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 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
158+ 4.31% |
$24.1K - $29.7K
|
3.83K
$600K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
158+ 1.71% |
$24.1K - $29.7K
|
9.41K
$1.48M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
157+ 2.08% |
$23.9K - $29.5K
|
7.7K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
156+ 5.5% |
$23.8K - $29.3K
|
2.99K
$469K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
156+ 0.85% |
$23.8K - $29.3K
|
18.6K
$2.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
155+ 1.34% |
$23.6K - $29.1K
|
11.7K
$1.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
155+ 0.52% |
$23.6K - $29.1K
|
30.1K
$4.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
155+ 0.41% |
$23.6K - $29.1K
|
38.1K
$5.98M
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
155+ 0.57% |
$23.6K - $29.1K
|
27.4K
$4.3M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
154+ 0.06% |
$23.5K - $28.9K
|
247K
$38.7M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
154+ 12.04% |
$23.5K - $28.9K
|
1.43K
$225K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
151+ 13.42% |
$23K - $28.4K
|
1.28K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
151+ 6.2% |
$23K - $28.4K
|
2.59K
$406K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
BUY
|
- |
150+ 2.06% |
$22.9K - $28.2K
|
7.44K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
150+ 2.09% |
$22.9K - $28.2K
|
7.32K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
150+ 6.23% |
$22.9K - $28.2K
|
2.56K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
150+ 3.23% |
$22.9K - $28.2K
|
4.8K
$753K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
146+ 0.57% |
$22.2K - $27.4K
|
25.8K
$4.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
146+ 0.97% |
$22.2K - $27.4K
|
15.2K
$2.38M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
146+ 0.44% |
$22.2K - $27.4K
|
33.5K
$5.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
145+ 5.22% |
$22.1K - $27.2K
|
2.93K
$459K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
145+ 4.36% |
$22.1K - $27.2K
|
3.47K
$545K
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
145+ 6.88% |
$22.1K - $27.2K
|
2.25K
$354K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
144+ 1.98% |
$21.9K - $27K
|
7.42K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
144+ 0.72% |
$21.9K - $27K
|
20.2K
$3.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
142+ 1.23% |
$21.6K - $26.7K
|
11.7K
$1.83M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
141+ 0.13% |
$21.5K - $26.5K
|
112K
$17.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
140+ 8.41% |
$21.3K - $26.3K
|
1.81K
$283K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
139+ 1.29% |
$21.2K - $26.1K
|
10.9K
$1.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
137+ 0.39% |
$20.9K - $25.7K
|
35.7K
$5.6M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
137+ 1.04% |
$20.9K - $25.7K
|
13.3K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
137+ 0.38% |
$20.9K - $25.7K
|
36.4K
$5.71M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
137+ 1.22% |
$20.9K - $25.7K
|
11.3K
$1.78M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
136+ 6.13% |
$20.7K - $25.5K
|
2.35K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
136+ 1.9% |
$20.7K - $25.5K
|
7.3K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
134+ 2.06% |
$20.4K - $25.2K
|
6.65K
$1.04M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
BUY
|
- |
133+ 0.42% |
$20.3K - $25K
|
32.1K
$5.04M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
132+ 0.9% |
$20.1K - $24.8K
|
14.7K
$2.31M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
131+ 3.28% |
$20K - $24.6K
|
4.13K
$647K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
131+ 8.5% |
$20K - $24.6K
|
1.67K
$263K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
131+ 2.7% |
$20K - $24.6K
|
4.97K
$781K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
131+ 4.44% |
$20K - $24.6K
|
3.08K
$484K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
130+ 1.76% |
$19.8K - $24.4K
|
7.5K
$1.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
130+ 6.63% |
$19.8K - $24.4K
|
2.09K
$328K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
130+ 5.12% |
$19.8K - $24.4K
|
2.67K
$419K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
128+ 0.81% |
$19.5K - $24K
|
16K
$2.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
127+ 40.84% |
$19.3K - $23.8K
|
438
$68.7K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
124+ 10.6% |
$18.9K - $23.3K
|
1.29K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
124+ 0.37% |
$18.9K - $23.3K
|
33.3K
$5.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
122+ 3.03% |
$18.6K - $22.9K
|
4.15K
$651K
|