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 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
2.68K+ 18.92% |
$410K - $459K
|
16.9K
$2.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
2.68K+ 16.74% |
$409K - $458K
|
18.7K
$3.02M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.66K+ 6.2% |
$407K - $456K
|
45.6K
$7.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2.65K+ 7.66% |
$405K - $453K
|
37.2K
$6.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.65K+ 152.15% |
$405K - $453K
|
4.39K
$709K
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
2.64KNew |
$404K - $452K
|
2.64K
$426K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2.63K+ 12.69% |
$402K - $450K
|
23.3K
$3.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.62K+ 6.5% |
$400K - $447K
|
42.8K
$6.92M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.59K+ 5.48% |
$396K - $443K
|
49.8K
$8.04M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
2.57KNew |
$393K - $440K
|
2.57K
$415K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.57K+ 248.45% |
$393K - $439K
|
3.6K
$582K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.56K+ 22.54% |
$391K - $438K
|
13.9K
$2.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.55K+ 39.43% |
$390K - $437K
|
9.03K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.54KNew |
$389K - $435K
|
2.54K
$410K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.52KNew |
$385K - $431K
|
2.52K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
2.51KNew |
$384K - $429K
|
2.51K
$405K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.5K+ 6.92% |
$382K - $428K
|
38.6K
$6.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.48K+ 9.89% |
$379K - $424K
|
27.5K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.47K+ 1.52% |
$377K - $422K
|
165K
$26.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
2.45K+ 15.38% |
$375K - $419K
|
18.4K
$2.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.44K+ 4.4% |
$373K - $417K
|
57.9K
$9.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.44KNew |
$373K - $417K
|
2.44K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
2.44K+ 9.04% |
$372K - $416K
|
29.4K
$4.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
BUY
|
- |
2.42KNew |
$371K - $415K
|
2.42K
$391K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
2.42K+ 35.12% |
$371K - $415K
|
9.33K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.4K+ 34.19% |
$367K - $410K
|
9.42K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.4K+ 23.9% |
$366K - $410K
|
12.4K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.39K+ 16.15% |
$365K - $409K
|
17.2K
$2.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.38K+ 6.29% |
$364K - $407K
|
40.2K
$6.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.38K+ 19.76% |
$363K - $406K
|
14.4K
$2.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.37K+ 13.36% |
$362K - $405K
|
20.1K
$3.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.36K+ 3.81% |
$361K - $404K
|
64.4K
$10.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.36K+ 42.96% |
$361K - $404K
|
7.86K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
2.36K+ 159.39% |
$361K - $403K
|
3.84K
$620K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.35KNew |
$359K - $402K
|
2.35K
$379K
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
2.34KNew |
$357K - $400K
|
2.34K
$378K
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.32K+ 33.97% |
$354K - $396K
|
9.14K
$1.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.32KNew |
$354K - $396K
|
2.32K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.31K+ 3.1% |
$353K - $395K
|
76.9K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.3KNew |
$352K - $394K
|
2.3K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.3K+ 4.53% |
$352K - $393K
|
53.1K
$8.57M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.3K+ 4.53% |
$352K - $393K
|
53.1K
$8.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.28K+ 39.8% |
$349K - $390K
|
8.02K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
2.26KNew |
$346K - $387K
|
2.26K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.26K+ 24.84% |
$346K - $387K
|
11.4K
$1.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.25K+ 5.19% |
$344K - $385K
|
45.6K
$7.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.23K+ 2.47% |
$341K - $381K
|
92.4K
$14.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.22K+ 119.41% |
$340K - $380K
|
4.08K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.21K+ 6.5% |
$338K - $378K
|
36.2K
$5.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
2.2K+ 18.78% |
$336K - $375K
|
13.9K
$2.24M
|