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 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5- 0.24% |
$764 - $855
|
2.09K
$326K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-5- 0.02% |
$764 - $855
|
25.4K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-5- 0.01% |
$764 - $855
|
38.8K
$6.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5- 0.04% |
$764 - $855
|
12.2K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-5- 0.12% |
$764 - $855
|
4K
$625K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-6- 0.25% |
$917 - $1.03K
|
2.38K
$373K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6- 0.39% |
$917 - $1.03K
|
1.53K
$239K
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-6- 0.09% |
$917 - $1.03K
|
6.97K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 0.47% |
$917 - $1.03K
|
1.28K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-6- 0.03% |
$917 - $1.03K
|
19.4K
$3.03M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-6- 0.09% |
$917 - $1.03K
|
7.02K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-7- 0.41% |
$1.07K - $1.2K
|
1.71K
$268K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-8- 0.49% |
$1.22K - $1.37K
|
1.62K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-8- 15.69% |
$1.22K - $1.37K
|
43
$6.72K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-8- 2.06% |
$1.22K - $1.37K
|
380
$59.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8- 0.05% |
$1.22K - $1.37K
|
16.2K
$2.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-8- 0.03% |
$1.22K - $1.37K
|
29.1K
$4.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-9- 0.24% |
$1.38K - $1.54K
|
3.69K
$576K
|
|
|
Nov 06, 2023
Q3 2023
|
Af Advisors, Inc.
|
SELL
|
- |
-10- 0.23% |
$1.53K - $1.71K
|
4.37K
$683K
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-10- 0.09% |
$1.53K - $1.71K
|
10.7K
$1.68M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-11- 0.26% |
$1.68K - $1.88K
|
4.24K
$662K
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-11- 0.07% |
$1.68K - $1.88K
|
15.2K
$2.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-11- 0.47% |
$1.68K - $1.88K
|
2.32K
$363K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-12- 0.83% |
$1.83K - $2.05K
|
1.43K
$224K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-12- 13.48% |
$1.83K - $2.05K
|
77
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-12- 0.09% |
$1.83K - $2.05K
|
13.9K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-13- 1.01% |
$1.99K - $2.22K
|
1.27K
$199K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-13- 0.2% |
$1.99K - $2.22K
|
6.57K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-13- 0.05% |
$1.99K - $2.22K
|
26.1K
$4.08M
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-13- 0.1% |
$1.99K - $2.22K
|
13.4K
$2.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-13- 0.16% |
$1.99K - $2.22K
|
7.93K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-13- 0.65% |
$1.99K - $2.22K
|
1.98K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13- 0.3% |
$1.99K - $2.22K
|
4.39K
$686K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.56% |
$2.14K - $2.39K
|
2.5K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-14- 0.39% |
$2.14K - $2.39K
|
3.62K
$565K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-15- 0.42% |
$2.29K - $2.57K
|
3.6K
$562K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-15- 0.14% |
$2.29K - $2.57K
|
10.7K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.38% |
$2.29K - $2.57K
|
3.89K
$608K
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-15- 0.17% |
$2.29K - $2.57K
|
8.82K
$1.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-16- 0.34% |
$2.45K - $2.74K
|
4.71K
$737K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-16- 0.82% |
$2.45K - $2.74K
|
1.95K
$304K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-16- 0.37% |
$2.45K - $2.74K
|
4.3K
$672K
|
|
|
Oct 10, 2023
Q3 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-18- 0.08% |
$2.75K - $3.08K
|
21.3K
$3.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-18- 0.49% |
$2.75K - $3.08K
|
3.63K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-18- 0.11% |
$2.75K - $3.08K
|
16.4K
$2.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-19- 1.49% |
$2.9K - $3.25K
|
1.26K
$196K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-19- 0.14% |
$2.9K - $3.25K
|
13.5K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-19- 0.18% |
$2.9K - $3.25K
|
10.4K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-19- 0.14% |
$2.9K - $3.25K
|
13.1K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 0.57% |
$3.06K - $3.42K
|
3.52K
$550K
|