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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
196+ 3.84% |
$29.9K - $36.8K
|
5.3K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
196+ 2.57% |
$29.9K - $36.8K
|
7.81K
$1.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
194+ 2.64% |
$29.6K - $36.4K
|
7.55K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
194+ 3.69% |
$29.6K - $36.4K
|
5.45K
$855K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
193+ 0.67% |
$29.4K - $36.2K
|
28.9K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
193+ 1.07% |
$29.4K - $36.2K
|
18.3K
$2.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
191+ 6.59% |
$29.1K - $35.9K
|
3.09K
$485K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
191+ 5.37% |
$29.1K - $35.9K
|
3.75K
$588K
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
191+ 14.23% |
$29.1K - $35.9K
|
1.53K
$241K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
190+ 1.66% |
$28.9K - $35.7K
|
11.6K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
190+ 0.31% |
$28.9K - $35.7K
|
60.7K
$9.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
189+ 6.28% |
$28.8K - $35.5K
|
3.2K
$502K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
188+ 0.69% |
$28.6K - $35.3K
|
27.6K
$4.34M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
188+ 10.49% |
$28.6K - $35.3K
|
1.98K
$311K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
187+ 6.55% |
$28.5K - $35.1K
|
3.04K
$477K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
186+ 2.48% |
$28.3K - $34.9K
|
7.69K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
185+ 1.19% |
$28.2K - $34.7K
|
15.7K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
185+ 10.25% |
$28.2K - $34.7K
|
1.99K
$312K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
184+ 4.85% |
$28K - $34.6K
|
3.98K
$624K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
184+ 0.58% |
$28K - $34.6K
|
31.9K
$5.01M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
184+ 4.12% |
$28K - $34.6K
|
4.65K
$729K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
183+ 14.14% |
$27.9K - $34.4K
|
1.48K
$232K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
181+ 5.56% |
$27.6K - $34K
|
3.44K
$539K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
180+ 1.72% |
$27.4K - $33.8K
|
10.7K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
180+ 2.15% |
$27.4K - $33.8K
|
8.55K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
180+ 7.06% |
$27.4K - $33.8K
|
2.73K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
180+ 1.11% |
$27.4K - $33.8K
|
16.4K
$2.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
179+ 12.32% |
$27.3K - $33.6K
|
1.63K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
178+ 0.1% |
$27.1K - $33.4K
|
178K
$28M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
177+ 0.73% |
$27K - $33.2K
|
24.5K
$3.84M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
177+ 2.96% |
$27K - $33.2K
|
6.15K
$965K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
177+ 0.24% |
$27K - $33.2K
|
73.5K
$11.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
175+ 0.26% |
$26.7K - $32.9K
|
67.1K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
175+ 1.36% |
$26.7K - $32.9K
|
13K
$2.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
171+ 1.38% |
$26.1K - $32.1K
|
12.5K
$1.97M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
170+ 0.63% |
$25.9K - $31.9K
|
27.1K
$4.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
170+ 3.99% |
$25.9K - $31.9K
|
4.43K
$695K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
170+ 12.34% |
$25.9K - $31.9K
|
1.55K
$243K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
167+ 0.58% |
$25.4K - $31.4K
|
29.1K
$4.56M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
167+ 1.1% |
$25.4K - $31.4K
|
15.4K
$2.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
165+ 2.59% |
$25.1K - $31K
|
6.53K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
164+ 0.7% |
$25K - $30.8K
|
23.8K
$3.73M
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
164+ 12.01% |
$25K - $30.8K
|
1.53K
$240K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
163+ 3.54% |
$24.8K - $30.6K
|
4.76K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
163+ 0.29% |
$24.8K - $30.6K
|
55.9K
$8.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
162+ 8.94% |
$24.7K - $30.4K
|
1.97K
$310K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
162+ 3.42% |
$24.7K - $30.4K
|
4.9K
$769K
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
161+ 0.38% |
$24.5K - $30.2K
|
42.2K
$6.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
160+ 13.69% |
$24.4K - $30K
|
1.33K
$209K
|
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
160+ 1.94% |
$24.4K - $30K
|
8.42K
$1.32M
|