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 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.2KNew |
$1.69M - $1.94M
|
11.2K
$1.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11KNew |
$1.66M - $1.9M
|
11K
$1.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
10.9K+ 35.41% |
$1.64M - $1.87M
|
41.6K
$6.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.8K+ 13.17% |
$1.63M - $1.87M
|
93K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 1.95% |
$1.63M - $1.86M
|
564K
$84.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.6K+ 137.4% |
$1.59M - $1.83M
|
18.3K
$2.73M
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
10.6K+ 89.65% |
$1.59M - $1.82M
|
22.4K
$3.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10.5K+ 15.75% |
$1.58M - $1.81M
|
77.1K
$11.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
10.4K+ 0.44% |
$1.57M - $1.79M
|
2.4M
$358M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.4K+ 13.16% |
$1.57M - $1.79M
|
89.3K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
10.4K+ 312.32% |
$1.56M - $1.79M
|
13.7K
$2.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10.3K+ 75.59% |
$1.55M - $1.77M
|
23.9K
$3.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
10KNew |
$1.51M - $1.72M
|
10K
$1.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
BUY
|
- |
9.93K+ 1.33% |
$1.5M - $1.71M
|
756K
$113M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.89K+ 0.51% |
$1.49M - $1.7M
|
1.97M
$293M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
9.87K+ 5.19% |
$1.49M - $1.7M
|
200K
$29.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9.86K+ 84.89% |
$1.48M - $1.7M
|
21.5K
$3.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.57K+ 9.9% |
$1.44M - $1.65M
|
106K
$15.8M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.54K+ 15.68% |
$1.44M - $1.65M
|
70.4K
$10.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
9.48K+ 13.45% |
$1.43M - $1.63M
|
80K
$11.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
9.42K+ 4.04% |
$1.42M - $1.62M
|
242K
$36.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.4K+ 24.44% |
$1.42M - $1.62M
|
47.9K
$7.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
9.4K+ 2.54% |
$1.42M - $1.62M
|
380K
$56.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.37K+ 38.09% |
$1.41M - $1.61M
|
34K
$5.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.31K+ 1.67% |
$1.4M - $1.61M
|
565K
$84.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.13K+ 715.36% |
$1.37M - $1.57M
|
10.4K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.09K+ 5.07% |
$1.37M - $1.57M
|
188K
$28.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
8.97K+ 103.11% |
$1.35M - $1.55M
|
17.7K
$2.64M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.97K+ 19.31% |
$1.35M - $1.55M
|
55.4K
$8.26M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.97K+ 19.31% |
$1.35M - $1.55M
|
55.4K
$8.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.93K+ 14.93% |
$1.35M - $1.54M
|
68.7K
$10.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8.86K+ 2.17% |
$1.33M - $1.53M
|
418K
$62.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
8.82K+ 21.03% |
$1.33M - $1.52M
|
50.8K
$7.57M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
8.82K+ 21.03% |
$1.33M - $1.52M
|
50.8K
$7.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.73K+ 13.95% |
$1.31M - $1.5M
|
71.3K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8.64K+ 57.51% |
$1.3M - $1.49M
|
23.7K
$3.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
8.62K+ 12.52% |
$1.3M - $1.49M
|
77.5K
$11.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
8.62K+ 24.83% |
$1.3M - $1.49M
|
43.3K
$6.46M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
8.58K+ 14.63% |
$1.29M - $1.48M
|
67.2K
$10M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.53K+ 25.17% |
$1.28M - $1.47M
|
42.4K
$6.33M
|
|
|
Aug 14, 2023
Q2 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
8.48KNew |
$1.28M - $1.46M
|
8.48K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
8.46K+ 48.06% |
$1.27M - $1.46M
|
26.1K
$3.89M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
8.37K+ 3.24% |
$1.26M - $1.44M
|
267K
$39.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8.3K+ 81.54% |
$1.25M - $1.43M
|
18.5K
$2.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
8.27K+ 0.35% |
$1.25M - $1.43M
|
2.35M
$351M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
8.19KNew |
$1.23M - $1.41M
|
8.19K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.12K+ 18.09% |
$1.22M - $1.4M
|
53K
$7.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
7.99K+ 17.69% |
$1.2M - $1.38M
|
53.2K
$7.93M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.88K+ 18.3% |
$1.19M - $1.36M
|
51K
$7.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.79K+ 11.76% |
$1.17M - $1.34M
|
74K
$11M
|