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 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.23K+ 9.47% |
$185K - $211K
|
14.2K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
1.22K+ 1.54% |
$184K - $211K
|
80.6K
$12M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.22K+ 2.22% |
$184K - $211K
|
56.4K
$8.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.22K+ 19.62% |
$183K - $210K
|
7.43K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.22K+ 32.99% |
$183K - $210K
|
4.91K
$733K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.21K+ 30.92% |
$182K - $208K
|
5.11K
$763K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
1.2K+ 4.45% |
$181K - $208K
|
28.2K
$4.22M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
1.2K+ 13.16% |
$181K - $207K
|
10.3K
$1.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.19K+ 13.03% |
$179K - $205K
|
10.3K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.19K+ 2.88% |
$179K - $205K
|
42.3K
$6.32M
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1.18K+ 4.7% |
$178K - $203K
|
26.3K
$3.93M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.18K+ 46.1% |
$177K - $203K
|
3.72K
$556K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.17K+ 4.72% |
$177K - $202K
|
26.1K
$3.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.16K+ 9.28% |
$175K - $201K
|
13.7K
$2.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.16K+ 3.99% |
$175K - $201K
|
30.3K
$4.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
1.15K+ 14.2% |
$174K - $199K
|
9.28K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.15K+ 4.12% |
$173K - $198K
|
29.1K
$4.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.15K+ 2.98% |
$173K - $198K
|
39.7K
$5.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 3.18% |
$173K - $198K
|
37.2K
$5.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.14K+ 3.83% |
$172K - $197K
|
31K
$4.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.14K+ 4.84% |
$171K - $196K
|
24.6K
$3.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.14K+ 18.62% |
$171K - $196K
|
7.24K
$1.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.13K+ 4.97% |
$171K - $196K
|
24K
$3.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.13K+ 4.64% |
$170K - $194K
|
25.4K
$3.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.12K+ 16.83% |
$169K - $193K
|
7.77K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.12K+ 11.72% |
$168K - $193K
|
10.7K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.12K+ 7.18% |
$168K - $192K
|
16.6K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.11K+ 0.67% |
$168K - $192K
|
169K
$25.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.11K+ 71.46% |
$168K - $192K
|
2.67K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 5.16% |
$168K - $192K
|
22.7K
$3.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
1.11K+ 5.45% |
$167K - $191K
|
21.5K
$3.21M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$166K - $191K
|
1.11K
$165K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
1.1K+ 6.43% |
$166K - $190K
|
18.2K
$2.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.1K+ 43.82% |
$166K - $190K
|
3.61K
$539K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.1K+ 16.58% |
$165K - $189K
|
7.7K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.1K+ 12.87% |
$165K - $189K
|
9.61K
$1.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.09K+ 3.54% |
$164K - $188K
|
31.9K
$4.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.09K+ 15.55% |
$164K - $187K
|
8.08K
$1.21M
|
|
|
Jul 20, 2023
Q2 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.09K+ 6.2% |
$163K - $187K
|
18.6K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.08KNew |
$163K - $187K
|
1.08K
$162K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.08K+ 2.76% |
$163K - $187K
|
40.2K
$6.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.07K+ 10.46% |
$160K - $184K
|
11.3K
$1.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.06K+ 11.85% |
$160K - $183K
|
10K
$1.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.06K+ 1.83% |
$160K - $183K
|
58.9K
$8.8M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
1.06K+ 4.93% |
$159K - $182K
|
22.5K
$3.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.06K+ 10.74% |
$159K - $182K
|
10.9K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.05K+ 22.63% |
$158K - $181K
|
5.7K
$851K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.05K+ 4.17% |
$158K - $181K
|
26.2K
$3.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.05K+ 2.1% |
$158K - $181K
|
50.9K
$7.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.04K+ 8.51% |
$157K - $180K
|
13.3K
$1.99M
|