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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.66K+ 31.8% |
$400K - $458K
|
11K
$1.64M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 9.41% |
$398K - $456K
|
30.7K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.64K+ 11.15% |
$397K - $455K
|
26.3K
$3.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.62K+ 14.42% |
$394K - $451K
|
20.8K
$3.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
2.61K+ 11.79% |
$394K - $451K
|
24.8K
$3.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.61K+ 7.52% |
$393K - $449K
|
37.3K
$5.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
2.59K+ 11.23% |
$390K - $447K
|
25.7K
$3.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.59K+ 12.45% |
$389K - $446K
|
23.3K
$3.48M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.59K+ 12.45% |
$389K - $446K
|
23.3K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.57KNew |
$387K - $443K
|
2.57K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.55K+ 10.67% |
$384K - $440K
|
26.4K
$3.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.53KNew |
$381K - $436K
|
2.53K
$377K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.52KNew |
$380K - $435K
|
2.52K
$376K
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.5K+ 2.85% |
$377K - $432K
|
90.2K
$13.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.49K+ 3.32% |
$375K - $430K
|
77.5K
$11.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
2.49K+ 1.64% |
$375K - $430K
|
154K
$23M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.47KNew |
$371K - $425K
|
2.47K
$368K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.46K+ 10.11% |
$370K - $423K
|
26.7K
$3.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.45K+ 31.98% |
$369K - $423K
|
10.1K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.45K+ 18.95% |
$369K - $422K
|
15.4K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.44K+ 11.41% |
$368K - $421K
|
23.9K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.44K+ 6.59% |
$367K - $420K
|
39.4K
$5.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.42K+ 2.14% |
$365K - $418K
|
116K
$17.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.41K+ 67.5% |
$363K - $416K
|
5.99K
$893K
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.41KNew |
$363K - $416K
|
2.41K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.39K+ 5.87% |
$360K - $412K
|
43.1K
$6.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.36K+ 12.54% |
$355K - $407K
|
21.2K
$3.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.36K+ 11.13% |
$355K - $406K
|
23.5K
$3.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
2.35K+ 0.78% |
$354K - $406K
|
304K
$45.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.35K+ 9.83% |
$354K - $406K
|
26.3K
$3.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.33K+ 36.18% |
$351K - $402K
|
8.77K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.33K+ 8.93% |
$350K - $401K
|
28.4K
$4.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.32K+ 4.91% |
$349K - $400K
|
49.5K
$7.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.32KNew |
$349K - $400K
|
2.32K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.28K+ 4.23% |
$344K - $394K
|
56.3K
$8.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
2.28K+ 7.34% |
$344K - $394K
|
33.4K
$4.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.28K+ 123.21% |
$343K - $393K
|
4.13K
$615K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.28K+ 3.0% |
$343K - $392K
|
78.2K
$11.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.27K+ 8.11% |
$341K - $391K
|
30.2K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.26K+ 54.6% |
$340K - $390K
|
6.4K
$955K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.25K+ 17.14% |
$339K - $388K
|
15.4K
$2.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.25K+ 14.34% |
$339K - $388K
|
17.9K
$2.68M
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.24K+ 0.55% |
$338K - $387K
|
408K
$60.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.24K+ 11.36% |
$337K - $386K
|
22K
$3.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
2.24KNew |
$337K - $386K
|
2.24K
$334K
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.24K+ 14.14% |
$337K - $386K
|
18.1K
$2.69M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
2.24K+ 99.07% |
$337K - $385K
|
4.49K
$670K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.23KNew |
$336K - $384K
|
2.23K
$333K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2.21K+ 7.78% |
$332K - $380K
|
30.5K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2.2K+ 3.5% |
$331K - $379K
|
65.1K
$9.71M
|