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 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.19K- 32.52% |
$182K - $204K
|
2.47K
$369K
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.2K- 0.04% |
$183K - $205K
|
2.84M
$423M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.21K- 12.35% |
$185K - $207K
|
8.58K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.21K- 1.66% |
$185K - $207K
|
71.9K
$10.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.22K- 2.8% |
$186K - $208K
|
42.3K
$6.32M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.22K- 14.3% |
$187K - $209K
|
7.33K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.24K- 22.16% |
$189K - $211K
|
4.34K
$647K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.24K- 28.57% |
$189K - $212K
|
3.1K
$462K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 1.64% |
$190K - $212K
|
74.7K
$11.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.24K- 1.2% |
$190K - $213K
|
103K
$15.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 10.3% |
$191K - $214K
|
10.9K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.25K- 3.79% |
$191K - $214K
|
31.7K
$4.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 10.32% |
$192K - $214K
|
10.9K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.25K- 28.64% |
$192K - $214K
|
3.13K
$466K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.25K- 7.7% |
$192K - $214K
|
15K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.26K- 1.02% |
$193K - $216K
|
122K
$18.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1.28K- 0.91% |
$196K - $219K
|
140K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.28K- 26.84% |
$196K - $220K
|
3.5K
$522K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.3K- 2.39% |
$199K - $223K
|
53.2K
$7.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.31K- 9.96% |
$200K - $223K
|
11.8K
$1.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
SELL
|
- |
-1.31K- 6.15% |
$200K - $224K
|
20K
$2.98M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-1.33K- 13.3% |
$203K - $227K
|
8.67K
$1.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 16.22% |
$204K - $228K
|
6.88K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.34K- 7.3% |
$205K - $229K
|
17K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.35K- 3.51% |
$207K - $232K
|
37.3K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.38K- 13.39% |
$212K - $237K
|
8.95K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 10.43% |
$212K - $237K
|
11.9K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.4K- 21.15% |
$214K - $239K
|
5.21K
$777K
|
|
|
Oct 24, 2023
Q3 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.41K- 1.19% |
$215K - $240K
|
117K
$17.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.41K- 2.22% |
$215K - $241K
|
62K
$9.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-1.43K- 0.61% |
$219K - $245K
|
232K
$34.7M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.44K- 0.11% |
$220K - $246K
|
1.3M
$194M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.44K- 2.04% |
$220K - $246K
|
69K
$10.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1.48K- 17.72% |
$225K - $252K
|
6.85K
$1.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.48K- 4.08% |
$227K - $254K
|
34.9K
$5.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.49K- 20.15% |
$228K - $255K
|
5.91K
$881K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.5K- 2.88% |
$229K - $256K
|
50.4K
$7.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1.5K- 12.72% |
$229K - $256K
|
10.3K
$1.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.52K- 23.9% |
$232K - $259K
|
4.82K
$720K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.52K- 16.8% |
$232K - $259K
|
7.51K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.52K- 13.59% |
$232K - $260K
|
9.65K
$1.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.52K- 0.25% |
$233K - $260K
|
597K
$89.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-1.54K- 50.63% |
$235K - $263K
|
1.5K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.56K- 1.84% |
$238K - $267K
|
83.4K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.56K- 5.84% |
$239K - $267K
|
25.2K
$3.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.57K- 1.02% |
$239K - $268K
|
153K
$22.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.57K- 12.24% |
$240K - $269K
|
11.3K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Foundation Resource Management Inc
|
SELL
|
- |
-1.58K- 0.67% |
$242K - $270K
|
236K
$35.2M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.58K- 14.57% |
$242K - $271K
|
9.27K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.58K- 21.73% |
$242K - $271K
|
5.71K
$851K
|