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 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
686+ 12.14% |
$103K - $118K
|
6.34K
$997K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
673+ 8.8% |
$101K - $116K
|
8.32K
$1.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
671+ 2.84% |
$101K - $116K
|
24.3K
$3.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
662+ 32.89% |
$99.7K - $114K
|
2.68K
$421K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
653+ 2.03% |
$98.4K - $113K
|
32.7K
$5.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
648+ 2.92% |
$97.6K - $112K
|
22.8K
$3.59M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
643+ 6.72% |
$96.8K - $111K
|
10.2K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
642+ 3.46% |
$96.7K - $111K
|
19.2K
$3.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
642+ 2.25% |
$96.7K - $111K
|
29.1K
$4.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
637+ 1.7% |
$95.9K - $110K
|
38.1K
$5.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
631+ 3.11% |
$95K - $109K
|
20.9K
$3.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
630+ 16.82% |
$94.9K - $109K
|
4.38K
$688K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
625+ 20.85% |
$94.1K - $108K
|
3.62K
$570K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
625New |
$94.1K - $108K
|
625
$98.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
625+ 8.19% |
$94.1K - $108K
|
8.25K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
622+ 3.99% |
$93.7K - $107K
|
16.2K
$2.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
620+ 2.41% |
$93.4K - $107K
|
26.3K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
618+ 8.04% |
$93.1K - $107K
|
8.3K
$1.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
605+ 13.49% |
$91.1K - $104K
|
5.09K
$800K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
604+ 8.34% |
$91K - $104K
|
7.85K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
603+ 0.96% |
$90.8K - $104K
|
63.7K
$10M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
596+ 18.04% |
$89.8K - $103K
|
3.9K
$613K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
596+ 10.67% |
$89.8K - $103K
|
6.18K
$972K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
594+ 5.01% |
$89.5K - $102K
|
12.5K
$1.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
594+ 73.24% |
$89.5K - $102K
|
1.41K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
593+ 10.89% |
$89.3K - $102K
|
6.04K
$950K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
592+ 2.2% |
$89.2K - $102K
|
27.5K
$4.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
590+ 1.56% |
$88.9K - $102K
|
38.4K
$6.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
588+ 1.71% |
$88.6K - $101K
|
35K
$5.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
586+ 12.16% |
$88.3K - $101K
|
5.41K
$850K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
586+ 11.69% |
$88.3K - $101K
|
5.6K
$880K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
582+ 6.8% |
$87.7K - $100K
|
9.14K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
582+ 2.76% |
$87.7K - $100K
|
21.7K
$3.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
580+ 5.44% |
$87.4K - $100K
|
11.2K
$1.77M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
579+ 4.05% |
$87.2K - $99.8K
|
14.9K
$2.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
576+ 22.09% |
$86.8K - $99.3K
|
3.18K
$501K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
574+ 46.29% |
$86.5K - $99K
|
1.81K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
572+ 0.73% |
$86.2K - $98.6K
|
78.5K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
570+ 292.31% |
$85.9K - $98.3K
|
765
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
568+ 4733.33% |
$85.6K - $97.9K
|
580
$91.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
567+ 1.17% |
$85.4K - $97.8K
|
49.1K
$7.71M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
565+ 23.48% |
$85.1K - $97.4K
|
2.97K
$467K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
561+ 14.16% |
$84.5K - $96.7K
|
4.52K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
559+ 43.17% |
$84.2K - $96.4K
|
1.85K
$292K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
555+ 16.9% |
$83.6K - $95.7K
|
3.84K
$604K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
551+ 3.53% |
$83K - $95K
|
16.2K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
550+ 0.9% |
$82.8K - $94.8K
|
61.8K
$9.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
550+ 4.26% |
$82.8K - $94.8K
|
13.5K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
549+ 2.25% |
$82.7K - $94.7K
|
24.9K
$3.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
548+ 36.88% |
$82.5K - $94.5K
|
2.03K
$320K
|