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 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-56- 27.18% |
$8.53K - $10.5K
|
150
$23.5K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-57- 0.63% |
$8.68K - $10.7K
|
8.93K
$1.4M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-57- 3.18% |
$8.68K - $10.7K
|
1.74K
$273K
|
|
|
Apr 18, 2023
Q1 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-58- 0.29% |
$8.84K - $10.9K
|
20.1K
$3.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-58- 0.56% |
$8.84K - $10.9K
|
10.4K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-58- 0.46% |
$8.84K - $10.9K
|
12.5K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-58- 0.48% |
$8.84K - $10.9K
|
11.9K
$1.87M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-59- 0.88% |
$8.99K - $11.1K
|
6.63K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-59- 3.38% |
$8.99K - $11.1K
|
1.69K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-59- 3.74% |
$8.99K - $11.1K
|
1.52K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-59- 4.03% |
$8.99K - $11.1K
|
1.4K
$220K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-60- 0.46% |
$9.14K - $11.3K
|
13.1K
$2.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-60- 3.55% |
$9.14K - $11.3K
|
1.63K
$256K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-60- 0.52% |
$9.14K - $11.3K
|
11.5K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-60- 4.52% |
$9.14K - $11.3K
|
1.27K
$199K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-60- 19.11% |
$9.14K - $11.3K
|
254
$39.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-61- 3.2% |
$9.29K - $11.5K
|
1.85K
$290K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-63- 0.84% |
$9.6K - $11.8K
|
7.45K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-63- 0.35% |
$9.6K - $11.8K
|
18.1K
$2.84M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-63- 0.18% |
$9.6K - $11.8K
|
35.7K
$5.61M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-63- 4.49% |
$9.6K - $11.8K
|
1.34K
$210K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-63- 0.61% |
$9.6K - $11.8K
|
10.2K
$1.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-64- 3.21% |
$9.75K - $12K
|
1.93K
$303K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-64- 0.16% |
$9.75K - $12K
|
39.3K
$6.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-65- 0.59% |
$9.9K - $12.2K
|
10.9K
$1.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-65- 1.11% |
$9.9K - $12.2K
|
5.8K
$910K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-65- 1.84% |
$9.9K - $12.2K
|
3.47K
$544K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-66- 0.68% |
$10.1K - $12.4K
|
9.57K
$1.5M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-67- 0.44% |
$10.2K - $12.6K
|
15.2K
$2.39M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-68- 0.49% |
$10.4K - $12.8K
|
13.7K
$2.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-68- 2.21% |
$10.4K - $12.8K
|
3.01K
$472K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-68- 0.86% |
$10.4K - $12.8K
|
7.8K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-68- 5.15% |
$10.4K - $12.8K
|
1.25K
$197K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-69- 3.07% |
$10.5K - $13K
|
2.18K
$342K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-70- 0.21% |
$10.7K - $13.1K
|
32.6K
$5.11M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-70- 1.11% |
$10.7K - $13.1K
|
6.23K
$977K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-70- 2.06% |
$10.7K - $13.1K
|
3.33K
$523K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-71- 1.59% |
$10.8K - $13.3K
|
4.39K
$689K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-71- 7.45% |
$10.8K - $13.3K
|
882
$138K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-72- 1.36% |
$11K - $13.5K
|
5.2K
$817K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-73- 3.59% |
$11.1K - $13.7K
|
1.96K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-73- 1.53% |
$11.1K - $13.7K
|
4.7K
$738K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-74- 0.09% |
$11.3K - $13.9K
|
79.4K
$12.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-75- 1.17% |
$11.4K - $14.1K
|
6.32K
$992K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-77- 1.58% |
$11.7K - $14.5K
|
4.79K
$751K
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-77- 3.42% |
$11.7K - $14.5K
|
2.17K
$341K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-78- 0.49% |
$11.9K - $14.6K
|
15.9K
$2.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-78- 1.95% |
$11.9K - $14.6K
|
3.91K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-78- 9.71% |
$11.9K - $14.6K
|
725
$114K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-79- 1.75% |
$12K - $14.8K
|
4.44K
$697K
|