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 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.64K- 2.33% |
$247K - $283K
|
68.6K
$10.2M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.69K- 53.31% |
$255K - $291K
|
1.48K
$221K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.69K- 8.08% |
$255K - $292K
|
19.3K
$2.87M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.7K- 65.38% |
$256K - $293K
|
900
$134K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.71K- 4.33% |
$257K - $294K
|
37.7K
$5.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.73K- 4.21% |
$261K - $299K
|
39.4K
$5.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.75K- 11.23% |
$263K - $301K
|
13.8K
$2.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.75K- 24.58% |
$264K - $302K
|
5.37K
$801K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.76K- 17.35% |
$265K - $303K
|
8.38K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 6.52% |
$266K - $304K
|
25.3K
$3.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-1.77K- 34.45% |
$267K - $306K
|
3.37K
$503K
|
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-1.78K- 11.63% |
$268K - $307K
|
13.5K
$2.02M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.8K- 16.16% |
$271K - $310K
|
9.34K
$1.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.81K- 0.81% |
$273K - $313K
|
221K
$33M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.83K- 7.77% |
$275K - $315K
|
21.7K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.83K- 0.92% |
$275K - $315K
|
197K
$29.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-1.83K- 3.35% |
$276K - $316K
|
52.9K
$7.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.84K- 2.63% |
$277K - $317K
|
68K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.84K- 12.25% |
$278K - $318K
|
13.2K
$1.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.86K- 1.53% |
$279K - $320K
|
119K
$17.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.88K- 6.52% |
$282K - $323K
|
26.9K
$4.01M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.88K- 23.73% |
$283K - $324K
|
6.03K
$900K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.89K- 7.83% |
$284K - $325K
|
22.2K
$3.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-1.89K- 2.62% |
$285K - $327K
|
70.3K
$10.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-1.9K- 8.81% |
$286K - $327K
|
19.7K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 49.94% |
$290K - $332K
|
1.93K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-1.93K- 4.26% |
$290K - $332K
|
43.3K
$6.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.93K- 25.2% |
$291K - $333K
|
5.73K
$854K
|
|
|
Nov 14, 2024
Q2 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1.94K- 29.3% |
$291K - $334K
|
4.67K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.96K- 44.05% |
$296K - $338K
|
2.49K
$372K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.97K- 4.35% |
$297K - $340K
|
43.3K
$6.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.98K- 8.57% |
$298K - $341K
|
21.1K
$3.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-1.98K- 9.72% |
$299K - $342K
|
18.4K
$2.75M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.99K- 6.05% |
$300K - $344K
|
31K
$4.62M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-2K- 0.57% |
$301K - $344K
|
347K
$51.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-2K- 20.0% |
$301K - $345K
|
8K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2K- 54.79% |
$301K - $345K
|
1.65K
$246K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.01K- 0.6% |
$303K - $347K
|
333K
$49.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.01K- 10.21% |
$303K - $347K
|
17.7K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-2.06K- 35.49% |
$310K - $355K
|
3.74K
$559K
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.06K- 2.37% |
$310K - $355K
|
85K
$12.7M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.06K- 2.37% |
$310K - $355K
|
85K
$12.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.06K- 2.07% |
$311K - $356K
|
97.6K
$14.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-2.07K- 5.2% |
$311K - $357K
|
37.7K
$5.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-2.08K- 2.87% |
$314K - $359K
|
70.6K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.09K- 11.07% |
$314K - $360K
|
16.8K
$2.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-2.09K- 24.87% |
$314K - $360K
|
6.31K
$941K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.09K- 4.52% |
$315K - $360K
|
44.1K
$6.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.1K- 1.73% |
$316K - $362K
|
120K
$17.8M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.1K- 1.73% |
$316K - $362K
|
120K
$17.8M
|