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 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.26K- 2.78% |
$190K - $217K
|
44.1K
$7M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 4.07% |
$190K - $218K
|
29.8K
$4.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.26K- 5.11% |
$190K - $218K
|
23.5K
$3.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Guardian Investment Management
|
SELL
|
- |
-1.27K- 5.46% |
$191K - $219K
|
22K
$3.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.27K- 48.58% |
$191K - $219K
|
1.34K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.3K- 6.1% |
$195K - $223K
|
19.9K
$3.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.3K- 6.35% |
$196K - $224K
|
19.2K
$3.04M
|
|
|
Jul 20, 2023
Q2 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.3K- 1.09% |
$196K - $224K
|
118K
$18.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.3K- 1.2% |
$196K - $225K
|
107K
$17M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 10.25% |
$200K - $228K
|
11.6K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-1.33K- 2.71% |
$200K - $230K
|
47.8K
$7.59M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.34KClosed |
$202K - $231K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.35K- 0.64% |
$204K - $233K
|
209K
$33.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.37K- 9.17% |
$206K - $236K
|
13.6K
$2.15M
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.37K- 14.89% |
$207K - $237K
|
7.85K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.38K- 0.85% |
$207K - $237K
|
161K
$25.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.4K- 6.7% |
$210K - $241K
|
19.4K
$3.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.4K- 0.63% |
$211K - $241K
|
222K
$35.2M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-1.41K- 1.96% |
$212K - $242K
|
70.4K
$11.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.41K- 4.23% |
$212K - $243K
|
31.9K
$5.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.42K- 1.07% |
$214K - $245K
|
131K
$20.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-1.42K- 6.29% |
$214K - $245K
|
21.1K
$3.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 0.98% |
$214K - $245K
|
144K
$22.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.43K- 25.52% |
$215K - $247K
|
4.17K
$663K
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.44K- 4.61% |
$216K - $247K
|
29.7K
$4.72M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-1.44K- 2.7% |
$217K - $248K
|
51.9K
$8.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.45K- 2.59% |
$219K - $250K
|
54.5K
$8.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.46K- 9.95% |
$220K - $252K
|
13.2K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.48K- 27.91% |
$222K - $255K
|
3.81K
$605K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.49K- 2.71% |
$224K - $256K
|
53.4K
$8.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.49K- 18.68% |
$225K - $257K
|
6.5K
$1.03M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.49K- 2.15% |
$225K - $257K
|
68K
$10.8M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.49K- 18.68% |
$225K - $257K
|
6.5K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.5K- 7.07% |
$225K - $258K
|
19.7K
$3.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-1.5K- 1.3% |
$226K - $259K
|
114K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.5K- 42.86% |
$226K - $259K
|
2K
$318K
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.5K- 7.63% |
$226K - $259K
|
18.2K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.51K- 95.76% |
$228K - $261K
|
67
$10.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.52K- 0.34% |
$229K - $262K
|
451K
$71.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.52K- 10.52% |
$229K - $262K
|
12.9K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 27.82% |
$230K - $263K
|
3.96K
$628K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-1.53K- 5.87% |
$231K - $264K
|
24.6K
$3.9M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.56K- 3.39% |
$235K - $269K
|
44.5K
$7.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.56K- 14.33% |
$235K - $270K
|
9.34K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.58K- 1.3% |
$237K - $272K
|
120K
$19M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.58K- 7.8% |
$239K - $273K
|
18.7K
$2.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.58K- 0.38% |
$239K - $273K
|
415K
$66M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.59K- 11.1% |
$239K - $274K
|
12.7K
$2.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.6K- 1.37% |
$241K - $276K
|
116K
$18.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.6K- 22.47% |
$242K - $277K
|
5.53K
$879K
|