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
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14.2K+ 13.35% |
$2.17M - $2.43M
|
120K
$18.7M
|
|
Nov 15, 2023
Q3 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$2.15M - $2.41M
|
14.1K
$2.19M
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.9K+ 28.46% |
$2.13M - $2.38M
|
62.8K
$9.78M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.9K+ 0.59% |
$2.13M - $2.38M
|
2.38M
$370M
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
13.8K+ 323.18% |
$2.11M - $2.36M
|
18.1K
$2.81M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 8.44% |
$2.1M - $2.35M
|
177K
$27.5M
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
13.8K+ 7.72% |
$2.1M - $2.35M
|
192K
$29.9M
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
13.6K+ 28.4% |
$2.08M - $2.32M
|
61.5K
$9.57M
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
13.6K+ 135710.0% |
$2.07M - $2.32M
|
13.6K
$2.11M
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
13.5K+ 3.65% |
$2.07M - $2.32M
|
384K
$59.8M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.5K+ 18.96% |
$2.07M - $2.31M
|
84.8K
$13.2M
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
13.5K+ 11.26% |
$2.06M - $2.3M
|
133K
$20.7M
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
13.4K+ 39.52% |
$2.04M - $2.28M
|
47.2K
$7.34M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.3K+ 7.65% |
$2.04M - $2.28M
|
187K
$29.2M
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
13.3K+ 115.48% |
$2.04M - $2.28M
|
24.9K
$3.87M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
13.3K+ 55.54% |
$2.03M - $2.27M
|
37.2K
$5.79M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13.2KNew |
$2.02M - $2.26M
|
13.2K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
13.1KNew |
$2M - $2.24M
|
13.1K
$2.04M
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
13.1K+ 9.15% |
$2M - $2.24M
|
156K
$24.3M
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.1K+ 4.96% |
$2M - $2.24M
|
277K
$43M
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13K+ 17.08% |
$1.98M - $2.22M
|
88.8K
$13.8M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
12.9K+ 18.14% |
$1.97M - $2.2M
|
83.8K
$13M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 24.56% |
$1.96M - $2.2M
|
65.1K
$10.1M
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
12.8K+ 172.69% |
$1.96M - $2.19M
|
20.2K
$3.15M
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
12.8K+ 17.37% |
$1.95M - $2.19M
|
86.4K
$13.4M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12.6K+ 122.76% |
$1.93M - $2.16M
|
22.9K
$3.56M
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
12.6K+ 20.17% |
$1.93M - $2.15M
|
75K
$11.7M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
12.5K+ 1.57% |
$1.92M - $2.14M
|
813K
$127M
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
12.3KNew |
$1.89M - $2.11M
|
12.3K
$1.92M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.3K+ 18.65% |
$1.88M - $2.11M
|
78.4K
$12.2M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.3KNew |
$1.88M - $2.1M
|
12.3K
$1.91M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.2K+ 6.27% |
$1.87M - $2.09M
|
207K
$32.2M
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
12.1KNew |
$1.86M - $2.08M
|
12.1K
$1.89M
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
12.1K+ 27.98% |
$1.85M - $2.07M
|
55.5K
$8.63M
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
12.1K+ 16.64% |
$1.85M - $2.07M
|
84.8K
$13.2M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12K+ 4.62% |
$1.84M - $2.06M
|
273K
$42.4M
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
12K+ 100.18% |
$1.84M - $2.05M
|
24K
$3.74M
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
12K+ 100.18% |
$1.84M - $2.05M
|
24K
$3.74M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
12K+ 15.04% |
$1.84M - $2.05M
|
91.8K
$14.3M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
12K+ 6.74% |
$1.83M - $2.05M
|
190K
$29.6M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12K+ 5.31% |
$1.83M - $2.05M
|
237K
$36.9M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
11.9K+ 299.42% |
$1.82M - $2.04M
|
15.9K
$2.47M
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
11.8K+ 49.46% |
$1.8M - $2.01M
|
35.6K
$5.53M
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.7KNew |
$1.79M - $2M
|
11.7K
$1.82M
|
|
Nov 09, 2023
Q3 2023
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
11.7KNew |
$1.79M - $2M
|
11.7K
$1.82M
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
11.7K+ 386.56% |
$1.79M - $2M
|
14.7K
$2.29M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11.6K+ 164.17% |
$1.78M - $1.99M
|
18.7K
$2.91M
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
11.6K+ 32.37% |
$1.77M - $1.98M
|
47.3K
$7.36M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
11.2K+ 80.65% |
$1.72M - $1.92M
|
25.1K
$3.91M
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
11.2KNew |
$1.72M - $1.92M
|
11.2K
$1.75M
|