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 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-177- 1.16% |
$27.1K - $30.3K
|
15K
$2.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-179- 2.13% |
$27.4K - $30.6K
|
8.23K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-181- 1.03% |
$27.7K - $31K
|
17.4K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-182- 1.95% |
$27.8K - $31.1K
|
9.14K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-182- 6.45% |
$27.8K - $31.1K
|
2.64K
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-183- 1.46% |
$28K - $31.3K
|
12.3K
$1.84M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-185- 5.17% |
$28.3K - $31.6K
|
3.39K
$506K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-186- 0.88% |
$28.4K - $31.8K
|
20.8K
$3.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-187- 5.95% |
$28.6K - $32K
|
2.96K
$441K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-190- 2.86% |
$29K - $32.5K
|
6.46K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-190- 1.69% |
$29K - $32.5K
|
11.1K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-191- 2.21% |
$29.2K - $32.7K
|
8.46K
$1.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-192- 1.84% |
$29.4K - $32.8K
|
10.2K
$1.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-192- 1.48% |
$29.4K - $32.8K
|
12.7K
$1.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
SELL
|
- |
-193- 3.51% |
$29.5K - $33K
|
5.3K
$791K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-194- 3.02% |
$29.7K - $33.2K
|
6.22K
$929K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-194- 0.97% |
$29.7K - $33.2K
|
19.7K
$2.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-195- 9.48% |
$29.8K - $33.4K
|
1.86K
$278K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-197- 1.22% |
$30.1K - $33.7K
|
16K
$2.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-198- 3.53% |
$30.3K - $33.9K
|
5.41K
$808K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-198- 2.52% |
$30.3K - $33.9K
|
7.65K
$1.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-199- 10.82% |
$30.4K - $34K
|
1.64K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-199- 0.54% |
$30.4K - $34K
|
36.8K
$5.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-200- 1.0% |
$30.6K - $34.2K
|
19.9K
$2.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-200- 1.97% |
$30.6K - $34.2K
|
9.95K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 0.68% |
$30.6K - $34.2K
|
29.3K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-200- 0.41% |
$30.6K - $34.2K
|
48.2K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 1.98% |
$30.6K - $34.2K
|
9.9K
$1.48M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-200- 0.41% |
$30.6K - $34.2K
|
48.2K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-201- 0.56% |
$30.7K - $34.4K
|
35.4K
$5.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-205- 2.18% |
$31.3K - $35.1K
|
9.22K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-205- 2.13% |
$31.3K - $35.1K
|
9.43K
$1.41M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-205- 2.13% |
$31.3K - $35.1K
|
9.43K
$1.41M
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-206- 1.82% |
$31.5K - $35.2K
|
11.1K
$1.65M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-207- 0.35% |
$31.6K - $35.4K
|
58.2K
$8.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-208- 3.76% |
$31.8K - $35.6K
|
5.33K
$794K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-211- 4.56% |
$32.3K - $36.1K
|
4.42K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-211- 4.56% |
$32.3K - $36.1K
|
4.42K
$659K
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-214- 3.37% |
$32.7K - $36.6K
|
6.14K
$916K
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-214- 5.08% |
$32.7K - $36.6K
|
4K
$597K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-216- 1.22% |
$33K - $36.9K
|
17.5K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-220- 1.82% |
$33.6K - $37.6K
|
11.9K
$1.77M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-222- 1.54% |
$33.9K - $38K
|
14.2K
$2.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-222- 2.54% |
$33.9K - $38K
|
8.54K
$1.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-225- 2.36% |
$34.4K - $38.5K
|
9.3K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-225- 0.74% |
$34.4K - $38.5K
|
30.1K
$4.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-225- 0.76% |
$34.4K - $38.5K
|
29.4K
$4.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-226- 0.47% |
$34.6K - $38.7K
|
47.6K
$7.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-226- 5.31% |
$34.6K - $38.7K
|
4.03K
$601K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-229- 2.98% |
$35K - $39.2K
|
7.46K
$1.11M
|