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 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
315+ 0.44% |
$47.4K - $54.3K
|
71.2K
$10.9M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
315+ 11.61% |
$47.4K - $54.3K
|
3.03K
$462K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
315+ 9.58% |
$47.4K - $54.3K
|
3.6K
$550K
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
314+ 2.86% |
$47.3K - $54.1K
|
11.3K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
313+ 0.5% |
$47.1K - $54K
|
63.1K
$9.62M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
311+ 2.82% |
$46.8K - $53.6K
|
11.3K
$1.73M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
310+ 1.28% |
$46.7K - $53.5K
|
24.6K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
309+ 0.83% |
$46.5K - $53.3K
|
37.5K
$5.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
306+ 2.73% |
$46.1K - $52.8K
|
11.5K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
303+ 18.61% |
$45.6K - $52.2K
|
1.93K
$295K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
300+ 16.48% |
$45.2K - $51.7K
|
2.12K
$324K
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
300+ 14.27% |
$45.2K - $51.7K
|
2.4K
$367K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
299+ 2.44% |
$45K - $51.6K
|
12.5K
$1.91M
|
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
295+ 0.77% |
$44.4K - $50.9K
|
38.6K
$5.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
294+ 0.57% |
$44.3K - $50.7K
|
52.3K
$7.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
294+ 4.4% |
$44.3K - $50.7K
|
6.97K
$1.06M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
293+ 1.4% |
$44.1K - $50.5K
|
21.2K
$3.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
293+ 17.46% |
$44.1K - $50.5K
|
1.97K
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
288+ 1.43% |
$43.4K - $49.7K
|
20.5K
$3.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
287+ 2.53% |
$43.2K - $49.5K
|
11.6K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
285+ 7.08% |
$42.9K - $49.1K
|
4.31K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
282+ 59.12% |
$42.5K - $48.6K
|
759
$116K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
282+ 7.94% |
$42.5K - $48.6K
|
3.83K
$585K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
280+ 2.95% |
$42.2K - $48.3K
|
9.76K
$1.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
280+ 1.11% |
$42.2K - $48.3K
|
25.5K
$3.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
280+ 2.84% |
$42.2K - $48.3K
|
10.1K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
280+ 105.66% |
$42.2K - $48.3K
|
545
$83.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
279+ 2.2% |
$42K - $48.1K
|
13K
$1.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
277+ 6.57% |
$41.7K - $47.8K
|
4.49K
$685K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
276+ 9.14% |
$41.6K - $47.6K
|
3.3K
$503K
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
275+ 0.63% |
$41.4K - $47.4K
|
43.8K
$6.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
274+ 8.83% |
$41.3K - $47.2K
|
3.38K
$516K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
274+ 2.18% |
$41.3K - $47.2K
|
12.8K
$1.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
273+ 0.7% |
$41.1K - $47.1K
|
39.5K
$6.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
272+ 3.05% |
$41K - $46.9K
|
9.19K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
271+ 0.13% |
$40.8K - $46.7K
|
213K
$32.5M
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
270+ 5.79% |
$40.7K - $46.6K
|
4.94K
$753K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
268+ 11.64% |
$40.4K - $46.2K
|
2.57K
$392K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
267+ 21.65% |
$40.2K - $46K
|
1.5K
$229K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
264+ 9.51% |
$39.8K - $45.5K
|
3.04K
$464K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
264+ 5.88% |
$39.8K - $45.5K
|
4.75K
$725K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
263+ 15.49% |
$39.6K - $45.4K
|
1.96K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
262+ 1.45% |
$39.5K - $45.2K
|
18.3K
$2.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
259+ 0.12% |
$39K - $44.7K
|
219K
$33.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
254+ 0.29% |
$38.3K - $43.8K
|
87.7K
$13.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
254+ 9.05% |
$38.3K - $43.8K
|
3.06K
$467K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
251+ 7.89% |
$37.8K - $43.3K
|
3.43K
$524K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
251+ 5.96% |
$37.8K - $43.3K
|
4.46K
$681K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
251+ 7.69% |
$37.8K - $43.3K
|
3.51K
$536K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
249+ 0.96% |
$37.5K - $42.9K
|
26.1K
$3.98M
|