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 |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.87K- 36.26% |
$1.03M - $1.18M
|
12.1K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.91K- 6.78% |
$1.04M - $1.19M
|
95.1K
$14.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.91K- 6.78% |
$1.04M - $1.19M
|
95.1K
$14.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-7.14K- 7.43% |
$1.08M - $1.23M
|
88.9K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-7.18K- 3.61% |
$1.08M - $1.24M
|
192K
$28.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.21K- 26.62% |
$1.09M - $1.24M
|
19.9K
$2.96M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-7.27K- 5.46% |
$1.09M - $1.25M
|
126K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.32K- 14.63% |
$1.1M - $1.26M
|
42.7K
$6.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.33K- 9.31% |
$1.1M - $1.26M
|
71.4K
$10.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-7.47K- 10.72% |
$1.12M - $1.29M
|
62.2K
$9.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.69K- 6.86% |
$1.16M - $1.33M
|
104K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.77K- 7.05% |
$1.17M - $1.34M
|
102K
$15.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-7.8K- 6.75% |
$1.17M - $1.35M
|
108K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-7.8K- 34.36% |
$1.17M - $1.35M
|
14.9K
$2.22M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7.85K- 21.67% |
$1.18M - $1.35M
|
28.4K
$4.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-7.87K- 71.28% |
$1.18M - $1.36M
|
3.17K
$473K
|
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-7.96K- 11.12% |
$1.2M - $1.37M
|
63.6K
$9.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8.33K- 83.42% |
$1.26M - $1.44M
|
1.66K
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.37K- 4.69% |
$1.26M - $1.44M
|
170K
$25.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.39K- 1.61% |
$1.26M - $1.45M
|
512K
$76.4M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.47K- 1.04% |
$1.28M - $1.46M
|
808K
$121M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-8.59K- 31.33% |
$1.29M - $1.48M
|
18.8K
$2.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.78K- 13.09% |
$1.32M - $1.51M
|
58.3K
$8.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-8.95K- 5.84% |
$1.35M - $1.54M
|
144K
$21.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.07K- 15.97% |
$1.37M - $1.56M
|
47.7K
$7.12M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-9.3K- 1.9% |
$1.4M - $1.6M
|
479K
$71.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
SELL
|
- |
-9.32K- 62.28% |
$1.4M - $1.61M
|
5.64K
$842K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9.42K- 52.77% |
$1.42M - $1.62M
|
8.43K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-9.53K- 3.45% |
$1.44M - $1.64M
|
267K
$39.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.69K- 2.57% |
$1.46M - $1.67M
|
368K
$54.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.82K- 12.79% |
$1.48M - $1.69M
|
66.9K
$9.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10K- 29.54% |
$1.51M - $1.73M
|
23.9K
$3.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10K- 13.67% |
$1.51M - $1.73M
|
63.4K
$9.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-10.1K- 9.25% |
$1.52M - $1.74M
|
99K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-10.1K- 13.88% |
$1.53M - $1.75M
|
62.9K
$9.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-10.5KClosed |
$1.58M - $1.81M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.5K- 23.09% |
$1.59M - $1.82M
|
35.1K
$5.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-10.9K- 1.52% |
$1.64M - $1.88M
|
704K
$105M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11.1K- 29.21% |
$1.67M - $1.91M
|
26.9K
$4.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-11.1K- 0.1% |
$1.67M - $1.91M
|
10.8M
$1.61B
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-11.3K- 0.89% |
$1.7M - $1.95M
|
1.25M
$187M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.3K- 43.43% |
$1.71M - $1.95M
|
14.7K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
SELL
|
- |
-11.8K- 19.43% |
$1.78M - $2.04M
|
49.1K
$7.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.9K- 2.3% |
$1.79M - $2.04M
|
503K
$75M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-12K- 5.24% |
$1.81M - $2.07M
|
217K
$32.4M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-12.3K- 22.28% |
$1.85M - $2.12M
|
42.9K
$6.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-12.5K- 7.63% |
$1.88M - $2.15M
|
151K
$22.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.5K- 13.33% |
$1.88M - $2.15M
|
81.2K
$12.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-12.5K- 29.67% |
$1.89M - $2.16M
|
29.7K
$4.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-12.9K- 10.95% |
$1.94M - $2.22M
|
105K
$15.6M
|