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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100New |
$15.1K - $17.2K
|
100
$14.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
100+ 6.52% |
$15.1K - $17.2K
|
1.63K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
100+ 2.16% |
$15.1K - $17.2K
|
4.72K
$705K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 5.79% |
$15.1K - $17.2K
|
1.83K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
100+ 1.2% |
$15.1K - $17.2K
|
8.41K
$1.26M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
99+ 2.73% |
$14.9K - $17.1K
|
3.72K
$556K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
99+ 4.43% |
$14.9K - $17.1K
|
2.34K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
97+ 3.89% |
$14.6K - $16.7K
|
2.59K
$387K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
96+ 2.21% |
$14.5K - $16.6K
|
4.43K
$662K
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
96+ 6.5% |
$14.5K - $16.6K
|
1.57K
$235K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
96+ 0.52% |
$14.5K - $16.6K
|
18.7K
$2.79M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
95+ 1.07% |
$14.3K - $16.4K
|
8.96K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
95+ 3.18% |
$14.3K - $16.4K
|
3.09K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
95+ 1.69% |
$14.3K - $16.4K
|
5.7K
$852K
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
94+ 0.79% |
$14.2K - $16.2K
|
12K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
94+ 2.16% |
$14.2K - $16.2K
|
4.45K
$665K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
94+ 0.79% |
$14.2K - $16.2K
|
12K
$1.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
93+ 1.76% |
$14K - $16K
|
5.38K
$803K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
93+ 0.32% |
$14K - $16K
|
29.5K
$4.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
93+ 1.98% |
$14K - $16K
|
4.79K
$715K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
93+ 0.23% |
$14K - $16K
|
40.3K
$6.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
91+ 0.99% |
$13.7K - $15.7K
|
9.28K
$1.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
90+ 5.47% |
$13.6K - $15.5K
|
1.73K
$259K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
89+ 1.41% |
$13.4K - $15.3K
|
6.39K
$955K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
89+ 1.0% |
$13.4K - $15.3K
|
9.02K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
88+ 6.18% |
$13.3K - $15.2K
|
1.51K
$226K
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
88+ 0.55% |
$13.3K - $15.2K
|
16.2K
$2.42M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
87+ 1.71% |
$13.1K - $15K
|
5.16K
$771K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
86+ 1.43% |
$13K - $14.8K
|
6.1K
$910K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
86+ 3.19% |
$13K - $14.8K
|
2.78K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
86+ 0.58% |
$13K - $14.8K
|
14.8K
$2.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
85+ 4.55% |
$12.8K - $14.7K
|
1.95K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
85+ 1.24% |
$12.8K - $14.7K
|
6.93K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
84+ 3.56% |
$12.7K - $14.5K
|
2.44K
$365K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
84+ 2.2% |
$12.7K - $14.5K
|
3.9K
$582K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
83+ 0.67% |
$12.5K - $14.3K
|
12.5K
$1.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 1.62% |
$12.5K - $14.3K
|
5.21K
$777K
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
82+ 2.28% |
$12.4K - $14.1K
|
3.69K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
82+ 3.24% |
$12.4K - $14.1K
|
2.61K
$390K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
80+ 1.54% |
$12K - $13.8K
|
5.27K
$787K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
80+ 0.68% |
$12K - $13.8K
|
11.8K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
BUY
|
- |
80+ 0.14% |
$12K - $13.8K
|
56K
$8.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
80+ 0.73% |
$12K - $13.8K
|
11K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
80+ 5.03% |
$12K - $13.8K
|
1.67K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
78+ 1.19% |
$11.7K - $13.5K
|
6.61K
$987K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
78+ 1.36% |
$11.7K - $13.5K
|
5.83K
$870K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
78+ 0.26% |
$11.7K - $13.5K
|
29.6K
$4.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
78+ 1.29% |
$11.7K - $13.5K
|
6.11K
$912K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
78+ 0.76% |
$11.7K - $13.5K
|
10.3K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
77+ 5.41% |
$11.6K - $13.3K
|
1.5K
$224K
|