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
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
91+ 2.34% |
$13.9K - $17.1K
|
3.98K
$625K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
90+ 0.73% |
$13.7K - $16.9K
|
12.3K
$1.94M
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
89+ 1.14% |
$13.6K - $16.7K
|
7.9K
$1.24M
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
89+ 3.51% |
$13.6K - $16.7K
|
2.63K
$412K
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
88+ 3.61% |
$13.4K - $16.5K
|
2.53K
$396K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
88+ 0.53% |
$13.4K - $16.5K
|
16.7K
$2.62M
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
88+ 4.17% |
$13.4K - $16.5K
|
2.2K
$345K
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
87+ 0.82% |
$13.3K - $16.3K
|
10.7K
$1.67M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
86New |
$13.1K - $16.1K
|
86
$13.5K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
86+ 0.93% |
$13.1K - $16.1K
|
9.32K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
86+ 6.13% |
$13.1K - $16.1K
|
1.49K
$234K
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
85+ 1.35% |
$12.9K - $16K
|
6.37K
$1M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
85+ 1.73% |
$12.9K - $16K
|
5.01K
$786K
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
85+ 2.02% |
$12.9K - $16K
|
4.3K
$675K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
85+ 3.24% |
$12.9K - $16K
|
2.71K
$425K
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
85+ 3.49% |
$12.9K - $16K
|
2.52K
$396K
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
83+ 0.2% |
$12.6K - $15.6K
|
41.8K
$6.56M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
82+ 6.02% |
$12.5K - $15.4K
|
1.44K
$226K
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
81+ 3.49% |
$12.3K - $15.2K
|
2.4K
$377K
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
81+ 0.1% |
$12.3K - $15.2K
|
81.6K
$12.8M
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
80+ 5.45% |
$12.2K - $15K
|
1.55K
$243K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
79+ 2.71% |
$12K - $14.8K
|
2.99K
$470K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
79+ 2.54% |
$12K - $14.8K
|
3.19K
$500K
|
|
Apr 19, 2023
Q1 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
78+ 2.25% |
$11.9K - $14.6K
|
3.55K
$557K
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
78+ 4.27% |
$11.9K - $14.6K
|
1.91K
$299K
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
78+ 1.16% |
$11.9K - $14.6K
|
6.78K
$1.06M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
78+ 4.15% |
$11.9K - $14.6K
|
1.96K
$307K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
77+ 1.57% |
$11.7K - $14.5K
|
4.97K
$779K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
75+ 0.13% |
$11.4K - $14.1K
|
56.8K
$8.91M
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
75+ 3.9% |
$11.4K - $14.1K
|
2K
$313K
|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
75+ 0.37% |
$11.4K - $14.1K
|
20.5K
$3.21M
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
74+ 0.39% |
$11.3K - $13.9K
|
19.2K
$3.01M
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
74+ 1.19% |
$11.3K - $13.9K
|
6.29K
$987K
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
73+ 0.03% |
$11.1K - $13.7K
|
254K
$39.9M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
73+ 2.13% |
$11.1K - $13.7K
|
3.51K
$550K
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
72+ 3.67% |
$11K - $13.5K
|
2.04K
$319K
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
72+ 6.15% |
$11K - $13.5K
|
1.24K
$195K
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
72+ 0.94% |
$11K - $13.5K
|
7.72K
$1.21M
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
71+ 0.31% |
$10.8K - $13.3K
|
22.7K
$3.57M
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.47% |
$10.7K - $13.1K
|
14.8K
$2.33M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
70+ 8.33% |
$10.7K - $13.1K
|
910
$143K
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
70+ 0.34% |
$10.7K - $13.1K
|
20.8K
$3.27M
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
69+ 1.03% |
$10.5K - $13K
|
6.79K
$1.07M
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
67+ 1.02% |
$10.2K - $12.6K
|
6.61K
$1.04M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
67+ 52.34% |
$10.2K - $12.6K
|
195
$30.6K
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
66+ 10.78% |
$10.1K - $12.4K
|
678
$106K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
65+ 0.89% |
$9.9K - $12.2K
|
7.36K
$1.16M
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
65+ 0.06% |
$9.9K - $12.2K
|
101K
$15.9M
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
65+ 0.44% |
$9.9K - $12.2K
|
14.8K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
65+ 1.18% |
$9.9K - $12.2K
|
5.57K
$874K
|