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 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-469- 4.41% |
$70.6K - $80.9K
|
10.2K
$1.52M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-475- 5.3% |
$71.5K - $81.9K
|
8.49K
$1.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-475- 5.1% |
$71.5K - $81.9K
|
8.84K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-485- 0.48% |
$73.1K - $83.6K
|
100K
$15M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-488- 16.5% |
$73.5K - $84.2K
|
2.47K
$369K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-491- 0.67% |
$74K - $84.7K
|
72.6K
$10.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-491- 40.68% |
$74K - $84.7K
|
716
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-496- 0.26% |
$74.7K - $85.5K
|
188K
$28.1M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-497- 1.62% |
$74.9K - $85.7K
|
30.2K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-499- 16.73% |
$75.2K - $86K
|
2.48K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-500- 21.28% |
$75.3K - $86.2K
|
1.85K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-501- 1.22% |
$75.5K - $86.4K
|
40.6K
$6.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-504- 2.71% |
$75.9K - $86.9K
|
18.1K
$2.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-504- 12.72% |
$75.9K - $86.9K
|
3.46K
$517K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-506- 4.05% |
$76.2K - $87.3K
|
12K
$1.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-506- 3.22% |
$76.2K - $87.3K
|
15.2K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-507- 2.66% |
$76.4K - $87.4K
|
18.6K
$2.77M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-510- 0.45% |
$76.8K - $87.9K
|
113K
$16.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-515- 2.42% |
$77.6K - $88.8K
|
20.8K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-515- 0.69% |
$77.6K - $88.8K
|
73.6K
$11M
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-518- 0.51% |
$78K - $89.3K
|
101K
$15.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-518- 6.15% |
$78K - $89.3K
|
7.91K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-519- 22.41% |
$78.2K - $89.5K
|
1.8K
$268K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-524- 3.55% |
$78.9K - $90.4K
|
14.3K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-526- 0.26% |
$79.2K - $90.7K
|
201K
$30.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-530- 29.36% |
$79.8K - $91.4K
|
1.28K
$190K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-531- 15.67% |
$80K - $91.6K
|
2.86K
$427K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-536- 0.69% |
$80.7K - $92.4K
|
76.7K
$11.5M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-540- 3.66% |
$81.3K - $93.1K
|
14.2K
$2.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-542- 0.39% |
$81.6K - $93.5K
|
140K
$20.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-547- 10.52% |
$82.4K - $94.3K
|
4.66K
$695K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-550- 20.9% |
$82.8K - $94.8K
|
2.08K
$311K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-559- 2.0% |
$84.2K - $96.4K
|
27.4K
$4.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-559- 6.5% |
$84.2K - $96.4K
|
8.04K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-562- 17.16% |
$84.6K - $96.9K
|
2.71K
$405K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-564- 27.02% |
$84.9K - $97.3K
|
1.52K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-565- 19.64% |
$85.1K - $97.4K
|
2.31K
$345K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-568- 24.18% |
$85.6K - $97.9K
|
1.78K
$266K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-573- 7.49% |
$86.3K - $98.8K
|
7.07K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-577- 2.07% |
$86.9K - $99.5K
|
27.3K
$4.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-579- 1.9% |
$87.2K - $99.8K
|
29.8K
$4.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-579- 1.57% |
$87.2K - $99.8K
|
36.3K
$5.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-581- 1.24% |
$87.5K - $100K
|
46.2K
$6.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-585- 3.21% |
$88.1K - $101K
|
17.6K
$2.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-586- 1.81% |
$88.3K - $101K
|
31.9K
$4.76M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-586- 1.4% |
$88.3K - $101K
|
41.1K
$6.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-588- 19.75% |
$88.6K - $101K
|
2.39K
$357K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-596- 9.66% |
$89.8K - $103K
|
5.57K
$832K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-599- 11.51% |
$90.2K - $103K
|
4.61K
$688K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-600- 31.2% |
$90.4K - $103K
|
1.32K
$198K
|