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 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.56KNew |
$838K - $959K
|
5.56K
$830K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.5K+ 71.93% |
$829K - $949K
|
13.2K
$1.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
5.48K+ 1.57% |
$825K - $945K
|
355K
$53M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
5.46KNew |
$823K - $942K
|
5.46K
$815K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.43K+ 5.84% |
$818K - $937K
|
98.4K
$14.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.42KNew |
$816K - $934K
|
5.42K
$808K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.37K+ 17.44% |
$808K - $925K
|
36.1K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.34K+ 3.76% |
$805K - $922K
|
147K
$22M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.29K+ 8.67% |
$797K - $912K
|
66.3K
$9.89M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.25K+ 3.11% |
$791K - $905K
|
174K
$26M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.21K+ 39.71% |
$785K - $898K
|
18.3K
$2.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.16K+ 24.69% |
$778K - $890K
|
26.1K
$3.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.13K+ 115.6% |
$772K - $884K
|
9.56K
$1.43M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.08K+ 9.89% |
$765K - $876K
|
56.5K
$8.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.06K+ 16.56% |
$762K - $873K
|
35.6K
$5.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.06KNew |
$762K - $873K
|
5.06K
$755K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
5.03K+ 2.51% |
$758K - $867K
|
205K
$30.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
5.02K+ 10.83% |
$756K - $866K
|
51.4K
$7.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.02K+ 11.18% |
$756K - $865K
|
49.9K
$7.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
5.01K+ 15.03% |
$754K - $863K
|
38.3K
$5.72M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
4.96K+ 7.7% |
$748K - $856K
|
69.4K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.91K+ 2.47% |
$739K - $846K
|
204K
$30.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.9K+ 114.01% |
$738K - $845K
|
9.2K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
4.87KNew |
$733K - $839K
|
4.87K
$726K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.85K+ 91.55% |
$730K - $835K
|
10.1K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
4.84K+ 33.99% |
$729K - $835K
|
19.1K
$2.85M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.82K+ 5.56% |
$726K - $831K
|
91.6K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
4.81K+ 9.01% |
$725K - $830K
|
58.2K
$8.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
4.8KNew |
$723K - $828K
|
4.8K
$716K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
4.78K+ 1.27% |
$720K - $824K
|
382K
$56.9M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.78K+ 14.85% |
$719K - $824K
|
36.9K
$5.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.75K+ 9.03% |
$715K - $818K
|
57.3K
$8.55M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.74K+ 7.72% |
$713K - $817K
|
66.1K
$9.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.73K+ 3.69% |
$712K - $816K
|
133K
$19.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.68K+ 5.1% |
$705K - $808K
|
96.5K
$14.4M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
4.68K+ 8.68% |
$705K - $807K
|
58.6K
$8.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
4.67K+ 105.02% |
$703K - $805K
|
9.11K
$1.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.66K+ 3.77% |
$702K - $803K
|
128K
$19.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.65K+ 1.82% |
$700K - $801K
|
261K
$38.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.63K+ 15.29% |
$698K - $799K
|
34.9K
$5.21M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4.6K+ 19.18% |
$693K - $794K
|
28.6K
$4.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.55K+ 17.4% |
$685K - $785K
|
30.7K
$4.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.55K+ 8.33% |
$685K - $784K
|
59.1K
$8.82M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
4.5KNew |
$677K - $775K
|
4.5K
$671K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
4.49K+ 5.18% |
$677K - $775K
|
91.2K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.48K+ 0.35% |
$675K - $773K
|
1.3M
$194M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.48K+ 44.28% |
$675K - $773K
|
14.6K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
4.46K+ 53.18% |
$672K - $769K
|
12.8K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.45K+ 11.98% |
$671K - $768K
|
41.6K
$6.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
4.39KNew |
$660K - $756K
|
4.39K
$654K
|