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
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-2- 0.1% |
$301 - $345
|
1.96K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-2- 2.2% |
$301 - $345
|
89
$13.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
SELL
|
- |
-2- 0.02% |
$301 - $345
|
8.4K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-2- 0.02% |
$301 - $345
|
12.7K
$1.89M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3- 0.19% |
$452 - $517
|
1.59K
$237K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3- 0.08% |
$452 - $517
|
3.74K
$559K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-3- 0.14% |
$452 - $517
|
2.07K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.13% |
$452 - $517
|
2.23K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-3- 0.03% |
$452 - $517
|
11.2K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 0.13% |
$452 - $517
|
2.25K
$336K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4- 0.03% |
$602 - $690
|
13.3K
$1.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-4- 0.01% |
$602 - $690
|
46.4K
$6.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5- 0.02% |
$753 - $862
|
25.6K
$3.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 0.3% |
$753 - $862
|
1.65K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-5- 0.09% |
$753 - $862
|
5.46K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5- 0.26% |
$753 - $862
|
1.91K
$285K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-6- 0.11% |
$904 - $1.03K
|
5.4K
$806K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-6- 0.38% |
$904 - $1.03K
|
1.57K
$234K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6- 0.45% |
$904 - $1.03K
|
1.34K
$200K
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-7- 0.38% |
$1.05K - $1.21K
|
1.83K
$273K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 1.09% |
$1.05K - $1.21K
|
636
$95K
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-7- 0.02% |
$1.05K - $1.21K
|
29K
$4.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7- 0.1% |
$1.05K - $1.21K
|
6.79K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-8- 0.41% |
$1.2K - $1.38K
|
1.97K
$294K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-8- 1.2% |
$1.2K - $1.38K
|
656
$98K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-8- 0.31% |
$1.2K - $1.38K
|
2.58K
$385K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-8- 0.13% |
$1.2K - $1.38K
|
6.14K
$918K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-9- 0.04% |
$1.36K - $1.55K
|
20.9K
$3.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-9- 0.16% |
$1.36K - $1.55K
|
5.72K
$854K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 18.37% |
$1.36K - $1.55K
|
40
$5.97K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-9- 0.21% |
$1.36K - $1.55K
|
4.2K
$627K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-10- 0.35% |
$1.51K - $1.72K
|
2.88K
$430K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-10- 0.06% |
$1.51K - $1.72K
|
16.1K
$2.4M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.15% |
$1.51K - $1.72K
|
6.82K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-10- 0.17% |
$1.51K - $1.72K
|
6.04K
$902K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-10- 0.66% |
$1.51K - $1.72K
|
1.51K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-10- 0.23% |
$1.51K - $1.72K
|
4.43K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-12- 0.08% |
$1.81K - $2.07K
|
14.2K
$2.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 0.07% |
$1.81K - $2.07K
|
16.6K
$2.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-12- 0.11% |
$1.81K - $2.07K
|
10.6K
$1.58M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-12- 0.51% |
$1.81K - $2.07K
|
2.33K
$349K
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
SELL
|
- |
-12- 0.44% |
$1.81K - $2.07K
|
2.69K
$402K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-12- 3.0% |
$1.81K - $2.07K
|
388
$57.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-12- 0.03% |
$1.81K - $2.07K
|
47.2K
$7.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-13- 0.31% |
$1.96K - $2.24K
|
4.22K
$630K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-13- 0.3% |
$1.96K - $2.24K
|
4.34K
$648K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.21% |
$1.96K - $2.24K
|
6.11K
$912K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-13- 0.8% |
$1.96K - $2.24K
|
1.6K
$239K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-14- 0.32% |
$2.11K - $2.41K
|
4.3K
$642K
|
|
|
Aug 04, 2023
Q2 2023
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-14- 0.67% |
$2.11K - $2.41K
|
2.08K
$310K
|