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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
249+ 4.68% |
$37.5K - $42.9K
|
5.57K
$832K
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
247+ 4.04% |
$37.2K - $42.6K
|
6.36K
$949K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
247+ 3.68% |
$37.2K - $42.6K
|
6.95K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
247+ 2.19% |
$37.2K - $42.6K
|
11.5K
$1.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
244+ 1.65% |
$36.8K - $42.1K
|
15.1K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
244+ 1.92% |
$36.8K - $42.1K
|
13K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
243+ 2.8% |
$36.6K - $41.9K
|
8.91K
$1.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
242+ 13.38% |
$36.5K - $41.7K
|
2.05K
$306K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
240+ 2.32% |
$36.1K - $41.4K
|
10.6K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
240+ 1.33% |
$36.1K - $41.4K
|
18.2K
$2.72M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
238+ 2.73% |
$35.8K - $41K
|
8.94K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
237+ 15.73% |
$35.7K - $40.9K
|
1.74K
$260K
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
237+ 8.17% |
$35.7K - $40.9K
|
3.14K
$469K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
236+ 1.18% |
$35.5K - $40.7K
|
20.2K
$3.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
236+ 8.94% |
$35.5K - $40.7K
|
2.88K
$430K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
232+ 3.71% |
$34.9K - $40K
|
6.48K
$968K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
232+ 3.48% |
$34.9K - $40K
|
6.9K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
231+ 4.67% |
$34.8K - $39.8K
|
5.17K
$773K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
231+ 4.58% |
$34.8K - $39.8K
|
5.28K
$788K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
231+ 8.98% |
$34.8K - $39.8K
|
2.8K
$419K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
229+ 8.79% |
$34.5K - $39.5K
|
2.83K
$423K
|
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
228+ 2.3% |
$34.3K - $39.3K
|
10.1K
$1.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
228+ 1.3% |
$34.3K - $39.3K
|
17.7K
$2.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
228+ 1.34% |
$34.3K - $39.3K
|
17.3K
$2.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
227+ 6.64% |
$34.2K - $39.1K
|
3.65K
$544K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
227+ 7.4% |
$34.2K - $39.1K
|
3.3K
$492K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
227+ 6.73% |
$34.2K - $39.1K
|
3.6K
$538K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
227+ 5.33% |
$34.2K - $39.1K
|
4.49K
$670K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
225+ 7.35% |
$33.9K - $38.8K
|
3.29K
$491K
|
|
|
Jul 27, 2023
Q2 2023
|
Inlet Private Wealth, LLC
|
BUY
|
- |
225+ 0.52% |
$33.9K - $38.8K
|
43.6K
$6.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
225+ 8.91% |
$33.9K - $38.8K
|
2.75K
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
225+ 4.39% |
$33.9K - $38.8K
|
5.35K
$799K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
225+ 0.36% |
$33.9K - $38.8K
|
63K
$9.41M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
224+ 4.96% |
$33.7K - $38.6K
|
4.74K
$708K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
223+ 6.04% |
$33.6K - $38.5K
|
3.92K
$585K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
223+ 0.52% |
$33.6K - $38.5K
|
43K
$6.42M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
222+ 2.4% |
$33.4K - $38.3K
|
9.48K
$1.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
216+ 2.38% |
$32.5K - $37.2K
|
9.28K
$1.39M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
214+ 1.5% |
$32.2K - $36.9K
|
14.4K
$2.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
214+ 4.18% |
$32.2K - $36.9K
|
5.33K
$796K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
210+ 17.05% |
$31.6K - $36.2K
|
1.44K
$215K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
210+ 3.19% |
$31.6K - $36.2K
|
6.79K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
209+ 1.14% |
$31.5K - $36K
|
18.5K
$2.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
207+ 2.38% |
$31.2K - $35.7K
|
8.9K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
207+ 1.3% |
$31.2K - $35.7K
|
16.1K
$2.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
206+ 1.99% |
$31K - $35.5K
|
10.6K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
206+ 16.11% |
$31K - $35.5K
|
1.49K
$222K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
205+ 3.82% |
$30.9K - $35.4K
|
5.57K
$832K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
204+ 77.86% |
$30.7K - $35.2K
|
466
$69.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
203+ 11.53% |
$30.6K - $35K
|
1.96K
$293K
|