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 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
542+ 6.88% |
$81.6K - $93.5K
|
8.42K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
539+ 10.05% |
$81.2K - $92.9K
|
5.9K
$882K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
537+ 10.47% |
$80.9K - $92.6K
|
5.66K
$846K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
536+ 6.52% |
$80.7K - $92.4K
|
8.76K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
534+ 2.4% |
$80.4K - $92.1K
|
22.8K
$3.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
533+ 17.52% |
$80.3K - $91.9K
|
3.58K
$534K
|
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
526+ 29.99% |
$79.2K - $90.7K
|
2.28K
$340K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
526+ 3.85% |
$79.2K - $90.7K
|
14.2K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
525+ 1.0% |
$79.1K - $90.5K
|
52.9K
$7.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
524+ 2.04% |
$78.9K - $90.4K
|
26.2K
$3.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
524+ 17.72% |
$78.9K - $90.4K
|
3.48K
$520K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
519+ 4.24% |
$78.2K - $89.5K
|
12.8K
$1.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
518+ 15.64% |
$78K - $89.3K
|
3.83K
$572K
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
518+ 1.33% |
$78K - $89.3K
|
39.4K
$5.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
517+ 4.62% |
$77.9K - $89.2K
|
11.7K
$1.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
516+ 13.87% |
$77.7K - $89K
|
4.24K
$633K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
516+ 5.92% |
$77.7K - $89K
|
9.23K
$1.38M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
515+ 2.91% |
$77.6K - $88.8K
|
18.2K
$2.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
515New |
$77.6K - $88.8K
|
515
$76.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
514+ 25.61% |
$77.4K - $88.6K
|
2.52K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
513+ 1.51% |
$77.3K - $88.5K
|
34.5K
$5.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
511+ 16.07% |
$77K - $88.1K
|
3.69K
$551K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
511+ 0.29% |
$77K - $88.1K
|
176K
$26.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
509+ 0.89% |
$76.7K - $87.8K
|
57.5K
$8.58M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
506+ 1.57% |
$76.2K - $87.3K
|
32.6K
$4.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
505+ 9.62% |
$76.1K - $87.1K
|
5.75K
$859K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
505+ 3.38% |
$76.1K - $87.1K
|
15.4K
$2.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
504+ 5.74% |
$75.9K - $86.9K
|
9.28K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
503+ 2.74% |
$75.8K - $86.7K
|
18.9K
$2.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
500+ 35.77% |
$75.3K - $86.2K
|
1.9K
$283K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
500+ 31.73% |
$75.3K - $86.2K
|
2.08K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
500+ 10.98% |
$75.3K - $86.2K
|
5.05K
$755K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
500+ 29.19% |
$75.3K - $86.2K
|
2.21K
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
498+ 4.84% |
$75K - $85.9K
|
10.8K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
495+ 26.04% |
$74.6K - $85.4K
|
2.4K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
495+ 1.3% |
$74.6K - $85.4K
|
38.5K
$5.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
493+ 6.1% |
$74.3K - $85K
|
8.57K
$1.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
493+ 0.71% |
$74.3K - $85K
|
69.7K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
493+ 2.69% |
$74.3K - $85K
|
18.8K
$2.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
493+ 4.89% |
$74.3K - $85K
|
10.6K
$1.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
485+ 11.79% |
$73.1K - $83.6K
|
4.6K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
478+ 1.48% |
$72K - $82.4K
|
32.9K
$4.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
470+ 7.69% |
$70.8K - $81K
|
6.58K
$983K
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
470+ 23.28% |
$70.8K - $81K
|
2.49K
$372K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
469New |
$70.6K - $80.9K
|
469
$70K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
463+ 2.13% |
$69.7K - $79.8K
|
22.2K
$3.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
463+ 1.62% |
$69.7K - $79.8K
|
29K
$4.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
459+ 3.35% |
$69.1K - $79.1K
|
14.2K
$2.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
458+ 4.27% |
$69K - $79K
|
11.2K
$1.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
456+ 0.5% |
$68.7K - $78.6K
|
92K
$13.7M
|