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
|
Rkl Wealth Management LLC
|
BUY
|
- |
483+ 2.13% |
$73.8K - $82.6K
|
23.2K
$3.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
482+ 7.94% |
$73.7K - $82.4K
|
6.56K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
480+ 2.51% |
$73.4K - $82.1K
|
19.6K
$3.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
478+ 3.41% |
$73.1K - $81.8K
|
14.5K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
478New |
$73.1K - $81.8K
|
478
$77.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
477+ 7.76% |
$72.9K - $81.6K
|
6.62K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
476+ 8.98% |
$72.8K - $81.4K
|
5.78K
$932K
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
475+ 4.31% |
$72.6K - $81.2K
|
11.5K
$1.86M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
474+ 0.43% |
$72.5K - $81.1K
|
111K
$17.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
473+ 15.01% |
$72.3K - $80.9K
|
3.62K
$585K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
472+ 29.23% |
$72.2K - $80.7K
|
2.09K
$337K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
471+ 6.82% |
$72K - $80.6K
|
7.38K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
471+ 1.79% |
$72K - $80.6K
|
26.7K
$4.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
470+ 0.8% |
$71.9K - $80.4K
|
59.1K
$9.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
469+ 12.71% |
$71.7K - $80.2K
|
4.16K
$672K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
469+ 1.07% |
$71.7K - $80.2K
|
44.5K
$7.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
469+ 1.36% |
$71.7K - $80.2K
|
35K
$5.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
465+ 0.83% |
$71.1K - $79.5K
|
56.5K
$9.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
464+ 10.33% |
$70.9K - $79.4K
|
4.95K
$800K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
464New |
$70.9K - $79.4K
|
464
$74.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
460+ 1.34% |
$70.3K - $78.7K
|
34.9K
$5.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
459+ 1.76% |
$70.2K - $78.5K
|
26.5K
$4.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
456+ 1.65% |
$69.7K - $78K
|
28.1K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
456+ 1.34% |
$69.7K - $78K
|
34.6K
$5.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
455+ 1.22% |
$69.6K - $77.8K
|
37.7K
$6.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
455+ 212.62% |
$69.6K - $77.8K
|
669
$108K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
453+ 9.78% |
$69.3K - $77.5K
|
5.09K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
452+ 12.79% |
$69.1K - $77.3K
|
3.99K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
452+ 2.9% |
$69.1K - $77.3K
|
16.1K
$2.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
450+ 13.15% |
$68.8K - $77K
|
3.87K
$625K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
448+ 15.08% |
$68.5K - $76.6K
|
3.42K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
448+ 9.33% |
$68.5K - $76.6K
|
5.25K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
448+ 1.86% |
$68.5K - $76.6K
|
24.6K
$3.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
446+ 31.74% |
$68.2K - $76.3K
|
1.85K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
445+ 6.01% |
$68K - $76.1K
|
7.86K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
442+ 2.97% |
$67.6K - $75.6K
|
15.3K
$2.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
440+ 6.24% |
$67.3K - $75.3K
|
7.49K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
438+ 0.13% |
$67K - $74.9K
|
334K
$53.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
437+ 10.17% |
$66.8K - $74.7K
|
4.74K
$765K
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
434+ 2.08% |
$66.3K - $74.2K
|
21.3K
$3.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
433+ 7.6% |
$66.2K - $74.1K
|
6.13K
$990K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
430+ 7.42% |
$65.7K - $73.5K
|
6.22K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
423+ 3.54% |
$64.7K - $72.3K
|
12.4K
$2M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
423+ 25.59% |
$64.7K - $72.3K
|
2.08K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
422+ 11.72% |
$64.5K - $72.2K
|
4.02K
$649K
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
422+ 14.63% |
$64.5K - $72.2K
|
3.31K
$534K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
419+ 1.06% |
$64.1K - $71.7K
|
40.1K
$6.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
419+ 2.63% |
$64.1K - $71.7K
|
16.3K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
419+ 6.77% |
$64.1K - $71.7K
|
6.6K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
418+ 2.75% |
$63.9K - $71.5K
|
15.6K
$2.52M
|