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 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
207+ 4.59% |
$31.6K - $35.4K
|
4.71K
$737K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
207+ 3.97% |
$31.6K - $35.4K
|
5.42K
$848K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
206New |
$31.5K - $35.2K
|
206
$32.2K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
206+ 0.51% |
$31.5K - $35.2K
|
40.8K
$6.38M
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
206+ 2.64% |
$31.5K - $35.2K
|
8.02K
$1.25M
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
205+ 28.12% |
$31.3K - $35.1K
|
934
$146K
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
205+ 1.94% |
$31.3K - $35.1K
|
10.8K
$1.69M
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
205+ 1.64% |
$31.3K - $35.1K
|
12.7K
$1.98M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
204+ 6.69% |
$31.2K - $34.9K
|
3.25K
$509K
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
203+ 1.44% |
$31K - $34.7K
|
14.3K
$2.24M
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
BUY
|
- |
203+ 12.66% |
$31K - $34.7K
|
1.81K
$282K
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
202+ 9.51% |
$30.9K - $34.6K
|
2.33K
$364K
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
200+ 1.54% |
$30.6K - $34.2K
|
13.2K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
200+ 0.92% |
$30.6K - $34.2K
|
21.9K
$3.42M
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
200+ 9.81% |
$30.6K - $34.2K
|
2.24K
$350K
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
197+ 7.67% |
$30.1K - $33.7K
|
2.77K
$433K
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
197+ 1.66% |
$30.1K - $33.7K
|
12.1K
$1.89M
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
196+ 4.85% |
$30K - $33.5K
|
4.24K
$662K
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
192+ 0.32% |
$29.4K - $32.8K
|
61.1K
$9.56M
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
192+ 12.4% |
$29.4K - $32.8K
|
1.74K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
191+ 1.81% |
$29.2K - $32.7K
|
10.8K
$1.68M
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
190+ 1.83% |
$29K - $32.5K
|
10.6K
$1.66M
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
189+ 4.05% |
$28.9K - $32.3K
|
4.86K
$760K
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
188+ 5.21% |
$28.7K - $32.2K
|
3.8K
$593K
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
185+ 0.78% |
$28.3K - $31.6K
|
23.9K
$3.73M
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
185+ 4.84% |
$28.3K - $31.6K
|
4.01K
$626K
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
183+ 0.46% |
$28K - $31.3K
|
39.6K
$6.18M
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
182+ 8.78% |
$27.8K - $31.1K
|
2.25K
$352K
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
182+ 1.35% |
$27.8K - $31.1K
|
13.7K
$2.13M
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
182+ 11.61% |
$27.8K - $31.1K
|
1.75K
$274K
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
180+ 3.23% |
$27.5K - $30.8K
|
5.75K
$899K
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
180+ 3.9% |
$27.5K - $30.8K
|
4.8K
$750K
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
179+ 12.63% |
$27.4K - $30.6K
|
1.6K
$249K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
178+ 11.57% |
$27.2K - $30.4K
|
1.72K
$268K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
178+ 4.91% |
$27.2K - $30.4K
|
3.8K
$594K
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
177+ 4.24% |
$27.1K - $30.3K
|
4.35K
$680K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
176+ 5.34% |
$26.9K - $30.1K
|
3.47K
$543K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
176+ 9.96% |
$26.9K - $30.1K
|
1.94K
$304K
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
176+ 1.5% |
$26.9K - $30.1K
|
11.9K
$1.86M
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
175+ 1.14% |
$26.8K - $29.9K
|
15.5K
$2.42M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
175+ 0.44% |
$26.8K - $29.9K
|
40K
$6.25M
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
174+ 1.49% |
$26.6K - $29.8K
|
11.9K
$1.86M
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
174+ 8.12% |
$26.6K - $29.8K
|
2.32K
$362K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
173+ 0.08% |
$26.4K - $29.6K
|
206K
$32.2M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
171+ 3.94% |
$26.1K - $29.2K
|
4.51K
$705K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
170+ 0.96% |
$26K - $29.1K
|
17.8K
$2.78M
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
170+ 2.49% |
$26K - $29.1K
|
6.99K
$1.09M
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
170+ 4.26% |
$26K - $29.1K
|
4.16K
$651K
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
169+ 2.62% |
$25.8K - $28.9K
|
6.61K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
169+ 2.98% |
$25.8K - $28.9K
|
5.85K
$914K
|