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 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.1K+ 12.32% |
$933K - $1.04M
|
55.6K
$8.66M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.06K+ 10.09% |
$926K - $1.04M
|
66.1K
$10.3M
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.02K+ 1.89% |
$920K - $1.03M
|
324K
$50.4M
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6K+ 2.39% |
$917K - $1.03M
|
257K
$40M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.98K+ 19.77% |
$914K - $1.02M
|
36.2K
$5.64M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.97K+ 25.8% |
$913K - $1.02M
|
29.1K
$4.53M
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.97K+ 13.91% |
$912K - $1.02M
|
48.9K
$7.6M
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
5.95K+ 76.26% |
$910K - $1.02M
|
13.8K
$2.14M
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
BUY
|
- |
5.94KNew |
$907K - $1.02M
|
5.94K
$924K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5.9K+ 72.48% |
$902K - $1.01M
|
14K
$2.19M
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
5.86K+ 9.2% |
$895K - $1M
|
69.5K
$10.8M
|
|
Nov 14, 2023
Q3 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
5.85K+ 76.2% |
$895K - $1M
|
13.5K
$2.11M
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.78KNew |
$884K - $989K
|
5.78K
$900K
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
5.71K+ 4.25% |
$873K - $977K
|
140K
$21.8M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.63KNew |
$861K - $963K
|
5.63K
$876K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.63K+ 13.52% |
$860K - $963K
|
47.2K
$7.35M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.63K+ 11.76% |
$860K - $963K
|
53.5K
$8.33M
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5.63KNew |
$860K - $962K
|
5.63K
$876K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.62K+ 16.5% |
$859K - $961K
|
39.7K
$6.17M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.59K+ 289.59% |
$855K - $956K
|
7.52K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.52K+ 11.34% |
$845K - $945K
|
54.2K
$8.44M
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.52K+ 107.14% |
$844K - $944K
|
10.7K
$1.66M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.5K+ 21.63% |
$841K - $941K
|
30.9K
$4.81M
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
BUY
|
- |
5.49KNew |
$840K - $940K
|
5.49K
$855K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
5.48K+ 2.47% |
$837K - $937K
|
227K
$35.4M
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.47K+ 17.83% |
$837K - $936K
|
36.2K
$5.63M
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.46K+ 82.54% |
$835K - $934K
|
12.1K
$1.88M
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.46K+ 44.07% |
$834K - $934K
|
17.8K
$2.78M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.37KNew |
$821K - $918K
|
5.37K
$835K
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.36K+ 12.64% |
$819K - $916K
|
47.7K
$7.43M
|
|
Nov 13, 2023
Q3 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
5.3K+ 15.04% |
$811K - $907K
|
40.6K
$6.32M
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.3K+ 35.62% |
$810K - $907K
|
20.2K
$3.14M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.28K+ 307.51% |
$807K - $903K
|
7K
$1.09M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.23K+ 5.86% |
$800K - $895K
|
94.6K
$14.7M
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.22K+ 15.12% |
$798K - $893K
|
39.7K
$6.19M
|
|
Nov 06, 2023
Q3 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
5.22KNew |
$797K - $892K
|
5.22K
$812K
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.21K+ 22.18% |
$796K - $891K
|
28.7K
$4.46M
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.2KNew |
$796K - $890K
|
5.2K
$810K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
5.19KNew |
$793K - $887K
|
5.19K
$807K
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.15K+ 167.87% |
$788K - $881K
|
8.22K
$1.28M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
5.14K+ 15.4% |
$785K - $878K
|
38.5K
$5.99M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
5.13K+ 8.85% |
$784K - $877K
|
63.1K
$9.81M
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.09K+ 7600.0% |
$778K - $871K
|
5.16K
$803K
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.06K+ 46.17% |
$774K - $866K
|
16K
$2.49M
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
5.06K+ 13.2% |
$773K - $865K
|
43.4K
$6.75M
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
5.05K+ 11.73% |
$773K - $864K
|
48.1K
$7.49M
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
5.01K+ 5.23% |
$765K - $856K
|
101K
$15.7M
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.96KNew |
$758K - $848K
|
4.96K
$772K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.96K+ 3.99% |
$758K - $848K
|
129K
$20.1M
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
4.94KNew |
$756K - $846K
|
4.94K
$770K
|