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 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
417+ 2.48% |
$63.8K - $71.3K
|
17.2K
$2.78M
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
415+ 6.12% |
$63.4K - $71K
|
7.2K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
413+ 3.59% |
$63.1K - $70.6K
|
11.9K
$1.92M
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
413+ 0.08% |
$63.1K - $70.6K
|
534K
$86.3M
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
412+ 7.63% |
$63K - $70.5K
|
5.81K
$938K
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
411+ 5.84% |
$62.8K - $70.3K
|
7.45K
$1.2M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
411+ 1.37% |
$62.8K - $70.3K
|
30.4K
$4.91M
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
411+ 4.43% |
$62.8K - $70.3K
|
9.69K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
410+ 8.12% |
$62.7K - $70.1K
|
5.46K
$881K
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
408+ 5.37% |
$62.4K - $69.8K
|
8K
$1.29M
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
406+ 1.79% |
$62.1K - $69.4K
|
23.1K
$3.73M
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
406+ 1.18% |
$62.1K - $69.4K
|
34.8K
$5.62M
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
405+ 19.59% |
$61.9K - $69.3K
|
2.47K
$399K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
403+ 1.23% |
$61.6K - $68.9K
|
33.3K
$5.37M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
402+ 0.3% |
$61.5K - $68.8K
|
135K
$21.8M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
402+ 4.63% |
$61.5K - $68.8K
|
9.09K
$1.47M
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
402+ 12.81% |
$61.5K - $68.8K
|
3.54K
$572K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
402+ 1.47% |
$61.5K - $68.8K
|
27.8K
$4.49M
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
400+ 11.82% |
$61.2K - $68.4K
|
3.78K
$611K
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
400+ 2.38% |
$61.2K - $68.4K
|
17.2K
$2.78M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
400+ 2.95% |
$61.2K - $68.4K
|
13.9K
$2.25M
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
397+ 0.83% |
$60.7K - $67.9K
|
48K
$7.76M
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
397+ 1.47% |
$60.7K - $67.9K
|
27.3K
$4.41M
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
393+ 2.04% |
$60.1K - $67.2K
|
19.6K
$3.17M
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
392+ 3.77% |
$59.9K - $67K
|
10.8K
$1.74M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
391+ 5.81% |
$59.8K - $66.9K
|
7.12K
$1.15M
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
390+ 8.51% |
$59.6K - $66.7K
|
4.97K
$803K
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
390+ 1.68% |
$59.6K - $66.7K
|
23.6K
$3.81M
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
389+ 1.87% |
$59.5K - $66.5K
|
21.2K
$3.42M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
388+ 0.88% |
$59.3K - $66.4K
|
44.4K
$7.16M
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
388+ 9.23% |
$59.3K - $66.4K
|
4.59K
$741K
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
386+ 4.17% |
$59K - $66K
|
9.64K
$1.56M
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
382+ 8.62% |
$58.4K - $65.3K
|
4.81K
$777K
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
381+ 3.46% |
$58.2K - $65.2K
|
11.4K
$1.84M
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
378+ 14.61% |
$57.8K - $64.7K
|
2.97K
$479K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
378+ 0.11% |
$57.8K - $64.7K
|
357K
$57.7M
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
376+ 1.67% |
$57.5K - $64.3K
|
22.8K
$3.69M
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
374+ 0.9% |
$57.2K - $64K
|
41.9K
$6.77M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
374New |
$57.2K - $64K
|
374
$60.4K
|
|
Nov 08, 2023
Q3 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
373+ 24.8% |
$57K - $63.8K
|
1.88K
$303K
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
370+ 19.59% |
$56.6K - $63.3K
|
2.26K
$365K
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
370+ 0.88% |
$56.6K - $63.3K
|
42.4K
$6.84M
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
369+ 0.98% |
$56.4K - $63.1K
|
38.1K
$6.15M
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
368+ 1.02% |
$56.3K - $62.9K
|
36.4K
$5.89M
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
366+ 4.38% |
$56K - $62.6K
|
8.73K
$1.41M
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
366+ 1.33% |
$56K - $62.6K
|
27.8K
$4.5M
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
366+ 15.52% |
$56K - $62.6K
|
2.72K
$440K
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
365+ 2.02% |
$55.8K - $62.4K
|
18.4K
$2.97M
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
364+ 0.77% |
$55.6K - $62.3K
|
47.6K
$7.68M
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
363+ 3.83% |
$55.5K - $62.1K
|
9.84K
$1.59M
|