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 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
371+ 4.15% |
$55.9K - $64K
|
9.32K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
369+ 9.43% |
$55.6K - $63.6K
|
4.28K
$639K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
368+ 3.2% |
$55.4K - $63.5K
|
11.9K
$1.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
367+ 3.46% |
$55.3K - $63.3K
|
11K
$1.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
366+ 10.3% |
$55.1K - $63.1K
|
3.92K
$585K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
365+ 11.15% |
$55K - $62.9K
|
3.64K
$544K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
364+ 13.79% |
$54.8K - $62.8K
|
3K
$449K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
364+ 0.27% |
$54.8K - $62.8K
|
133K
$19.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
363+ 11.19% |
$54.7K - $62.6K
|
3.61K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
362+ 22.18% |
$54.5K - $62.4K
|
1.99K
$298K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
359+ 0.33% |
$54.1K - $61.9K
|
108K
$16.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
358+ 24.5% |
$53.9K - $61.7K
|
1.82K
$272K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
357+ 2.0% |
$53.8K - $61.6K
|
18.2K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
354+ 1.15% |
$53.3K - $61K
|
31.2K
$4.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
350+ 51.62% |
$52.7K - $60.4K
|
1.03K
$154K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
350+ 2.41% |
$52.7K - $60.4K
|
14.9K
$2.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
350+ 4.97% |
$52.7K - $60.4K
|
7.4K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
344+ 3.07% |
$51.8K - $59.3K
|
11.5K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
344+ 7.05% |
$51.8K - $59.3K
|
5.22K
$780K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
343+ 12.68% |
$51.7K - $59.1K
|
3.05K
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
342+ 6.86% |
$51.5K - $59K
|
5.33K
$796K
|
|
|
Aug 14, 2023
Q2 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
342+ 5.12% |
$51.5K - $59K
|
7.02K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
341+ 3.55% |
$51.4K - $58.8K
|
9.94K
$1.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
339+ 0.49% |
$51.1K - $58.5K
|
69.9K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
339+ 2.41% |
$51.1K - $58.5K
|
14.4K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
339+ 6.79% |
$51.1K - $58.5K
|
5.33K
$796K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
338+ 1.2% |
$50.9K - $58.3K
|
28.5K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
338+ 17.73% |
$50.9K - $58.3K
|
2.24K
$335K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
335+ 14.23% |
$50.5K - $57.8K
|
2.69K
$402K
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
335+ 5.69% |
$50.5K - $57.8K
|
6.22K
$929K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
335New |
$50.5K - $57.8K
|
335
$50K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
333+ 16.44% |
$50.2K - $57.4K
|
2.36K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
330+ 0.72% |
$49.7K - $56.9K
|
46.4K
$6.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
329+ 3.69% |
$49.6K - $56.7K
|
9.25K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
328+ 16.98% |
$49.4K - $56.6K
|
2.26K
$338K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
326+ 5.63% |
$49.1K - $56.2K
|
6.11K
$913K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
326+ 5.52% |
$49.1K - $56.2K
|
6.24K
$931K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
325+ 2.1% |
$49K - $56K
|
15.8K
$2.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
322+ 2.28% |
$48.5K - $55.5K
|
14.5K
$2.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
321+ 12.21% |
$48.3K - $55.4K
|
2.95K
$441K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
320+ 0.81% |
$48.2K - $55.2K
|
39.9K
$5.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
320New |
$48.2K - $55.2K
|
320
$47.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
320+ 2.84% |
$48.2K - $55.2K
|
11.6K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
319+ 2.67% |
$48K - $55K
|
12.3K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
319+ 4.05% |
$48K - $55K
|
8.19K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
319+ 5.71% |
$48K - $55K
|
5.9K
$882K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
319+ 3.59% |
$48K - $55K
|
9.2K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
319+ 2.68% |
$48K - $55K
|
12.2K
$1.83M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
317+ 8.18% |
$47.7K - $54.7K
|
4.19K
$626K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
316+ 2.21% |
$47.6K - $54.5K
|
14.6K
$2.19M
|