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 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-240- 8.56% |
$36.1K - $41.4K
|
2.56K
$383K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-243- 1.43% |
$36.6K - $41.9K
|
16.8K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-243- 0.7% |
$36.6K - $41.9K
|
34.5K
$5.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-249- 1.47% |
$37.5K - $42.9K
|
16.7K
$2.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-251- 6.89% |
$37.8K - $43.3K
|
3.39K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-251- 7.16% |
$37.8K - $43.3K
|
3.25K
$486K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-252- 13.52% |
$38K - $43.5K
|
1.61K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-256- 1.82% |
$38.6K - $44.1K
|
13.8K
$2.06M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-258- 2.61% |
$38.9K - $44.5K
|
9.64K
$1.44M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-258- 2.61% |
$38.9K - $44.5K
|
9.64K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-260- 13.61% |
$39.2K - $44.8K
|
1.65K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-260- 4.47% |
$39.2K - $44.8K
|
5.56K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-260- 1.98% |
$39.2K - $44.8K
|
12.9K
$1.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-262- 0.87% |
$39.5K - $45.2K
|
29.8K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-264- 12.31% |
$39.8K - $45.5K
|
1.88K
$281K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-265- 12.33% |
$39.9K - $45.7K
|
1.88K
$281K
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-267- 0.38% |
$40.2K - $46K
|
69.6K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-267- 0.68% |
$40.2K - $46K
|
39K
$5.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-270- 11.8% |
$40.7K - $46.6K
|
2.02K
$302K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-270- 2.17% |
$40.7K - $46.6K
|
12.2K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-270- 7.44% |
$40.7K - $46.6K
|
3.36K
$502K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-275- 2.23% |
$41.4K - $47.4K
|
12.1K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-279- 1.09% |
$42K - $48.1K
|
25.2K
$3.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-280- 2.1% |
$42.2K - $48.3K
|
13K
$1.95M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-283- 5.78% |
$42.6K - $48.8K
|
4.62K
$690K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-284- 3.89% |
$42.8K - $49K
|
7.02K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-287- 0.6% |
$43.2K - $49.5K
|
47.8K
$7.14M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-288- 0.67% |
$43.4K - $49.7K
|
42.9K
$6.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-289- 0.32% |
$43.5K - $49.8K
|
89.8K
$13.4M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-292- 12.28% |
$44K - $50.4K
|
2.09K
$312K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-294- 1.63% |
$44.3K - $50.7K
|
17.8K
$2.65M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-299- 0.84% |
$45K - $51.6K
|
35.4K
$5.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-299- 6.29% |
$45K - $51.6K
|
4.45K
$665K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-300- 1.54% |
$45.2K - $51.7K
|
19.2K
$2.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-300- 0.98% |
$45.2K - $51.7K
|
30.2K
$4.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-300- 6.12% |
$45.2K - $51.7K
|
4.6K
$687K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 3.02% |
$45.2K - $51.7K
|
9.63K
$1.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-301- 1.11% |
$45.3K - $51.9K
|
26.8K
$3.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-302- 1.87% |
$45.5K - $52.1K
|
15.8K
$2.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-306- 0.82% |
$46.1K - $52.8K
|
37K
$5.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-306- 2.65% |
$46.1K - $52.8K
|
11.3K
$1.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-309- 2.44% |
$46.5K - $53.3K
|
12.4K
$1.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-311- 4.62% |
$46.8K - $53.6K
|
6.42K
$958K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-311- 1.86% |
$46.8K - $53.6K
|
16.4K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-312- 0.15% |
$47K - $53.8K
|
211K
$31.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-314- 15.76% |
$47.3K - $54.1K
|
1.68K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-315- 12.31% |
$47.4K - $54.3K
|
2.24K
$335K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-317- 3.55% |
$47.7K - $54.7K
|
8.61K
$1.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-319- 9.03% |
$48K - $55K
|
3.22K
$480K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-320- 0.41% |
$48.2K - $55.2K
|
77.7K
$11.6M
|