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 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
75+ 12.1% |
$11.3K - $12.9K
|
695
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
75+ 1.51% |
$11.3K - $12.9K
|
5.05K
$754K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
74+ 1.55% |
$11.1K - $12.8K
|
4.84K
$723K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
74+ 1.01% |
$11.1K - $12.8K
|
7.37K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
73+ 0.33% |
$11K - $12.6K
|
22.1K
$3.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
73+ 0.95% |
$11K - $12.6K
|
7.79K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
73+ 0.89% |
$11K - $12.6K
|
8.27K
$1.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
72+ 3.32% |
$10.8K - $12.4K
|
2.24K
$335K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
70+ 4.64% |
$10.5K - $12.1K
|
1.58K
$236K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
70+ 0.37% |
$10.5K - $12.1K
|
18.9K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
70+ 8.09% |
$10.5K - $12.1K
|
935
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
70+ 0.45% |
$10.5K - $12.1K
|
15.6K
$2.33M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
70+ 8.09% |
$10.5K - $12.1K
|
935
$140K
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
69+ 0.3% |
$10.4K - $11.9K
|
23K
$3.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
69+ 0.18% |
$10.4K - $11.9K
|
38K
$5.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
69+ 0.32% |
$10.4K - $11.9K
|
21.7K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
69+ 3.33% |
$10.4K - $11.9K
|
2.14K
$320K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
68+ 3.29% |
$10.2K - $11.7K
|
2.13K
$319K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
66+ 4.39% |
$9.94K - $11.4K
|
1.57K
$234K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
66+ 3.31% |
$9.94K - $11.4K
|
2.06K
$307K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
66+ 0.78% |
$9.94K - $11.4K
|
8.48K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
66+ 0.46% |
$9.94K - $11.4K
|
14.5K
$2.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
66+ 0.32% |
$9.94K - $11.4K
|
20.9K
$3.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
65+ 0.87% |
$9.79K - $11.2K
|
7.57K
$1.13M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
63+ 1.92% |
$9.49K - $10.9K
|
3.34K
$499K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
63+ 0.94% |
$9.49K - $10.9K
|
6.78K
$1.01M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
62+ 1.55% |
$9.34K - $10.7K
|
4.06K
$606K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
62+ 1.4% |
$9.34K - $10.7K
|
4.49K
$671K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
62+ 3.1% |
$9.34K - $10.7K
|
2.06K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
62+ 0.89% |
$9.34K - $10.7K
|
7.01K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
61+ 0.29% |
$9.19K - $10.5K
|
21.3K
$3.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
61+ 0.36% |
$9.19K - $10.5K
|
16.8K
$2.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
60+ 0.48% |
$9.04K - $10.3K
|
12.5K
$1.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
60+ 0.84% |
$9.04K - $10.3K
|
7.17K
$1.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
60+ 2.69% |
$9.04K - $10.3K
|
2.29K
$342K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
59+ 4.32% |
$8.89K - $10.2K
|
1.42K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
59+ 1.3% |
$8.89K - $10.2K
|
4.58K
$684K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
58+ 0.73% |
$8.74K - $10K
|
7.97K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
58+ 0.11% |
$8.74K - $10K
|
50.6K
$7.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
58+ 2.13% |
$8.74K - $10K
|
2.78K
$415K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
58+ 4.28% |
$8.74K - $10K
|
1.41K
$211K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
57+ 2.03% |
$8.59K - $9.83K
|
2.87K
$428K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
56+ 1.32% |
$8.43K - $9.66K
|
4.31K
$643K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
55+ 75.34% |
$8.28K - $9.48K
|
128
$19.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
55+ 0.79% |
$8.28K - $9.48K
|
7.05K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
55+ 0.43% |
$8.28K - $9.48K
|
12.9K
$1.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
55+ 1.06% |
$8.28K - $9.48K
|
5.26K
$786K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
53+ 0.34% |
$7.98K - $9.14K
|
15.8K
$2.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
52+ 2.74% |
$7.83K - $8.97K
|
1.95K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
52+ 3.11% |
$7.83K - $8.97K
|
1.73K
$258K
|