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 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.96K- 23.86% |
$299K - $334K
|
6.24K
$963K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.99K- 6.39% |
$304K - $340K
|
29.2K
$4.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.04K- 0.99% |
$311K - $348K
|
204K
$31.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.04K- 0.96% |
$311K - $348K
|
211K
$32.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.09K- 0.2% |
$319K - $357K
|
1.06M
$164M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.1K- 9.93% |
$321K - $359K
|
19K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-2.12K- 24.88% |
$323K - $362K
|
6.39K
$987K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.15K- 9.92% |
$328K - $367K
|
19.5K
$3.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2.16K- 7.06% |
$330K - $369K
|
28.4K
$4.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.17K- 17.41% |
$332K - $371K
|
10.3K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-2.17K- 15.59% |
$332K - $371K
|
11.8K
$1.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-2.2K- 33.92% |
$337K - $377K
|
4.29K
$663K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.2K- 8.85% |
$337K - $377K
|
22.7K
$3.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-2.24K- 1.89% |
$343K - $384K
|
117K
$18M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.27K- 19.01% |
$346K - $387K
|
9.65K
$1.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 7.69% |
$349K - $391K
|
27.4K
$4.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-2.31K- 0.26% |
$353K - $395K
|
895K
$138M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.35K- 2.37% |
$359K - $402K
|
96.7K
$14.9M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.38K- 34.19% |
$364K - $408K
|
4.59K
$708K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 9.44% |
$365K - $408K
|
22.9K
$3.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-2.39K- 1.83% |
$366K - $409K
|
128K
$19.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.4K- 3.36% |
$366K - $410K
|
69K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.41K- 0.63% |
$369K - $412K
|
382K
$58.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.47K- 7.75% |
$378K - $423K
|
29.4K
$4.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
SELL
|
- |
-2.49K- 1.03% |
$381K - $426K
|
240K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.51K- 1.92% |
$384K - $430K
|
129K
$19.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.52K- 19.08% |
$384K - $430K
|
10.7K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.52K- 14.85% |
$385K - $431K
|
14.4K
$2.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-2.53K- 2.33% |
$386K - $432K
|
106K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.54K- 3.34% |
$388K - $434K
|
73.4K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.54K- 2.81% |
$388K - $434K
|
87.8K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.55K- 3.17% |
$389K - $435K
|
77.8K
$12M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.56K- 0.23% |
$391K - $438K
|
1.12M
$173M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.56K- 2.11% |
$392K - $438K
|
119K
$18.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.57K- 26.05% |
$392K - $439K
|
7.28K
$1.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.57K- 46.24% |
$393K - $439K
|
2.99K
$461K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-2.57K- 1.61% |
$393K - $439K
|
157K
$24.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.58K- 12.18% |
$394K - $441K
|
18.6K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.6K- 28.0% |
$397K - $445K
|
6.69K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.61K- 16.3% |
$398K - $446K
|
13.4K
$2.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.64K- 3.9% |
$403K - $451K
|
65K
$10M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.66K- 16.0% |
$407K - $455K
|
14K
$2.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.69K- 1.07% |
$410K - $459K
|
248K
$38.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.69K- 1.31% |
$412K - $461K
|
203K
$31.3M
|
|
|
Apr 04, 2025
Q3 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-2.76K- 60.84% |
$422K - $472K
|
1.78K
$274K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.77K- 3.04% |
$424K - $474K
|
88.4K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.79K- 8.0% |
$427K - $478K
|
32.1K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-2.8K- 65.67% |
$427K - $478K
|
1.46K
$226K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-2.81K- 10.7% |
$429K - $480K
|
23.4K
$3.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.85K- 2.88% |
$435K - $487K
|
95.9K
$14.8M
|