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
|
Rede Wealth, LLC
|
SELL
|
- |
-887- 28.73% |
$136K - $152K
|
2.2K
$328K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-889- 30.35% |
$136K - $152K
|
2.04K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-894- 3.28% |
$137K - $153K
|
26.4K
$3.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-895- 11.32% |
$137K - $153K
|
7.01K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-900- 4.71% |
$138K - $154K
|
18.2K
$2.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-906- 2.9% |
$139K - $155K
|
30.3K
$4.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-912- 18.3% |
$139K - $156K
|
4.07K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-927- 10.22% |
$142K - $159K
|
8.15K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-933- 3.72% |
$143K - $160K
|
24.2K
$3.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-952- 0.19% |
$146K - $163K
|
514K
$76.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-965- 3.72% |
$148K - $165K
|
25K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-966- 9.48% |
$148K - $165K
|
9.22K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-967- 56.55% |
$148K - $165K
|
743
$111K
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-970- 11.32% |
$148K - $166K
|
7.6K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-979- 42.81% |
$150K - $167K
|
1.31K
$195K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-982- 7.97% |
$150K - $168K
|
11.3K
$1.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-983- 10.6% |
$150K - $168K
|
8.29K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-996- 1.37% |
$152K - $170K
|
71.6K
$10.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-997- 27.11% |
$152K - $171K
|
2.68K
$400K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1K- 2.92% |
$153K - $171K
|
33.2K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1K- 6.21% |
$153K - $172K
|
15.2K
$2.26M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1K- 28.21% |
$153K - $172K
|
2.55K
$381K
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.01K- 3.56% |
$154K - $172K
|
27.3K
$4.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 1.3% |
$155K - $173K
|
76.6K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.01K- 6.59% |
$155K - $173K
|
14.3K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.01K- 18.35% |
$155K - $173K
|
4.51K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.03K- 3.1% |
$157K - $176K
|
32.1K
$4.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.03K- 1.28% |
$158K - $176K
|
79.4K
$11.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.03K- 7.79% |
$158K - $177K
|
12.2K
$1.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.04K- 8.33% |
$159K - $178K
|
11.4K
$1.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.04K- 16.92% |
$159K - $178K
|
5.1K
$761K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.04K- 1.6% |
$159K - $178K
|
63.9K
$9.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.05K- 10.41% |
$160K - $179K
|
9.01K
$1.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.07K- 3.72% |
$163K - $182K
|
27.6K
$4.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.07K- 2.5% |
$164K - $183K
|
41.8K
$6.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.07K- 27.65% |
$164K - $184K
|
2.81K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.09K- 16.47% |
$166K - $186K
|
5.51K
$822K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.09K- 0.58% |
$167K - $186K
|
188K
$28M
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.1K- 1.61% |
$168K - $188K
|
66.9K
$9.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.1K- 2.93% |
$168K - $188K
|
36.4K
$5.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.11K- 2.42% |
$169K - $190K
|
44.7K
$6.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13K- 0.95% |
$173K - $194K
|
118K
$17.7M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.13K- 0.95% |
$173K - $194K
|
118K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 4.36% |
$174K - $195K
|
25K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.15K- 5.36% |
$175K - $196K
|
20.2K
$3.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.18K- 6.27% |
$180K - $201K
|
17.6K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.18K- 8.91% |
$180K - $201K
|
12K
$1.79M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.18K- 1.1% |
$180K - $201K
|
105K
$15.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.18K- 21.86% |
$181K - $202K
|
4.23K
$630K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 20.16% |
$182K - $204K
|
4.71K
$703K
|