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 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
164+ 2.54% |
$24.7K - $28.3K
|
6.61K
$988K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
164+ 5.18% |
$24.7K - $28.3K
|
3.33K
$497K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
163+ 0.45% |
$24.6K - $28.1K
|
36.1K
$5.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
163+ 12.93% |
$24.6K - $28.1K
|
1.42K
$213K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
163+ 12.44% |
$24.6K - $28.1K
|
1.47K
$220K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
163+ 0.15% |
$24.6K - $28.1K
|
109K
$16.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
162+ 1.01% |
$24.4K - $27.9K
|
16.2K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
162+ 2.93% |
$24.4K - $27.9K
|
5.7K
$851K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
161+ 0.75% |
$24.2K - $27.8K
|
21.7K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
161New |
$24.2K - $27.8K
|
161
$24K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
160+ 0.93% |
$24.1K - $27.6K
|
17.4K
$2.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
158+ 2.28% |
$23.8K - $27.2K
|
7.1K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
158+ 11.21% |
$23.8K - $27.2K
|
1.57K
$234K
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
158+ 11.21% |
$23.8K - $27.2K
|
1.57K
$234K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
157+ 1.43% |
$23.6K - $27.1K
|
11.1K
$1.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
155+ 4.03% |
$23.3K - $26.7K
|
4.01K
$598K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
154+ 1.62% |
$23.2K - $26.6K
|
9.64K
$1.44M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
154+ 1.17% |
$23.2K - $26.6K
|
13.3K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
154+ 66.67% |
$23.2K - $26.6K
|
385
$57.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153+ 0.9% |
$23K - $26.4K
|
17.1K
$2.55M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
152+ 1.5% |
$22.9K - $26.2K
|
10.3K
$1.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
151+ 1.15% |
$22.7K - $26K
|
13.3K
$1.99M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
150+ 1.96% |
$22.6K - $25.9K
|
7.81K
$1.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
150+ 5.32% |
$22.6K - $25.9K
|
2.97K
$443K
|
|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
BUY
|
- |
150+ 0.34% |
$22.6K - $25.9K
|
44K
$6.57M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150+ 2.42% |
$22.6K - $25.9K
|
6.34K
$947K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
150+ 16.47% |
$22.6K - $25.9K
|
1.06K
$158K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
150+ 2.01% |
$22.6K - $25.9K
|
7.63K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
150+ 3.13% |
$22.6K - $25.9K
|
4.95K
$739K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
149+ 2.35% |
$22.4K - $25.7K
|
6.48K
$967K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
148+ 2.76% |
$22.3K - $25.5K
|
5.51K
$823K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
148+ 1.2% |
$22.3K - $25.5K
|
12.4K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
147+ 1.25% |
$22.1K - $25.3K
|
11.9K
$1.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
146+ 1.79% |
$22K - $25.2K
|
8.3K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
145+ 2.14% |
$21.8K - $25K
|
6.92K
$1.03M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
145+ 17.32% |
$21.8K - $25K
|
982
$147K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
144+ 3.48% |
$21.7K - $24.8K
|
4.29K
$640K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
144+ 1.74% |
$21.7K - $24.8K
|
8.41K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
144+ 6.39% |
$21.7K - $24.8K
|
2.4K
$358K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
143+ 32.65% |
$21.5K - $24.7K
|
581
$86.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
142+ 5.78% |
$21.4K - $24.5K
|
2.6K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
142+ 5.34% |
$21.4K - $24.5K
|
2.8K
$419K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
139+ 2.82% |
$20.9K - $24K
|
5.07K
$756K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
138+ 0.75% |
$20.8K - $23.8K
|
18.6K
$2.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
137+ 5.17% |
$20.6K - $23.6K
|
2.79K
$416K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
137+ 3.66% |
$20.6K - $23.6K
|
3.88K
$580K
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
137+ 3.89% |
$20.6K - $23.6K
|
3.66K
$547K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
136+ 0.5% |
$20.5K - $23.5K
|
27.3K
$4.07M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
135+ 1.33% |
$20.3K - $23.3K
|
10.3K
$1.53M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
133+ 7.01% |
$20K - $22.9K
|
2.03K
$303K
|