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 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
845+ 3.64% |
$127K - $146K
|
24K
$3.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
833+ 6.88% |
$125K - $144K
|
12.9K
$1.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
829+ 2.45% |
$125K - $143K
|
34.7K
$5.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
826+ 1.12% |
$124K - $142K
|
74.7K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
825+ 3.96% |
$124K - $142K
|
21.7K
$3.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
821+ 12.69% |
$124K - $142K
|
7.29K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
816+ 7.14% |
$123K - $141K
|
12.2K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
814+ 3.29% |
$123K - $140K
|
25.5K
$3.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
802+ 22.85% |
$121K - $138K
|
4.31K
$644K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
800+ 29.04% |
$120K - $138K
|
3.56K
$531K
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
799+ 13.37% |
$120K - $138K
|
6.78K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
794+ 20.34% |
$120K - $137K
|
4.7K
$701K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
792+ 9.53% |
$119K - $137K
|
9.1K
$1.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
786+ 2.06% |
$118K - $136K
|
38.9K
$5.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
785+ 6.58% |
$118K - $135K
|
12.7K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
779+ 1.37% |
$117K - $134K
|
57.7K
$8.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
776+ 3.27% |
$117K - $134K
|
24.5K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
BUY
|
- |
769+ 21.67% |
$116K - $133K
|
4.32K
$645K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
760+ 12.09% |
$114K - $131K
|
7.05K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
759+ 4.37% |
$114K - $131K
|
18.1K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
758+ 11.52% |
$114K - $131K
|
7.34K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
756+ 29.58% |
$114K - $130K
|
3.31K
$495K
|
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
752+ 67.14% |
$113K - $130K
|
1.87K
$280K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
751+ 1.74% |
$113K - $130K
|
44K
$6.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
750+ 6.53% |
$113K - $129K
|
12.2K
$1.83M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
746+ 2.3% |
$112K - $129K
|
33.2K
$4.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
745+ 3.13% |
$112K - $128K
|
24.5K
$3.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
745+ 6.79% |
$112K - $128K
|
11.7K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
737+ 0.68% |
$111K - $127K
|
109K
$16.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
734+ 2.89% |
$111K - $127K
|
26.1K
$3.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
733+ 9.8% |
$110K - $126K
|
8.21K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
732+ 4.32% |
$110K - $126K
|
17.7K
$2.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
732+ 0.83% |
$110K - $126K
|
89.2K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
729+ 0.75% |
$110K - $126K
|
98.3K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
726+ 1.2% |
$109K - $125K
|
61.4K
$9.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
721+ 1.08% |
$109K - $124K
|
67.3K
$10M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
713+ 1.96% |
$107K - $123K
|
37K
$5.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
713+ 2.8% |
$107K - $123K
|
26.1K
$3.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
711+ 4.57% |
$107K - $123K
|
16.3K
$2.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
708+ 13.28% |
$107K - $122K
|
6.04K
$902K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
705+ 1.81% |
$106K - $122K
|
39.6K
$5.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
700+ 17.16% |
$105K - $121K
|
4.78K
$714K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
697+ 8.73% |
$105K - $120K
|
8.68K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
694+ 1.74% |
$105K - $120K
|
40.6K
$6.07M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
691+ 12.68% |
$104K - $119K
|
6.14K
$917K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
690+ 242.96% |
$104K - $119K
|
974
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
690+ 0.48% |
$104K - $119K
|
143K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
690+ 6.06% |
$104K - $119K
|
12.1K
$1.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
686+ 12.14% |
$103K - $118K
|
6.34K
$947K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
673+ 8.8% |
$101K - $116K
|
8.32K
$1.24M
|