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 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
37+ 0.25% |
$5.66K - $6.33K
|
14.8K
$2.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
36+ 1.24% |
$5.5K - $6.16K
|
2.95K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
36+ 0.65% |
$5.5K - $6.16K
|
5.55K
$868K
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
35+ 15.91% |
$5.35K - $5.99K
|
255
$39.9K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
35+ 1.07% |
$5.35K - $5.99K
|
3.31K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
35+ 1.77% |
$5.35K - $5.99K
|
2.02K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
35New |
$5.35K - $5.99K
|
35
$5.47K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
34+ 0.38% |
$5.2K - $5.82K
|
8.98K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
34+ 0.58% |
$5.2K - $5.82K
|
5.94K
$928K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
34+ 0.77% |
$5.2K - $5.82K
|
4.46K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
34+ 1.11% |
$5.2K - $5.82K
|
3.09K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
34+ 0.03% |
$5.2K - $5.82K
|
100K
$15.7M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.4% |
$5.2K - $5.82K
|
8.47K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
33+ 0.57% |
$5.05K - $5.64K
|
5.86K
$916K
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
33+ 0.57% |
$5.05K - $5.64K
|
5.84K
$912K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
31+ 0.39% |
$4.74K - $5.3K
|
8.06K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
31+ 0.87% |
$4.74K - $5.3K
|
3.58K
$560K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
31+ 0.2% |
$4.74K - $5.3K
|
15.7K
$2.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
31+ 1.57% |
$4.74K - $5.3K
|
2K
$313K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
31+ 1.94% |
$4.74K - $5.3K
|
1.63K
$255K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
30+ 0.9% |
$4.59K - $5.13K
|
3.36K
$524K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
29+ 0.68% |
$4.43K - $4.96K
|
4.32K
$676K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
29+ 1.85% |
$4.43K - $4.96K
|
1.6K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
29+ 1.05% |
$4.43K - $4.96K
|
2.78K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
29+ 0.11% |
$4.43K - $4.96K
|
27.2K
$4.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 0.24% |
$4.28K - $4.79K
|
11.7K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
28+ 0.59% |
$4.28K - $4.79K
|
4.77K
$745K
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
28+ 1.17% |
$4.28K - $4.79K
|
2.43K
$380K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
27+ 29.03% |
$4.13K - $4.62K
|
120
$18.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
27+ 1.17% |
$4.13K - $4.62K
|
2.33K
$364K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
26+ 0.73% |
$3.97K - $4.45K
|
3.59K
$561K
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
26+ 1.08% |
$3.97K - $4.45K
|
2.42K
$379K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
26+ 1.64% |
$3.97K - $4.45K
|
1.61K
$251K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
25+ 0.49% |
$3.82K - $4.28K
|
5.11K
$799K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
25+ 1.62% |
$3.82K - $4.28K
|
1.57K
$245K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25+ 1.0% |
$3.82K - $4.28K
|
2.53K
$395K
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
BUY
|
- |
25+ 0.1% |
$3.82K - $4.28K
|
24.1K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
25+ 0.38% |
$3.82K - $4.28K
|
6.67K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
25+ 0.72% |
$3.82K - $4.28K
|
3.5K
$546K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
24+ 0.08% |
$3.67K - $4.1K
|
28.3K
$4.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24+ 0.93% |
$3.67K - $4.1K
|
2.6K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24+ 1.08% |
$3.67K - $4.1K
|
2.25K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
24+ 0.42% |
$3.67K - $4.1K
|
5.8K
$906K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.78% |
$3.52K - $3.93K
|
2.97K
$465K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
23+ 0.8% |
$3.52K - $3.93K
|
2.88K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23+ 0.11% |
$3.52K - $3.93K
|
20.1K
$3.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
22+ 0.89% |
$3.36K - $3.76K
|
2.51K
$392K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
22+ 0.53% |
$3.36K - $3.76K
|
4.15K
$649K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
22+ 0.41% |
$3.36K - $3.76K
|
5.39K
$843K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
22+ 0.34% |
$3.36K - $3.76K
|
6.45K
$1.01M
|