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 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-79- 4.27% |
$12K - $14.8K
|
1.77K
$278K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-79- 1.45% |
$12K - $14.8K
|
5.37K
$842K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-79- 4.27% |
$12K - $14.8K
|
1.77K
$278K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-80- 1.44% |
$12.2K - $15K
|
5.47K
$858K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-80- 4.54% |
$12.2K - $15K
|
1.68K
$264K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-81- 2.48% |
$12.3K - $15.2K
|
3.18K
$499K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-81- 3.16% |
$12.3K - $15.2K
|
2.48K
$389K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-81- 0.35% |
$12.3K - $15.2K
|
23.2K
$3.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-81- 1.59% |
$12.3K - $15.2K
|
5K
$785K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-81- 0.93% |
$12.3K - $15.2K
|
8.59K
$1.35M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-82- 1.3% |
$12.5K - $15.4K
|
6.21K
$975K
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-82- 7.58% |
$12.5K - $15.4K
|
1K
$157K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-82- 2.03% |
$12.5K - $15.4K
|
3.95K
$620K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-83- 0.11% |
$12.6K - $15.6K
|
73.3K
$11.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-84- 8.96% |
$12.8K - $15.8K
|
853
$134K
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-84- 3.92% |
$12.8K - $15.8K
|
2.06K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-84- 0.68% |
$12.8K - $15.8K
|
12.2K
$1.92M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-85- 6.07% |
$12.9K - $16K
|
1.32K
$206K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-85- 4.48% |
$12.9K - $16K
|
1.81K
$284K
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
SELL
|
- |
-85- 2.15% |
$12.9K - $16K
|
3.86K
$606K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-85- 0.68% |
$12.9K - $16K
|
12.5K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-85- 2.91% |
$12.9K - $16K
|
2.84K
$445K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-87- 1.05% |
$13.3K - $16.3K
|
8.22K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-87- 0.38% |
$13.3K - $16.3K
|
22.9K
$3.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-88- 1.49% |
$13.4K - $16.5K
|
5.82K
$913K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-88- 0.67% |
$13.4K - $16.5K
|
13.1K
$2.06M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-88- 0.29% |
$13.4K - $16.5K
|
30.3K
$4.75M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-88- 1.41% |
$13.4K - $16.5K
|
6.17K
$969K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-89- 5.56% |
$13.6K - $16.7K
|
1.51K
$237K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-90- 4.43% |
$13.7K - $16.9K
|
1.94K
$304K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-91- 66.42% |
$13.9K - $17.1K
|
46
$7.22K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-91- 90.1% |
$13.9K - $17.1K
|
10
$1.57K
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-91- 2.0% |
$13.9K - $17.1K
|
4.45K
$698K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-92- 0.34% |
$14K - $17.3K
|
26.8K
$4.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-94- 1.04% |
$14.3K - $17.7K
|
8.91K
$1.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-97- 2.27% |
$14.8K - $18.2K
|
4.18K
$656K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-98- 1.6% |
$14.9K - $18.4K
|
6.04K
$947K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-99- 0.82% |
$15.1K - $18.6K
|
12K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-99- 3.93% |
$15.1K - $18.6K
|
2.42K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-99- 0.61% |
$15.1K - $18.6K
|
16.2K
$2.54M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-100- 1.02% |
$15.2K - $18.8K
|
9.75K
$1.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-100- 1.35% |
$15.2K - $18.8K
|
7.33K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-100- 5.36% |
$15.2K - $18.8K
|
1.77K
$277K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-100- 2.85% |
$15.2K - $18.8K
|
3.41K
$535K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.21% |
$15.2K - $18.8K
|
46.4K
$7.28M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 0.85% |
$15.2K - $18.8K
|
11.7K
$1.84M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-100- 1.76% |
$15.2K - $18.8K
|
5.59K
$877K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 1.38% |
$15.2K - $18.8K
|
7.15K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-100- 1.32% |
$15.2K - $18.8K
|
7.48K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-100- 1.43% |
$15.2K - $18.8K
|
6.9K
$1.08M
|