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
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
456+ 21.64% |
$68.7K - $78.6K
|
2.56K
$391K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
455+ 0.33% |
$68.5K - $78.5K
|
136K
$20.8M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
454+ 5.9% |
$68.4K - $78.3K
|
8.14K
$1.24M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
451+ 2.45% |
$67.9K - $77.8K
|
18.9K
$2.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
445+ 1.59% |
$67K - $76.7K
|
28.4K
$4.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
444+ 5.83% |
$66.9K - $76.6K
|
8.07K
$1.23M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
444+ 4.16% |
$66.9K - $76.6K
|
11.1K
$1.7M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
442+ 126.29% |
$66.6K - $76.2K
|
792
$121K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
438+ 2.57% |
$66K - $75.5K
|
17.5K
$2.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
438+ 15.43% |
$66K - $75.5K
|
3.28K
$500K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
438+ 2.54% |
$66K - $75.5K
|
17.7K
$2.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
434+ 0.19% |
$65.4K - $74.8K
|
231K
$35.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
432+ 9.25% |
$65.1K - $74.5K
|
5.1K
$779K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
428+ 46.22% |
$64.5K - $73.8K
|
1.35K
$207K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
426+ 0.84% |
$64.2K - $73.5K
|
51.2K
$7.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
424+ 3.82% |
$63.9K - $73.1K
|
11.5K
$1.76M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
424+ 0.84% |
$63.9K - $73.1K
|
51.2K
$7.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
417+ 0.83% |
$62.8K - $71.9K
|
50.9K
$7.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
415+ 0.99% |
$62.5K - $71.6K
|
42.3K
$6.45M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
414+ 0.85% |
$62.4K - $71.4K
|
49.2K
$7.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
413+ 3.03% |
$62.2K - $71.2K
|
14.1K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
413+ 0.42% |
$62.2K - $71.2K
|
97.9K
$14.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
412+ 298.55% |
$62.1K - $71K
|
550
$83.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
412+ 6.85% |
$62.1K - $71K
|
6.43K
$981K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
410+ 3.55% |
$61.8K - $70.7K
|
12K
$1.82M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
409+ 3.51% |
$61.6K - $70.5K
|
12.1K
$1.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
406+ 6.17% |
$61.2K - $70K
|
6.99K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
405+ 4.0% |
$61K - $69.8K
|
10.5K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
403+ 9.95% |
$60.7K - $69.5K
|
4.45K
$679K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
401+ 6.74% |
$60.4K - $69.1K
|
6.35K
$969K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
401+ 11.52% |
$60.4K - $69.1K
|
3.88K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
401+ 1.49% |
$60.4K - $69.1K
|
27.4K
$4.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
400+ 31.62% |
$60.2K - $69K
|
1.67K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
397+ 10.66% |
$59.8K - $68.5K
|
4.12K
$629K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
396+ 4.23% |
$59.6K - $68.3K
|
9.76K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
395+ 2.03% |
$59.5K - $68.1K
|
19.9K
$3.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
394+ 2.4% |
$59.3K - $67.9K
|
16.8K
$2.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
393+ 3.62% |
$59.2K - $67.8K
|
11.2K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
391+ 3.68% |
$58.9K - $67.4K
|
11K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
389+ 4.0% |
$58.6K - $67.1K
|
10.1K
$1.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
387+ 0.21% |
$58.3K - $66.7K
|
189K
$28.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
384+ 1.0% |
$57.8K - $66.2K
|
38.8K
$5.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
382+ 1.78% |
$57.5K - $65.9K
|
21.8K
$3.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
380+ 0.25% |
$57.2K - $65.5K
|
150K
$22.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
377+ 6.78% |
$56.8K - $65K
|
5.94K
$906K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
375+ 0.62% |
$56.5K - $64.7K
|
60.6K
$9.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
375+ 0.2% |
$56.5K - $64.7K
|
186K
$28.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
374+ 1.64% |
$56.3K - $64.5K
|
23.2K
$3.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
374+ 6.45% |
$56.3K - $64.5K
|
6.18K
$942K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
371+ 5.53% |
$55.9K - $64K
|
7.08K
$1.08M
|