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 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.3K+ 3.11% |
$5.09M - $5.7M
|
1.1M
$162M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
33.2K+ 4.84% |
$5.07M - $5.67M
|
718K
$105M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
32.1K+ 10.15% |
$4.91M - $5.49M
|
348K
$51.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32K+ 6.36% |
$4.89M - $5.47M
|
535K
$78.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
31.8K+ 16.25% |
$4.86M - $5.44M
|
227K
$33.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
31.6K+ 3.07% |
$4.83M - $5.4M
|
1.06M
$156M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
30KNew |
$4.59M - $5.13M
|
30K
$4.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
29.3K+ 6.66% |
$4.48M - $5.01M
|
469K
$68.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
28.6KNew |
$4.37M - $4.89M
|
28.6K
$4.19M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28.1KNew |
$4.3M - $4.81M
|
28.1K
$4.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
28K+ 254.0% |
$4.29M - $4.79M
|
39.1K
$5.73M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
28K+ 48.04% |
$4.28M - $4.78M
|
86.2K
$12.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
27.8K+ 109.47% |
$4.25M - $4.75M
|
53.2K
$7.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
27.7K+ 7.12% |
$4.24M - $4.74M
|
417K
$61.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
27.6K+ 6.53% |
$4.22M - $4.72M
|
450K
$66M
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
27.5K+ 4.06% |
$4.21M - $4.71M
|
705K
$103M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
27.4K+ 2.41% |
$4.19M - $4.69M
|
1.17M
$171M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27.3K+ 2.91% |
$4.18M - $4.68M
|
966K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
27.2K+ 33.59% |
$4.16M - $4.66M
|
108K
$15.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
27.1K+ 375.42% |
$4.14M - $4.64M
|
34.3K
$5.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
27K+ 110.51% |
$4.12M - $4.61M
|
51.4K
$7.54M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
26.5K+ 4.98% |
$4.05M - $4.53M
|
558K
$81.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.4K+ 45.75% |
$4.04M - $4.52M
|
84.1K
$12.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25.7K+ 140.04% |
$3.92M - $4.39M
|
44K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
25.1KNew |
$3.84M - $4.3M
|
25.1K
$3.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
25K+ 37.37% |
$3.83M - $4.28M
|
92.1K
$13.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
25K+ 87.59% |
$3.82M - $4.28M
|
53.6K
$7.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
24.6K+ 1.52% |
$3.77M - $4.21M
|
1.65M
$241M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
24.3KNew |
$3.72M - $4.16M
|
24.3K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.9K+ 5.23% |
$3.65M - $4.09M
|
481K
$70.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
23.7KNew |
$3.63M - $4.06M
|
23.7K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
23.6K+ 3.0% |
$3.61M - $4.04M
|
811K
$119M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
23.4K+ 2344500.0% |
$3.58M - $4.01M
|
23.4K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
23.3KNew |
$3.56M - $3.98M
|
23.3K
$3.41M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
23.1K+ 65.34% |
$3.53M - $3.95M
|
58.5K
$8.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23K+ 4.07% |
$3.51M - $3.93M
|
587K
$86.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
22.3K+ 79.76% |
$3.41M - $3.81M
|
50.2K
$7.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.2K+ 21.05% |
$3.4M - $3.8M
|
128K
$18.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
22.1KNew |
$3.37M - $3.78M
|
22.1K
$3.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
21.9K+ 14.34% |
$3.34M - $3.74M
|
174K
$25.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
21.5K+ 2.85% |
$3.29M - $3.68M
|
778K
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
21.5KNew |
$3.29M - $3.68M
|
21.5K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21.5K+ 2.15% |
$3.28M - $3.67M
|
1.02M
$149M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
21.4K+ 0.44% |
$3.27M - $3.65M
|
4.85M
$711M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
21.3K+ 14.84% |
$3.26M - $3.64M
|
165K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.1K+ 11.21% |
$3.23M - $3.61M
|
209K
$30.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
20.6K+ 16.14% |
$3.15M - $3.52M
|
148K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 7.75% |
$3.14M - $3.51M
|
285K
$41.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.5K+ 61.79% |
$3.13M - $3.5M
|
53.6K
$7.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
20.4K+ 111.63% |
$3.12M - $3.49M
|
38.7K
$5.68M
|