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 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
31+ 0.65% |
$4.67K - $5.35K
|
4.79K
$715K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
30+ 0.86% |
$4.52K - $5.17K
|
3.52K
$526K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
30+ 0.61% |
$4.52K - $5.17K
|
4.98K
$744K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
30+ 1.26% |
$4.52K - $5.17K
|
2.42K
$361K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.26% |
$4.52K - $5.17K
|
11.7K
$1.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
30+ 0.41% |
$4.52K - $5.17K
|
7.43K
$1.11M
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
29+ 1.86% |
$4.37K - $5K
|
1.58K
$237K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
29+ 1.5% |
$4.37K - $5K
|
1.96K
$293K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
29+ 3.6% |
$4.37K - $5K
|
834
$125K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
29+ 0.21% |
$4.37K - $5K
|
13.7K
$2.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
29+ 0.17% |
$4.37K - $5K
|
17.3K
$2.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
29+ 2.14% |
$4.37K - $5K
|
1.38K
$206K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
29+ 1.99% |
$4.37K - $5K
|
1.49K
$222K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
29+ 17.58% |
$4.37K - $5K
|
194
$29K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
28+ 1.32% |
$4.22K - $4.83K
|
2.15K
$320K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
27+ 0.84% |
$4.07K - $4.66K
|
3.23K
$482K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
26+ 0.57% |
$3.92K - $4.48K
|
4.61K
$689K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
26+ 1.72% |
$3.92K - $4.48K
|
1.54K
$230K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
26+ 0.51% |
$3.92K - $4.48K
|
5.09K
$760K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
26+ 0.39% |
$3.92K - $4.48K
|
6.63K
$990K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
26+ 0.14% |
$3.92K - $4.48K
|
18.9K
$2.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
25+ 0.23% |
$3.77K - $4.31K
|
10.9K
$1.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24+ 1.55% |
$3.61K - $4.14K
|
1.57K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.12% |
$3.61K - $4.14K
|
20.1K
$3M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
23+ 0.91% |
$3.46K - $3.97K
|
2.55K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
23+ 1.11% |
$3.46K - $3.97K
|
2.1K
$313K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23+ 0.31% |
$3.46K - $3.97K
|
7.51K
$1.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.18% |
$3.31K - $3.79K
|
12.1K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
22+ 0.64% |
$3.31K - $3.79K
|
3.48K
$520K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
22+ 0.42% |
$3.31K - $3.79K
|
5.22K
$780K
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
21+ 0.2% |
$3.16K - $3.62K
|
10.4K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
21+ 0.47% |
$3.16K - $3.62K
|
4.5K
$671K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
21+ 1.67% |
$3.16K - $3.62K
|
1.28K
$190K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
21+ 0.41% |
$3.16K - $3.62K
|
5.18K
$773K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
21+ 0.2% |
$3.16K - $3.62K
|
10.7K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
21+ 1.68% |
$3.16K - $3.62K
|
1.27K
$190K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 0.23% |
$3.01K - $3.45K
|
8.83K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
20+ 0.61% |
$3.01K - $3.45K
|
3.3K
$493K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
20+ 0.88% |
$3.01K - $3.45K
|
2.3K
$344K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
20+ 0.06% |
$3.01K - $3.45K
|
32.7K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
20+ 0.57% |
$3.01K - $3.45K
|
3.54K
$528K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
20+ 0.19% |
$3.01K - $3.45K
|
10.4K
$1.56M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
20+ 0.48% |
$3.01K - $3.45K
|
4.2K
$628K
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
BUY
|
- |
19+ 0.38% |
$2.86K - $3.28K
|
5.01K
$748K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
19+ 0.33% |
$2.86K - $3.28K
|
5.77K
$862K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
19+ 0.96% |
$2.86K - $3.28K
|
2.01K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
19+ 0.75% |
$2.86K - $3.28K
|
2.54K
$380K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
18+ 0.05% |
$2.71K - $3.1K
|
36.3K
$5.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
18+ 0.72% |
$2.71K - $3.1K
|
2.52K
$376K
|
|
|
Jul 10, 2023
Q2 2023
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
17+ 1.26% |
$2.56K - $2.93K
|
1.37K
$204K
|