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 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 6.83% |
$185K - $207K
|
19K
$3.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.21K+ 4.01% |
$185K - $207K
|
31.5K
$5.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.21KNew |
$185K - $207K
|
1.21K
$196K
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.21KNew |
$185K - $207K
|
1.21K
$196K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$184K - $206K
|
1.21K
$195K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.2K+ 6.65% |
$184K - $206K
|
19.3K
$3.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
1.2KNew |
$184K - $206K
|
1.2K
$194K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.2K+ 1.61% |
$184K - $206K
|
75.9K
$12.3M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.2K+ 28.52% |
$184K - $206K
|
5.42K
$875K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.2K+ 2.21% |
$184K - $206K
|
55.6K
$8.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.2K+ 1.15% |
$184K - $205K
|
106K
$17.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.2KNew |
$183K - $205K
|
1.2K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.2K+ 0.96% |
$183K - $205K
|
127K
$20.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
1.2KNew |
$183K - $204K
|
1.2K
$193K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.19KNew |
$183K - $204K
|
1.19K
$193K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.19K+ 2.06% |
$181K - $203K
|
58.8K
$9.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
1.19K+ 2.34% |
$181K - $203K
|
51.8K
$8.37M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.18K+ 3.43% |
$181K - $202K
|
35.7K
$5.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.18K+ 0.32% |
$181K - $202K
|
367K
$59.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
1.17K+ 3.31% |
$179K - $200K
|
36.6K
$5.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.17K+ 11.65% |
$179K - $200K
|
11.2K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.17K+ 27.97% |
$179K - $200K
|
5.34K
$863K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.17K+ 1.0% |
$178K - $200K
|
118K
$19M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.16K+ 8.54% |
$177K - $198K
|
14.7K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.16K+ 9.72% |
$177K - $198K
|
13.1K
$2.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 1.5% |
$176K - $197K
|
77.8K
$12.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 6.5% |
$176K - $197K
|
18.8K
$3.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.15K+ 2.56% |
$176K - $197K
|
46.1K
$7.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.13K+ 1.16% |
$173K - $194K
|
98.7K
$15.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.13K+ 47.05% |
$173K - $193K
|
3.54K
$571K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.13K+ 0.72% |
$173K - $193K
|
159K
$25.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.13K+ 15.08% |
$173K - $193K
|
8.63K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.12K+ 37.74% |
$171K - $192K
|
4.09K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.12K+ 36.91% |
$170K - $191K
|
4.14K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.11K+ 5.29% |
$170K - $190K
|
22.1K
$3.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 0.65% |
$168K - $188K
|
172K
$27.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.1K+ 8.99% |
$168K - $188K
|
13.3K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.1K+ 4.21% |
$168K - $188K
|
27.2K
$4.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.09K+ 29.32% |
$167K - $187K
|
4.82K
$778K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.09K+ 1.66% |
$166K - $186K
|
66.4K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
1.08K+ 0.94% |
$165K - $185K
|
117K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 11.54% |
$164K - $183K
|
10.3K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
1.06K+ 10.17% |
$163K - $182K
|
11.5K
$1.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.05K+ 56.01% |
$161K - $180K
|
2.93K
$474K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.05K+ 7.97% |
$160K - $179K
|
14.2K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.05K+ 5.57% |
$160K - $179K
|
19.9K
$3.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.05K+ 66.84% |
$160K - $179K
|
2.61K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 4.58% |
$160K - $179K
|
23.9K
$3.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.04K+ 6.26% |
$160K - $179K
|
17.7K
$2.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.04K+ 1.39% |
$159K - $178K
|
76K
$12.3M
|