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 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2+ 0.0% |
$305 - $376
|
73.9K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.16% |
$305 - $376
|
1.27K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.05% |
$305 - $376
|
4.05K
$635K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
2+ 0.09% |
$305 - $376
|
2.26K
$354K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.09% |
$305 - $376
|
2.2K
$345K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.02% |
$152 - $188
|
4.21K
$660K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.04% |
$152 - $188
|
2.82K
$442K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.05% |
$152 - $188
|
1.96K
$308K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 1.16% |
$152 - $188
|
87
$13.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1+ 0.03% |
$152 - $188
|
3.74K
$588K
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$152 - $188
|
5.18K
$813K
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1+ 0.07% |
$152 - $188
|
1.51K
$237K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$152 - $188
|
3.4K
$534K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
BUY
|
- |
1+ 0.04% |
$152 - $188
|
2.73K
$429K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1+ 0.07% |
$152 - $188
|
1.51K
$237K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.02% |
$152 - $188
|
5.73K
$899K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.92% |
$152 - $188
|
110
$17.3K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$152 - $188
|
46.9K
$7.36M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1+ 0.05% |
$152 - $188
|
2.16K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1+ 0.03% |
$152 - $188
|
3.5K
$550K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-1- 0.03% |
$152 - $188
|
2.89K
$454K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1- 0.05% |
$152 - $188
|
2.14K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- -0.0% |
$152 - $188
|
26.1K
$4.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-2- 0.25% |
$305 - $376
|
805
$126K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-2- 0.09% |
$305 - $376
|
2.15K
$337K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2- 0.12% |
$305 - $376
|
1.63K
$256K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-3- 0.11% |
$457 - $563
|
2.8K
$439K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 4.84% |
$457 - $563
|
59
$9.26K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3- 0.1% |
$457 - $563
|
3.15K
$494K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3- 3.75% |
$457 - $563
|
77
$12.1K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3- 37.5% |
$457 - $563
|
5
$785
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-4- 0.01% |
$609 - $751
|
36.3K
$5.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-4- 0.28% |
$609 - $751
|
1.41K
$221K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-4- 0.03% |
$609 - $751
|
14.2K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4- 0.23% |
$609 - $751
|
1.76K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-4- 0.29% |
$609 - $751
|
1.36K
$214K
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-4- 0.28% |
$609 - $751
|
1.41K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-5- 9.8% |
$762 - $939
|
46
$7.22K
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-5- 0.03% |
$762 - $939
|
17.3K
$2.71M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-5- 0.13% |
$762 - $939
|
3.93K
$616K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5- 0.08% |
$762 - $939
|
6.35K
$996K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-6- 5.22% |
$914 - $1.13K
|
109
$17.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 0.08% |
$914 - $1.13K
|
7.82K
$1.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-6- 0.08% |
$914 - $1.13K
|
7.11K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.08% |
$914 - $1.13K
|
7.65K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-6- 0.04% |
$914 - $1.13K
|
14K
$2.19M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-6- -0.0% |
$914 - $1.13K
|
190K
$29.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7- 0.08% |
$1.07K - $1.31K
|
9.25K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-7- 0.24% |
$1.07K - $1.31K
|
2.87K
$450K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8- 0.08% |
$1.22K - $1.5K
|
10K
$1.58M
|