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 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-144- 0.81% |
$21.7K - $24.8K
|
17.6K
$2.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-146- 0.9% |
$22K - $25.2K
|
16K
$2.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-146- 0.23% |
$22K - $25.2K
|
63.1K
$9.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-149- 2.39% |
$22.4K - $25.7K
|
6.08K
$908K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-150- 2.1% |
$22.6K - $25.9K
|
7K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-150- 0.5% |
$22.6K - $25.9K
|
29.9K
$4.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-151- 0.62% |
$22.7K - $26K
|
24.3K
$3.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-153- 1.58% |
$23K - $26.4K
|
9.51K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-153- 0.95% |
$23K - $26.4K
|
15.9K
$2.38M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-154- 1.86% |
$23.2K - $26.6K
|
8.14K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-154- 0.97% |
$23.2K - $26.6K
|
15.7K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-155- 3.24% |
$23.3K - $26.7K
|
4.63K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-155- 3.24% |
$23.3K - $26.7K
|
4.63K
$691K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-157- 1.86% |
$23.6K - $27.1K
|
8.27K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-158- 8.74% |
$23.8K - $27.2K
|
1.65K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-158- 4.12% |
$23.8K - $27.2K
|
3.67K
$549K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-159- 1.08% |
$23.9K - $27.4K
|
14.6K
$2.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-160- 1.61% |
$24.1K - $27.6K
|
9.76K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-160- 0.26% |
$24.1K - $27.6K
|
61.6K
$9.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-161- 5.4% |
$24.2K - $27.8K
|
2.82K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-161- 0.18% |
$24.2K - $27.8K
|
87.9K
$13.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-162- 0.71% |
$24.4K - $27.9K
|
22.7K
$3.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-162- 2.66% |
$24.4K - $27.9K
|
5.93K
$885K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-162- 2.97% |
$24.4K - $27.9K
|
5.3K
$791K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-163- 0.65% |
$24.6K - $28.1K
|
25.1K
$3.75M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-164- 0.89% |
$24.7K - $28.3K
|
18.3K
$2.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-165- 4.75% |
$24.9K - $28.5K
|
3.31K
$494K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-165- 0.81% |
$24.9K - $28.5K
|
20.1K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-168- 1.94% |
$25.3K - $29K
|
8.48K
$1.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-169- 2.71% |
$25.5K - $29.1K
|
6.07K
$907K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-169- 0.45% |
$25.5K - $29.1K
|
37K
$5.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-169- 0.43% |
$25.5K - $29.1K
|
39K
$5.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-170- 10.42% |
$25.6K - $29.3K
|
1.46K
$218K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-171- 2.56% |
$25.8K - $29.5K
|
6.52K
$973K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-172- 0.68% |
$25.9K - $29.7K
|
25.1K
$3.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-172- 1.56% |
$25.9K - $29.7K
|
10.8K
$1.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-174- 0.14% |
$26.2K - $30K
|
126K
$18.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-176- 0.69% |
$26.5K - $30.3K
|
25.3K
$3.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-177- 8.29% |
$26.7K - $30.5K
|
1.96K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-177- 0.81% |
$26.7K - $30.5K
|
21.7K
$3.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-179- 4.31% |
$27K - $30.9K
|
3.97K
$593K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-181- 0.66% |
$27.3K - $31.2K
|
27.2K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-181- 2.33% |
$27.3K - $31.2K
|
7.57K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-182- 11.7% |
$27.4K - $31.4K
|
1.37K
$205K
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-182- 2.1% |
$27.4K - $31.4K
|
8.51K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-183- 0.49% |
$27.6K - $31.6K
|
37.4K
$5.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-185- 6.86% |
$27.9K - $31.9K
|
2.51K
$375K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-185- 1.35% |
$27.9K - $31.9K
|
13.5K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-188- 2.19% |
$28.3K - $32.4K
|
8.4K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-188- 3.23% |
$28.3K - $32.4K
|
5.63K
$841K
|