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 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
3+ 0.07% |
$459 - $513
|
4.09K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$459 - $513
|
3
$469
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3+ 0.07% |
$459 - $513
|
4.22K
$660K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3+ 0.14% |
$459 - $513
|
2.1K
$329K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.22% |
$459 - $513
|
1.36K
$212K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.06% |
$459 - $513
|
4.8K
$750K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.17% |
$306 - $342
|
1.18K
$185K
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2+ 0.05% |
$306 - $342
|
3.68K
$575K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.16% |
$306 - $342
|
1.28K
$199K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2+ 0.09% |
$306 - $342
|
2.17K
$339K
|
|
|
Oct 25, 2023
Q3 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
2+ 0.03% |
$306 - $342
|
6.04K
$944K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2+ 0.09% |
$306 - $342
|
2.34K
$366K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2+ 0.11% |
$306 - $342
|
1.76K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.31% |
$306 - $342
|
647
$101K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 1.92% |
$153 - $171
|
53
$8.28K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1+ 0.03% |
$153 - $171
|
3.79K
$593K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$153 - $171
|
1.61K
$251K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$153 - $171
|
5.17K
$808K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$153 - $171
|
5.19K
$811K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$153 - $171
|
2.36K
$368K
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1+ 0.06% |
$153 - $171
|
1.71K
$267K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$153 - $171
|
4.57K
$714K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$153 - $171
|
3.03K
$474K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.15% |
$153 - $171
|
657
$103K
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.02% |
$153 - $171
|
5.18K
$810K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.01% |
$153 - $171
|
14.3K
$2.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.9% |
$153 - $171
|
112
$17.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
1+ 0.06% |
$153 - $171
|
1.6K
$251K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$153 - $171
|
4.07K
$637K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.01% |
$153 - $171
|
9.1K
$1.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$153 - $171
|
16.2K
$2.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
1+ 0.05% |
$153 - $171
|
2.06K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$153 - $171
|
11.8K
$1.84M
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
BUY
|
- |
1+ 0.04% |
$153 - $171
|
2.69K
$421K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1+ 0.0% |
$153 - $171
|
139K
$21.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.07% |
$153 - $171
|
1.34K
$209K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.01% |
$153 - $171
|
12.2K
$1.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-1- 0.39% |
$153 - $171
|
253
$39.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1- 0.01% |
$153 - $171
|
14.9K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1- 0.02% |
$153 - $171
|
5.57K
$871K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-2- 0.02% |
$306 - $342
|
9.49K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2- 0.08% |
$306 - $342
|
2.61K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.21% |
$306 - $342
|
933
$146K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2- 0.21% |
$306 - $342
|
933
$146K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-4- 0.08% |
$612 - $684
|
5.26K
$823K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-4- 0.08% |
$612 - $684
|
4.84K
$756K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4- 0.85% |
$612 - $684
|
465
$72.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-4- 0.09% |
$612 - $684
|
4.45K
$695K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-4- 0.11% |
$612 - $684
|
3.67K
$574K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4- 0.41% |
$612 - $684
|
978
$153K
|