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 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 0.24% |
$1.36K - $1.55K
|
3.74K
$559K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
8+ 0.06% |
$1.2K - $1.38K
|
13.7K
$2.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.97% |
$1.2K - $1.38K
|
836
$125K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8+ 0.37% |
$1.2K - $1.38K
|
2.18K
$326K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
8+ 0.08% |
$1.2K - $1.38K
|
10.4K
$1.56M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.11% |
$1.05K - $1.21K
|
6.58K
$983K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.48% |
$1.05K - $1.21K
|
1.47K
$219K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7+ 0.42% |
$1.05K - $1.21K
|
1.69K
$252K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
7+ 0.36% |
$1.05K - $1.21K
|
1.97K
$294K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.03% |
$1.05K - $1.21K
|
22K
$3.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
7+ 0.55% |
$1.05K - $1.21K
|
1.28K
$191K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
7+ 0.02% |
$1.05K - $1.21K
|
35.7K
$5.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
7+ 0.5% |
$1.05K - $1.21K
|
1.42K
$212K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.34% |
$904 - $1.03K
|
1.8K
$268K
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
6+ 0.25% |
$904 - $1.03K
|
2.42K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
6+ 0.07% |
$904 - $1.03K
|
8.61K
$1.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6+ 0.36% |
$904 - $1.03K
|
1.68K
$250K
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$904 - $1.03K
|
5.9K
$881K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
6+ 0.38% |
$904 - $1.03K
|
1.59K
$237K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
6+ 0.25% |
$904 - $1.03K
|
2.4K
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$904 - $1.03K
|
2.35K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6+ 0.03% |
$904 - $1.03K
|
19.4K
$2.89M
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.14% |
$753 - $862
|
3.51K
$524K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
5+ 0.05% |
$753 - $862
|
10.8K
$1.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
5+ 0.03% |
$753 - $862
|
16.2K
$2.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.07% |
$753 - $862
|
7.56K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5+ 0.21% |
$753 - $862
|
2.43K
$362K
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5+ 0.16% |
$753 - $862
|
3.06K
$456K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5+ 0.16% |
$753 - $862
|
3.2K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.13% |
$753 - $862
|
4K
$598K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
4+ 0.13% |
$602 - $690
|
3K
$448K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.13% |
$602 - $690
|
3.12K
$465K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
4+ 4.0% |
$602 - $690
|
104
$15.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.04% |
$602 - $690
|
10.6K
$1.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4+ 0.08% |
$602 - $690
|
4.75K
$710K
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4+ 0.22% |
$602 - $690
|
1.78K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.32% |
$602 - $690
|
1.27K
$190K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.93% |
$602 - $690
|
432
$64.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$602 - $690
|
1.83K
$274K
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
4+ 0.16% |
$602 - $690
|
2.51K
$374K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
3+ 0.07% |
$452 - $517
|
4.33K
$646K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.08% |
$452 - $517
|
3.72K
$555K
|
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.51% |
$452 - $517
|
596
$89K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
3+ 0.12% |
$452 - $517
|
2.49K
$371K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3+ 0.19% |
$452 - $517
|
1.56K
$233K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.92% |
$452 - $517
|
328
$49K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3+ 0.18% |
$452 - $517
|
1.63K
$243K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3+ 0.05% |
$452 - $517
|
6.54K
$976K
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
3+ 0.19% |
$452 - $517
|
1.57K
$234K
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
BUY
|
- |
3+ 0.13% |
$452 - $517
|
2.37K
$354K
|