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 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
827+ 7.63% |
$126K - $141K
|
11.7K
$1.88M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
826+ 45.53% |
$126K - $141K
|
2.64K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
825+ 10.82% |
$126K - $141K
|
8.45K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
823+ 2.75% |
$126K - $141K
|
30.8K
$4.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
822+ 0.64% |
$126K - $141K
|
129K
$20.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
821+ 2.57% |
$126K - $140K
|
32.7K
$5.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
819+ 2.34% |
$125K - $140K
|
35.8K
$5.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
818+ 8.95% |
$125K - $140K
|
9.95K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
816+ 6.41% |
$125K - $140K
|
13.5K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
813+ 8.81% |
$124K - $139K
|
10K
$1.62M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
812+ 3.19% |
$124K - $139K
|
26.2K
$4.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
802+ 10.89% |
$123K - $137K
|
8.17K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
801+ 0.76% |
$122K - $137K
|
107K
$17.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
800+ 5.59% |
$122K - $137K
|
15.1K
$2.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
800+ 58.91% |
$122K - $137K
|
2.16K
$348K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
800+ 4.12% |
$122K - $137K
|
20.2K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
800New |
$122K - $137K
|
800
$129K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
799+ 45.74% |
$122K - $137K
|
2.55K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
798+ 9.72% |
$122K - $136K
|
9.01K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
792+ 2.5% |
$121K - $135K
|
32.5K
$5.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
791+ 8.95% |
$121K - $135K
|
9.63K
$1.55M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
786+ 9.73% |
$120K - $134K
|
8.86K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
784+ 3.06% |
$120K - $134K
|
26.4K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
775+ 7.37% |
$118K - $133K
|
11.3K
$1.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
773+ 2.1% |
$118K - $132K
|
37.6K
$6.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
771+ 1.0% |
$118K - $132K
|
77.5K
$12.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
770+ 44.92% |
$118K - $132K
|
2.48K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
766+ 19.66% |
$117K - $131K
|
4.66K
$753K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
762+ 11.55% |
$116K - $130K
|
7.36K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
755+ 3.46% |
$115K - $129K
|
22.5K
$3.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
751+ 2.69% |
$115K - $128K
|
28.7K
$4.63M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
750+ 6.62% |
$115K - $128K
|
12.1K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
750+ 5.55% |
$115K - $128K
|
14.3K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
749+ 58.06% |
$115K - $128K
|
2.04K
$329K
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
748+ 15.38% |
$114K - $128K
|
5.61K
$906K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
746+ 2.34% |
$114K - $128K
|
32.6K
$5.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
746+ 0.68% |
$114K - $128K
|
111K
$17.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
745+ 4.28% |
$114K - $127K
|
18.2K
$2.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
744+ 3.04% |
$114K - $127K
|
25.2K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
742+ 12.67% |
$113K - $127K
|
6.6K
$1.07M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
742+ 12.67% |
$113K - $127K
|
6.6K
$1.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
740+ 8.72% |
$113K - $127K
|
9.22K
$1.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
740+ 6.72% |
$113K - $127K
|
11.7K
$1.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
731+ 6.64% |
$112K - $125K
|
11.7K
$1.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
728+ 0.74% |
$111K - $125K
|
99.1K
$16M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
727+ 2.01% |
$111K - $124K
|
36.8K
$5.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
722+ 7.83% |
$110K - $123K
|
9.94K
$1.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
720+ 24.0% |
$110K - $123K
|
3.72K
$601K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
717+ 52.15% |
$110K - $123K
|
2.09K
$338K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
717+ 1.03% |
$110K - $123K
|
70.4K
$11.4M
|