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 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
169+ 2.62% |
$25.8K - $28.9K
|
6.61K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
169+ 2.98% |
$25.8K - $28.9K
|
5.85K
$888K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
168+ 9.06% |
$25.7K - $28.7K
|
2.02K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
167+ 1.05% |
$25.5K - $28.6K
|
16K
$2.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
167+ 10.39% |
$25.5K - $28.6K
|
1.78K
$270K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
166+ 1.57% |
$25.4K - $28.4K
|
10.7K
$1.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
166+ 3.85% |
$25.4K - $28.4K
|
4.48K
$680K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
164+ 8.98% |
$25.1K - $28.1K
|
1.99K
$302K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
163+ 13.56% |
$24.9K - $27.9K
|
1.37K
$207K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
162+ 9.94% |
$24.8K - $27.7K
|
1.79K
$272K
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
162+ 7.96% |
$24.8K - $27.7K
|
2.2K
$334K
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
162+ 0.63% |
$24.8K - $27.7K
|
25.7K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
162+ 0.8% |
$24.8K - $27.7K
|
20.3K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
162+ 4.33% |
$24.8K - $27.7K
|
3.9K
$593K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
160+ 0.9% |
$24.5K - $27.4K
|
17.9K
$2.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
158+ 5.09% |
$24.2K - $27K
|
3.26K
$495K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
158+ 3.83% |
$24.2K - $27K
|
4.28K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
156+ 1.09% |
$23.8K - $26.7K
|
14.5K
$2.2M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
156+ 3.92% |
$23.8K - $26.7K
|
4.14K
$628K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
155+ 2.28% |
$23.7K - $26.5K
|
6.94K
$1.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
155+ 1.02% |
$23.7K - $26.5K
|
15.3K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
155+ 4.64% |
$23.7K - $26.5K
|
3.49K
$531K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
154+ 2.91% |
$23.5K - $26.3K
|
5.44K
$827K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
154+ 7.89% |
$23.5K - $26.3K
|
2.11K
$320K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
154+ 45.97% |
$23.5K - $26.3K
|
489
$74.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
152+ 0.44% |
$23.2K - $26K
|
34.7K
$5.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
151+ 3.32% |
$23.1K - $25.8K
|
4.71K
$715K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
151+ 4.61% |
$23.1K - $25.8K
|
3.43K
$521K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
150+ 4.04% |
$22.9K - $25.7K
|
3.87K
$587K
|
|
|
Nov 14, 2023
Q3 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
150+ 3.03% |
$22.9K - $25.7K
|
5.1K
$775K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
149+ 0.27% |
$22.8K - $25.5K
|
55.4K
$8.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
149+ 0.77% |
$22.8K - $25.5K
|
19.6K
$2.98M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
148+ 4.64% |
$22.6K - $25.3K
|
3.34K
$507K
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
BUY
|
- |
148+ 3.02% |
$22.6K - $25.3K
|
5.05K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
148+ 0.38% |
$22.6K - $25.3K
|
39.6K
$6.01M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
148+ 2.63% |
$22.6K - $25.3K
|
5.78K
$878K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
148+ 3.66% |
$22.6K - $25.3K
|
4.19K
$637K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
147+ 3.93% |
$22.5K - $25.1K
|
3.89K
$591K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
145+ 0.67% |
$22.2K - $24.8K
|
21.8K
$3.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
145+ 3.99% |
$22.2K - $24.8K
|
3.78K
$574K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
145+ 1.46% |
$22.2K - $24.8K
|
10.1K
$1.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
144+ 3.6% |
$22K - $24.6K
|
4.15K
$630K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
143+ 9.71% |
$21.9K - $24.5K
|
1.62K
$245K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
142+ 1.21% |
$21.7K - $24.3K
|
11.9K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
141+ 0.23% |
$21.6K - $24.1K
|
61.6K
$9.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
140+ 1.67% |
$21.4K - $23.9K
|
8.53K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
139+ 0.3% |
$21.3K - $23.8K
|
46.1K
$7M
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
138+ 0.75% |
$21.1K - $23.6K
|
18.6K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
138+ 0.2% |
$21.1K - $23.6K
|
69.8K
$10.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
137+ 1.57% |
$20.9K - $23.4K
|
8.86K
$1.35M
|