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
|
Wbh Advisory Inc
|
SELL
|
- |
-298- 3.02% |
$45.6K - $51K
|
9.56K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-300- 1.7% |
$45.9K - $51.3K
|
17.4K
$2.59M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-300- 0.73% |
$45.9K - $51.3K
|
40.8K
$6.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-300- 3.63% |
$45.9K - $51.3K
|
7.97K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-300- 9.0% |
$45.9K - $51.3K
|
3.04K
$453K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-301- 0.31% |
$46K - $51.5K
|
96.2K
$14.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-302- 8.38% |
$46.2K - $51.7K
|
3.3K
$492K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-302- 15.5% |
$46.2K - $51.7K
|
1.65K
$246K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-304- 3.73% |
$46.5K - $52K
|
7.84K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-306- 5.74% |
$46.8K - $52.3K
|
5.03K
$750K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-308- 8.27% |
$47.1K - $52.7K
|
3.42K
$509K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-311- 2.66% |
$47.5K - $53.2K
|
11.4K
$1.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-314- 12.76% |
$48K - $53.7K
|
2.15K
$320K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-315- 9.73% |
$48.2K - $53.9K
|
2.92K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-315- 12.64% |
$48.2K - $53.9K
|
2.18K
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-318- 7.59% |
$48.6K - $54.4K
|
3.87K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-318- 0.98% |
$48.6K - $54.4K
|
32.1K
$4.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-320- 2.77% |
$48.9K - $54.7K
|
11.2K
$1.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-320- 2.19% |
$48.9K - $54.7K
|
14.3K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-320- 6.18% |
$48.9K - $54.7K
|
4.86K
$725K
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-321- 5.32% |
$49.1K - $54.9K
|
5.71K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-321- 3.18% |
$49.1K - $54.9K
|
9.78K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-322- 3.88% |
$49.2K - $55.1K
|
7.98K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-326- 15.61% |
$49.8K - $55.8K
|
1.76K
$263K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-326- 1.63% |
$49.8K - $55.8K
|
19.7K
$2.94M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-328- 6.52% |
$50.1K - $56.1K
|
4.7K
$702K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-329- 0.78% |
$50.3K - $56.3K
|
42K
$6.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-331- 3.45% |
$50.6K - $56.6K
|
9.25K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-331- 0.86% |
$50.6K - $56.6K
|
38.2K
$5.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-339- 4.9% |
$51.8K - $58K
|
6.59K
$982K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-343- 5.76% |
$52.4K - $58.7K
|
5.61K
$837K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-344- 7.87% |
$52.6K - $58.8K
|
4.03K
$600K
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-348- 0.83% |
$53.2K - $59.5K
|
41.5K
$6.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-348- 2.74% |
$53.2K - $59.5K
|
12.4K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-349- 3.44% |
$53.4K - $59.7K
|
9.8K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-349- 2.13% |
$53.4K - $59.7K
|
16.1K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-350- 1.67% |
$53.5K - $59.9K
|
20.6K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-350- 2.81% |
$53.5K - $59.9K
|
12.1K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-350- 0.46% |
$53.5K - $59.9K
|
76K
$11.3M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-356- 4.05% |
$54.4K - $60.9K
|
8.43K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-358- 3.56% |
$54.7K - $61.2K
|
9.7K
$1.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-358- 2.64% |
$54.7K - $61.2K
|
13.2K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-359- 2.05% |
$54.9K - $61.4K
|
17.2K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-361- 6.01% |
$55.2K - $61.7K
|
5.65K
$843K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-361- 2.2% |
$55.2K - $61.7K
|
16.1K
$2.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-362- 14.7% |
$55.3K - $61.9K
|
2.1K
$313K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-362- 0.73% |
$55.3K - $61.9K
|
49.5K
$7.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-366- 3.03% |
$56K - $62.6K
|
11.7K
$1.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-370- 0.46% |
$56.6K - $63.3K
|
79.6K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-370- 3.13% |
$56.6K - $63.3K
|
11.5K
$1.71M
|