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 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
17+ 1.08% |
$2.56K - $2.93K
|
1.58K
$237K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
17+ 0.97% |
$2.56K - $2.93K
|
1.77K
$265K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
17+ 1.28% |
$2.56K - $2.93K
|
1.35K
$201K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
17+ 0.25% |
$2.56K - $2.93K
|
6.95K
$1.04M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
16+ 0.4% |
$2.41K - $2.76K
|
4K
$597K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
16+ 0.22% |
$2.41K - $2.76K
|
7.17K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
16+ 7.84% |
$2.41K - $2.76K
|
220
$32.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
16+ 0.15% |
$2.41K - $2.76K
|
11K
$1.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
16+ 1.16% |
$2.41K - $2.76K
|
1.4K
$208K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 2.24% |
$2.41K - $2.76K
|
729
$109K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
16+ 0.04% |
$2.41K - $2.76K
|
37.5K
$5.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
16+ 0.81% |
$2.41K - $2.76K
|
1.99K
$297K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
16+ 0.25% |
$2.41K - $2.76K
|
6.54K
$976K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
16+ 0.95% |
$2.41K - $2.76K
|
1.69K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15+ 0.6% |
$2.26K - $2.59K
|
2.51K
$375K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
15+ 0.99% |
$2.26K - $2.59K
|
1.53K
$228K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
15+ 0.16% |
$2.26K - $2.59K
|
9.23K
$1.38M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15+ 0.03% |
$2.26K - $2.59K
|
57.4K
$8.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.45% |
$2.11K - $2.41K
|
3.1K
$464K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
14+ 0.39% |
$2.11K - $2.41K
|
3.56K
$532K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
14+ 0.27% |
$2.11K - $2.41K
|
5.21K
$778K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
14+ 0.34% |
$2.11K - $2.41K
|
4.08K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14+ 0.08% |
$2.11K - $2.41K
|
17.4K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
14+ 0.15% |
$2.11K - $2.41K
|
9.41K
$1.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 2.36% |
$1.96K - $2.24K
|
565
$84.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
13+ 0.19% |
$1.96K - $2.24K
|
6.76K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
13+ 0.21% |
$1.96K - $2.24K
|
6.19K
$924K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
13+ 0.33% |
$1.96K - $2.24K
|
3.91K
$583K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
12+ 0.69% |
$1.81K - $2.07K
|
1.76K
$262K
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
12+ 0.6% |
$1.81K - $2.07K
|
2K
$298K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
12+ 0.21% |
$1.81K - $2.07K
|
5.85K
$874K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
12+ 0.58% |
$1.81K - $2.07K
|
2.09K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
BUY
|
- |
12+ 0.03% |
$1.81K - $2.07K
|
43.7K
$6.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11+ 0.12% |
$1.66K - $1.9K
|
9.32K
$1.39M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$1.51K - $1.72K
|
4.19K
$626K
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
10+ 0.57% |
$1.51K - $1.72K
|
1.78K
$265K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
10+ 0.24% |
$1.51K - $1.72K
|
4.25K
$634K
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
10+ 0.19% |
$1.51K - $1.72K
|
5.33K
$797K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10+ 0.04% |
$1.51K - $1.72K
|
27.6K
$4.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10+ 0.14% |
$1.51K - $1.72K
|
7K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
10+ 0.08% |
$1.51K - $1.72K
|
12.4K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
10+ 0.23% |
$1.51K - $1.72K
|
4.27K
$637K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
9+ 0.04% |
$1.36K - $1.55K
|
22.7K
$3.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9+ 0.41% |
$1.36K - $1.55K
|
2.18K
$326K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.18% |
$1.36K - $1.55K
|
5.01K
$749K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9+ 0.51% |
$1.36K - $1.55K
|
1.78K
$265K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
9+ 0.7% |
$1.36K - $1.55K
|
1.3K
$194K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
9+ 0.14% |
$1.36K - $1.55K
|
6.65K
$993K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 1.15% |
$1.36K - $1.55K
|
795
$119K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
9+ 0.68% |
$1.36K - $1.55K
|
1.34K
$200K
|