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 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-105- 2.18% |
$15.8K - $18.1K
|
4.72K
$733K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-106- 2.55% |
$16K - $18.3K
|
4.05K
$628K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-106- 12.51% |
$16K - $18.3K
|
741
$115K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-107- 0.4% |
$16.1K - $18.5K
|
26.4K
$4.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-107- 1.76% |
$16.1K - $18.5K
|
5.98K
$928K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-109- 0.9% |
$16.4K - $18.8K
|
12.1K
$1.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-109- 2.28% |
$16.4K - $18.8K
|
4.68K
$726K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-110- 3.29% |
$16.6K - $19K
|
3.24K
$503K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-110- 0.77% |
$16.6K - $19K
|
14.2K
$2.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-110- 1.01% |
$16.6K - $19K
|
10.7K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-110- 4.66% |
$16.6K - $19K
|
2.25K
$349K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-111- 0.48% |
$16.7K - $19.1K
|
23K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-111- 3.18% |
$16.7K - $19.1K
|
3.39K
$526K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-115- 5.73% |
$17.3K - $19.8K
|
1.89K
$294K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-117- 1.6% |
$17.6K - $20.2K
|
7.19K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-117- 15.64% |
$17.6K - $20.2K
|
631
$98K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-117- 1.88% |
$17.6K - $20.2K
|
6.1K
$948K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-118- 3.47% |
$17.8K - $20.3K
|
3.28K
$510K
|
|
|
Aug 08, 2023
Q2 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-118- 1.4% |
$17.8K - $20.3K
|
8.3K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-118- 1.4% |
$17.8K - $20.3K
|
8.28K
$1.29M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-118- 6.81% |
$17.8K - $20.3K
|
1.61K
$251K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-119- 4.52% |
$17.9K - $20.5K
|
2.51K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-120- 0.4% |
$18.1K - $20.7K
|
30.1K
$4.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-120- 1.83% |
$18.1K - $20.7K
|
6.46K
$1M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-121- 2.53% |
$18.2K - $20.9K
|
4.67K
$725K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-122- 1.72% |
$18.4K - $21K
|
6.98K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-122- 0.91% |
$18.4K - $21K
|
13.2K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-123- 0.81% |
$18.5K - $21.2K
|
15K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-124- 2.23% |
$18.7K - $21.4K
|
5.43K
$843K
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-125- 0.59% |
$18.8K - $21.6K
|
21K
$3.25M
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-125- 1.19% |
$18.8K - $21.6K
|
10.4K
$1.62M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-126- 2.56% |
$19K - $21.7K
|
4.8K
$745K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-126- 3.6% |
$19K - $21.7K
|
3.37K
$524K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-126- 1.14% |
$19K - $21.7K
|
11K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-126- 1.8% |
$19K - $21.7K
|
6.86K
$1.06M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-126- 2.56% |
$19K - $21.7K
|
4.8K
$745K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-127- 3.53% |
$19.1K - $21.9K
|
3.47K
$539K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-128- 3.32% |
$19.3K - $22.1K
|
3.73K
$579K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-129- 6.13% |
$19.4K - $22.2K
|
1.98K
$307K
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-130- 2.92% |
$19.6K - $22.4K
|
4.32K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-131- 0.99% |
$19.7K - $22.6K
|
13.2K
$2.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-132- 3.8% |
$19.9K - $22.8K
|
3.34K
$518K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-133- 0.23% |
$20K - $22.9K
|
58.7K
$9.12M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-133- 0.23% |
$20K - $22.9K
|
58.7K
$9.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-135- 4.62% |
$20.3K - $23.3K
|
2.79K
$433K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-136- 2.93% |
$20.5K - $23.5K
|
4.51K
$700K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-137- 0.22% |
$20.6K - $23.6K
|
62K
$9.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-137- 6.55% |
$20.6K - $23.6K
|
1.96K
$304K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-138- 0.3% |
$20.8K - $23.8K
|
45.7K
$7.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-138- 3.98% |
$20.8K - $23.8K
|
3.33K
$517K
|