Purchases and Sales Made in Q3 2023 in Chevron Corp (CVX)

CVX Quotes by TradingView

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 09, 2023 Q3 2023
Wms Partners, LLC

BUY
 -
1.56K
+ 18.79%
$238K - $266K
9.84K $1.54M
Nov 03, 2023 Q3 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
1.56K
+ 46.72%
$238K - $266K
4.88K $763K
Nov 13, 2023 Q3 2023
Vinva Investment Management LTD

Sydney, C3
BUY
 -
1.55K
+ 3.5%
$237K - $266K
45.9K $7.17M
Nov 13, 2023 Q3 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
1.55K
New
$237K - $265K
1.55K $242K
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
1.54K
+ 24.84%
$235K - $263K
7.74K $1.21M
Oct 19, 2023 Q3 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.53K
+ 5.06%
$234K - $262K
31.8K $4.98M
Nov 14, 2023 Q3 2023
Naviter Wealth, LLC

BUY
 -
1.53K
+ 14.82%
$234K - $261K
11.8K $1.85M
Nov 07, 2023 Q3 2023
Beddow Capital Management Inc

BUY
 -
1.53K
New
$233K - $261K
1.53K $238K
Nov 13, 2023 Q3 2023
M&G Investment Management LTD

London, X0
BUY
 -
1.52K
+ 1.22%
$233K - $260K
126K $19.8M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
1.52K
+ 5.35%
$232K - $259K
29.9K $4.67M
Nov 06, 2023 Q3 2023
Carroll Investors, Inc

BUY
 -
1.51K
New
$230K - $258K
1.51K $235K
Oct 31, 2023 Q3 2023
Levin Capital Strategies, L.P.

New York, NY
BUY
 -
1.5K
+ 74.78%
$229K - $257K
3.51K $548K
Nov 13, 2023 Q3 2023
Beck Mack & Oliver LLC

New York, NY
BUY
 -
1.48K
+ 14.1%
$227K - $254K
12K $1.88M
Oct 19, 2023 Q3 2023
Derbend Asset Management

BUY
 -
1.47K
+ 34.31%
$225K - $252K
5.76K $900K
Oct 10, 2023 Q3 2023
Orser Capital Management, LLC

BUY
 -
1.47K
+ 22.43%
$225K - $251K
8.02K $1.25M
Nov 07, 2023 Q3 2023
Equitable Trust CO

BUY
 -
1.47K
+ 4.92%
$224K - $251K
31.3K $4.89M
Nov 07, 2023 Q3 2023
Hc Advisors, LLC

BUY
 -
1.46K
+ 40.19%
$223K - $250K
5.1K $797K
Oct 16, 2023 Q3 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
1.46K
New
$223K - $249K
1.46K $228K
Nov 08, 2023 Q3 2023
Carson Advisory Inc.

BUY
 -
1.45K
+ 25.35%
$222K - $248K
7.17K $1.12M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.44K
+ 7.23%
$220K - $246K
21.3K $3.34M
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.43K
+ 76.73%
$219K - $245K
3.3K $515K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.43K
+ 5.97%
$219K - $245K
25.4K $3.97M
Nov 14, 2023 Q3 2023
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
1.43K
New
$218K - $244K
1.43K $223K
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
1.42K
New
$218K - $244K
1.42K $223K
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
1.42K
+ 3.22%
$217K - $243K
45.5K $7.11M
Nov 06, 2023 Q3 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
1.42K
+ 28.02%
$216K - $242K
6.47K $1.01M
Oct 31, 2023 Q3 2023
Community Bank & Trust, Waco, Texas

Waco, TX
BUY
 -
1.41K
+ 3.63%
$216K - $242K
40.4K $6.31M
Nov 09, 2023 Q3 2023
Waters Parkerson & Co., LLC

BUY
 -
1.41K
+ 0.47%
$216K - $242K
302K $47.2M
Nov 14, 2023 Q3 2023
Puzo Michael J

BUY
 -
1.41K
+ 3.22%
$215K - $240K
45.1K $7.04M
Oct 25, 2023 Q3 2023
Willis Johnson & Associates, Inc.

BUY
 -
1.4K
+ 6.99%
$214K - $239K
21.4K $3.34M
Nov 03, 2023 Q3 2023
Stack Financial Management, Inc

BUY
 -
1.39K
+ 0.64%
$213K - $238K
220K $34.4M
Jan 21, 2025 Q3 2023
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
1.38K
New
$210K - $235K
1.38K $215K
Oct 27, 2023 Q3 2023
Veriti Management LLC

BUY
 -
1.37K
+ 4.44%
$210K - $235K
32.3K $5.04M
Nov 02, 2023 Q3 2023
Hudson Value Partners, LLC

BUY
 -
1.37K
+ 5.6%
$210K - $235K
25.9K $4.05M
Oct 26, 2023 Q3 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
1.37K
New
$209K - $234K
1.37K $214K
Oct 12, 2023 Q3 2023
Single Point Partners, LLC

BUY
 -
1.36K
New
$208K - $233K
1.36K $213K
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.36K
+ 14.29%
$208K - $232K
10.9K $1.7M
Oct 19, 2023 Q3 2023
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
1.35K
+ 4.36%
$206K - $231K
32.3K $5.05M
Nov 02, 2023 Q3 2023
Alpha Family Trust

Los Angeles, CA
BUY
 -
1.35K
+ 48.65%
$206K - $231K
4.13K $645K
Oct 28, 2024 Q3 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
1.35K
New
$206K - $230K
1.35K $211K
Nov 03, 2023 Q3 2023
Fiducient Advisors LLC

BUY
 -
1.34K
New
$205K - $230K
1.34K $210K
Nov 14, 2023 Q3 2023
Financial Advisors Network, Inc.

BUY
 -
1.34K
+ 11.38%
$204K - $229K
13.1K $2.04M
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
1.32K
New
$202K - $226K
1.32K $206K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.32K
+ 2.14%
$201K - $225K
62.9K $9.83M
Oct 11, 2023 Q3 2023
Schaper Benz & Wise Investment Counsel Inc

BUY
 -
1.32K
+ 1.3%
$201K - $225K
102K $16M
Oct 13, 2023 Q3 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
1.31K
New
$201K - $224K
1.31K $205K
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
1.3K
+ 6.01%
$199K - $223K
23K $3.59M
Oct 26, 2023 Q3 2023
Argyle Capital Management Inc.

BUY
 -
1.3K
+ 4.37%
$199K - $222K
31K $4.85M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
1.3K
+ 8.15%
$199K - $222K
17.2K $2.69M

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