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 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
298+ 1.21% |
$45.6K - $51K
|
24.9K
$3.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
297+ 1.38% |
$45.4K - $50.8K
|
21.8K
$3.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
296+ 4.1% |
$45.3K - $50.6K
|
7.52K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
293+ 7.6% |
$44.8K - $50.1K
|
4.15K
$648K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
291+ 46.12% |
$44.5K - $49.8K
|
922
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
290+ 13.01% |
$44.3K - $49.6K
|
2.52K
$394K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
289+ 1.49% |
$44.2K - $49.4K
|
19.7K
$3.08M
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
286+ 0.43% |
$43.7K - $48.9K
|
67.6K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
286+ 5.82% |
$43.7K - $48.9K
|
5.2K
$812K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
284+ 16.84% |
$43.4K - $48.6K
|
1.97K
$308K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
283+ 0.89% |
$43.3K - $48.4K
|
32.2K
$5.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
282+ 8.49% |
$43.1K - $48.2K
|
3.6K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
282+ 1.69% |
$43.1K - $48.2K
|
17K
$2.65M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
282+ 19.05% |
$43.1K - $48.2K
|
1.76K
$275K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
281+ 3.09% |
$43K - $48.1K
|
9.38K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
281+ 1.16% |
$43K - $48.1K
|
24.5K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
281+ 0.62% |
$43K - $48.1K
|
45.9K
$7.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
279+ 2.21% |
$42.7K - $47.7K
|
12.9K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
279+ 0.84% |
$42.7K - $47.7K
|
33.5K
$5.24M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
279+ 32.03% |
$42.7K - $47.7K
|
1.15K
$180K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
278+ 7.46% |
$42.5K - $47.5K
|
4.01K
$626K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
278+ 1.88% |
$42.5K - $47.5K
|
15.1K
$2.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
275+ 2.69% |
$42K - $47K
|
10.5K
$1.64M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
275+ 2.34% |
$42K - $47K
|
12K
$1.88M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
271+ 2.89% |
$41.4K - $46.4K
|
9.63K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
270+ 10.71% |
$41.3K - $46.2K
|
2.79K
$436K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
267+ 5.4% |
$40.8K - $45.7K
|
5.21K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
267+ 4.38% |
$40.8K - $45.7K
|
6.37K
$996K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
267+ 11.55% |
$40.8K - $45.7K
|
2.58K
$403K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
265+ 2.11% |
$40.5K - $45.3K
|
12.8K
$2M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
262+ 0.98% |
$40.1K - $44.8K
|
27K
$4.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
262+ 4.03% |
$40.1K - $44.8K
|
6.76K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
262+ 4.02% |
$40.1K - $44.8K
|
6.78K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
262+ 3.57% |
$40.1K - $44.8K
|
7.6K
$1.19M
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
262+ 4.03% |
$40.1K - $44.8K
|
6.76K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
259+ 13.6% |
$39.6K - $44.3K
|
2.16K
$338K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
256New |
$39.1K - $43.8K
|
256
$40K
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
256+ 6.04% |
$39.1K - $43.8K
|
4.49K
$702K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
255+ 1.23% |
$39K - $43.6K
|
21K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
255+ 19.23% |
$39K - $43.6K
|
1.58K
$247K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
254+ 1.29% |
$38.8K - $43.4K
|
19.9K
$3.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
252+ 1.39% |
$38.5K - $43.1K
|
18.4K
$2.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
251+ 0.98% |
$38.4K - $42.9K
|
25.9K
$4.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
250+ 2.11% |
$38.2K - $42.8K
|
12.1K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
250+ 2.36% |
$38.2K - $42.8K
|
10.8K
$1.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
249+ 7.41% |
$38.1K - $42.6K
|
3.61K
$564K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
247+ 1.44% |
$37.8K - $42.2K
|
17.4K
$2.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
246+ 0.53% |
$37.6K - $42.1K
|
46.5K
$7.27M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
246+ 4.07% |
$37.6K - $42.1K
|
6.29K
$982K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
245+ 1.07% |
$37.5K - $41.9K
|
23.2K
$3.63M
|