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 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-158- 1.08% |
$24.2K - $27K
|
14.5K
$2.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-159- 4.09% |
$24.3K - $27.2K
|
3.73K
$575K
|
|
|
Oct 10, 2023
Q3 2023
|
Fruth Investment Management
|
SELL
|
- |
-160- 0.34% |
$24.5K - $27.4K
|
46.3K
$7.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-160- 3.47% |
$24.5K - $27.4K
|
4.45K
$688K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-160- 5.65% |
$24.5K - $27.4K
|
2.67K
$413K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-160- 4.36% |
$24.5K - $27.4K
|
3.51K
$543K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-162- 8.01% |
$24.8K - $27.7K
|
1.86K
$287K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-163- 0.51% |
$24.9K - $27.9K
|
32K
$4.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-163- 4.09% |
$24.9K - $27.9K
|
3.82K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-164- 3.42% |
$25.1K - $28.1K
|
4.63K
$715K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-167- 3.63% |
$25.5K - $28.6K
|
4.44K
$685K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-169- 0.24% |
$25.8K - $28.9K
|
70.4K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-172- 0.59% |
$26.3K - $29.4K
|
28.8K
$4.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-175- 0.34% |
$26.8K - $29.9K
|
50.8K
$7.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-175- 0.96% |
$26.8K - $29.9K
|
18K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-176- 5.99% |
$26.9K - $30.1K
|
2.76K
$427K
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-177- 1.16% |
$27.1K - $30.3K
|
15K
$2.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-179- 2.13% |
$27.4K - $30.6K
|
8.23K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-181- 1.03% |
$27.7K - $31K
|
17.4K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-182- 1.95% |
$27.8K - $31.1K
|
9.14K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-182- 6.45% |
$27.8K - $31.1K
|
2.64K
$408K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-183- 1.46% |
$28K - $31.3K
|
12.3K
$1.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-185- 5.17% |
$28.3K - $31.6K
|
3.39K
$524K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-186- 0.88% |
$28.4K - $31.8K
|
20.8K
$3.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-187- 5.95% |
$28.6K - $32K
|
2.96K
$456K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-190- 2.86% |
$29K - $32.5K
|
6.46K
$997K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-190- 1.69% |
$29K - $32.5K
|
11.1K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-191- 2.21% |
$29.2K - $32.7K
|
8.46K
$1.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-192- 1.84% |
$29.4K - $32.8K
|
10.2K
$1.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-192- 1.48% |
$29.4K - $32.8K
|
12.7K
$1.97M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
SELL
|
- |
-193- 3.51% |
$29.5K - $33K
|
5.3K
$819K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-194- 3.02% |
$29.7K - $33.2K
|
6.22K
$961K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-194- 0.97% |
$29.7K - $33.2K
|
19.7K
$3.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-195- 9.48% |
$29.8K - $33.4K
|
1.86K
$288K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-197- 1.22% |
$30.1K - $33.7K
|
16K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-198- 3.53% |
$30.3K - $33.9K
|
5.41K
$836K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-198- 2.52% |
$30.3K - $33.9K
|
7.65K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-199- 10.82% |
$30.4K - $34K
|
1.64K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-199- 0.54% |
$30.4K - $34K
|
36.8K
$5.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-200- 1.0% |
$30.6K - $34.2K
|
19.9K
$3.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-200- 1.97% |
$30.6K - $34.2K
|
9.95K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 0.68% |
$30.6K - $34.2K
|
29.3K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-200- 0.41% |
$30.6K - $34.2K
|
48.2K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 1.98% |
$30.6K - $34.2K
|
9.9K
$1.53M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-200- 0.41% |
$30.6K - $34.2K
|
48.2K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-201- 0.56% |
$30.7K - $34.4K
|
35.4K
$5.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-205- 2.18% |
$31.3K - $35.1K
|
9.22K
$1.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-205- 2.13% |
$31.3K - $35.1K
|
9.43K
$1.46M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-205- 2.13% |
$31.3K - $35.1K
|
9.43K
$1.46M
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-206- 1.82% |
$31.5K - $35.2K
|
11.1K
$1.71M
|