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 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-14- 0.37% |
$2.11K - $2.41K
|
3.72K
$556K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-15- 0.11% |
$2.26K - $2.59K
|
13.1K
$1.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15- 18.07% |
$2.26K - $2.59K
|
68
$10.2K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-15- 1.02% |
$2.26K - $2.59K
|
1.46K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-15- 0.92% |
$2.26K - $2.59K
|
1.62K
$241K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16- 0.08% |
$2.41K - $2.76K
|
19.7K
$2.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-16- 0.39% |
$2.41K - $2.76K
|
4.13K
$617K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-16- 0.66% |
$2.41K - $2.76K
|
2.4K
$359K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-17- 1.62% |
$2.56K - $2.93K
|
1.03K
$154K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-17- 0.37% |
$2.56K - $2.93K
|
4.57K
$683K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-17- 0.46% |
$2.56K - $2.93K
|
3.67K
$547K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-19- 1.19% |
$2.86K - $3.28K
|
1.58K
$236K
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-20- 0.3% |
$3.01K - $3.45K
|
6.55K
$979K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-20- 0.24% |
$3.01K - $3.45K
|
8.36K
$1.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-20- 0.1% |
$3.01K - $3.45K
|
19.8K
$2.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-20- 1.02% |
$3.01K - $3.45K
|
1.93K
$289K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-20- 12.5% |
$3.01K - $3.45K
|
140
$20.9K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-20- 1.2% |
$3.01K - $3.45K
|
1.65K
$246K
|
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-20- 0.33% |
$3.01K - $3.45K
|
5.98K
$892K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-21- 0.17% |
$3.16K - $3.62K
|
12.2K
$1.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-21- 1.35% |
$3.16K - $3.62K
|
1.54K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-21- 0.27% |
$3.16K - $3.62K
|
7.88K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-22- 1.09% |
$3.31K - $3.79K
|
2K
$298K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-22- 0.87% |
$3.31K - $3.79K
|
2.52K
$376K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-22- 0.26% |
$3.31K - $3.79K
|
8.38K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-22- 0.7% |
$3.31K - $3.79K
|
3.12K
$467K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-22- 0.05% |
$3.31K - $3.79K
|
45K
$6.72M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-22- 0.46% |
$3.31K - $3.79K
|
4.74K
$708K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-23- 0.14% |
$3.46K - $3.97K
|
16.7K
$2.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-23- 1.13% |
$3.46K - $3.97K
|
2.01K
$300K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-23- 0.2% |
$3.46K - $3.97K
|
11.3K
$1.69M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-23- 0.53% |
$3.46K - $3.97K
|
4.36K
$651K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-24- 0.2% |
$3.61K - $4.14K
|
11.8K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-24- 0.61% |
$3.61K - $4.14K
|
3.92K
$585K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-24- 0.38% |
$3.61K - $4.14K
|
6.33K
$945K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-24- 1.72% |
$3.61K - $4.14K
|
1.37K
$205K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.04% |
$3.77K - $4.31K
|
64.7K
$9.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-25- 0.07% |
$3.77K - $4.31K
|
34.4K
$5.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 4.99% |
$3.77K - $4.31K
|
476
$71.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-25- 0.6% |
$3.77K - $4.31K
|
4.14K
$618K
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-25- 1.03% |
$3.77K - $4.31K
|
2.41K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-25- 0.3% |
$3.77K - $4.31K
|
8.44K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-26- 1.26% |
$3.92K - $4.48K
|
2.04K
$305K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-27- 0.46% |
$4.07K - $4.66K
|
5.78K
$864K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-27- 0.69% |
$4.07K - $4.66K
|
3.9K
$582K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-27- 1.32% |
$4.07K - $4.66K
|
2.02K
$302K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-27- 0.21% |
$4.07K - $4.66K
|
12.6K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-27- 1.69% |
$4.07K - $4.66K
|
1.57K
$234K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-28- 1.43% |
$4.22K - $4.83K
|
1.93K
$289K
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-28- 1.01% |
$4.22K - $4.83K
|
2.76K
$412K
|