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 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
109+ 10.6% |
$16.7K - $18.6K
|
1.14K
$178K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
108+ 1.5% |
$16.5K - $18.5K
|
7.29K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
108+ 1.43% |
$16.5K - $18.5K
|
7.68K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
108+ 1.71% |
$16.5K - $18.5K
|
6.43K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
106+ 11.26% |
$16.2K - $18.1K
|
1.05K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
106+ 0.82% |
$16.2K - $18.1K
|
13.1K
$2.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
105New |
$16.1K - $18K
|
105
$16.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
105+ 4.89% |
$16.1K - $18K
|
2.25K
$352K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
103+ 0.72% |
$15.7K - $17.6K
|
14.4K
$2.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
102+ 0.37% |
$15.6K - $17.4K
|
27.4K
$4.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
102+ 1.85% |
$15.6K - $17.4K
|
5.61K
$877K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
102+ 0.18% |
$15.6K - $17.4K
|
57K
$8.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
101+ 7.16% |
$15.4K - $17.3K
|
1.51K
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
100+ 17.21% |
$15.3K - $17.1K
|
681
$106K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
100+ 5.12% |
$15.3K - $17.1K
|
2.05K
$321K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.23% |
$15.3K - $17.1K
|
44.1K
$6.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
BUY
|
- |
100+ 0.66% |
$15.3K - $17.1K
|
15.3K
$2.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100New |
$15.3K - $17.1K
|
100
$15.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
100+ 0.3% |
$15.3K - $17.1K
|
33.6K
$5.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
100+ 3.97% |
$15.3K - $17.1K
|
2.62K
$410K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
100+ 0.21% |
$15.3K - $17.1K
|
47.9K
$7.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
100New |
$15.3K - $17.1K
|
100
$15.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
99+ 1.12% |
$15.1K - $16.9K
|
8.93K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
99+ 5.57% |
$15.1K - $16.9K
|
1.88K
$293K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
99New |
$15.1K - $16.9K
|
99
$15.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
BUY
|
- |
97+ 0.28% |
$14.8K - $16.6K
|
34.4K
$5.38M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
96+ 3.46% |
$14.7K - $16.4K
|
2.87K
$449K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
94+ 0.37% |
$14.4K - $16.1K
|
25.8K
$4.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
93+ 2.28% |
$14.2K - $15.9K
|
4.18K
$653K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
93+ 0.7% |
$14.2K - $15.9K
|
13.3K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
93+ 0.62% |
$14.2K - $15.9K
|
15.1K
$2.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
92+ 0.52% |
$14.1K - $15.7K
|
17.9K
$2.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
92+ 1.61% |
$14.1K - $15.7K
|
5.8K
$906K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
91+ 1.99% |
$13.9K - $15.6K
|
4.66K
$729K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
91+ 3.17% |
$13.9K - $15.6K
|
2.96K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
90+ 3.03% |
$13.8K - $15.4K
|
3.06K
$478K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
90+ 4.24% |
$13.8K - $15.4K
|
2.21K
$346K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.77% |
$13.6K - $15.2K
|
11.7K
$1.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
89+ 0.23% |
$13.6K - $15.2K
|
39K
$6.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
89+ 0.04% |
$13.6K - $15.2K
|
250K
$39M
|
|
|
Nov 13, 2023
Q3 2023
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
89+ 2.28% |
$13.6K - $15.2K
|
3.99K
$623K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
88+ 14.77% |
$13.5K - $15.1K
|
684
$107K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
88+ 0.11% |
$13.5K - $15.1K
|
80K
$12.5M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
87New |
$13.3K - $14.9K
|
87
$13.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
85+ 1.23% |
$13K - $14.5K
|
7.01K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
85+ 2.06% |
$13K - $14.5K
|
4.21K
$658K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
84+ 1.49% |
$12.8K - $14.4K
|
5.71K
$893K
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
84+ 1.6% |
$12.8K - $14.4K
|
5.35K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
84New |
$12.8K - $14.4K
|
84
$13.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
83+ 5.29% |
$12.7K - $14.2K
|
1.65K
$258K
|