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 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
120New |
$18.3K - $22.5K
|
120
$18.8K
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
119+ 2.48% |
$18.1K - $22.3K
|
4.91K
$770K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
117+ 3.57% |
$17.8K - $22K
|
3.39K
$532K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
117+ 18.54% |
$17.8K - $22K
|
748
$117K
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
116+ 1.35% |
$17.7K - $21.8K
|
8.69K
$1.36M
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
115+ 1.17% |
$17.5K - $21.6K
|
9.95K
$1.56M
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
115+ 3.35% |
$17.5K - $21.6K
|
3.55K
$557K
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
115+ 3.07% |
$17.5K - $21.6K
|
3.86K
$605K
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
115+ 4.43% |
$17.5K - $21.6K
|
2.71K
$425K
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
114+ 2.17% |
$17.4K - $21.4K
|
5.36K
$841K
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
111+ 3.48% |
$16.9K - $20.8K
|
3.3K
$518K
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
110+ 0.96% |
$16.8K - $20.7K
|
11.6K
$1.82M
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
110+ 0.06% |
$16.8K - $20.7K
|
175K
$27.5M
|
|
Apr 05, 2023
Q1 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
109+ 3.26% |
$16.6K - $20.5K
|
3.45K
$542K
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
109+ 0.92% |
$16.6K - $20.5K
|
12K
$1.88M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
109+ 4.75% |
$16.6K - $20.5K
|
2.41K
$378K
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
107+ 7.06% |
$16.3K - $20.1K
|
1.62K
$255K
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
107+ 2.28% |
$16.3K - $20.1K
|
4.8K
$753K
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
107+ 0.63% |
$16.3K - $20.1K
|
17K
$2.66M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
107+ 73.79% |
$16.3K - $20.1K
|
252
$39.5K
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
106+ 6.3% |
$16.1K - $19.9K
|
1.79K
$281K
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
105+ 1.79% |
$16K - $19.7K
|
5.98K
$938K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
105+ 0.92% |
$16K - $19.7K
|
11.5K
$1.81M
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
105+ 2.25% |
$16K - $19.7K
|
4.77K
$748K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
104+ 80.0% |
$15.8K - $19.5K
|
234
$36.7K
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
103+ 0.6% |
$15.7K - $19.3K
|
17.3K
$2.72M
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
101+ 6.86% |
$15.4K - $19K
|
1.57K
$247K
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
101+ 2.78% |
$15.4K - $19K
|
3.74K
$587K
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
100+ 0.59% |
$15.2K - $18.8K
|
17K
$2.66M
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
BUY
|
- |
100+ 4.24% |
$15.2K - $18.8K
|
2.46K
$386K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100New |
$15.2K - $18.8K
|
100
$15.7K
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
100+ 7.75% |
$15.2K - $18.8K
|
1.39K
$218K
|
|
May 10, 2023
Q1 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
100+ 0.71% |
$15.2K - $18.8K
|
14.2K
$2.24M
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
100+ 8.84% |
$15.2K - $18.8K
|
1.23K
$193K
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
100+ 0.28% |
$15.2K - $18.8K
|
36.3K
$5.7M
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
BUY
|
- |
100+ 6.04% |
$15.2K - $18.8K
|
1.76K
$276K
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
100+ 2.4% |
$15.2K - $18.8K
|
4.26K
$669K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
99+ 1.76% |
$15.1K - $18.6K
|
5.72K
$897K
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
97+ 2.86% |
$14.8K - $18.2K
|
3.49K
$548K
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
97+ 8.54% |
$14.8K - $18.2K
|
1.23K
$193K
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
97+ 2.38% |
$14.8K - $18.2K
|
4.17K
$655K
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
96+ 3.76% |
$14.6K - $18K
|
2.65K
$416K
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
96+ 2.39% |
$14.6K - $18K
|
4.11K
$646K
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
96+ 5.0% |
$14.6K - $18K
|
2.02K
$317K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
94+ 2.72% |
$14.3K - $17.7K
|
3.55K
$557K
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
93+ 18.6% |
$14.2K - $17.5K
|
593
$93.1K
|
|
May 04, 2023
Q1 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
93+ 0.39% |
$14.2K - $17.5K
|
24.2K
$3.79M
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
92+ 1.68% |
$14K - $17.3K
|
5.56K
$872K
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
91+ 4.38% |
$13.9K - $17.1K
|
2.17K
$340K
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
91+ 1.14% |
$13.9K - $17.1K
|
8.08K
$1.27M
|