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 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
9+ 0.16% |
$1.38K - $1.54K
|
5.79K
$906K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.2% |
$1.38K - $1.54K
|
4.47K
$698K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9+ 0.06% |
$1.38K - $1.54K
|
16.3K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.55% |
$1.38K - $1.54K
|
1.64K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
9+ 0.2% |
$1.38K - $1.54K
|
4.5K
$704K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
8+ 0.49% |
$1.22K - $1.37K
|
1.63K
$255K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
8+ 0.29% |
$1.22K - $1.37K
|
2.74K
$429K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8+ 0.37% |
$1.22K - $1.37K
|
2.19K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.18% |
$1.22K - $1.37K
|
4.48K
$701K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
7+ 0.36% |
$1.07K - $1.2K
|
1.98K
$309K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
7+ 0.32% |
$1.07K - $1.2K
|
2.19K
$342K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
7+ 0.47% |
$1.07K - $1.2K
|
1.49K
$233K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
7+ 17.5% |
$1.07K - $1.2K
|
47
$7.35K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.07% |
$1.07K - $1.2K
|
9.65K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
7+ 0.42% |
$1.07K - $1.2K
|
1.68K
$263K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.84% |
$1.07K - $1.2K
|
843
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.32% |
$1.07K - $1.2K
|
2.22K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.48% |
$1.07K - $1.2K
|
1.48K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7+ 0.12% |
$1.07K - $1.2K
|
6.04K
$944K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.1% |
$917 - $1.03K
|
6.25K
$977K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.94% |
$917 - $1.03K
|
642
$100K
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
6+ 0.38% |
$917 - $1.03K
|
1.59K
$249K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
6+ 0.47% |
$917 - $1.03K
|
1.29K
$201K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6+ 0.11% |
$917 - $1.03K
|
5.56K
$870K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6+ 0.19% |
$917 - $1.03K
|
3.21K
$502K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.15% |
$917 - $1.03K
|
4.07K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6+ 0.05% |
$917 - $1.03K
|
12.6K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.26% |
$917 - $1.03K
|
2.3K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
6+ 0.26% |
$917 - $1.03K
|
2.29K
$357K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
6+ 0.01% |
$917 - $1.03K
|
83.4K
$13M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.04% |
$764 - $855
|
12.3K
$1.93M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$764 - $855
|
7.65K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$764 - $855
|
1.65K
$258K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.07% |
$764 - $855
|
7.56K
$1.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5+ 0.15% |
$764 - $855
|
3.41K
$533K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.36% |
$764 - $855
|
1.38K
$215K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4+ 0.16% |
$612 - $684
|
2.57K
$401K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
4+ 0.29% |
$612 - $684
|
1.38K
$215K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
4+ 0.04% |
$612 - $684
|
10.8K
$1.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4+ 0.03% |
$612 - $684
|
14.2K
$2.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4+ 0.02% |
$612 - $684
|
16.9K
$2.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$612 - $684
|
3.32K
$518K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4+ 0.2% |
$612 - $684
|
1.98K
$309K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4+ 0.26% |
$612 - $684
|
1.57K
$245K
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
4+ 0.0% |
$612 - $684
|
218K
$34.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$612 - $684
|
3.12K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
4+ 0.02% |
$612 - $684
|
18.1K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.06% |
$459 - $513
|
4.8K
$750K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.91% |
$459 - $513
|
331
$51.7K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.12% |
$459 - $513
|
2.55K
$399K
|