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 14, 2023
Q2 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.03K+ 3.82% |
$155K - $177K
|
27.9K
$4.17M
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
1.02K+ 2.38% |
$154K - $176K
|
43.9K
$6.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.02K+ 13.03% |
$153K - $176K
|
8.84K
$1.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.01K+ 2.3% |
$152K - $175K
|
45K
$6.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.01K+ 120.57% |
$152K - $174K
|
1.84K
$275K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
1K+ 37.32% |
$151K - $173K
|
3.69K
$552K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1K+ 61.85% |
$151K - $173K
|
2.62K
$392K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1K+ 5.3% |
$151K - $173K
|
19.9K
$2.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1K+ 2.08% |
$151K - $173K
|
49.1K
$7.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1K+ 17.26% |
$151K - $173K
|
6.81K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1K+ 41.37% |
$151K - $172K
|
3.42K
$510K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
991+ 1.94% |
$149K - $171K
|
52K
$7.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
985+ 17.79% |
$148K - $170K
|
6.52K
$974K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
985+ 29.42% |
$148K - $170K
|
4.33K
$647K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
985+ 135.86% |
$148K - $170K
|
1.71K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
982+ 2.23% |
$148K - $169K
|
45.1K
$6.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
979+ 75.31% |
$147K - $169K
|
2.28K
$340K
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
975+ 13.13% |
$147K - $168K
|
8.4K
$1.25M
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
964+ 19.7% |
$145K - $166K
|
5.86K
$875K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
963+ 24.18% |
$145K - $166K
|
4.95K
$739K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
961+ 1.81% |
$145K - $166K
|
54.2K
$8.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Kidder Stephen W
|
BUY
|
- |
960+ 3.57% |
$145K - $166K
|
27.8K
$4.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
957+ 19.87% |
$144K - $165K
|
5.77K
$862K
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
952+ 69.85% |
$143K - $164K
|
2.32K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
952+ 3.98% |
$143K - $164K
|
24.9K
$3.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
946+ 5.67% |
$142K - $163K
|
17.6K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
944+ 1.27% |
$142K - $163K
|
75K
$11.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
942+ 3.31% |
$142K - $162K
|
29.4K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
941+ 5.73% |
$142K - $162K
|
17.4K
$2.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
939+ 5.25% |
$141K - $162K
|
18.8K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
935+ 21.95% |
$141K - $161K
|
5.19K
$776K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
920+ 3.96% |
$139K - $159K
|
24.1K
$3.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
911+ 12.09% |
$137K - $157K
|
8.45K
$1.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
906+ 21.02% |
$136K - $156K
|
5.22K
$779K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
906+ 37.52% |
$136K - $156K
|
3.32K
$496K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
905+ 2.23% |
$136K - $156K
|
41.5K
$6.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
902+ 3.6% |
$136K - $156K
|
25.9K
$3.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
901+ 0.8% |
$136K - $155K
|
113K
$16.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
900+ 24.56% |
$136K - $155K
|
4.57K
$682K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
899+ 30.22% |
$135K - $155K
|
3.87K
$579K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
899+ 3.52% |
$135K - $155K
|
26.4K
$3.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
878+ 0.84% |
$132K - $151K
|
106K
$15.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
877+ 0.66% |
$132K - $151K
|
135K
$20.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
875+ 3.45% |
$132K - $151K
|
26.2K
$3.91M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
867+ 5.14% |
$131K - $150K
|
17.7K
$2.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
864+ 9.61% |
$130K - $149K
|
9.85K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
860+ 14.5% |
$130K - $148K
|
6.79K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
860+ 11.43% |
$130K - $148K
|
8.39K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
855+ 7.87% |
$129K - $147K
|
11.7K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
851+ 3.71% |
$128K - $147K
|
23.8K
$3.55M
|