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 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-18- 0.49% |
$2.75K - $3.08K
|
3.63K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-18- 0.11% |
$2.75K - $3.08K
|
16.4K
$2.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-19- 1.49% |
$2.9K - $3.25K
|
1.26K
$197K
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-19- 0.14% |
$2.9K - $3.25K
|
13.5K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-19- 0.18% |
$2.9K - $3.25K
|
10.4K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-19- 0.14% |
$2.9K - $3.25K
|
13.1K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 0.57% |
$3.06K - $3.42K
|
3.52K
$552K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-21- 0.67% |
$3.21K - $3.59K
|
3.13K
$492K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 4.41% |
$3.21K - $3.59K
|
455
$71.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-21- 2.93% |
$3.21K - $3.59K
|
695
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-21- 0.14% |
$3.21K - $3.59K
|
15.4K
$2.42M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-21- 1.28% |
$3.21K - $3.59K
|
1.62K
$255K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-22- 1.08% |
$3.36K - $3.76K
|
2.01K
$315K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-22- 0.66% |
$3.36K - $3.76K
|
3.31K
$519K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-22- 0.89% |
$3.36K - $3.76K
|
2.45K
$384K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-22- 0.32% |
$3.36K - $3.76K
|
6.79K
$1.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-22- 0.92% |
$3.36K - $3.76K
|
2.38K
$374K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-22- 0.07% |
$3.36K - $3.76K
|
29.4K
$4.62M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22- 1.03% |
$3.36K - $3.76K
|
2.12K
$332K
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-23- 0.57% |
$3.52K - $3.93K
|
4K
$628K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-23- 1.52% |
$3.52K - $3.93K
|
1.49K
$234K
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-23- 0.37% |
$3.52K - $3.93K
|
6.27K
$984K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.38% |
$3.52K - $3.93K
|
6.09K
$955K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.52% |
$3.67K - $4.1K
|
4.64K
$727K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-24- 6.23% |
$3.67K - $4.1K
|
361
$56.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-24- 22.02% |
$3.67K - $4.1K
|
85
$13.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-24- 1.27% |
$3.67K - $4.1K
|
1.86K
$292K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-24- 0.25% |
$3.67K - $4.1K
|
9.71K
$1.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-25- 1.49% |
$3.82K - $4.28K
|
1.66K
$260K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 0.4% |
$3.82K - $4.28K
|
6.16K
$966K
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-25- 0.2% |
$3.82K - $4.28K
|
12.5K
$1.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-25- 0.24% |
$3.82K - $4.28K
|
10.5K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-25- 28.74% |
$3.82K - $4.28K
|
62
$9.73K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25- 0.75% |
$3.82K - $4.28K
|
3.32K
$521K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-25- 0.78% |
$3.82K - $4.28K
|
3.17K
$498K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-25- 1.05% |
$3.82K - $4.28K
|
2.36K
$371K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-25- 0.09% |
$3.82K - $4.28K
|
27.7K
$4.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-26- 0.45% |
$3.97K - $4.45K
|
5.7K
$894K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-26- 0.14% |
$3.97K - $4.45K
|
19.2K
$3.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-26- 0.66% |
$3.97K - $4.45K
|
3.89K
$611K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26- 1.98% |
$3.97K - $4.45K
|
1.29K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-27- 0.06% |
$4.13K - $4.62K
|
43.8K
$6.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-28- 0.3% |
$4.28K - $4.79K
|
9.4K
$1.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-28- 1.41% |
$4.28K - $4.79K
|
1.95K
$307K
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-28- 1.18% |
$4.28K - $4.79K
|
2.34K
$367K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-28- 0.47% |
$4.28K - $4.79K
|
5.95K
$933K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-29- 0.35% |
$4.43K - $4.96K
|
8.2K
$1.29M
|
|
|
Oct 13, 2023
Q3 2023
|
Dash Acquisitions Inc.
|
SELL
|
- |
-30- 0.91% |
$4.59K - $5.13K
|
3.28K
$515K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-30- 0.25% |
$4.59K - $5.13K
|
12.1K
$1.9M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-30- 0.29% |
$4.59K - $5.13K
|
10.2K
$1.6M
|