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 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
83+ 1.31% |
$12.7K - $14.2K
|
6.4K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
82+ 0.56% |
$12.5K - $14K
|
14.6K
$2.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
81+ 176.09% |
$12.4K - $13.9K
|
127
$19.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
80+ 0.09% |
$12.2K - $13.7K
|
89.3K
$14M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
80+ 80.0% |
$12.2K - $13.7K
|
180
$28.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
79+ 0.33% |
$12.1K - $13.5K
|
23.7K
$3.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
79+ 0.79% |
$12.1K - $13.5K
|
10K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
79+ 3.85% |
$12.1K - $13.5K
|
2.13K
$333K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
78+ 5.76% |
$11.9K - $13.3K
|
1.43K
$224K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
76+ 5.8% |
$11.6K - $13K
|
1.39K
$217K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
76+ 2.89% |
$11.6K - $13K
|
2.71K
$423K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
75+ 0.32% |
$11.5K - $12.8K
|
23.6K
$3.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
75+ 3.83% |
$11.5K - $12.8K
|
2.03K
$318K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
75+ 1.91% |
$11.5K - $12.8K
|
4.01K
$627K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
75+ 4.8% |
$11.5K - $12.8K
|
1.64K
$256K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
74+ 4.91% |
$11.3K - $12.7K
|
1.58K
$247K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
73+ 0.64% |
$11.2K - $12.5K
|
11.5K
$1.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
72+ 0.56% |
$11K - $12.3K
|
12.9K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
72+ 0.41% |
$11K - $12.3K
|
17.7K
$2.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
71+ 0.07% |
$10.9K - $12.1K
|
98.5K
$15.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
71+ 0.14% |
$10.9K - $12.1K
|
50.6K
$7.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
71+ 3.42% |
$10.9K - $12.1K
|
2.15K
$336K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
71+ 0.21% |
$10.9K - $12.1K
|
33.3K
$5.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
71+ 3.99% |
$10.9K - $12.1K
|
1.85K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
71+ 3.68% |
$10.9K - $12.1K
|
2K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
71+ 2.79% |
$10.9K - $12.1K
|
2.61K
$408K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
70+ 1.38% |
$10.7K - $12K
|
5.16K
$807K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
69+ 3.74% |
$10.5K - $11.8K
|
1.91K
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
68+ 1.36% |
$10.4K - $11.6K
|
5.08K
$794K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
67+ 1.04% |
$10.2K - $11.5K
|
6.49K
$1.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
67+ 0.99% |
$10.2K - $11.5K
|
6.85K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
67+ 0.66% |
$10.2K - $11.5K
|
10.2K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
67+ 0.42% |
$10.2K - $11.5K
|
15.9K
$2.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
66+ 1.01% |
$10.1K - $11.3K
|
6.63K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
65+ 0.08% |
$9.94K - $11.1K
|
80.5K
$12.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
65+ 0.75% |
$9.94K - $11.1K
|
8.76K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
65+ 3.84% |
$9.94K - $11.1K
|
1.76K
$275K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
64+ 0.26% |
$9.78K - $10.9K
|
24.7K
$3.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
64+ 4.06% |
$9.78K - $10.9K
|
1.64K
$257K
|
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
64+ 0.65% |
$9.78K - $10.9K
|
9.87K
$1.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
63+ 1.61% |
$9.63K - $10.8K
|
3.99K
$623K
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
63+ 0.05% |
$9.63K - $10.8K
|
139K
$21.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
63+ 4.34% |
$9.63K - $10.8K
|
1.52K
$237K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
62+ 1.89% |
$9.48K - $10.6K
|
3.35K
$523K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
60+ 3.16% |
$9.17K - $10.3K
|
1.96K
$306K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
60+ 3.73% |
$9.17K - $10.3K
|
1.67K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
60+ 0.54% |
$9.17K - $10.3K
|
11.3K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 0.87% |
$9.17K - $10.3K
|
6.97K
$1.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
BUY
|
- |
59+ 2.56% |
$9.02K - $10.1K
|
2.37K
$370K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
58+ 2.54% |
$8.87K - $9.92K
|
2.34K
$366K
|