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 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-50- 1.03% |
$7.53K - $8.62K
|
4.83K
$721K
|
|
|
Aug 02, 2023
Q2 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-50- 1.86% |
$7.53K - $8.62K
|
2.63K
$393K
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-50- 0.51% |
$7.53K - $8.62K
|
9.8K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-50- 0.21% |
$7.53K - $8.62K
|
23.3K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-50- 0.3% |
$7.53K - $8.62K
|
16.9K
$2.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-51- 3.39% |
$7.68K - $8.79K
|
1.45K
$217K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-51- 1.07% |
$7.68K - $8.79K
|
4.71K
$704K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-51- 2.27% |
$7.68K - $8.79K
|
2.19K
$328K
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-52- 1.39% |
$7.83K - $8.97K
|
3.69K
$550K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-53- 20.87% |
$7.98K - $9.14K
|
201
$30K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-53- 0.72% |
$7.98K - $9.14K
|
7.34K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-54- 0.31% |
$8.13K - $9.31K
|
17.2K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-54- 2.36% |
$8.13K - $9.31K
|
2.23K
$333K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-55- 1.97% |
$8.28K - $9.48K
|
2.74K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-55- 0.58% |
$8.28K - $9.48K
|
9.4K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.43% |
$8.43K - $9.66K
|
13K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-56- 3.12% |
$8.43K - $9.66K
|
1.74K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-56- 0.44% |
$8.43K - $9.66K
|
12.6K
$1.88M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-57- 1.62% |
$8.59K - $9.83K
|
3.46K
$517K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-58- 3.33% |
$8.74K - $10K
|
1.69K
$252K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-58- 0.4% |
$8.74K - $10K
|
14.5K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-58- 1.08% |
$8.74K - $10K
|
5.29K
$790K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-59- 0.66% |
$8.89K - $10.2K
|
8.85K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-59- 0.38% |
$8.89K - $10.2K
|
15.6K
$2.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-59- 0.34% |
$8.89K - $10.2K
|
17.5K
$2.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-59- 0.29% |
$8.89K - $10.2K
|
20.1K
$3M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-59- 2.05% |
$8.89K - $10.2K
|
2.81K
$420K
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-60- 2.94% |
$9.04K - $10.3K
|
1.98K
$296K
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-60- 0.43% |
$9.04K - $10.3K
|
13.9K
$2.07M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-60- 0.51% |
$9.04K - $10.3K
|
11.7K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-61- 0.53% |
$9.19K - $10.5K
|
11.4K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-61- 4.34% |
$9.19K - $10.5K
|
1.34K
$201K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-61- 2.42% |
$9.19K - $10.5K
|
2.46K
$368K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-62- 0.94% |
$9.34K - $10.7K
|
6.56K
$979K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-62- 0.94% |
$9.34K - $10.7K
|
6.56K
$980K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-63- 1.63% |
$9.49K - $10.9K
|
3.8K
$567K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-63- 3.18% |
$9.49K - $10.9K
|
1.92K
$286K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-63- 0.13% |
$9.49K - $10.9K
|
46.8K
$6.99M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-63- 1.13% |
$9.49K - $10.9K
|
5.51K
$823K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-63- 0.8% |
$9.49K - $10.9K
|
7.84K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-63- 0.52% |
$9.49K - $10.9K
|
12.1K
$1.81M
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-63- 3.57% |
$9.49K - $10.9K
|
1.7K
$254K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-64- 0.48% |
$9.64K - $11K
|
13.3K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-64- 1.92% |
$9.64K - $11K
|
3.27K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-64- 1.17% |
$9.64K - $11K
|
5.4K
$806K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-65- 0.53% |
$9.79K - $11.2K
|
12.3K
$1.84M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-65- 0.73% |
$9.79K - $11.2K
|
8.81K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-65- 1.56% |
$9.79K - $11.2K
|
4.1K
$612K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-65- 0.69% |
$9.79K - $11.2K
|
9.34K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-65- 0.25% |
$9.79K - $11.2K
|
26.1K
$3.9M
|