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
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-90- 0.64% |
$13.6K - $15.5K
|
13.9K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-92- 3.66% |
$13.9K - $15.9K
|
2.42K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-92- 1.37% |
$13.9K - $15.9K
|
6.65K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-92- 2.2% |
$13.9K - $15.9K
|
4.08K
$610K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-94- 1.01% |
$14.2K - $16.2K
|
9.23K
$1.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-95- 1.43% |
$14.3K - $16.4K
|
6.54K
$977K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-95- 0.56% |
$14.3K - $16.4K
|
16.9K
$2.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-95- 1.74% |
$14.3K - $16.4K
|
5.37K
$802K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-95- 2.26% |
$14.3K - $16.4K
|
4.1K
$613K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-95- 5.68% |
$14.3K - $16.4K
|
1.58K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
SELL
|
- |
-95- 0.37% |
$14.3K - $16.4K
|
25.5K
$3.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-96- 3.8% |
$14.5K - $16.6K
|
2.43K
$363K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-96- 0.33% |
$14.5K - $16.6K
|
28.8K
$4.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-96- 6.07% |
$14.5K - $16.6K
|
1.49K
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-96- 6.5% |
$14.5K - $16.6K
|
1.38K
$206K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-97- 0.77% |
$14.6K - $16.7K
|
12.5K
$1.87M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-98- 0.94% |
$14.8K - $16.9K
|
10.3K
$1.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-99- 2.25% |
$14.9K - $17.1K
|
4.29K
$641K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-99- 1.41% |
$14.9K - $17.1K
|
6.92K
$1.03M
|
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.65% |
$15.1K - $17.2K
|
15.2K
$2.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-100- 2.96% |
$15.1K - $17.2K
|
3.28K
$490K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-100- 2.11% |
$15.1K - $17.2K
|
4.63K
$692K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-100- 0.11% |
$15.1K - $17.2K
|
92.3K
$13.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-100- 5.14% |
$15.1K - $17.2K
|
1.85K
$276K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 0.46% |
$15.1K - $17.2K
|
21.7K
$3.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-100- 3.76% |
$15.1K - $17.2K
|
2.56K
$382K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-100- 0.59% |
$15.1K - $17.2K
|
16.8K
$2.51M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-100- 6.46% |
$15.1K - $17.2K
|
1.45K
$216K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 1.37% |
$15.1K - $17.2K
|
7.22K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 6.9% |
$15.1K - $17.2K
|
1.35K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-100- 0.98% |
$15.1K - $17.2K
|
10.1K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 1.27% |
$15.1K - $17.2K
|
7.79K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-100- 1.45% |
$15.1K - $17.2K
|
6.8K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-100- 2.55% |
$15.1K - $17.2K
|
3.83K
$572K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-101- 0.09% |
$15.2K - $17.4K
|
119K
$17.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-101- 0.25% |
$15.2K - $17.4K
|
40.4K
$6.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-102- 1.11% |
$15.4K - $17.6K
|
9.07K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-102- 3.06% |
$15.4K - $17.6K
|
3.23K
$482K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-104- 2.63% |
$15.7K - $17.9K
|
3.85K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-105- 2.18% |
$15.8K - $18.1K
|
4.72K
$705K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-106- 2.55% |
$16K - $18.3K
|
4.05K
$604K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-106- 12.51% |
$16K - $18.3K
|
741
$111K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-107- 0.4% |
$16.1K - $18.5K
|
26.4K
$3.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-107- 1.76% |
$16.1K - $18.5K
|
5.98K
$892K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-109- 0.9% |
$16.4K - $18.8K
|
12.1K
$1.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-109- 2.28% |
$16.4K - $18.8K
|
4.68K
$698K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-110- 3.29% |
$16.6K - $19K
|
3.24K
$483K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-110- 0.77% |
$16.6K - $19K
|
14.2K
$2.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-110- 1.01% |
$16.6K - $19K
|
10.7K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-110- 4.66% |
$16.6K - $19K
|
2.25K
$336K
|