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 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-322- 1.46% |
$48.5K - $55.5K
|
21.7K
$3.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-322- 8.32% |
$48.5K - $55.5K
|
3.55K
$530K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-324- 1.58% |
$48.8K - $55.9K
|
20.2K
$3.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-325- 3.05% |
$49K - $56K
|
10.3K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-325- 1.43% |
$49K - $56K
|
22.4K
$3.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-326- 0.25% |
$49.1K - $56.2K
|
128K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-326- 25.73% |
$49.1K - $56.2K
|
941
$141K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-327- 3.35% |
$49.3K - $56.4K
|
9.42K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-329- 8.09% |
$49.6K - $56.7K
|
3.74K
$558K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-331- 3.16% |
$49.9K - $57.1K
|
10.2K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-333- 7.29% |
$50.2K - $57.4K
|
4.24K
$633K
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-333- 5.23% |
$50.2K - $57.4K
|
6.03K
$901K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-335- 5.36% |
$50.5K - $57.8K
|
5.91K
$883K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-338- 1.71% |
$50.9K - $58.3K
|
19.4K
$2.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-339- 2.32% |
$51.1K - $58.5K
|
14.3K
$2.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-342- 1.18% |
$51.5K - $59K
|
28.6K
$4.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-343- 1.09% |
$51.7K - $59.1K
|
31.2K
$4.65M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-344- 4.68% |
$51.8K - $59.3K
|
7K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-344- 4.0% |
$51.8K - $59.3K
|
8.25K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-345- 1.64% |
$52K - $59.5K
|
20.7K
$3.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-345- 3.04% |
$52K - $59.5K
|
11K
$1.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-351- 1.21% |
$52.9K - $60.5K
|
28.7K
$4.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-351- 7.32% |
$52.9K - $60.5K
|
4.44K
$663K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-356- 3.05% |
$53.6K - $61.4K
|
11.3K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-356- 17.11% |
$53.6K - $61.4K
|
1.73K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-358- 10.09% |
$53.9K - $61.7K
|
3.19K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-358- 7.29% |
$53.9K - $61.7K
|
4.56K
$680K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-365- 17.31% |
$55K - $62.9K
|
1.74K
$260K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-366- 2.17% |
$55.1K - $63.1K
|
16.5K
$2.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-367- 18.3% |
$55.3K - $63.3K
|
1.64K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-368- 1.97% |
$55.4K - $63.5K
|
18.3K
$2.74M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-369- 5.02% |
$55.6K - $63.6K
|
6.98K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-370- 1.0% |
$55.7K - $63.8K
|
36.8K
$5.5M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-370- 2.63% |
$55.7K - $63.8K
|
13.7K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-373- 1.82% |
$56.2K - $64.3K
|
20.1K
$3M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-374- 9.3% |
$56.3K - $64.5K
|
3.65K
$544K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-375- 0.57% |
$56.5K - $64.7K
|
65.7K
$9.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-375- 0.56% |
$56.5K - $64.7K
|
66.7K
$9.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-375- 16.63% |
$56.5K - $64.7K
|
1.88K
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-376- 0.55% |
$56.6K - $64.8K
|
67.6K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-378- 15.52% |
$56.9K - $65.2K
|
2.06K
$307K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-380- 2.53% |
$57.2K - $65.5K
|
14.6K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
SELL
|
- |
-383- 3.06% |
$57.7K - $66K
|
12.1K
$1.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-387- 3.63% |
$58.3K - $66.7K
|
10.3K
$1.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-387- 0.07% |
$58.3K - $66.7K
|
545K
$81.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-387- 13.45% |
$58.3K - $66.7K
|
2.49K
$372K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-390- 3.17% |
$58.7K - $67.3K
|
11.9K
$1.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-391- 0.35% |
$58.9K - $67.4K
|
110K
$16.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-393- 5.85% |
$59.2K - $67.8K
|
6.33K
$945K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-393- 0.42% |
$59.2K - $67.8K
|
93.4K
$14M
|