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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 2.42% |
$159K - $178K
|
44K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.03K+ 1.88% |
$158K - $177K
|
56K
$9.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.03K+ 5.66% |
$157K - $176K
|
19.2K
$3.1M
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.03K+ 1.76% |
$157K - $176K
|
59.6K
$9.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.02K+ 5.44% |
$156K - $175K
|
19.8K
$3.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.02K+ 20.03% |
$156K - $175K
|
6.13K
$989K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.01K+ 6.73% |
$154K - $172K
|
15.9K
$2.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
1K+ 10.75% |
$153K - $171K
|
10.3K
$1.66M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
999+ 4.5% |
$153K - $171K
|
23.2K
$3.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
994+ 10.64% |
$152K - $170K
|
10.3K
$1.67M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
994+ 10.64% |
$152K - $170K
|
10.3K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
993+ 53.39% |
$152K - $170K
|
2.85K
$461K
|
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
983+ 13.69% |
$150K - $168K
|
8.16K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
978+ 2.01% |
$150K - $167K
|
49.7K
$8.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
976+ 8.68% |
$149K - $167K
|
12.2K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
975+ 3.43% |
$149K - $167K
|
29.4K
$4.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
962+ 5.09% |
$147K - $165K
|
19.8K
$3.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
951+ 1.94% |
$145K - $163K
|
50K
$8.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
951+ 8.81% |
$145K - $163K
|
11.7K
$1.9M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
943+ 6.72% |
$144K - $161K
|
15K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
939+ 44.02% |
$144K - $161K
|
3.07K
$496K
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
932+ 0.79% |
$142K - $159K
|
118K
$19.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
924+ 5.86% |
$141K - $158K
|
16.7K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
913+ 2.21% |
$140K - $156K
|
42.1K
$6.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
907+ 12.87% |
$139K - $155K
|
7.96K
$1.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
904+ 21.11% |
$138K - $155K
|
5.19K
$837K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
903+ 16.53% |
$138K - $154K
|
6.37K
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
902+ 5.37% |
$138K - $154K
|
17.7K
$2.86M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
900+ 3.16% |
$138K - $154K
|
29.4K
$4.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
900+ 63.2% |
$138K - $154K
|
2.32K
$375K
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
900+ 281.25% |
$138K - $154K
|
1.22K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
891+ 2.44% |
$136K - $152K
|
37.4K
$6.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
883+ 2.26% |
$135K - $151K
|
40K
$6.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
880+ 0.9% |
$135K - $151K
|
98.3K
$15.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
880+ 44.78% |
$135K - $151K
|
2.85K
$459K
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
879+ 5.32% |
$134K - $150K
|
17.4K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
879+ 7.95% |
$134K - $150K
|
11.9K
$1.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
876+ 3.46% |
$134K - $150K
|
26.2K
$4.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
867+ 27.19% |
$133K - $148K
|
4.06K
$655K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
858+ 1.93% |
$131K - $147K
|
45.3K
$7.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
857+ 5.07% |
$131K - $147K
|
17.7K
$2.87M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
854+ 7.73% |
$131K - $146K
|
11.9K
$1.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
850+ 7.91% |
$130K - $145K
|
11.6K
$1.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
850+ 7.76% |
$130K - $145K
|
11.8K
$1.91M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
848+ 6.03% |
$130K - $145K
|
14.9K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
845+ 29.86% |
$129K - $145K
|
3.68K
$593K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
842+ 2.43% |
$129K - $144K
|
35.5K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
841+ 11.11% |
$129K - $144K
|
8.41K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
836+ 21.78% |
$128K - $143K
|
4.68K
$755K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
828+ 21.24% |
$127K - $142K
|
4.73K
$763K
|