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
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 2.84% |
$9.9K - $12.2K
|
2.35K
$369K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
64+ 2.34% |
$9.75K - $12K
|
2.8K
$440K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
64+ 0.09% |
$9.75K - $12K
|
73.1K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
64+ 0.37% |
$9.75K - $12K
|
17.4K
$2.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
63+ 1.85% |
$9.6K - $11.8K
|
3.47K
$545K
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
63+ 1.6% |
$9.6K - $11.8K
|
4K
$627K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
62+ 0.62% |
$9.45K - $11.6K
|
9.99K
$1.57M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
61+ 1.38% |
$9.29K - $11.5K
|
4.47K
$701K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
61+ 0.46% |
$9.29K - $11.5K
|
13.4K
$2.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
60+ 0.3% |
$9.14K - $11.3K
|
20K
$3.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
59+ 4.48% |
$8.99K - $11.1K
|
1.38K
$216K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
58+ 0.49% |
$8.84K - $10.9K
|
11.9K
$1.87M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.17% |
$8.84K - $10.9K
|
34.8K
$5.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
58+ 2.86% |
$8.84K - $10.9K
|
2.09K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
58+ 0.88% |
$8.84K - $10.9K
|
6.68K
$1.05M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
57+ 0.73% |
$8.68K - $10.7K
|
7.92K
$1.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
57+ 1.19% |
$8.68K - $10.7K
|
4.83K
$757K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
57+ 2.19% |
$8.68K - $10.7K
|
2.66K
$418K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
56+ 0.25% |
$8.53K - $10.5K
|
22.7K
$3.57M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
56+ 0.76% |
$8.53K - $10.5K
|
7.39K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
56+ 1.58% |
$8.53K - $10.5K
|
3.6K
$566K
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
56+ 1.58% |
$8.53K - $10.5K
|
3.6K
$566K
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
56+ 0.8% |
$8.53K - $10.5K
|
7.03K
$1.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
55+ 3.49% |
$8.38K - $10.3K
|
1.63K
$256K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 4.28% |
$8.38K - $10.3K
|
1.34K
$210K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
55+ 0.95% |
$8.38K - $10.3K
|
5.82K
$913K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
54+ 1.26% |
$8.23K - $10.1K
|
4.32K
$679K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
53+ 0.6% |
$8.07K - $9.95K
|
8.88K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
53+ 2.57% |
$8.07K - $9.95K
|
2.12K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
53+ 1.11% |
$8.07K - $9.95K
|
4.81K
$755K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
52New |
$7.92K - $9.77K
|
52
$8.16K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
52+ 4.13% |
$7.92K - $9.77K
|
1.31K
$206K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
52+ 1.03% |
$7.92K - $9.77K
|
5.11K
$801K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 0.58% |
$7.92K - $9.77K
|
8.96K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
52+ 1.29% |
$7.92K - $9.77K
|
4.07K
$638K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
52+ 1.14% |
$7.92K - $9.77K
|
4.6K
$722K
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
51+ 1.34% |
$7.77K - $9.58K
|
3.85K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
51+ 2.52% |
$7.77K - $9.58K
|
2.08K
$326K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
51+ 1.71% |
$7.77K - $9.58K
|
3.03K
$475K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
50+ 1.95% |
$7.62K - $9.39K
|
2.61K
$410K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
50+ 0.29% |
$7.62K - $9.39K
|
17.2K
$2.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
50+ 1.29% |
$7.62K - $9.39K
|
3.92K
$616K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
50+ 121.95% |
$7.62K - $9.39K
|
91
$14.3K
|
|
|
May 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
50+ 0.22% |
$7.62K - $9.39K
|
22.4K
$3.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
49+ 1.77% |
$7.46K - $9.2K
|
2.82K
$442K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
49+ 0.71% |
$7.46K - $9.2K
|
6.95K
$1.09M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
49+ 0.91% |
$7.46K - $9.2K
|
5.44K
$854K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
48+ 1.73% |
$7.31K - $9.01K
|
2.83K
$443K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
48+ 2.55% |
$7.31K - $9.01K
|
1.93K
$303K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
47+ 0.4% |
$7.16K - $8.83K
|
11.9K
$1.87M
|