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 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-66- 0.31% |
$9.94K - $11.4K
|
21K
$3.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-66- 1.46% |
$9.94K - $11.4K
|
4.46K
$667K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-66- 4.64% |
$9.94K - $11.4K
|
1.36K
$202K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-67- 0.2% |
$10.1K - $11.6K
|
34.2K
$5.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-67- 2.32% |
$10.1K - $11.6K
|
2.82K
$421K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-67- 0.21% |
$10.1K - $11.6K
|
31.2K
$4.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-67- 2.23% |
$10.1K - $11.6K
|
2.93K
$438K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-68- 2.11% |
$10.2K - $11.7K
|
3.16K
$471K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-69- 1.44% |
$10.4K - $11.9K
|
4.73K
$706K
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-69- 4.12% |
$10.4K - $11.9K
|
1.6K
$240K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-69- 0.29% |
$10.4K - $11.9K
|
23.7K
$3.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-69- 3.16% |
$10.4K - $11.9K
|
2.11K
$316K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-70- 2.71% |
$10.5K - $12.1K
|
2.51K
$375K
|
|
|
Aug 07, 2023
Q2 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-70- 2.13% |
$10.5K - $12.1K
|
3.22K
$481K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-72- 0.93% |
$10.8K - $12.4K
|
7.71K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-72- 2.06% |
$10.8K - $12.4K
|
3.42K
$511K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-72- 0.28% |
$10.8K - $12.4K
|
25.8K
$3.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-72- 4.86% |
$10.8K - $12.4K
|
1.41K
$210K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-73- 4.36% |
$11K - $12.6K
|
1.6K
$239K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-73- 3.37% |
$11K - $12.6K
|
2.1K
$313K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-73- 4.34% |
$11K - $12.6K
|
1.61K
$240K
|
|
|
Jul 25, 2023
Q2 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-73- 4.39% |
$11K - $12.6K
|
1.59K
$237K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-76- 4.12% |
$11.4K - $13.1K
|
1.77K
$264K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-77- 2.03% |
$11.6K - $13.3K
|
3.71K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-77- 0.47% |
$11.6K - $13.3K
|
16.3K
$2.43M
|
|
|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-78- 2.2% |
$11.7K - $13.5K
|
3.47K
$519K
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-80- 1.0% |
$12K - $13.8K
|
7.92K
$1.18M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-80- 6.23% |
$12K - $13.8K
|
1.2K
$180K
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-80- 2.13% |
$12K - $13.8K
|
3.68K
$549K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-81- 1.12% |
$12.2K - $14K
|
7.15K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-82- 0.73% |
$12.4K - $14.1K
|
11.2K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-82- 3.83% |
$12.4K - $14.1K
|
2.06K
$308K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
SELL
|
- |
-83- 2.17% |
$12.5K - $14.3K
|
3.74K
$559K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-84- 3.22% |
$12.7K - $14.5K
|
2.53K
$378K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-84- 2.17% |
$12.7K - $14.5K
|
3.79K
$566K
|
|
|
Aug 09, 2023
Q2 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-84- 0.26% |
$12.7K - $14.5K
|
32.4K
$4.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-84- 9.48% |
$12.7K - $14.5K
|
802
$120K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-85- 0.85% |
$12.8K - $14.7K
|
9.97K
$1.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-85- 1.33% |
$12.8K - $14.7K
|
6.32K
$943K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-85- 0.26% |
$12.8K - $14.7K
|
33.2K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-85- 0.55% |
$12.8K - $14.7K
|
15.3K
$2.29M
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-86- 2.24% |
$13K - $14.8K
|
3.76K
$562K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-87- 2.01% |
$13.1K - $15K
|
4.24K
$633K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-87- 4.69% |
$13.1K - $15K
|
1.77K
$264K
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-87- 2.21% |
$13.1K - $15K
|
3.84K
$574K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-87- 0.32% |
$13.1K - $15K
|
27.1K
$4.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-88- 0.94% |
$13.3K - $15.2K
|
9.29K
$1.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-90- 5.5% |
$13.6K - $15.5K
|
1.55K
$231K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-90- 1.99% |
$13.6K - $15.5K
|
4.43K
$661K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-90- 3.36% |
$13.6K - $15.5K
|
2.59K
$387K
|