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 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
4.38K+ 10.12% |
$659K - $755K
|
47.6K
$7.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.37K+ 11.33% |
$658K - $753K
|
42.9K
$6.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.34K+ 6.07% |
$654K - $749K
|
75.9K
$11.3M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.33K+ 3.11% |
$653K - $747K
|
144K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.33K+ 73.83% |
$652K - $746K
|
10.2K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
4.29KNew |
$646K - $739K
|
4.29K
$640K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.22K+ 26.9% |
$635K - $728K
|
19.9K
$2.97M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.18KNew |
$629K - $720K
|
4.18K
$623K
|
|
|
Sep 08, 2023
Q2 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
4.12KNew |
$621K - $710K
|
4.12K
$615K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.12KNew |
$620K - $710K
|
4.12K
$614K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.1K+ 4.98% |
$618K - $707K
|
86.4K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4.09K+ 19.14% |
$615K - $705K
|
25.4K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.08K+ 1.93% |
$614K - $703K
|
215K
$32.1M
|
|
|
Sep 04, 2024
Q2 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
4.07K+ 97.49% |
$613K - $702K
|
8.25K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.06K+ 23.99% |
$612K - $701K
|
21K
$3.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.06K+ 4.81% |
$612K - $700K
|
88.5K
$13.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.06K+ 195.56% |
$611K - $699K
|
6.13K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.05K+ 15.29% |
$610K - $698K
|
30.5K
$4.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.05K+ 6.05% |
$610K - $698K
|
70.9K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.03K+ 6.5% |
$607K - $695K
|
66.1K
$9.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.98KNew |
$600K - $687K
|
3.98K
$594K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.97K+ 3.51% |
$597K - $684K
|
117K
$17.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.94K+ 5.78% |
$594K - $680K
|
72.2K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.94KNew |
$593K - $679K
|
3.94K
$587K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
3.94KNew |
$593K - $679K
|
3.94K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.91K+ 32.69% |
$589K - $674K
|
15.9K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
3.9KNew |
$587K - $672K
|
3.9K
$582K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.89K+ 9.85% |
$586K - $670K
|
43.4K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.86KNew |
$581K - $666K
|
3.86K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.86K+ 2.44% |
$581K - $665K
|
162K
$24.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.77K+ 299.68% |
$568K - $651K
|
5.03K
$751K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3.77K+ 18.97% |
$568K - $650K
|
23.6K
$3.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.72K+ 7.84% |
$561K - $642K
|
51.2K
$7.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.71K+ 10.87% |
$559K - $640K
|
37.8K
$5.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.7K+ 5.89% |
$557K - $638K
|
66.5K
$9.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.69K+ 92.51% |
$556K - $637K
|
7.69K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
BUY
|
- |
3.69K+ 0.69% |
$556K - $636K
|
535K
$79.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.67K+ 1.79% |
$552K - $633K
|
208K
$31M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.65K+ 4.75% |
$550K - $630K
|
80.6K
$12M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
3.61K+ 3.59% |
$544K - $623K
|
104K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.54K+ 2.05% |
$532K - $610K
|
176K
$26.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.49K+ 3.33% |
$525K - $601K
|
108K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.49KNew |
$525K - $601K
|
3.49K
$520K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.47K+ 52.8% |
$522K - $598K
|
10K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.46K+ 6.89% |
$521K - $597K
|
53.7K
$8.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.46K+ 1.19% |
$521K - $596K
|
295K
$44M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.45KNew |
$520K - $595K
|
3.45K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.44K+ 8.84% |
$518K - $593K
|
42.3K
$6.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.43K+ 13.05% |
$517K - $591K
|
29.7K
$4.43M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.4KNew |
$512K - $586K
|
3.4K
$507K
|