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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-603- 27.6% |
$90.8K - $104K
|
1.58K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-607- 4.67% |
$91.4K - $105K
|
12.4K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-607- 2.33% |
$91.4K - $105K
|
25.4K
$3.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-608- 6.51% |
$91.6K - $105K
|
8.73K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-612- 3.59% |
$92.2K - $106K
|
16.5K
$2.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-621- 8.91% |
$93.5K - $107K
|
6.35K
$949K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-627- 4.83% |
$94.4K - $108K
|
12.3K
$1.84M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-629- 3.05% |
$94.7K - $108K
|
20K
$2.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-630- 4.27% |
$94.9K - $109K
|
14.1K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-635- 8.08% |
$95.6K - $109K
|
7.22K
$1.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-640- 4.53% |
$96.4K - $110K
|
13.5K
$2.01M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-643- 14.35% |
$96.8K - $111K
|
3.84K
$573K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-648- 20.44% |
$97.6K - $112K
|
2.52K
$377K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-650- 8.54% |
$97.9K - $112K
|
6.97K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-655- 3.41% |
$98.7K - $113K
|
18.5K
$2.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-658- 1.63% |
$99.1K - $113K
|
39.7K
$5.93M
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-661- 16.91% |
$99.6K - $114K
|
3.25K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-663- 3.29% |
$99.9K - $114K
|
19.5K
$2.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-664- 11.73% |
$100K - $115K
|
5K
$746K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-665- 4.07% |
$100K - $115K
|
15.7K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-665- 1.67% |
$100K - $115K
|
39.1K
$5.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-665- 6.21% |
$100K - $115K
|
10K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-670- 13.84% |
$101K - $116K
|
4.17K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-672- 34.25% |
$101K - $116K
|
1.29K
$193K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-673- 0.31% |
$101K - $116K
|
218K
$32.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-675- 14.32% |
$102K - $116K
|
4.04K
$603K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-675- 10.84% |
$102K - $116K
|
5.55K
$829K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-677- 11.28% |
$102K - $117K
|
5.33K
$796K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-684- 9.4% |
$103K - $118K
|
6.6K
$985K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-685- 5.84% |
$103K - $118K
|
11.1K
$1.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-687- 23.76% |
$103K - $118K
|
2.2K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-690- 0.96% |
$104K - $119K
|
71K
$10.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-697- 3.07% |
$105K - $120K
|
22K
$3.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-700- 14.4% |
$105K - $121K
|
4.16K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-702- 21.49% |
$106K - $121K
|
2.57K
$383K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-703- 2.63% |
$106K - $121K
|
26.1K
$3.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-705- 21.59% |
$106K - $122K
|
2.56K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-713- 30.31% |
$107K - $123K
|
1.64K
$245K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-714- 3.88% |
$108K - $123K
|
17.7K
$2.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-715- 3.58% |
$108K - $123K
|
19.3K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-717- 2.2% |
$108K - $124K
|
31.9K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-719- 5.79% |
$108K - $124K
|
11.7K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-730- 9.02% |
$110K - $126K
|
7.37K
$1.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-731- 0.9% |
$110K - $126K
|
80.3K
$12M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-733- 21.76% |
$110K - $126K
|
2.64K
$394K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-735- 2.27% |
$111K - $127K
|
31.7K
$4.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-737- 4.79% |
$111K - $127K
|
14.7K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-741- 16.58% |
$112K - $128K
|
3.73K
$557K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-741- 1.17% |
$112K - $128K
|
62.6K
$9.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-744- 14.88% |
$112K - $128K
|
4.26K
$636K
|