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 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-766- 0.78% |
$115K - $132K
|
97.4K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-767- 13.19% |
$116K - $132K
|
5.05K
$806K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-772- 4.08% |
$116K - $133K
|
18.2K
$2.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-783- 6.98% |
$118K - $135K
|
10.4K
$1.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-784- 2.25% |
$118K - $135K
|
34K
$5.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-789- 2.75% |
$119K - $136K
|
27.9K
$4.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-794- 7.14% |
$120K - $137K
|
10.3K
$1.65M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-795- 39.81% |
$120K - $137K
|
1.2K
$192K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-809- 30.25% |
$122K - $140K
|
1.87K
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-820- 12.51% |
$124K - $141K
|
5.73K
$915K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-821- 4.15% |
$124K - $142K
|
19K
$3.03M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-821- 4.15% |
$124K - $142K
|
19K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-827- 9.18% |
$125K - $143K
|
8.18K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-833- 2.47% |
$125K - $144K
|
32.9K
$5.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-833- 25.97% |
$125K - $144K
|
2.37K
$379K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-840- 3.51% |
$127K - $145K
|
23.1K
$3.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-851- 0.89% |
$128K - $147K
|
94.3K
$15M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-853- 5.42% |
$128K - $147K
|
14.9K
$2.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-864- 2.91% |
$130K - $149K
|
28.8K
$4.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-865- 0.37% |
$130K - $149K
|
234K
$37.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-865- 1.1% |
$130K - $149K
|
77.5K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-866- 5.26% |
$130K - $149K
|
15.6K
$2.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-866- 29.24% |
$130K - $149K
|
2.1K
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-869- 1.14% |
$131K - $150K
|
75.5K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-875- 2.4% |
$132K - $151K
|
35.6K
$5.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-876- 3.32% |
$132K - $151K
|
25.5K
$4.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-881- 0.84% |
$133K - $152K
|
104K
$16.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-897- 1.32% |
$135K - $155K
|
67K
$10.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-899- 10.41% |
$135K - $155K
|
7.74K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-907- 2.46% |
$137K - $156K
|
35.9K
$5.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-918- 4.76% |
$138K - $158K
|
18.4K
$2.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-925- 10.64% |
$139K - $160K
|
7.77K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-928- 29.06% |
$140K - $160K
|
2.27K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-935- 7.12% |
$141K - $161K
|
12.2K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-945- 7.75% |
$142K - $163K
|
11.3K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-946- 2.95% |
$142K - $163K
|
31.2K
$4.97M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-946- 6.32% |
$142K - $163K
|
14K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-948- 7.27% |
$143K - $163K
|
12.1K
$1.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-948- 8.14% |
$143K - $163K
|
10.7K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-950- 1.7% |
$143K - $164K
|
55K
$8.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-956- 5.17% |
$144K - $165K
|
17.5K
$2.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-960- 14.57% |
$145K - $166K
|
5.63K
$898K
|
|
|
Jul 14, 2023
Q2 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-962- 2.98% |
$145K - $166K
|
31.3K
$5M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-975- 2.23% |
$147K - $168K
|
42.8K
$6.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-976- 2.66% |
$147K - $168K
|
35.7K
$5.7M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-981- 8.24% |
$148K - $169K
|
10.9K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-983- 34.58% |
$148K - $170K
|
1.86K
$297K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-987- 36.98% |
$149K - $170K
|
1.68K
$268K
|
|
|
Jul 18, 2023
Q2 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-995- 14.21% |
$150K - $172K
|
6.01K
$958K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-995- 1.0% |
$150K - $172K
|
98.8K
$15.8M
|