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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
3.98K+ 7.47% |
$608K - $680K
|
57.2K
$9.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.96KNew |
$605K - $676K
|
3.96K
$639K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.9K+ 44.09% |
$596K - $667K
|
12.7K
$2.06M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.86K+ 234.59% |
$590K - $660K
|
5.5K
$889K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3.85K+ 23.16% |
$589K - $659K
|
20.5K
$3.31M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.84K+ 2.05% |
$587K - $657K
|
191K
$30.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.81K+ 88.38% |
$583K - $652K
|
8.12K
$1.31M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.8K+ 37.56% |
$581K - $650K
|
13.9K
$2.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Scp Investment, LP
|
BUY
|
- |
3.8KNew |
$581K - $650K
|
3.8K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
3.8K+ 1.89% |
$581K - $650K
|
205K
$33.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.78K+ 10.82% |
$578K - $646K
|
38.7K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
3.77K+ 203.57% |
$576K - $644K
|
5.62K
$907K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.75KNew |
$573K - $641K
|
3.75K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.73K+ 2.52% |
$571K - $638K
|
152K
$24.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.72K+ 3.01% |
$569K - $636K
|
127K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
3.71KNew |
$567K - $635K
|
3.71K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.7K+ 90.98% |
$566K - $633K
|
7.77K
$1.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
3.7K+ 0.89% |
$566K - $633K
|
419K
$67.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.69K+ 2.47% |
$564K - $631K
|
153K
$24.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
3.66K+ 20.58% |
$560K - $626K
|
21.5K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.66K+ 30.61% |
$560K - $626K
|
15.6K
$2.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.63K+ 4.69% |
$556K - $622K
|
81.1K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.63K+ 27.25% |
$554K - $620K
|
16.9K
$2.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
3.62K+ 98.08% |
$554K - $620K
|
7.32K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.58K+ 31.85% |
$548K - $613K
|
14.8K
$2.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.58KNew |
$547K - $612K
|
3.58K
$578K
|
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
3.57K+ 38.29% |
$545K - $610K
|
12.9K
$2.08M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
3.56K+ 4.11% |
$545K - $609K
|
90.3K
$14.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.55K+ 68.72% |
$542K - $607K
|
8.71K
$1.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.54KNew |
$541K - $605K
|
3.54K
$571K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.51K+ 1.19% |
$536K - $600K
|
298K
$48.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$535K - $599K
|
3.5K
$565K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.47K+ 18.28% |
$530K - $593K
|
22.4K
$3.62M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.47K+ 18.28% |
$530K - $593K
|
22.4K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.46K+ 10.58% |
$528K - $591K
|
36.1K
$5.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.44K+ 15.64% |
$526K - $589K
|
25.5K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.42K+ 2.72% |
$523K - $585K
|
129K
$20.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
3.4KNew |
$520K - $582K
|
3.4K
$549K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.4K+ 3.43% |
$519K - $581K
|
102K
$16.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.39KNew |
$517K - $579K
|
3.39K
$547K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
3.38K+ 2.34% |
$517K - $578K
|
148K
$23.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
3.37K+ 1.55% |
$515K - $576K
|
221K
$35.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.36K+ 3.82% |
$513K - $574K
|
91.3K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.34KNew |
$511K - $572K
|
3.34K
$540K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.32K+ 6.52% |
$507K - $567K
|
54.2K
$8.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.25K+ 22.38% |
$497K - $556K
|
17.8K
$2.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.25K+ 9.4% |
$497K - $556K
|
37.8K
$6.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.25KNew |
$497K - $556K
|
3.25K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.24K+ 6.74% |
$495K - $554K
|
51.3K
$8.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.22K+ 5.05% |
$493K - $551K
|
67.1K
$10.8M
|