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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.96KNew |
$758K - $848K
|
4.96K
$672K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.96K+ 3.99% |
$758K - $848K
|
129K
$17.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
4.94KNew |
$756K - $846K
|
4.94K
$670K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4.9K+ 2.36% |
$750K - $839K
|
213K
$28.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
4.9K+ 8.11% |
$749K - $838K
|
65.3K
$8.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.88K+ 11.53% |
$746K - $835K
|
47.2K
$6.4M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.85K+ 164.99% |
$742K - $830K
|
7.8K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.84K+ 6.48% |
$740K - $828K
|
79.5K
$10.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.84KNew |
$740K - $828K
|
4.84K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.83K+ 4.07% |
$738K - $826K
|
123K
$16.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
4.73K+ 6.31% |
$723K - $808K
|
79.7K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.7K+ 2.76% |
$718K - $803K
|
175K
$23.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
4.68KNew |
$715K - $800K
|
4.68K
$634K
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
4.65K+ 8.95% |
$711K - $796K
|
56.6K
$7.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.64KNew |
$710K - $794K
|
4.64K
$629K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
4.64K+ 26.13% |
$709K - $794K
|
22.4K
$3.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.63K+ 99.02% |
$708K - $792K
|
9.31K
$1.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.62K+ 3.14% |
$707K - $791K
|
152K
$20.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
4.61K+ 2.31% |
$704K - $788K
|
204K
$27.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
4.6K+ 22.97% |
$703K - $786K
|
24.6K
$3.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.54KNew |
$694K - $776K
|
4.54K
$615K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.54K+ 5.05% |
$694K - $776K
|
94.3K
$12.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.53K+ 20.73% |
$693K - $775K
|
26.4K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
4.5K+ 42.24% |
$688K - $770K
|
15.2K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.47K+ 4.92% |
$684K - $765K
|
95.5K
$12.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.46KNew |
$682K - $764K
|
4.46K
$605K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.43K+ 11.89% |
$677K - $758K
|
41.7K
$5.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.43K+ 165.21% |
$677K - $757K
|
7.11K
$963K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.42K+ 98.99% |
$676K - $757K
|
8.89K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.42K+ 3.0% |
$676K - $756K
|
152K
$20.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.42K+ 3.06% |
$675K - $755K
|
149K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
4.37KNew |
$668K - $747K
|
4.37K
$592K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.34K+ 10.88% |
$664K - $742K
|
44.2K
$5.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.34K+ 41.99% |
$663K - $742K
|
14.7K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.31K+ 28.03% |
$659K - $737K
|
19.7K
$2.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4.31K+ 43.18% |
$658K - $736K
|
14.3K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.25KNew |
$649K - $726K
|
4.25K
$575K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.24KNew |
$648K - $725K
|
4.24K
$574K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.23K+ 8.39% |
$647K - $724K
|
54.7K
$7.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.22KNew |
$646K - $722K
|
4.22K
$572K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.21K+ 1.01% |
$644K - $720K
|
422K
$57.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.21K+ 13.48% |
$643K - $720K
|
35.4K
$4.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Natural Resources Fund, Inc.
|
BUY
|
- |
4.2K+ 0.78% |
$642K - $718K
|
542K
$73.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.17K+ 10.34% |
$638K - $714K
|
44.5K
$6.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
4.17K+ 15.13% |
$638K - $713K
|
31.7K
$4.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.14K+ 122.78% |
$633K - $708K
|
7.51K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.14K+ 13.36% |
$632K - $708K
|
35.1K
$4.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.08K+ 3.09% |
$624K - $698K
|
136K
$18.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.08K+ 19.56% |
$623K - $697K
|
24.9K
$3.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.05K+ 32.73% |
$619K - $692K
|
16.4K
$2.22M
|