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
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-2.79K- 2.52% |
$420K - $481K
|
108K
$16.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.8K- 4.13% |
$421K - $482K
|
65K
$9.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.81K- 0.88% |
$424K - $485K
|
318K
$48.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.85K- 60.28% |
$429K - $491K
|
1.88K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.85K- 4.65% |
$430K - $492K
|
58.5K
$8.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-2.85K- 19.5% |
$430K - $492K
|
11.8K
$1.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.87K- 0.85% |
$432K - $494K
|
334K
$51M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2.88K- 22.87% |
$434K - $497K
|
9.73K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.89K- 2.29% |
$436K - $499K
|
124K
$18.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.9K- 2.91% |
$436K - $499K
|
96.7K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2.91K- 27.98% |
$439K - $502K
|
7.5K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.93K- 2.53% |
$441K - $505K
|
113K
$17.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-2.96K- 37.52% |
$446K - $511K
|
4.93K
$753K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-2.96K- 7.95% |
$446K - $511K
|
34.3K
$5.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.01K- 3.79% |
$453K - $519K
|
76.4K
$11.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-3.08K- 37.2% |
$464K - $531K
|
5.2K
$794K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.11K- 3.3% |
$469K - $536K
|
91.2K
$13.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.12K- 3.76% |
$470K - $538K
|
79.9K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.14K- 2.96% |
$473K - $542K
|
103K
$15.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.14K- 15.01% |
$473K - $542K
|
17.8K
$2.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.15K- 4.5% |
$475K - $544K
|
66.8K
$10.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-3.17K- 20.85% |
$477K - $546K
|
12K
$1.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-3.23K- 1.54% |
$487K - $557K
|
206K
$31.5M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-3.25K- 49.39% |
$489K - $560K
|
3.33K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.25K- 20.77% |
$489K - $560K
|
12.4K
$1.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.26K- 8.82% |
$492K - $563K
|
33.8K
$5.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-3.37K- 1.28% |
$507K - $581K
|
260K
$39.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.39K- 20.93% |
$510K - $584K
|
12.8K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.4K- 2.98% |
$512K - $586K
|
111K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.41K- 2.36% |
$514K - $589K
|
141K
$21.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.43K- 12.83% |
$517K - $592K
|
23.3K
$3.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.44K- 19.75% |
$518K - $593K
|
14K
$2.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-3.44K- 68.16% |
$518K - $594K
|
1.61K
$245K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.48K- 2.51% |
$524K - $599K
|
135K
$20.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.53K- 0.7% |
$531K - $608K
|
501K
$76.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.57K- 9.28% |
$538K - $616K
|
34.9K
$5.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.6K- 12.9% |
$542K - $621K
|
24.3K
$3.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-3.61K- 83.02% |
$544K - $623K
|
739
$113K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.62K- 47.07% |
$545K - $624K
|
4.07K
$621K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.62K- 4.55% |
$546K - $625K
|
75.9K
$11.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.65K- 6.08% |
$550K - $630K
|
56.4K
$8.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-3.68K- 1.71% |
$554K - $634K
|
211K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.68K- 4.37% |
$554K - $634K
|
80.4K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-3.68K- 8.58% |
$554K - $635K
|
39.2K
$5.98M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.69K- 4.44% |
$555K - $635K
|
79.3K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.74K- 9.06% |
$563K - $645K
|
37.6K
$5.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.75K- 10.31% |
$565K - $647K
|
32.7K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.76K- 9.46% |
$567K - $649K
|
36K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-3.82K- 2.36% |
$575K - $658K
|
158K
$24.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.85K- 1.51% |
$580K - $664K
|
251K
$38.3M
|