Purchases and Sales Made in Q2 2023 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.39K+ 0.63% |
$510K - $584K
|
538K
$80.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.38K+ 5.58% |
$509K - $582K
|
63.9K
$9.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.36K+ 2.3% |
$506K - $579K
|
149K
$22.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Hendley & CO Inc
|
BUY
|
- |
3.36K+ 5.28% |
$506K - $579K
|
67K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.36KNew |
$505K - $579K
|
3.36K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.33K+ 7.32% |
$502K - $574K
|
48.8K
$7.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 0.75% |
$495K - $566K
|
439K
$65.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.27K+ 17.52% |
$492K - $564K
|
21.9K
$3.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.27K+ 3.37% |
$492K - $564K
|
100K
$15M
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.21K+ 0.61% |
$484K - $554K
|
534K
$79.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.21K+ 15.4% |
$483K - $553K
|
24K
$3.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
3.21KNew |
$483K - $553K
|
3.21K
$478K
|
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
3.2K+ 0.51% |
$482K - $552K
|
627K
$93.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.2K+ 22.74% |
$481K - $551K
|
17.2K
$2.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.2K+ 7.05% |
$481K - $551K
|
48.5K
$7.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.19KNew |
$481K - $551K
|
3.19K
$476K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.19KNew |
$481K - $551K
|
3.19K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.13K+ 23.12% |
$472K - $540K
|
16.7K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.13K+ 1.27% |
$471K - $540K
|
250K
$37.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
3.13K+ 30.91% |
$471K - $539K
|
13.2K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.1K+ 127.46% |
$466K - $534K
|
5.53K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.07KNew |
$462K - $529K
|
3.07K
$458K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.06K+ 9.59% |
$461K - $528K
|
35K
$5.22M
|
|
|
Jul 12, 2023
Q2 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
3.06K+ 22.03% |
$461K - $528K
|
17K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
3.02KNew |
$455K - $521K
|
3.02K
$451K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.01K+ 5.28% |
$453K - $519K
|
60K
$8.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.99K+ 4.99% |
$451K - $516K
|
63K
$9.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Foundation Resource Management Inc
|
BUY
|
- |
2.93K+ 1.25% |
$441K - $505K
|
238K
$35.5M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.92K+ 83.35% |
$440K - $504K
|
6.43K
$959K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.91K+ 3.37% |
$439K - $502K
|
89.3K
$13.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2.91KNew |
$438K - $502K
|
2.91K
$434K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.91K+ 1.0% |
$438K - $501K
|
295K
$44M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.91K+ 4.31% |
$438K - $501K
|
70.4K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.91K+ 3.13% |
$438K - $501K
|
95.7K
$14.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.9K+ 0.79% |
$437K - $500K
|
370K
$55.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
2.9K+ 3.73% |
$436K - $500K
|
80.5K
$12M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
2.89K+ 0.84% |
$435K - $498K
|
347K
$51.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.85K+ 31.36% |
$429K - $491K
|
11.9K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.84K+ 1.32% |
$427K - $489K
|
217K
$32.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.82K+ 5.23% |
$425K - $486K
|
56.8K
$8.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.82K+ 15.18% |
$425K - $486K
|
21.4K
$3.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.8K+ 1.8% |
$422K - $483K
|
158K
$23.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
BUY
|
- |
2.75KNew |
$414K - $474K
|
2.75K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.75KNew |
$414K - $474K
|
2.75K
$410K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.73KNew |
$411K - $471K
|
2.73K
$407K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.73K+ 3.79% |
$411K - $470K
|
74.7K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.72K+ 3.35% |
$410K - $469K
|
83.9K
$12.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.71K+ 5.25% |
$408K - $467K
|
54.4K
$8.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.69K+ 5.2% |
$405K - $463K
|
54.4K
$8.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.68K+ 5.84% |
$403K - $461K
|
48.5K
$7.24M
|