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 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-24- 0.63% |
$3.66K - $4.51K
|
3.76K
$590K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-24- 0.06% |
$3.66K - $4.51K
|
39.2K
$6.14M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-24- 0.55% |
$3.66K - $4.51K
|
4.35K
$683K
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-24- 0.38% |
$3.66K - $4.51K
|
6.25K
$980K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-25- 0.14% |
$3.81K - $4.69K
|
18.1K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-25- 0.04% |
$3.81K - $4.69K
|
55.7K
$8.74M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.38% |
$3.81K - $4.69K
|
6.58K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-25- 1.9% |
$3.81K - $4.69K
|
1.29K
$203K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-25Closed |
$3.81K - $4.69K
|
0
$0
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-25- 1.48% |
$3.81K - $4.69K
|
1.67K
$261K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-26- 0.44% |
$3.96K - $4.88K
|
5.84K
$916K
|
|
|
Apr 21, 2023
Q1 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-26- 0.08% |
$3.96K - $4.88K
|
32.3K
$5.07M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-26- 1.4% |
$3.96K - $4.88K
|
1.83K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-26- 0.31% |
$3.96K - $4.88K
|
8.4K
$1.32M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-26- 2.92% |
$3.96K - $4.88K
|
865
$136K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-27- 1.7% |
$4.11K - $5.07K
|
1.56K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-27- 1.11% |
$4.11K - $5.07K
|
2.41K
$379K
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-28- 1.74% |
$4.27K - $5.26K
|
1.58K
$248K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-29- 1.46% |
$4.42K - $5.45K
|
1.96K
$308K
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-30- 1.85% |
$4.57K - $5.63K
|
1.6K
$250K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-30- 0.82% |
$4.57K - $5.63K
|
3.64K
$571K
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-30- 2.26% |
$4.57K - $5.63K
|
1.3K
$204K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-30- 0.05% |
$4.57K - $5.63K
|
58.9K
$9.25M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-30- 0.63% |
$4.57K - $5.63K
|
4.72K
$740K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-30- 0.16% |
$4.57K - $5.63K
|
18.5K
$2.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-31- 0.28% |
$4.72K - $5.82K
|
11.2K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-31- 0.41% |
$4.72K - $5.82K
|
7.53K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-31- 0.96% |
$4.72K - $5.82K
|
3.21K
$503K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-32- 0.15% |
$4.87K - $6.01K
|
20.8K
$3.27M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-32- 0.08% |
$4.87K - $6.01K
|
40.5K
$6.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-33- 0.14% |
$5.03K - $6.2K
|
23.8K
$3.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-33- 0.79% |
$5.03K - $6.2K
|
4.15K
$651K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-34- 0.32% |
$5.18K - $6.38K
|
10.6K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-34- 0.62% |
$5.18K - $6.38K
|
5.46K
$857K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-35- 0.15% |
$5.33K - $6.57K
|
23.1K
$3.63M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-35- 0.6% |
$5.33K - $6.57K
|
5.81K
$912K
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-35- 0.45% |
$5.33K - $6.57K
|
7.68K
$1.21M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-36- 2.17% |
$5.48K - $6.76K
|
1.62K
$255K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
SELL
|
- |
-36- 0.1% |
$5.48K - $6.76K
|
36.8K
$5.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-36- 2.28% |
$5.48K - $6.76K
|
1.54K
$242K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-36- 0.94% |
$5.48K - $6.76K
|
3.77K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-36- 0.53% |
$5.48K - $6.76K
|
6.71K
$1.05M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-36- 0.56% |
$5.48K - $6.76K
|
6.38K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-37- 0.41% |
$5.64K - $6.95K
|
8.93K
$1.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-37- 2.79% |
$5.64K - $6.95K
|
1.29K
$202K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-37- 0.93% |
$5.64K - $6.95K
|
3.94K
$619K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-37- 0.12% |
$5.64K - $6.95K
|
30.1K
$4.72M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-38- 0.37% |
$5.79K - $7.14K
|
10.1K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-38- 2.1% |
$5.79K - $7.14K
|
1.77K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-38- 0.31% |
$5.79K - $7.14K
|
12.3K
$1.93M
|