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 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
132+ 1.03% |
$19.9K - $22.8K
|
13K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
132+ 0.82% |
$19.9K - $22.8K
|
16.2K
$2.41M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
132+ 3.12% |
$19.9K - $22.8K
|
4.37K
$652K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
131+ 0.8% |
$19.7K - $22.6K
|
16.5K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
131+ 1.72% |
$19.7K - $22.6K
|
7.73K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
130+ 11.17% |
$19.6K - $22.4K
|
1.29K
$193K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
130+ 3.38% |
$19.6K - $22.4K
|
3.98K
$595K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
129+ 1.19% |
$19.4K - $22.2K
|
11K
$1.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
129+ 3.43% |
$19.4K - $22.2K
|
3.89K
$580K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
129+ 1.41% |
$19.4K - $22.2K
|
9.28K
$1.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
128+ 6.42% |
$19.3K - $22.1K
|
2.12K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
128+ 3.67% |
$19.3K - $22.1K
|
3.62K
$540K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
127+ 6.42% |
$19.1K - $21.9K
|
2.11K
$314K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
125+ 2.51% |
$18.8K - $21.6K
|
5.1K
$762K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
124+ 6.16% |
$18.7K - $21.4K
|
2.14K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
123+ 9.37% |
$18.5K - $21.2K
|
1.44K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
123+ 0.5% |
$18.5K - $21.2K
|
24.9K
$3.72M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
122+ 0.64% |
$18.4K - $21K
|
19.3K
$2.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
122+ 8.45% |
$18.4K - $21K
|
1.57K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
122+ 3.02% |
$18.4K - $21K
|
4.16K
$622K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
118+ 2.84% |
$17.8K - $20.3K
|
4.27K
$638K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
118+ 2.87% |
$17.8K - $20.3K
|
4.23K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
118+ 2.45% |
$17.8K - $20.3K
|
4.93K
$736K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
116+ 2.4% |
$17.5K - $20K
|
4.94K
$738K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
114+ 5.15% |
$17.2K - $19.7K
|
2.33K
$348K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
113+ 1.3% |
$17K - $19.5K
|
8.79K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
113+ 0.94% |
$17K - $19.5K
|
12.1K
$1.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
111+ 0.73% |
$16.7K - $19.1K
|
15.3K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
110+ 2.94% |
$16.6K - $19K
|
3.85K
$575K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
109+ 1.02% |
$16.4K - $18.8K
|
10.8K
$1.62M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
108+ 7.14% |
$16.3K - $18.6K
|
1.62K
$242K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
107+ 0.91% |
$16.1K - $18.5K
|
11.9K
$1.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
107+ 4.87% |
$16.1K - $18.5K
|
2.3K
$344K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
105+ 5.63% |
$15.8K - $18.1K
|
1.97K
$294K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
105+ 2.38% |
$15.8K - $18.1K
|
4.52K
$675K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
105+ 0.27% |
$15.8K - $18.1K
|
39.2K
$5.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
104+ 0.39% |
$15.7K - $17.9K
|
26.9K
$4.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
103+ 4.75% |
$15.5K - $17.8K
|
2.27K
$339K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
103+ 0.31% |
$15.5K - $17.8K
|
33.6K
$5.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
102+ 4.68% |
$15.4K - $17.6K
|
2.28K
$341K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
102+ 0.55% |
$15.4K - $17.6K
|
18.7K
$2.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
101+ 6.2% |
$15.2K - $17.4K
|
1.73K
$259K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
101+ 3.87% |
$15.2K - $17.4K
|
2.71K
$405K
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
101+ 0.81% |
$15.2K - $17.4K
|
12.5K
$1.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
101+ 0.34% |
$15.2K - $17.4K
|
29.5K
$4.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
100+ 0.22% |
$15.1K - $17.2K
|
44.9K
$6.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
100+ 4.16% |
$15.1K - $17.2K
|
2.5K
$374K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 1.58% |
$15.1K - $17.2K
|
6.44K
$962K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
100+ 7.82% |
$15.1K - $17.2K
|
1.38K
$206K
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
100+ 7.12% |
$15.1K - $17.2K
|
1.5K
$225K
|