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 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.73K+ 117.32% |
$260K - $298K
|
3.2K
$477K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.72K+ 9.41% |
$259K - $296K
|
20K
$2.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.72KNew |
$259K - $296K
|
1.72K
$256K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.72KNew |
$259K - $296K
|
1.72K
$256K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.72K+ 4.99% |
$259K - $296K
|
36.1K
$5.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.72K+ 7.77% |
$258K - $296K
|
23.8K
$3.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.71KNew |
$258K - $296K
|
1.71K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.71K+ 10.68% |
$258K - $295K
|
17.7K
$2.65M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.68KNew |
$254K - $290K
|
1.68K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.68KNew |
$252K - $289K
|
1.68K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.67K+ 0.48% |
$252K - $288K
|
347K
$51.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.66K+ 0.4% |
$251K - $287K
|
421K
$62.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.66K+ 13.11% |
$250K - $286K
|
14.3K
$2.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.64K+ 9.58% |
$248K - $283K
|
18.8K
$2.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.64K+ 5.85% |
$247K - $283K
|
29.7K
$4.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.64KNew |
$247K - $282K
|
1.64K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.64KNew |
$246K - $282K
|
1.64K
$244K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.63KNew |
$246K - $281K
|
1.63K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.63KNew |
$246K - $281K
|
1.63K
$243K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 123.57% |
$245K - $280K
|
2.94K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.63K+ 0.93% |
$245K - $280K
|
176K
$26.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.63K+ 21.39% |
$245K - $280K
|
9.22K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1.62KNew |
$244K - $279K
|
1.62K
$241K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.62K+ 32.25% |
$243K - $278K
|
6.62K
$988K
|
|
|
Aug 14, 2023
Q2 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
1.62K+ 26.64% |
$243K - $278K
|
7.68K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.59KNew |
$240K - $275K
|
1.59K
$238K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.59KNew |
$240K - $274K
|
1.59K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.59KNew |
$239K - $274K
|
1.59K
$237K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.59K+ 1.94% |
$239K - $273K
|
83.2K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.57K+ 108.34% |
$237K - $271K
|
3.02K
$451K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.57K+ 7.16% |
$236K - $271K
|
23.5K
$3.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.57K+ 265.76% |
$236K - $270K
|
2.16K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.57K+ 1.51% |
$236K - $270K
|
105K
$15.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.56K+ 30.62% |
$235K - $269K
|
6.66K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.56K+ 30.91% |
$235K - $268K
|
6.59K
$984K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 0.92% |
$234K - $268K
|
170K
$25.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.56K+ 4.86% |
$234K - $268K
|
33.5K
$5M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$233K - $267K
|
1.55K
$231K
|
|
|
Jul 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.54KNew |
$233K - $266K
|
1.54K
$230K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
1.54K+ 4.19% |
$232K - $266K
|
38.3K
$5.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1.54K+ 77.56% |
$232K - $265K
|
3.52K
$525K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.53KNew |
$230K - $264K
|
1.53K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.53K+ 101.33% |
$230K - $263K
|
3.04K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.52K+ 73.98% |
$230K - $263K
|
3.58K
$535K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.52K+ 13.08% |
$229K - $263K
|
13.2K
$1.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.52K+ 2.53% |
$229K - $262K
|
61.5K
$9.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
1.52K+ 3.65% |
$228K - $261K
|
43K
$6.42M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.51K+ 21.44% |
$227K - $260K
|
8.55K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
1.51KNew |
$227K - $260K
|
1.51K
$225K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.5K+ 18.22% |
$227K - $259K
|
9.76K
$1.46M
|