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 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-190- 1.62% |
$28.6K - $32.8K
|
11.5K
$1.72M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-191- 9.76% |
$28.8K - $32.9K
|
1.77K
$264K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-193- 1.42% |
$29.1K - $33.3K
|
13.4K
$2M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-193- 13.08% |
$29.1K - $33.3K
|
1.28K
$192K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-194- 5.03% |
$29.2K - $33.5K
|
3.66K
$547K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-195- 0.18% |
$29.4K - $33.6K
|
110K
$16.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-196- 3.57% |
$29.5K - $33.8K
|
5.29K
$790K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-196- 4.76% |
$29.5K - $33.8K
|
3.92K
$586K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-196- 14.97% |
$29.5K - $33.8K
|
1.11K
$166K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-198- 10.99% |
$29.8K - $34.1K
|
1.6K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-198- 23.49% |
$29.8K - $34.1K
|
645
$96.3K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-199- 0.34% |
$30K - $34.3K
|
57.6K
$8.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.58% |
$30.1K - $34.5K
|
12.5K
$1.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 2.46% |
$30.1K - $34.5K
|
7.95K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-200- 12.06% |
$30.1K - $34.5K
|
1.46K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Ascension Asset Management LLC
|
SELL
|
- |
-200- 1.77% |
$30.1K - $34.5K
|
11.1K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-200- 0.39% |
$30.1K - $34.5K
|
51.4K
$7.67M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-202- 0.95% |
$30.4K - $34.8K
|
21.1K
$3.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-204- 8.89% |
$30.7K - $35.2K
|
2.09K
$312K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-208- 3.82% |
$31.3K - $35.9K
|
5.23K
$781K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-209- 1.2% |
$31.5K - $36K
|
17.2K
$2.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-211- 0.18% |
$31.8K - $36.4K
|
117K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-211- 0.64% |
$31.8K - $36.4K
|
33K
$4.92M
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-212- 0.63% |
$31.9K - $36.6K
|
33.2K
$4.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-213- 0.54% |
$32.1K - $36.7K
|
39K
$5.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-214- 1.45% |
$32.2K - $36.9K
|
14.5K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-214- 1.56% |
$32.2K - $36.9K
|
13.5K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-216- 1.67% |
$32.5K - $37.2K
|
12.7K
$1.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-217- 1.87% |
$32.7K - $37.4K
|
11.4K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-219- 0.63% |
$33K - $37.8K
|
34.5K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-219- 1.45% |
$33K - $37.8K
|
14.9K
$2.22M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-221- 2.79% |
$33.3K - $38.1K
|
7.69K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-221- 1.19% |
$33.3K - $38.1K
|
18.4K
$2.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-223- 1.46% |
$33.6K - $38.5K
|
15.1K
$2.25M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-223- 39.89% |
$33.6K - $38.5K
|
336
$50.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-224- 11.59% |
$33.7K - $38.6K
|
1.71K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-225- 1.35% |
$33.9K - $38.8K
|
16.4K
$2.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-228- 2.2% |
$34.3K - $39.3K
|
10.1K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-229- 0.96% |
$34.5K - $39.5K
|
23.5K
$3.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-230- 1.67% |
$34.6K - $39.7K
|
13.5K
$2.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-230- 0.33% |
$34.6K - $39.7K
|
69.7K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-231- 1.17% |
$34.8K - $39.8K
|
19.6K
$2.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-233- 2.4% |
$35.1K - $40.2K
|
9.49K
$1.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-233- 1.6% |
$35.1K - $40.2K
|
14.3K
$2.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-234- 1.95% |
$35.2K - $40.4K
|
11.7K
$1.75M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-234- 5.43% |
$35.2K - $40.4K
|
4.08K
$609K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-235- 0.72% |
$35.4K - $40.5K
|
32.2K
$4.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-235- 4.06% |
$35.4K - $40.5K
|
5.55K
$829K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-236- 1.52% |
$35.5K - $40.7K
|
15.3K
$2.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-238- 7.04% |
$35.8K - $41K
|
3.14K
$469K
|