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 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-28- 0.05% |
$4.22K - $4.83K
|
55.6K
$8.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-29- 1.61% |
$4.37K - $5K
|
1.77K
$264K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-29- 1.07% |
$4.37K - $5K
|
2.68K
$400K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-29- 2.16% |
$4.37K - $5K
|
1.31K
$196K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-30- 0.27% |
$4.52K - $5.17K
|
11K
$1.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-30- 0.19% |
$4.52K - $5.17K
|
15.9K
$2.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-30- 0.28% |
$4.52K - $5.17K
|
10.6K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-31- 1.03% |
$4.67K - $5.35K
|
2.97K
$443K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-31- 0.94% |
$4.67K - $5.35K
|
3.28K
$489K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-32- 1.18% |
$4.82K - $5.52K
|
2.67K
$399K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-33- 0.31% |
$4.97K - $5.69K
|
10.6K
$1.58M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-34- 0.55% |
$5.12K - $5.86K
|
6.18K
$923K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-35- 0.53% |
$5.27K - $6.04K
|
6.57K
$982K
|
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
SELL
|
- |
-35- 0.16% |
$5.27K - $6.04K
|
21.3K
$3.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-35- 0.68% |
$5.27K - $6.04K
|
5.14K
$767K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-35- 0.78% |
$5.27K - $6.04K
|
4.48K
$668K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-35- 0.22% |
$5.27K - $6.04K
|
15.7K
$2.34M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-35- 0.94% |
$5.27K - $6.04K
|
3.67K
$549K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-35- 1.31% |
$5.27K - $6.04K
|
2.63K
$393K
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-36- 0.08% |
$5.42K - $6.21K
|
46K
$6.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-37- 0.79% |
$5.57K - $6.38K
|
4.66K
$696K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-38- 2.02% |
$5.72K - $6.55K
|
1.85K
$276K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-39- 1.47% |
$5.87K - $6.73K
|
2.62K
$391K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-39- 0.11% |
$5.87K - $6.73K
|
36.1K
$5.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-39- 0.39% |
$5.87K - $6.73K
|
10K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-39- 0.32% |
$5.87K - $6.73K
|
12.1K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-39- 1.9% |
$5.87K - $6.73K
|
2.01K
$301K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-40- 2.01% |
$6.02K - $6.9K
|
1.96K
$292K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-40- 1.35% |
$6.02K - $6.9K
|
2.93K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-40- 2.31% |
$6.02K - $6.9K
|
1.69K
$253K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-40- 1.86% |
$6.02K - $6.9K
|
2.11K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-42- 1.12% |
$6.33K - $7.24K
|
3.71K
$554K
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-43- 0.34% |
$6.48K - $7.41K
|
12.7K
$1.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-44- 1.85% |
$6.63K - $7.59K
|
2.34K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-44- 0.99% |
$6.63K - $7.59K
|
4.38K
$654K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-45- 0.39% |
$6.78K - $7.76K
|
11.5K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-46- 2.54% |
$6.93K - $7.93K
|
1.76K
$263K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-46- 2.28% |
$6.93K - $7.93K
|
1.97K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-46- 2.19% |
$6.93K - $7.93K
|
2.05K
$307K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-46- 0.37% |
$6.93K - $7.93K
|
12.3K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-46- 63.01% |
$6.93K - $7.93K
|
27
$4.03K
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-46- 0.15% |
$6.93K - $7.93K
|
31.2K
$4.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-47- 0.8% |
$7.08K - $8.1K
|
5.8K
$867K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-48- 1.08% |
$7.23K - $8.28K
|
4.4K
$657K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-49- 1.37% |
$7.38K - $8.45K
|
3.54K
$528K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-49- 0.65% |
$7.38K - $8.45K
|
7.45K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-49- 0.27% |
$7.38K - $8.45K
|
18.2K
$2.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-50- 2.58% |
$7.53K - $8.62K
|
1.89K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-50- 1.04% |
$7.53K - $8.62K
|
4.74K
$708K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-50- 1.47% |
$7.53K - $8.62K
|
3.36K
$502K
|