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
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.5K+ 35.92% |
$226K - $259K
|
5.68K
$848K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.49K+ 72.03% |
$225K - $258K
|
3.57K
$533K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.49K+ 1.02% |
$224K - $257K
|
148K
$22.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.49K+ 0.53% |
$224K - $256K
|
283K
$42.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.48K+ 46.42% |
$223K - $255K
|
4.67K
$697K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.48K+ 35.8% |
$222K - $255K
|
5.6K
$837K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.47K+ 3.79% |
$221K - $253K
|
40.2K
$6M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.46K+ 3.48% |
$220K - $251K
|
43.3K
$6.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
1.45K+ 13.79% |
$219K - $251K
|
12K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
1.45K+ 2.46% |
$219K - $250K
|
60.4K
$9.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.45K+ 6.69% |
$218K - $249K
|
23.1K
$3.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.44KNew |
$216K - $247K
|
1.44K
$214K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.43K+ 6.77% |
$216K - $247K
|
22.6K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.43K+ 5.56% |
$215K - $246K
|
27.1K
$4.05M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.43K+ 46.97% |
$215K - $246K
|
4.47K
$667K
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.43K+ 6.37% |
$215K - $246K
|
23.8K
$3.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$213K - $244K
|
1.42K
$212K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.41K+ 18.99% |
$212K - $243K
|
8.83K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.41K+ 0.89% |
$212K - $242K
|
159K
$23.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.4KNew |
$210K - $241K
|
1.4K
$208K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.38K+ 0.84% |
$208K - $238K
|
165K
$24.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.38K+ 1.92% |
$207K - $237K
|
73.1K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.37KNew |
$207K - $237K
|
1.37K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
1.37K+ 4.46% |
$206K - $236K
|
32K
$4.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.36K+ 5.07% |
$205K - $235K
|
28.2K
$4.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.36K+ 46.35% |
$205K - $235K
|
4.29K
$641K
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.36K+ 1.45% |
$205K - $234K
|
94.9K
$14.2M
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.35KNew |
$203K - $232K
|
1.35K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.34K+ 4.39% |
$202K - $231K
|
31.9K
$4.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.32KNew |
$199K - $228K
|
1.32K
$198K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.32K+ 9.73% |
$199K - $228K
|
14.9K
$2.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 25.69% |
$198K - $226K
|
6.42K
$959K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.31K+ 86.76% |
$197K - $226K
|
2.82K
$421K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.31KNew |
$197K - $226K
|
1.31K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.31K+ 26.14% |
$197K - $226K
|
6.32K
$944K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.31KNew |
$197K - $226K
|
1.31K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.31KNew |
$197K - $225K
|
1.31K
$195K
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$194K - $222K
|
1.29K
$192K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.28K+ 36.69% |
$193K - $221K
|
4.78K
$714K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.28K+ 11.29% |
$192K - $220K
|
12.6K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
1.27K+ 21.9% |
$192K - $220K
|
7.09K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.27KNew |
$192K - $220K
|
1.27K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.27KNew |
$192K - $219K
|
1.27K
$190K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 2.35% |
$191K - $219K
|
55.2K
$8.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.26K+ 13.57% |
$189K - $217K
|
10.5K
$1.57M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.25K+ 10.42% |
$189K - $216K
|
13.3K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.25K+ 1.71% |
$188K - $216K
|
74.6K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.25K+ 40.54% |
$188K - $216K
|
4.33K
$647K
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.25K+ 4.62% |
$188K - $215K
|
28.3K
$4.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.24K+ 14.62% |
$187K - $214K
|
9.73K
$1.45M
|