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
|
Sfmg, LLC
|
BUY
|
- |
244+ 1.25% |
$37.3K - $41.7K
|
19.8K
$3.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
244+ 13.3% |
$37.3K - $41.7K
|
2.08K
$325K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
243+ 5.69% |
$37.1K - $41.6K
|
4.51K
$705K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
243+ 7.88% |
$37.1K - $41.6K
|
3.33K
$520K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
243+ 13.93% |
$37.1K - $41.6K
|
1.99K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
242+ 7.53% |
$37K - $41.4K
|
3.46K
$540K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
242+ 0.34% |
$37K - $41.4K
|
72.3K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
240+ 0.62% |
$36.7K - $41K
|
38.6K
$6.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
239+ 0.26% |
$36.5K - $40.9K
|
92.3K
$14.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
236+ 5.79% |
$36.1K - $40.4K
|
4.31K
$674K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
234+ 4.58% |
$35.8K - $40K
|
5.34K
$835K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
233+ 5.18% |
$35.6K - $39.9K
|
4.73K
$739K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
232+ 9.06% |
$35.5K - $39.7K
|
2.79K
$437K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
231+ 13.06% |
$35.3K - $39.5K
|
2K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
230+ 14.89% |
$35.2K - $39.3K
|
1.78K
$277K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
230+ 4.31% |
$35.2K - $39.3K
|
5.56K
$869K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
229+ 9.53% |
$35K - $39.2K
|
2.63K
$411K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
229+ 1.64% |
$35K - $39.2K
|
14.2K
$2.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
228+ 1.68% |
$34.9K - $39K
|
13.8K
$2.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
228+ 3.52% |
$34.9K - $39K
|
6.71K
$1.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
227+ 102.25% |
$34.7K - $38.8K
|
449
$70.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
227+ 0.33% |
$34.7K - $38.8K
|
69.9K
$10.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
226+ 5.22% |
$34.6K - $38.7K
|
4.56K
$713K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
225+ 2.7% |
$34.4K - $38.5K
|
8.57K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
225+ 17.59% |
$34.4K - $38.5K
|
1.5K
$235K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
224+ 0.55% |
$34.2K - $38.3K
|
40.8K
$6.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
223+ 10.33% |
$34.1K - $38.1K
|
2.38K
$372K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
223+ 12.44% |
$34.1K - $38.1K
|
2.02K
$315K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
221+ 1.08% |
$33.8K - $37.8K
|
20.6K
$3.22M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
221+ 0.13% |
$33.8K - $37.8K
|
176K
$27.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
220+ 4.6% |
$33.6K - $37.6K
|
5K
$782K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
219+ 1.49% |
$33.5K - $37.5K
|
14.9K
$2.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
219+ 6.29% |
$33.5K - $37.5K
|
3.7K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
218+ 5.87% |
$33.3K - $37.3K
|
3.93K
$614K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
217+ 1.0% |
$33.2K - $37.1K
|
21.9K
$3.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
216+ 2.16% |
$33K - $36.9K
|
10.2K
$1.6M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
216+ 0.58% |
$33K - $36.9K
|
37.2K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
215+ 0.94% |
$32.9K - $36.8K
|
23K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
214+ 0.28% |
$32.7K - $36.6K
|
77.7K
$12.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
213+ 1.46% |
$32.6K - $36.4K
|
14.8K
$2.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
212+ 0.65% |
$32.4K - $36.3K
|
33K
$5.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
210+ 0.99% |
$32.1K - $35.9K
|
21.4K
$3.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
210+ 0.73% |
$32.1K - $35.9K
|
29.1K
$4.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
210+ 4.42% |
$32.1K - $35.9K
|
4.96K
$776K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
210+ 0.58% |
$32.1K - $35.9K
|
36.2K
$5.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
209+ 5.96% |
$32K - $35.7K
|
3.72K
$581K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
209+ 2.14% |
$32K - $35.7K
|
9.97K
$1.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
208+ 3.45% |
$31.8K - $35.6K
|
6.24K
$976K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
207+ 1.1% |
$31.6K - $35.4K
|
19K
$2.97M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
207+ 11.73% |
$31.6K - $35.4K
|
1.97K
$308K
|