.51M
|
758K
$113M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-8.93K- 88.11% |
$1.37M - $1.53M
|
1.21K
$180K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.08K- 17.74% |
$1.39M - $1.55M
|
42.1K
$6.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-9.15K- 74.81% |
$1.4M - $1.56M
|
3.08K
$460K
|