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
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-39- 0.45% |
$5.94K - $7.32K
|
8.67K
$1.36M
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
SELL
|
- |
-40- 1.29% |
$6.09K - $7.51K
|
3.06K
$480K
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-40- 0.18% |
$6.09K - $7.51K
|
22.3K
$3.49M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-41- 2.81% |
$6.25K - $7.7K
|
1.42K
$222K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-41- 0.33% |
$6.25K - $7.7K
|
12.4K
$1.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-41- 1.53% |
$6.25K - $7.7K
|
2.63K
$413K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41- 0.31% |
$6.25K - $7.7K
|
13.1K
$2.06M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-41- 0.95% |
$6.25K - $7.7K
|
4.26K
$668K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-42- 0.39% |
$6.4K - $7.89K
|
10.6K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-42- 0.27% |
$6.4K - $7.89K
|
15.5K
$2.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-43- 0.11% |
$6.55K - $8.07K
|
39.6K
$6.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-43- 0.45% |
$6.55K - $8.07K
|
9.49K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-43- 0.83% |
$6.55K - $8.07K
|
5.12K
$803K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-43- 0.65% |
$6.55K - $8.07K
|
6.57K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-44- 2.83% |
$6.7K - $8.26K
|
1.51K
$237K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-44- 0.97% |
$6.7K - $8.26K
|
4.52K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-44- 2.26% |
$6.7K - $8.26K
|
1.9K
$298K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-47- 1.44% |
$7.16K - $8.83K
|
3.22K
$506K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-47- 1.03% |
$7.16K - $8.83K
|
4.52K
$709K
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-47- 3.47% |
$7.16K - $8.83K
|
1.31K
$205K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-47- 3.2% |
$7.16K - $8.83K
|
1.42K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-47- 0.12% |
$7.16K - $8.83K
|
40.2K
$6.31M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-48- 0.34% |
$7.31K - $9.01K
|
14K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-48- 0.08% |
$7.31K - $9.01K
|
63.1K
$9.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-49- 1.46% |
$7.46K - $9.2K
|
3.3K
$518K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-50- 5.85% |
$7.62K - $9.39K
|
805
$126K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-50- 0.62% |
$7.62K - $9.39K
|
8K
$1.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-50- 0.25% |
$7.62K - $9.39K
|
19.8K
$3.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-50- 0.74% |
$7.62K - $9.39K
|
6.72K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-50- 2.07% |
$7.62K - $9.39K
|
2.36K
$370K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 5.26% |
$7.62K - $9.39K
|
900
$141K
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 0.12% |
$7.62K - $9.39K
|
43.4K
$6.81M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-50- 2.01% |
$7.62K - $9.39K
|
2.44K
$382K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-50- 0.44% |
$7.62K - $9.39K
|
11.3K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-50- 0.13% |
$7.62K - $9.39K
|
38.5K
$6.05M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-50- 1.33% |
$7.62K - $9.39K
|
3.71K
$583K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-51- 1.02% |
$7.77K - $9.58K
|
4.93K
$773K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-51- 0.88% |
$7.77K - $9.58K
|
5.73K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-51- 0.17% |
$7.77K - $9.58K
|
30.8K
$4.83M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-52- 14.73% |
$7.92K - $9.77K
|
301
$47.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-53- 1.1% |
$8.07K - $9.95K
|
4.75K
$746K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-53- 7.78% |
$8.07K - $9.95K
|
628
$98.5K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-53- 0.82% |
$8.07K - $9.95K
|
6.41K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-53- 0.9% |
$8.07K - $9.95K
|
5.85K
$918K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-53- 1.16% |
$8.07K - $9.95K
|
4.53K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-53- 1.59% |
$8.07K - $9.95K
|
3.28K
$514K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-55- 0.35% |
$8.38K - $10.3K
|
15.5K
$2.44M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-55- 2.18% |
$8.38K - $10.3K
|
2.47K
$388K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-55- 1.03% |
$8.38K - $10.3K
|
5.31K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-56- 0.29% |
$8.53K - $10.5K
|
19.4K
$3.04M
|