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 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-981- 8.24% |
$148K - $169K
|
10.9K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-983- 34.58% |
$148K - $170K
|
1.86K
$278K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-987- 36.98% |
$149K - $170K
|
1.68K
$251K
|
|
|
Jul 18, 2023
Q2 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-995- 14.21% |
$150K - $172K
|
6.01K
$897K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-995- 1.0% |
$150K - $172K
|
98.8K
$14.8M
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1K- 26.93% |
$151K - $172K
|
2.71K
$405K
|
|
|
Aug 04, 2023
Q2 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-1K- 0.19% |
$151K - $172K
|
533K
$79.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1K- 5.35% |
$151K - $173K
|
17.7K
$2.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.01K- 26.59% |
$151K - $173K
|
2.78K
$414K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.02K- 1.93% |
$154K - $176K
|
51.9K
$7.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.04K- 28.83% |
$156K - $179K
|
2.57K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.04K- 0.4% |
$157K - $180K
|
258K
$38.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.06K- 11.23% |
$159K - $182K
|
8.34K
$1.25M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.07K- 5.15% |
$161K - $184K
|
19.7K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.08K- 2.29% |
$162K - $185K
|
45.9K
$6.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.09K- 5.47% |
$164K - $187K
|
18.8K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.09K- 0.36% |
$164K - $188K
|
300K
$44.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.09K- 3.19% |
$164K - $188K
|
33.1K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.09K- 2.43% |
$164K - $188K
|
43.9K
$6.55M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.11K- 13.26% |
$166K - $191K
|
7.23K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 3.13% |
$167K - $191K
|
34.3K
$5.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.11K- 33.56% |
$167K - $191K
|
2.19K
$328K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.11K- 12.51% |
$167K - $191K
|
7.75K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.13K- 7.93% |
$169K - $194K
|
13.1K
$1.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.13K- 3.0% |
$170K - $194K
|
36.5K
$5.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.13K- 3.21% |
$171K - $195K
|
34.1K
$5.09M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.14K- 0.64% |
$172K - $197K
|
178K
$26.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-1.15K- 7.54% |
$173K - $198K
|
14.1K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.16K- 1.59% |
$175K - $201K
|
72K
$10.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.17K- 5.91% |
$176K - $202K
|
18.6K
$2.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.17K- 5.55% |
$176K - $202K
|
19.9K
$2.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 17.44% |
$177K - $203K
|
5.58K
$833K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.18K- 7.64% |
$178K - $204K
|
14.3K
$2.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.19K- 2.3% |
$179K - $205K
|
50.5K
$7.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.19K- 4.68% |
$179K - $205K
|
24.3K
$3.62M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.2K- 33.28% |
$181K - $207K
|
2.4K
$359K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.2K- 11.44% |
$181K - $207K
|
9.29K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.2K- 5.86% |
$181K - $207K
|
19.3K
$2.88M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.21K- 8.49% |
$182K - $208K
|
13K
$1.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 0.62% |
$183K - $210K
|
195K
$29.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.23K- 2.92% |
$185K - $212K
|
40.8K
$6.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-1.24K- 24.98% |
$187K - $214K
|
3.73K
$557K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.25K- 4.27% |
$188K - $215K
|
27.9K
$4.17M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-1.25K- 2.45% |
$188K - $216K
|
49.8K
$7.44M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.26K- 25.24% |
$189K - $217K
|
3.72K
$556K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.26K- 2.78% |
$190K - $217K
|
44.1K
$6.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 4.07% |
$190K - $218K
|
29.8K
$4.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.26K- 5.11% |
$190K - $218K
|
23.5K
$3.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
SELL
|
- |
-1.27K- 5.46% |
$191K - $219K
|
22K
$3.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.27K- 48.58% |
$191K - $219K
|
1.34K
$201K
|