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 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
202+ 0.67% |
$30.4K - $34.8K
|
30.3K
$4.53M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
200+ 232.56% |
$30.1K - $34.5K
|
286
$42.7K
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
200+ 5.82% |
$30.1K - $34.5K
|
3.64K
$543K
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 33.33% |
$30.1K - $34.5K
|
800
$119K
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
200+ 6.96% |
$30.1K - $34.5K
|
3.07K
$459K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
199+ 2.0% |
$30K - $34.3K
|
10.2K
$1.52M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
199+ 12.86% |
$30K - $34.3K
|
1.75K
$261K
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
199+ 0.27% |
$30K - $34.3K
|
75K
$11.2M
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
198+ 8.29% |
$29.8K - $34.1K
|
2.59K
$386K
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
198+ 0.6% |
$29.8K - $34.1K
|
33.1K
$4.94M
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
197+ 2.41% |
$29.7K - $34K
|
8.36K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
197+ 2.93% |
$29.7K - $34K
|
6.91K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
197+ 0.14% |
$29.7K - $34K
|
145K
$21.7M
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
196+ 11.84% |
$29.5K - $33.8K
|
1.85K
$277K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
195+ 2.62% |
$29.4K - $33.6K
|
7.65K
$1.14M
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
195+ 7.89% |
$29.4K - $33.6K
|
2.67K
$398K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
195+ 2.31% |
$29.4K - $33.6K
|
8.65K
$1.29M
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
194+ 2.04% |
$29.2K - $33.5K
|
9.73K
$1.45M
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
194+ 0.8% |
$29.2K - $33.5K
|
24.3K
$3.64M
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
194+ 0.32% |
$29.2K - $33.5K
|
61K
$9.1M
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
194+ 1.12% |
$29.2K - $33.5K
|
17.5K
$2.62M
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
190+ 0.47% |
$28.6K - $32.8K
|
40.9K
$6.11M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
190+ 1.08% |
$28.6K - $32.8K
|
17.8K
$2.65M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
189+ 2.48% |
$28.5K - $32.6K
|
7.8K
$1.16M
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
189+ 3.13% |
$28.5K - $32.6K
|
6.23K
$930K
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
186+ 2.27% |
$28K - $32.1K
|
8.38K
$1.25M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
185+ 0.18% |
$27.9K - $31.9K
|
105K
$15.6M
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
184+ 1.21% |
$27.7K - $31.7K
|
15.3K
$2.29M
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
183+ 0.5% |
$27.6K - $31.6K
|
36.8K
$5.49M
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
181+ 2.6% |
$27.3K - $31.2K
|
7.15K
$1.07M
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
181+ 9.24% |
$27.3K - $31.2K
|
2.14K
$319K
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
180+ 10.68% |
$27.1K - $31K
|
1.87K
$279K
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
180+ 2.36% |
$27.1K - $31K
|
7.81K
$1.17M
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
180+ 0.71% |
$27.1K - $31K
|
25.7K
$3.83M
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
180+ 1.08% |
$27.1K - $31K
|
16.8K
$2.51M
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
179+ 1.1% |
$27K - $30.9K
|
16.4K
$2.46M
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
177+ 1.79% |
$26.7K - $30.5K
|
10.1K
$1.5M
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
176+ 0.81% |
$26.5K - $30.3K
|
22K
$3.29M
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
176+ 0.6% |
$26.5K - $30.3K
|
29.7K
$4.43M
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
174+ 8.22% |
$26.2K - $30K
|
2.29K
$342K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
174+ 5.61% |
$26.2K - $30K
|
3.27K
$489K
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
172+ 0.08% |
$25.9K - $29.7K
|
206K
$30.7M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
172+ 1.91% |
$25.9K - $29.7K
|
9.19K
$1.37M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
172+ 1.98% |
$25.9K - $29.7K
|
8.87K
$1.33M
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
170+ 1.62% |
$25.6K - $29.3K
|
10.6K
$1.59M
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
169New |
$25.5K - $29.1K
|
169
$25.2K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
168+ 0.42% |
$25.3K - $29K
|
40.6K
$6.07M
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
166+ 1.08% |
$25K - $28.6K
|
15.6K
$2.33M
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
166+ 2.29% |
$25K - $28.6K
|
7.41K
$1.11M
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
165+ 7.35% |
$24.9K - $28.5K
|
2.41K
$360K
|