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 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
51+ 3.2% |
$7.68K - $8.79K
|
1.65K
$246K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
51+ 1.7% |
$7.68K - $8.79K
|
3.06K
$457K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
51+ 0.78% |
$7.68K - $8.79K
|
6.61K
$987K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
51+ 31.29% |
$7.68K - $8.79K
|
214
$32K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
51+ 0.67% |
$7.68K - $8.79K
|
7.68K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
50+ 0.36% |
$7.53K - $8.62K
|
14K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
50+ 0.32% |
$7.53K - $8.62K
|
15.7K
$2.35M
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
50+ 3.63% |
$7.53K - $8.62K
|
1.43K
$213K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
48+ 2.31% |
$7.23K - $8.28K
|
2.13K
$317K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
47+ 2.47% |
$7.08K - $8.1K
|
1.95K
$292K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
47+ 0.32% |
$7.08K - $8.1K
|
14.7K
$2.2M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
47+ 0.46% |
$7.08K - $8.1K
|
10.2K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
46+ 0.34% |
$6.93K - $7.93K
|
13.6K
$2.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.13% |
$6.93K - $7.93K
|
2.21K
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
46+ 1.22% |
$6.93K - $7.93K
|
3.82K
$570K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
46+ 0.72% |
$6.93K - $7.93K
|
6.43K
$961K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
45+ 3.59% |
$6.78K - $7.76K
|
1.3K
$194K
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
BUY
|
- |
45+ 1.05% |
$6.78K - $7.76K
|
4.31K
$644K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
45+ 0.91% |
$6.78K - $7.76K
|
5.01K
$748K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
45+ 2.66% |
$6.78K - $7.76K
|
1.74K
$259K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
44+ 13.46% |
$6.63K - $7.59K
|
371
$55.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
44+ 0.32% |
$6.63K - $7.59K
|
13.8K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
44+ 0.28% |
$6.63K - $7.59K
|
15.7K
$2.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
43+ 1.07% |
$6.48K - $7.41K
|
4.07K
$607K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
42+ 0.43% |
$6.33K - $7.24K
|
9.79K
$1.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
41+ 0.6% |
$6.18K - $7.07K
|
6.82K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortune 45 LLC
|
BUY
|
- |
41+ 0.75% |
$6.18K - $7.07K
|
5.5K
$821K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
41+ 2.01% |
$6.18K - $7.07K
|
2.08K
$310K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
41+ 1.32% |
$6.18K - $7.07K
|
3.15K
$471K
|
|
|
Aug 16, 2023
Q2 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
40+ 0.26% |
$6.02K - $6.9K
|
15.2K
$2.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
39+ 0.89% |
$5.87K - $6.73K
|
4.42K
$660K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37+ 0.65% |
$5.57K - $6.38K
|
5.76K
$859K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
37+ 1.62% |
$5.57K - $6.38K
|
2.32K
$347K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
36+ 0.23% |
$5.42K - $6.21K
|
15.9K
$2.38M
|
|
|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
36+ 0.55% |
$5.42K - $6.21K
|
6.6K
$986K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
35+ 0.48% |
$5.27K - $6.04K
|
7.37K
$1.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
35+ 1.94% |
$5.27K - $6.04K
|
1.84K
$275K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
35+ 0.93% |
$5.27K - $6.04K
|
3.81K
$569K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
35+ 0.16% |
$5.27K - $6.04K
|
22.5K
$3.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
34+ 2.24% |
$5.12K - $5.86K
|
1.55K
$232K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
34+ 0.57% |
$5.12K - $5.86K
|
6.01K
$898K
|
|
|
Jul 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
34+ 0.15% |
$5.12K - $5.86K
|
23.1K
$3.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
34+ 57.63% |
$5.12K - $5.86K
|
93
$13.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
34+ 2.13% |
$5.12K - $5.86K
|
1.63K
$244K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.84% |
$5.12K - $5.86K
|
4.07K
$608K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
33+ 0.82% |
$4.97K - $5.69K
|
4.06K
$606K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
32+ 0.34% |
$4.82K - $5.52K
|
9.53K
$1.42M
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
31+ 0.15% |
$4.67K - $5.35K
|
20.2K
$3.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31+ 0.25% |
$4.67K - $5.35K
|
12.4K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
31+ 0.99% |
$4.67K - $5.35K
|
3.17K
$474K
|