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 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.11K- 9.45% |
$317K - $363K
|
20.2K
$3.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-2.14K- 15.42% |
$323K - $370K
|
11.8K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.15K- 1.98% |
$324K - $371K
|
107K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.16K- 2.47% |
$325K - $372K
|
85K
$12.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-2.16K- 61.74% |
$325K - $372K
|
1.34K
$199K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.17K- 9.01% |
$326K - $373K
|
21.9K
$3.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-2.19K- 9.09% |
$329K - $377K
|
21.8K
$3.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.19K- 3.7% |
$329K - $377K
|
56.9K
$8.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.21K- 5.02% |
$332K - $380K
|
41.8K
$6.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.21K- 7.28% |
$333K - $381K
|
28.1K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.23K- 1.47% |
$335K - $384K
|
149K
$22.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-2.25K- 48.96% |
$338K - $387K
|
2.34K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-2.25K- 5.04% |
$338K - $387K
|
42.4K
$6.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-2.26K- 1.73% |
$340K - $389K
|
129K
$19.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.27K- 2.89% |
$342K - $391K
|
76.3K
$11.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.3K- 2.33% |
$346K - $396K
|
96.4K
$14.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-2.31K- 4.11% |
$348K - $398K
|
53.9K
$8.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.33K- 1.49% |
$351K - $401K
|
153K
$22.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-2.36K- 7.17% |
$355K - $407K
|
30.6K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.36K- 5.6% |
$356K - $407K
|
39.8K
$5.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.41K- 3.55% |
$363K - $415K
|
65.4K
$9.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.41K- 5.74% |
$363K - $416K
|
39.6K
$5.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-2.42K- 7.27% |
$365K - $418K
|
30.9K
$4.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.43K- 38.35% |
$365K - $418K
|
3.9K
$582K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-2.46K- 15.54% |
$370K - $423K
|
13.3K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.47K- 34.86% |
$372K - $425K
|
4.61K
$688K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.49K- 6.75% |
$375K - $430K
|
34.4K
$5.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.49K- 0.34% |
$376K - $430K
|
732K
$109M
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-2.5K- 60.17% |
$377K - $431K
|
1.66K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.52K- 36.49% |
$380K - $435K
|
4.39K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.53K- 12.73% |
$381K - $436K
|
17.3K
$2.58M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.53K- 50.81% |
$381K - $436K
|
2.45K
$365K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.56K- 13.08% |
$385K - $441K
|
17K
$2.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.56K- 0.26% |
$385K - $441K
|
978K
$146M
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-2.58K- 19.79% |
$388K - $444K
|
10.4K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.59K- 2.37% |
$391K - $447K
|
107K
$15.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.6K- 66.26% |
$392K - $449K
|
1.33K
$198K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.61K- 84.28% |
$393K - $449K
|
486
$72.5K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.63K- 11.26% |
$396K - $454K
|
20.7K
$3.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.64K- 15.01% |
$397K - $455K
|
14.9K
$2.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.64K- 3.91% |
$397K - $455K
|
64.8K
$9.67M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.64K- 19.29% |
$398K - $455K
|
11.1K
$1.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.65K- 10.55% |
$399K - $457K
|
22.4K
$3.35M
|
|
|
Jul 07, 2023
Q2 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-2.65K- 19.85% |
$399K - $457K
|
10.7K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.69K- 13.81% |
$404K - $463K
|
16.8K
$2.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.7K- 0.52% |
$407K - $466K
|
521K
$77.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.73K- 42.78% |
$411K - $470K
|
3.65K
$544K
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.75K- 4.23% |
$414K - $474K
|
62.2K
$9.28M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.76K- 7.24% |
$416K - $476K
|
35.4K
$5.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-2.79K- 2.52% |
$420K - $481K
|
108K
$16.1M
|