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 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-375- 16.63% |
$56.5K - $64.7K
|
1.88K
$290K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-376- 0.55% |
$56.6K - $64.8K
|
67.6K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-378- 15.52% |
$56.9K - $65.2K
|
2.06K
$318K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-380- 2.53% |
$57.2K - $65.5K
|
14.6K
$2.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
SELL
|
- |
-383- 3.06% |
$57.7K - $66K
|
12.1K
$1.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-387- 3.63% |
$58.3K - $66.7K
|
10.3K
$1.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-387- 0.07% |
$58.3K - $66.7K
|
545K
$84.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-387- 13.45% |
$58.3K - $66.7K
|
2.49K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-390- 3.17% |
$58.7K - $67.3K
|
11.9K
$1.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-391- 0.35% |
$58.9K - $67.4K
|
110K
$17M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-393- 5.85% |
$59.2K - $67.8K
|
6.33K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-393- 0.42% |
$59.2K - $67.8K
|
93.4K
$14.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-394- 1.05% |
$59.3K - $67.9K
|
37.1K
$5.73M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-395- 6.2% |
$59.5K - $68.1K
|
5.98K
$923K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-395- 5.99% |
$59.5K - $68.1K
|
6.2K
$957K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-395- 3.22% |
$59.5K - $68.1K
|
11.9K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Refined Wealth Management
|
SELL
|
- |
-397- 0.83% |
$59.8K - $68.5K
|
47.3K
$7.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-399- 1.89% |
$60.1K - $68.8K
|
20.7K
$3.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-399- 2.18% |
$60.1K - $68.8K
|
17.9K
$2.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-400- 5.13% |
$60.2K - $69K
|
7.4K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-400- 10.15% |
$60.2K - $69K
|
3.54K
$547K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-402- 4.04% |
$60.5K - $69.3K
|
9.55K
$1.48M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-402- 1.44% |
$60.5K - $69.3K
|
27.4K
$4.24M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-403- 12.16% |
$60.7K - $69.5K
|
2.91K
$450K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-405- 2.19% |
$61K - $69.8K
|
18.1K
$2.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-407- 12.11% |
$61.3K - $70.2K
|
2.95K
$456K
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-408- 0.18% |
$61.5K - $70.4K
|
228K
$35.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-412- 4.63% |
$62.1K - $71K
|
8.48K
$1.31M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-412- 32.11% |
$62.1K - $71K
|
871
$135K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-416- 5.01% |
$62.7K - $71.7K
|
7.88K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-417- 3.07% |
$62.8K - $71.9K
|
13.2K
$2.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-418- 22.87% |
$63K - $72.1K
|
1.41K
$218K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-424- 13.59% |
$63.9K - $73.1K
|
2.7K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-428- 4.29% |
$64.5K - $73.8K
|
9.56K
$1.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-430- 6.91% |
$64.8K - $74.1K
|
5.79K
$895K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-430- 14.88% |
$64.8K - $74.1K
|
2.46K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-431- 3.08% |
$64.9K - $74.3K
|
13.5K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-432- 10.52% |
$65.1K - $74.5K
|
3.67K
$567K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-436- 2.92% |
$65.7K - $75.2K
|
14.5K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-438- 1.7% |
$66K - $75.5K
|
25.4K
$3.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-438- 19.06% |
$66K - $75.5K
|
1.86K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-440- 4.84% |
$66.3K - $75.9K
|
8.66K
$1.34M
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-440- 0.52% |
$66.3K - $75.9K
|
83.4K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-445- 0.61% |
$67K - $76.7K
|
73.1K
$11.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-448- 4.35% |
$67.5K - $77.3K
|
9.85K
$1.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-448- 4.53% |
$67.5K - $77.3K
|
9.43K
$1.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-448- 5.79% |
$67.5K - $77.3K
|
7.29K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-450- 1.75% |
$67.8K - $77.6K
|
25.3K
$3.91M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-450- 2.44% |
$67.8K - $77.6K
|
18K
$2.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-455- 3.94% |
$68.5K - $78.5K
|
11.1K
$1.71M
|