Purchases and Sales Made in Q1 2023 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
331+ 27.06% |
$50.4K - $62.2K
|
1.55K
$247K
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
331+ 27.06% |
$50.4K - $62.2K
|
1.55K
$247K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
327+ 34.17% |
$49.8K - $61.4K
|
1.28K
$204K
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
327+ 40.72% |
$49.8K - $61.4K
|
1.13K
$179K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
327+ 0.21% |
$49.8K - $61.4K
|
159K
$25.3M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
326+ 1.53% |
$49.7K - $61.2K
|
21.6K
$3.43M
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
326+ 20.87% |
$49.7K - $61.2K
|
1.89K
$300K
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
326+ 12.21% |
$49.7K - $61.2K
|
3K
$476K
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
326+ 20.87% |
$49.7K - $61.2K
|
1.89K
$300K
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
325+ 2.44% |
$49.5K - $61K
|
13.6K
$2.17M
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
324+ 12.9% |
$49.4K - $60.8K
|
2.84K
$450K
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
323+ 2.97% |
$49.2K - $60.7K
|
11.2K
$1.78M
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
320+ 3.97% |
$48.7K - $60.1K
|
8.39K
$1.33M
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
320+ 14.73% |
$48.7K - $60.1K
|
2.49K
$396K
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
319+ 21.14% |
$48.6K - $59.9K
|
1.83K
$290K
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
318+ 4.37% |
$48.4K - $59.7K
|
7.6K
$1.21M
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
316+ 10.71% |
$48.1K - $59.3K
|
3.27K
$519K
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
312+ 0.32% |
$47.5K - $58.6K
|
96.7K
$15.3M
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
312+ 2.85% |
$47.5K - $58.6K
|
11.3K
$1.79M
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
312+ 10.28% |
$47.5K - $58.6K
|
3.35K
$531K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
310+ 5.66% |
$47.2K - $58.2K
|
5.79K
$919K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
310+ 4.17% |
$47.2K - $58.2K
|
7.74K
$1.23M
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
308+ 19.48% |
$46.9K - $57.8K
|
1.89K
$300K
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
307+ 2.03% |
$46.8K - $57.7K
|
15.4K
$2.45M
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
306+ 8.23% |
$46.6K - $57.5K
|
4.02K
$639K
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
305+ 16.42% |
$46.5K - $57.3K
|
2.16K
$343K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
305+ 28.01% |
$46.5K - $57.3K
|
1.39K
$221K
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
302+ 9.42% |
$46K - $56.7K
|
3.51K
$557K
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
300+ 3.82% |
$45.7K - $56.3K
|
8.15K
$1.29M
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
300+ 101.69% |
$45.7K - $56.3K
|
595
$94.5K
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
299+ 1.99% |
$45.5K - $56.1K
|
15.3K
$2.43M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
297New |
$45.2K - $55.8K
|
297
$47.2K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
297+ 9.66% |
$45.2K - $55.8K
|
3.37K
$536K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
295+ 4.7% |
$44.9K - $55.4K
|
6.58K
$1.04M
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
295+ 6.35% |
$44.9K - $55.4K
|
4.94K
$785K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
293+ 12.48% |
$44.6K - $55K
|
2.64K
$419K
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
292+ 0.4% |
$44.5K - $54.8K
|
74.1K
$11.8M
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
289+ 6.42% |
$44K - $54.3K
|
4.79K
$761K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
288+ 21.11% |
$43.9K - $54.1K
|
1.65K
$262K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
288+ 0.51% |
$43.9K - $54.1K
|
57K
$9.05M
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
286+ 1.39% |
$43.6K - $53.7K
|
20.9K
$3.32M
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
286+ 10.35% |
$43.6K - $53.7K
|
3.05K
$484K
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
286+ 1.14% |
$43.6K - $53.7K
|
25.4K
$4.04M
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
286+ 1.43% |
$43.6K - $53.7K
|
20.3K
$3.22M
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
285+ 2.5% |
$43.4K - $53.5K
|
11.7K
$1.85M
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
285+ 3.49% |
$43.4K - $53.5K
|
8.46K
$1.34M
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
282+ 2.28% |
$43K - $53K
|
12.7K
$2.01M
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
281+ 0.46% |
$42.8K - $52.8K
|
60.8K
$9.65M
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
280+ 5.7% |
$42.7K - $52.6K
|
5.2K
$825K
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
280+ 1.09% |
$42.7K - $52.6K
|
25.9K
$4.11M
|