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 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.22K+ 2.86% |
$492K - $551K
|
116K
$18.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.22K+ 20.94% |
$492K - $550K
|
18.6K
$3M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.2K+ 4.54% |
$489K - $547K
|
73.6K
$11.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.17K+ 17.7% |
$485K - $543K
|
21.1K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.16K+ 6.52% |
$483K - $541K
|
51.7K
$8.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.14K+ 1.94% |
$481K - $538K
|
165K
$26.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.12K+ 3.49% |
$477K - $533K
|
92.4K
$14.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.11K+ 36.05% |
$475K - $531K
|
11.7K
$1.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
3.05K+ 1.69% |
$467K - $522K
|
183K
$29.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
BUY
|
- |
3.05K+ 10.94% |
$466K - $521K
|
30.9K
$4.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$459K - $513K
|
3K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3K+ 19.31% |
$459K - $513K
|
18.5K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3K+ 16.95% |
$458K - $513K
|
20.7K
$3.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.98K+ 13.58% |
$456K - $510K
|
24.9K
$4.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
2.97K+ 42.49% |
$454K - $508K
|
9.95K
$1.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.96K+ 3.67% |
$453K - $506K
|
83.5K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.96K+ 0.42% |
$452K - $506K
|
707K
$114M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.96K+ 8.28% |
$452K - $506K
|
38.7K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.95K+ 27.65% |
$451K - $505K
|
13.6K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.94K+ 30.19% |
$449K - $502K
|
12.7K
$2.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.93K+ 3.66% |
$447K - $501K
|
82.9K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.92KNew |
$447K - $500K
|
2.92K
$472K
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.92K+ 5.15% |
$447K - $500K
|
59.7K
$9.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.88K+ 13.52% |
$441K - $493K
|
24.2K
$3.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
2.88K+ 107.74% |
$441K - $493K
|
5.56K
$897K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.88K+ 15.52% |
$440K - $493K
|
21.4K
$3.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
2.88K+ 3.84% |
$440K - $493K
|
77.9K
$12.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
2.87K+ 23.19% |
$439K - $491K
|
15.2K
$2.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 43.34% |
$436K - $488K
|
9.43K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.85K+ 44.82% |
$435K - $487K
|
9.2K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.84K+ 4.82% |
$434K - $485K
|
61.7K
$9.97M
|
|
|
Sep 04, 2024
Q3 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
2.84K+ 34.4% |
$434K - $485K
|
11.1K
$1.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.84K+ 2.02% |
$434K - $485K
|
143K
$23.1M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.83K+ 36.05% |
$432K - $484K
|
10.7K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.81K+ 2.82% |
$429K - $480K
|
102K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.79K+ 6.95% |
$427K - $478K
|
43K
$6.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.78K+ 549.6% |
$425K - $476K
|
3.29K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.77K+ 11.12% |
$424K - $474K
|
27.7K
$4.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.75K+ 6.12% |
$420K - $470K
|
47.7K
$7.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.74K+ 10.43% |
$419K - $469K
|
29K
$4.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.74K+ 14.91% |
$419K - $469K
|
21.1K
$3.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.74K+ 20.82% |
$419K - $469K
|
15.9K
$2.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.74K+ 204.72% |
$418K - $468K
|
4.07K
$657K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.73K+ 14.93% |
$418K - $467K
|
21K
$3.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.71K+ 22.25% |
$415K - $464K
|
14.9K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.71K+ 11.75% |
$414K - $463K
|
25.8K
$4.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.71K+ 4.35% |
$414K - $463K
|
64.9K
$10.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.7K+ 6.81% |
$413K - $462K
|
42.4K
$6.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.69K+ 5.52% |
$412K - $460K
|
51.5K
$8.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 11.84% |
$411K - $459K
|
25.4K
$4.1M
|