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
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-8- 0.19% |
$1.22K - $1.5K
|
4.21K
$660K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-8- 0.08% |
$1.22K - $1.5K
|
10.4K
$1.63M
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-9- 0.45% |
$1.37K - $1.69K
|
2.01K
$316K
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9- 0.67% |
$1.37K - $1.69K
|
1.34K
$211K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-9- 0.32% |
$1.37K - $1.69K
|
2.84K
$445K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-9- 10.98% |
$1.37K - $1.69K
|
73
$11.5K
|
|
|
May 08, 2023
Q1 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-10- 0.02% |
$1.52K - $1.88K
|
65.7K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-10- 0.11% |
$1.52K - $1.88K
|
9.09K
$1.43M
|
|
|
May 16, 2023
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-10- 0.59% |
$1.52K - $1.88K
|
1.69K
$265K
|
|
|
Jan 31, 2024
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-10- 0.59% |
$1.52K - $1.88K
|
1.69K
$265K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-11- 0.56% |
$1.68K - $2.07K
|
1.97K
$309K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-11- 0.09% |
$1.68K - $2.07K
|
12.2K
$1.91M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-12- 0.25% |
$1.83K - $2.25K
|
4.76K
$748K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-12- 0.2% |
$1.83K - $2.25K
|
6.08K
$955K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-13- 0.96% |
$1.98K - $2.44K
|
1.35K
$211K
|
|
|
Apr 26, 2023
Q1 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-13- 0.99% |
$1.98K - $2.44K
|
1.3K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-13- 0.51% |
$1.98K - $2.44K
|
2.51K
$394K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-13- 0.31% |
$1.98K - $2.44K
|
4.24K
$665K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-14- 0.09% |
$2.13K - $2.63K
|
15.9K
$2.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-15- 0.71% |
$2.29K - $2.82K
|
2.11K
$331K
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-15- 0.04% |
$2.29K - $2.82K
|
37.5K
$5.89M
|
|
|
May 10, 2023
Q1 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-15- 0.4% |
$2.29K - $2.82K
|
3.76K
$590K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-16- 0.44% |
$2.44K - $3K
|
3.62K
$568K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 8.94% |
$2.44K - $3K
|
163
$25.6K
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-16- 7.27% |
$2.44K - $3K
|
204
$32K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-17- 3.28% |
$2.59K - $3.19K
|
501
$78.6K
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.42% |
$2.59K - $3.19K
|
4.04K
$634K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-18- 1.4% |
$2.74K - $3.38K
|
1.27K
$199K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-19- 0.18% |
$2.89K - $3.57K
|
10.6K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-19- 0.11% |
$2.89K - $3.57K
|
16.6K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-19- 0.29% |
$2.89K - $3.57K
|
6.63K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-19- 0.89% |
$2.89K - $3.57K
|
2.1K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-19- 0.94% |
$2.89K - $3.57K
|
2K
$313K
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-20- 0.41% |
$3.05K - $3.76K
|
4.88K
$765K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-20- 1.26% |
$3.05K - $3.76K
|
1.57K
$247K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-20- 0.31% |
$3.05K - $3.76K
|
6.38K
$1M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-20- 0.17% |
$3.05K - $3.76K
|
11.5K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-20- 0.42% |
$3.05K - $3.76K
|
4.76K
$746K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.96% |
$3.05K - $3.76K
|
2.07K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-20- 1.04% |
$3.05K - $3.76K
|
1.9K
$297K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-21- 1.63% |
$3.2K - $3.94K
|
1.27K
$199K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-21- 13.73% |
$3.2K - $3.94K
|
132
$20.7K
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-22- 0.2% |
$3.35K - $4.13K
|
11.2K
$1.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-23- 0.56% |
$3.5K - $4.32K
|
4.08K
$640K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-23- 31.94% |
$3.5K - $4.32K
|
49
$7.69K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-23- 0.4% |
$3.5K - $4.32K
|
5.75K
$903K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-23- 0.7% |
$3.5K - $4.32K
|
3.28K
$515K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-23- 0.16% |
$3.5K - $4.32K
|
13.9K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-23- 0.38% |
$3.5K - $4.32K
|
5.98K
$938K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-24- 0.12% |
$3.66K - $4.51K
|
20K
$3.13M
|