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 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-131- 3.8% |
$20K - $24.6K
|
3.31K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-131- 1.45% |
$20K - $24.6K
|
8.91K
$1.4M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-132- 3.31% |
$20.1K - $24.8K
|
3.86K
$605K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-133- 1.19% |
$20.3K - $25K
|
11K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-133- 0.13% |
$20.3K - $25K
|
105K
$16.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-134- 9.52% |
$20.4K - $25.2K
|
1.27K
$200K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-135- 2.03% |
$20.6K - $25.4K
|
6.52K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-135- 1.69% |
$20.6K - $25.4K
|
7.86K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-135- 0.74% |
$20.6K - $25.4K
|
18.2K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-135- 0.27% |
$20.6K - $25.4K
|
50K
$7.85M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-140- 6.51% |
$21.3K - $26.3K
|
2.01K
$316K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-140- 4.96% |
$21.3K - $26.3K
|
2.68K
$421K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-141- 2.7% |
$21.5K - $26.5K
|
5.08K
$797K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-142- 0.11% |
$21.6K - $26.7K
|
132K
$20.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-143- 0.96% |
$21.8K - $26.9K
|
14.8K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-143- 2.07% |
$21.8K - $26.9K
|
6.78K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-145- 7.54% |
$22.1K - $27.2K
|
1.78K
$279K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-147- 9.06% |
$22.4K - $27.6K
|
1.48K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-148- 4.75% |
$22.5K - $27.8K
|
2.97K
$466K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-150- 0.6% |
$22.9K - $28.2K
|
25K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-150- 10.71% |
$22.9K - $28.2K
|
1.25K
$196K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-153- 0.05% |
$23.3K - $28.7K
|
284K
$44.5M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-153- 0.9% |
$23.3K - $28.7K
|
16.9K
$2.66M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-154- 1.85% |
$23.5K - $28.9K
|
8.18K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-154- 0.16% |
$23.5K - $28.9K
|
95.1K
$14.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-155- 2.82% |
$23.6K - $29.1K
|
5.35K
$839K
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-155- 6.46% |
$23.6K - $29.1K
|
2.25K
$352K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-156- 0.59% |
$23.8K - $29.3K
|
26.4K
$4.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-157- 8.31% |
$23.9K - $29.5K
|
1.73K
$272K
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-158- 0.66% |
$24.1K - $29.7K
|
23.6K
$3.71M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-159- 3.99% |
$24.2K - $29.9K
|
3.83K
$600K
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-159- 2.15% |
$24.2K - $29.9K
|
7.24K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-160- 1.44% |
$24.4K - $30K
|
10.9K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-160- 4.49% |
$24.4K - $30K
|
3.4K
$534K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-160- 3.97% |
$24.4K - $30K
|
3.87K
$608K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-160- 0.73% |
$24.4K - $30K
|
21.8K
$3.42M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-163- 3.97% |
$24.8K - $30.6K
|
3.94K
$618K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-163- 1.13% |
$24.8K - $30.6K
|
14.3K
$2.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-164- 9.84% |
$25K - $30.8K
|
1.5K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-165- 0.55% |
$25.1K - $31K
|
29.9K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-165- 9.39% |
$25.1K - $31K
|
1.59K
$250K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-166- 0.84% |
$25.3K - $31.2K
|
19.5K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-166- 0.45% |
$25.3K - $31.2K
|
37K
$5.8M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-168- 1.28% |
$25.6K - $31.5K
|
13K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-168- 1.98% |
$25.6K - $31.5K
|
8.3K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-168- 0.35% |
$25.6K - $31.5K
|
48.5K
$7.61M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-168- 2.13% |
$25.6K - $31.5K
|
7.73K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-169- 0.13% |
$25.7K - $31.7K
|
133K
$20.9M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-169- 10.26% |
$25.7K - $31.7K
|
1.48K
$232K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-170- 9.42% |
$25.9K - $31.9K
|
1.64K
$257K
|