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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-170- 9.83% |
$25.9K - $31.9K
|
1.56K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-170- 2.19% |
$25.9K - $31.9K
|
7.6K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
SELL
|
- |
-174- 1.62% |
$26.5K - $32.7K
|
10.5K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-174- 2.88% |
$26.5K - $32.7K
|
5.86K
$931K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-175- 5.55% |
$26.7K - $32.9K
|
2.98K
$473K
|
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-175- 0.4% |
$26.7K - $32.9K
|
43.5K
$6.91M
|
|
|
May 10, 2023
Q1 2023
|
Broderick Brian C
|
SELL
|
- |
-175- 0.68% |
$26.7K - $32.9K
|
25.6K
$4.07M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-175- 1.31% |
$26.7K - $32.9K
|
13.1K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-175- 0.7% |
$26.7K - $32.9K
|
24.8K
$3.94M
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-175- 0.24% |
$26.7K - $32.9K
|
71.6K
$11.4M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-176- 5.57% |
$26.8K - $33.1K
|
2.98K
$474K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-177- 7.34% |
$27K - $33.2K
|
2.23K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-179- 0.91% |
$27.3K - $33.6K
|
19.5K
$3.09M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-181- 18.72% |
$27.6K - $34K
|
786
$125K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-182- 0.25% |
$27.7K - $34.2K
|
71.7K
$11.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-183- 3.16% |
$27.9K - $34.4K
|
5.6K
$890K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-185- 9.34% |
$28.2K - $34.7K
|
1.8K
$285K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-185- 2.53% |
$28.2K - $34.7K
|
7.12K
$1.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-186- 0.47% |
$28.3K - $34.9K
|
39.4K
$6.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-186- 0.39% |
$28.3K - $34.9K
|
47.2K
$7.5M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-187- 11.17% |
$28.5K - $35.1K
|
1.49K
$236K
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-187- 2.02% |
$28.5K - $35.1K
|
9.06K
$1.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-188- 1.86% |
$28.6K - $35.3K
|
9.91K
$1.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-188- 0.88% |
$28.6K - $35.3K
|
21.1K
$3.35M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-189- 3.15% |
$28.8K - $35.5K
|
5.82K
$924K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-189- 6.96% |
$28.8K - $35.5K
|
2.53K
$401K
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-190- 0.82% |
$28.9K - $35.7K
|
23K
$3.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-192- 6.93% |
$29.2K - $36.1K
|
2.58K
$410K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-194- 2.2% |
$29.6K - $36.4K
|
8.64K
$1.37M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-194- 2.2% |
$29.6K - $36.4K
|
8.64K
$1.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-195- 2.27% |
$29.7K - $36.6K
|
8.38K
$1.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-195- 0.21% |
$29.7K - $36.6K
|
93.5K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-196- 2.38% |
$29.9K - $36.8K
|
8.03K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-196- 1.24% |
$29.9K - $36.8K
|
15.6K
$2.47M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-197- 1.78% |
$30K - $37K
|
10.9K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-198- 1.96% |
$30.2K - $37.2K
|
9.92K
$1.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-199- 9.95% |
$30.3K - $37.4K
|
1.8K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-199- 0.59% |
$30.3K - $37.4K
|
33.3K
$5.29M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-199- 0.19% |
$30.3K - $37.4K
|
104K
$16.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-200- 0.29% |
$30.5K - $37.6K
|
69.8K
$11.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-200- 2.01% |
$30.5K - $37.6K
|
9.73K
$1.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-200- 3.81% |
$30.5K - $37.6K
|
5.04K
$801K
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-200- 1.88% |
$30.5K - $37.6K
|
10.4K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-200- 2.1% |
$30.5K - $37.6K
|
9.31K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.55% |
$30.5K - $37.6K
|
12.7K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 0.97% |
$30.5K - $37.6K
|
20.5K
$3.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-201- 1.26% |
$30.6K - $37.7K
|
15.7K
$2.5M
|
|
|
May 09, 2023
Q1 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-201- 0.53% |
$30.6K - $37.7K
|
38K
$6.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-202- 0.58% |
$30.8K - $37.9K
|
34.4K
$5.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-203- 24.67% |
$30.9K - $38.1K
|
620
$98.4K
|