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 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.74K+ 9.44% |
$1.18M - $1.32M
|
89.7K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
7.73KNew |
$1.18M - $1.32M
|
7.73K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
7.64K+ 14.4% |
$1.17M - $1.31M
|
60.7K
$9.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
7.5K+ 33.33% |
$1.15M - $1.28M
|
30K
$4.84M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.47K+ 57.52% |
$1.14M - $1.28M
|
20.5K
$3.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.43K+ 18.95% |
$1.14M - $1.27M
|
46.6K
$7.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.43K+ 5.58% |
$1.14M - $1.27M
|
140K
$22.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.41K+ 1002.84% |
$1.13M - $1.27M
|
8.15K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
7.34K+ 1.93% |
$1.12M - $1.25M
|
387K
$62.5M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
7.32K+ 8.2% |
$1.12M - $1.25M
|
96.6K
$15.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.3K+ 463.24% |
$1.12M - $1.25M
|
8.87K
$1.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.29K+ 3.02% |
$1.11M - $1.25M
|
249K
$40.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
BUY
|
- |
7.27KNew |
$1.11M - $1.24M
|
7.27K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
7.22K+ 7.61% |
$1.1M - $1.23M
|
102K
$16.5M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
7.2K+ 1.5% |
$1.1M - $1.23M
|
486K
$78.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7.19KNew |
$1.1M - $1.23M
|
7.19K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7.18K+ 2.07% |
$1.1M - $1.23M
|
354K
$57.2M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
7.17K+ 9.25% |
$1.1M - $1.23M
|
84.7K
$13.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.11KNew |
$1.09M - $1.22M
|
7.11K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.06K+ 35.53% |
$1.08M - $1.21M
|
26.9K
$4.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.02K+ 0.33% |
$1.07M - $1.2M
|
2.11M
$341M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
7.02K+ 15.12% |
$1.07M - $1.2M
|
53.4K
$8.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.9K+ 9.61% |
$1.06M - $1.18M
|
78.7K
$12.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.8K+ 72.09% |
$1.04M - $1.16M
|
16.2K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.8K+ 3.15% |
$1.04M - $1.16M
|
222K
$35.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.78K+ 35.41% |
$1.04M - $1.16M
|
25.9K
$4.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.66KNew |
$1.02M - $1.14M
|
6.66K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6.63K+ 7.2% |
$1.01M - $1.13M
|
98.7K
$15.9M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.59K+ 2.43% |
$1.01M - $1.13M
|
278K
$44.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.56K+ 27.75% |
$1M - $1.12M
|
30.2K
$4.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
6.55K+ 58.98% |
$1M - $1.12M
|
17.7K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
6.53K+ 270.85% |
$999K - $1.12M
|
8.95K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.51K+ 6.11% |
$996K - $1.11M
|
113K
$18.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
6.49K+ 32.63% |
$993K - $1.11M
|
26.4K
$4.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
6.44K+ 11.44% |
$985K - $1.1M
|
62.7K
$10.1M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.43KNew |
$983K - $1.1M
|
6.43K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
6.39KNew |
$978K - $1.09M
|
6.39K
$1.03M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.38K+ 82.51% |
$975K - $1.09M
|
14.1K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6.38K+ 9.05% |
$975K - $1.09M
|
76.8K
$12.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Ninepoint Partners LP
|
BUY
|
- |
6.34KNew |
$968K - $1.08M
|
6.34K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.29K+ 27.96% |
$961K - $1.08M
|
28.8K
$4.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
6.28K+ 3.81% |
$961K - $1.07M
|
171K
$27.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.27KNew |
$959K - $1.07M
|
6.27K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.24K+ 179.07% |
$955K - $1.07M
|
9.73K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6.22K+ 0.3% |
$951K - $1.06M
|
2.05M
$331M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.21KNew |
$949K - $1.06M
|
6.21K
$1M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
6.2K+ 7.17% |
$948K - $1.06M
|
92.6K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.18K+ 1.45% |
$944K - $1.06M
|
433K
$69.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.17K+ 80.28% |
$943K - $1.06M
|
13.9K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.13K+ 12.59% |
$937K - $1.05M
|
54.8K
$8.85M
|