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 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
7+ 0.45% |
$1.07K - $1.31K
|
1.56K
$245K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
7+ 0.35% |
$1.07K - $1.31K
|
2.01K
$315K
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$1.07K - $1.31K
|
5.89K
$924K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.85% |
$1.07K - $1.31K
|
828
$130K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
7+ 0.29% |
$1.07K - $1.31K
|
2.4K
$376K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
7+ 0.12% |
$1.07K - $1.31K
|
6.04K
$948K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 0.24% |
$1.07K - $1.31K
|
2.96K
$465K
|
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
6+ 0.38% |
$914 - $1.13K
|
1.58K
$248K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6+ 0.33% |
$914 - $1.13K
|
1.84K
$289K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6+ 0.13% |
$914 - $1.13K
|
4.47K
$702K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
6+ 0.43% |
$914 - $1.13K
|
1.41K
$222K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.48% |
$914 - $1.13K
|
1.27K
$199K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
6+ 0.06% |
$914 - $1.13K
|
10.4K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
6+ 0.47% |
$914 - $1.13K
|
1.27K
$200K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6+ 0.08% |
$914 - $1.13K
|
7.91K
$1.24M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
6+ 0.1% |
$914 - $1.13K
|
5.9K
$926K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.04% |
$762 - $939
|
12.4K
$1.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5+ 0.21% |
$762 - $939
|
2.42K
$379K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
5+ 0.05% |
$762 - $939
|
10.8K
$1.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
5+ 0.3% |
$762 - $939
|
1.7K
$266K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
5+ 0.2% |
$762 - $939
|
2.54K
$398K
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
5+ 0.02% |
$762 - $939
|
25.5K
$4M
|
|
|
Apr 21, 2023
Q1 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
5+ 0.09% |
$762 - $939
|
5.33K
$837K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.17% |
$762 - $939
|
3.02K
$474K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
5+ 0.31% |
$762 - $939
|
1.61K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
5+ 0.34% |
$762 - $939
|
1.48K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 0.22% |
$762 - $939
|
2.25K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5+ 0.23% |
$762 - $939
|
2.14K
$336K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
4+ 0.07% |
$609 - $751
|
5.41K
$848K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
4+ 0.07% |
$609 - $751
|
5.49K
$861K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4+ 0.19% |
$609 - $751
|
2.07K
$325K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.71% |
$457 - $563
|
428
$67.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3+ 0.02% |
$457 - $563
|
15K
$2.36M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3+ 0.03% |
$457 - $563
|
10.6K
$1.67M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
3+ 0.25% |
$457 - $563
|
1.22K
$191K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3+ 0.16% |
$457 - $563
|
1.9K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3+ 0.15% |
$457 - $563
|
2.01K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
3+ 0.18% |
$457 - $563
|
1.67K
$263K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3+ 0.17% |
$457 - $563
|
1.73K
$272K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.05% |
$305 - $376
|
3.71K
$583K
|
|
|
Apr 20, 2023
Q1 2023
|
Fenimore Asset Management Inc
|
BUY
|
- |
2+ 0.15% |
$305 - $376
|
1.35K
$212K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.07% |
$305 - $376
|
2.89K
$453K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$305 - $376
|
4.24K
$665K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2+ 0.03% |
$305 - $376
|
7.04K
$1.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
2+ 0.08% |
$305 - $376
|
2.37K
$371K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.02% |
$305 - $376
|
8.83K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2+ 0.22% |
$305 - $376
|
915
$144K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.08% |
$305 - $376
|
2.55K
$400K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
2+ 0.01% |
$305 - $376
|
20.5K
$3.21M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.11% |
$305 - $376
|
1.86K
$291K
|