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 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
28+ 1.24% |
$4.27K - $5.26K
|
2.29K
$359K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
28+ 2.99% |
$4.27K - $5.26K
|
964
$151K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
28+ 0.67% |
$4.27K - $5.26K
|
4.2K
$659K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
27+ 0.85% |
$4.11K - $5.07K
|
3.2K
$502K
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 0.27% |
$3.96K - $4.88K
|
9.72K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
26+ 1.96% |
$3.96K - $4.88K
|
1.35K
$212K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
26+ 0.07% |
$3.96K - $4.88K
|
37.2K
$5.84M
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
26+ 1.28% |
$3.96K - $4.88K
|
2.07K
$324K
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
25+ 1.6% |
$3.81K - $4.69K
|
1.59K
$250K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
25+ 0.3% |
$3.81K - $4.69K
|
8.46K
$1.33M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
25+ 0.71% |
$3.81K - $4.69K
|
3.55K
$557K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
25+ 0.09% |
$3.81K - $4.69K
|
27.7K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
25+ 0.14% |
$3.81K - $4.69K
|
17.3K
$2.71M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24+ 0.49% |
$3.66K - $4.51K
|
4.95K
$777K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
24+ 0.71% |
$3.66K - $4.51K
|
3.39K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24+ 0.12% |
$3.66K - $4.51K
|
20.1K
$3.15M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
23+ 0.47% |
$3.5K - $4.32K
|
4.92K
$772K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
23+ 0.02% |
$3.5K - $4.32K
|
151K
$23.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23+ 0.68% |
$3.5K - $4.32K
|
3.42K
$536K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
23+ 0.16% |
$3.5K - $4.32K
|
14.6K
$2.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
23+ 0.11% |
$3.5K - $4.32K
|
20.3K
$3.18M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
23+ 0.88% |
$3.5K - $4.32K
|
2.63K
$413K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
23+ 1.58% |
$3.5K - $4.32K
|
1.48K
$232K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
23+ 0.27% |
$3.5K - $4.32K
|
8.43K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
22+ 2.79% |
$3.35K - $4.13K
|
811
$127K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
22+ 0.03% |
$3.35K - $4.13K
|
79.4K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
22+ 1.5% |
$3.35K - $4.13K
|
1.49K
$234K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21+ 1.27% |
$3.2K - $3.94K
|
1.68K
$264K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
21+ 1.33% |
$3.2K - $3.94K
|
1.6K
$251K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
21+ 0.23% |
$3.2K - $3.94K
|
8.99K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20+ 1.3% |
$3.05K - $3.76K
|
1.56K
$244K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
19+ 0.63% |
$2.89K - $3.57K
|
3.04K
$477K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
19+ 0.35% |
$2.89K - $3.57K
|
5.48K
$860K
|
|
|
Apr 24, 2023
Q1 2023
|
Alta Capital Management LLC
|
BUY
|
- |
19+ 0.38% |
$2.89K - $3.57K
|
4.99K
$783K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
19+ 0.22% |
$2.89K - $3.57K
|
8.6K
$1.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
18+ 0.91% |
$2.74K - $3.38K
|
1.99K
$312K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
18+ 0.14% |
$2.74K - $3.38K
|
13.2K
$2.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
18+ 0.37% |
$2.74K - $3.38K
|
4.9K
$769K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
18+ 0.17% |
$2.74K - $3.38K
|
10.3K
$1.62M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 1.03% |
$2.59K - $3.19K
|
1.67K
$263K
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
17+ 0.35% |
$2.59K - $3.19K
|
4.82K
$756K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
17+ 1.35% |
$2.59K - $3.19K
|
1.28K
$200K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17+ 30.36% |
$2.59K - $3.19K
|
73
$11.5K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
17+ 0.55% |
$2.59K - $3.19K
|
3.11K
$488K
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
17+ 0.4% |
$2.59K - $3.19K
|
4.23K
$664K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
16+ 0.9% |
$2.44K - $3K
|
1.8K
$282K
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
BUY
|
- |
16+ 0.49% |
$2.44K - $3K
|
3.28K
$514K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
16+ 0.15% |
$2.44K - $3K
|
10.9K
$1.72M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
16+ 1.17% |
$2.44K - $3K
|
1.38K
$216K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
15+ 0.08% |
$2.29K - $2.82K
|
18.5K
$2.9M
|