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 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
56+ 1.73% |
$8.56K - $9.58K
|
3.29K
$514K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
55+ 0.62% |
$8.41K - $9.41K
|
8.95K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
55New |
$8.41K - $9.41K
|
55
$8.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
55+ 0.32% |
$8.41K - $9.41K
|
17.3K
$2.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
55+ 1.26% |
$8.41K - $9.41K
|
4.44K
$693K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
55+ 4.57% |
$8.41K - $9.41K
|
1.26K
$197K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
53+ 1.27% |
$8.1K - $9.07K
|
4.23K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
53+ 1060.0% |
$8.1K - $9.07K
|
58
$9.07K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
52+ 20.31% |
$7.95K - $8.89K
|
308
$48.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
52+ 1.41% |
$7.95K - $8.89K
|
3.74K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
51+ 0.69% |
$7.8K - $8.72K
|
7.5K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
51+ 9.27% |
$7.8K - $8.72K
|
601
$93.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
51+ 34.0% |
$7.8K - $8.72K
|
201
$31.4K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
51+ 1.14% |
$7.8K - $8.72K
|
4.54K
$710K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
50+ 2.88% |
$7.64K - $8.55K
|
1.78K
$279K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
50+ 0.98% |
$7.64K - $8.55K
|
5.15K
$805K
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
50+ 1.86% |
$7.64K - $8.55K
|
2.73K
$427K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
50+ 0.42% |
$7.64K - $8.55K
|
11.8K
$1.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
50+ 6.0% |
$7.64K - $8.55K
|
884
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
50+ 2.37% |
$7.64K - $8.55K
|
2.16K
$338K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
49+ 3.0% |
$7.49K - $8.38K
|
1.68K
$263K
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
47+ 2.28% |
$7.19K - $8.04K
|
2.11K
$329K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
47+ 1.22% |
$7.19K - $8.04K
|
3.89K
$609K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
46+ 0.88% |
$7.03K - $7.87K
|
5.28K
$825K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
46+ 8.14% |
$7.03K - $7.87K
|
611
$95.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
46+ 1.08% |
$7.03K - $7.87K
|
4.29K
$671K
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
46+ 1.21% |
$7.03K - $7.87K
|
3.86K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Lion Point Capital, LP
New York, NY |
BUY
|
- |
46New |
$7.03K - $7.87K
|
46
$7.19K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
45+ 1.11% |
$6.88K - $7.7K
|
4.1K
$642K
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
BUY
|
- |
45+ 0.93% |
$6.88K - $7.7K
|
4.86K
$760K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
45+ 0.86% |
$6.88K - $7.7K
|
5.25K
$821K
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
44+ 2.4% |
$6.73K - $7.53K
|
1.88K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
44+ 1.02% |
$6.73K - $7.53K
|
4.35K
$680K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
44+ 0.1% |
$6.73K - $7.53K
|
43.6K
$6.81M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
43+ 0.1% |
$6.57K - $7.35K
|
42.4K
$6.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
43+ 1.49% |
$6.57K - $7.35K
|
2.92K
$457K
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
43+ 0.99% |
$6.57K - $7.35K
|
4.4K
$688K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
43+ 0.63% |
$6.57K - $7.35K
|
6.82K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
42+ 0.42% |
$6.42K - $7.18K
|
10.2K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
42+ 2.39% |
$6.42K - $7.18K
|
1.8K
$281K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
42+ 7.24% |
$6.42K - $7.18K
|
622
$97.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
42+ 0.05% |
$6.42K - $7.18K
|
83.2K
$13M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
41+ 0.28% |
$6.27K - $7.01K
|
14.5K
$2.27M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
41+ 1.76% |
$6.27K - $7.01K
|
2.37K
$370K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
40+ 0.48% |
$6.12K - $6.84K
|
8.46K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
40+ 1.92% |
$6.12K - $6.84K
|
2.13K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
39+ 1.7% |
$5.96K - $6.67K
|
2.33K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
38+ 0.91% |
$5.81K - $6.5K
|
4.23K
$661K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
37+ 1.46% |
$5.66K - $6.33K
|
2.57K
$401K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
37+ 2.32% |
$5.66K - $6.33K
|
1.63K
$255K
|