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 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
2.18K+ 2.29% |
$328K - $375K
|
97.2K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.15K+ 5.19% |
$324K - $370K
|
43.5K
$6.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.15K+ 144.25% |
$323K - $370K
|
3.63K
$542K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.14K+ 7.2% |
$323K - $370K
|
31.9K
$4.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
2.13K+ 48.97% |
$321K - $368K
|
6.49K
$969K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.13KNew |
$321K - $368K
|
2.13K
$318K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.13K+ 21.99% |
$321K - $367K
|
11.8K
$1.76M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
2.12KNew |
$320K - $366K
|
2.12K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.12K+ 2.38% |
$319K - $365K
|
91.1K
$13.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.11K+ 135.6% |
$318K - $364K
|
3.67K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.11K+ 2.1% |
$317K - $363K
|
102K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.09KNew |
$315K - $360K
|
2.09K
$312K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.08K+ 23.73% |
$314K - $359K
|
10.9K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.07K+ 89.32% |
$311K - $356K
|
4.38K
$653K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
2.06KNew |
$310K - $355K
|
2.06K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.03KNew |
$305K - $350K
|
2.03K
$303K
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.03K+ 2.42% |
$305K - $350K
|
85.7K
$12.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Reaves W H & CO Inc
|
BUY
|
- |
2K+ 100.0% |
$301K - $345K
|
4K
$597K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2K+ 14.26% |
$301K - $344K
|
16K
$2.39M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.99K+ 29.07% |
$299K - $343K
|
8.82K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.97K+ 17.25% |
$297K - $340K
|
13.4K
$2M
|
|
|
Jul 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.7% |
$297K - $340K
|
74.9K
$11.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.97KNew |
$296K - $339K
|
1.97K
$293K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
1.95KNew |
$294K - $336K
|
1.95K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
1.95K+ 1.79% |
$294K - $336K
|
111K
$16.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.92K+ 22.46% |
$289K - $331K
|
10.5K
$1.56M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.91K+ 9.85% |
$288K - $330K
|
21.3K
$3.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.91K+ 1.08% |
$288K - $329K
|
178K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.9KNew |
$287K - $328K
|
1.9K
$284K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.9K+ 9.52% |
$285K - $327K
|
21.8K
$3.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.89K+ 3.95% |
$284K - $325K
|
49.6K
$7.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1.88K+ 5.59% |
$284K - $325K
|
35.6K
$5.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.88K+ 3.99% |
$283K - $323K
|
48.9K
$7.3M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.85K+ 19.5% |
$279K - $319K
|
11.4K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.84K+ 50.45% |
$278K - $318K
|
5.5K
$820K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.81K+ 3.96% |
$273K - $313K
|
47.6K
$7.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.81K+ 47.39% |
$273K - $313K
|
5.64K
$841K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.81K+ 10.97% |
$272K - $312K
|
18.3K
$2.73M
|
|
|
Jul 24, 2023
Q2 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
1.8K+ 1.93% |
$271K - $310K
|
95.3K
$14.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 0.23% |
$270K - $309K
|
767K
$114M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.78K+ 13.5% |
$268K - $307K
|
15K
$2.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.77K+ 5.4% |
$267K - $306K
|
34.6K
$5.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.75K+ 7.68% |
$263K - $301K
|
24.5K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.75K+ 3.72% |
$263K - $301K
|
48.7K
$7.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.74KNew |
$262K - $300K
|
1.74K
$260K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.73K+ 23.11% |
$261K - $299K
|
9.23K
$1.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.73K+ 0.33% |
$261K - $298K
|
532K
$79.4M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.73K+ 3.8% |
$261K - $298K
|
47.2K
$7.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
BUY
|
- |
1.73K+ 3.94% |
$260K - $298K
|
45.6K
$6.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
1.73KNew |
$260K - $298K
|
1.73K
$258K
|