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 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-205- 1.1% |
$31.2K - $38.5K
|
18.4K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-207- 1.25% |
$31.5K - $38.9K
|
16.4K
$2.6M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-210- 1.47% |
$32K - $39.4K
|
14.1K
$2.24M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-211- 15.61% |
$32.1K - $39.6K
|
1.14K
$181K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-211- 1.33% |
$32.1K - $39.6K
|
15.7K
$2.49M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-211- 15.61% |
$32.1K - $39.6K
|
1.14K
$181K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-214- 5.99% |
$32.6K - $40.2K
|
3.36K
$534K
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-215- 1.78% |
$32.8K - $40.4K
|
11.8K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-215- 6.15% |
$32.8K - $40.4K
|
3.28K
$521K
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-219- 0.3% |
$33.4K - $41.1K
|
73K
$11.6M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-221- 7.57% |
$33.7K - $41.5K
|
2.7K
$428K
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-222- 8.27% |
$33.8K - $41.7K
|
2.46K
$391K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-223- 9.9% |
$34K - $41.9K
|
2.03K
$322K
|
|
|
Apr 11, 2023
Q1 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-225- 3.71% |
$34.3K - $42.3K
|
5.84K
$927K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-225- 12.36% |
$34.3K - $42.3K
|
1.6K
$253K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-226- 6.27% |
$34.4K - $42.4K
|
3.38K
$537K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-226- 3.33% |
$34.4K - $42.4K
|
6.56K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-226- 1.49% |
$34.4K - $42.4K
|
14.9K
$2.37M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-227- 0.32% |
$34.6K - $42.6K
|
70.6K
$11.2M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-229- 2.42% |
$34.9K - $43K
|
9.22K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-230- 1.7% |
$35K - $43.2K
|
13.3K
$2.11M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-230- 41.14% |
$35K - $43.2K
|
329
$52.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-231- 3.45% |
$35.2K - $43.4K
|
6.47K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-232- 6.3% |
$35.3K - $43.6K
|
3.45K
$548K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-233- 0.62% |
$35.5K - $43.8K
|
37.5K
$5.96M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-234- 1.08% |
$35.6K - $43.9K
|
21.4K
$3.4M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-234- 0.9% |
$35.6K - $43.9K
|
25.7K
$4.08M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-234- 1.59% |
$35.6K - $43.9K
|
14.5K
$2.3M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-238Closed |
$36.3K - $44.7K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-239- 2.69% |
$36.4K - $44.9K
|
8.64K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-242- 9.46% |
$36.9K - $45.4K
|
2.32K
$368K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-243- 4.6% |
$37K - $45.6K
|
5.04K
$800K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-243- 12.16% |
$37K - $45.6K
|
1.76K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-243- 1.3% |
$37K - $45.6K
|
18.4K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-243- 2.56% |
$37K - $45.6K
|
9.26K
$1.47M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-245- 1.64% |
$37.3K - $46K
|
14.7K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-245- 4.0% |
$37.3K - $46K
|
5.89K
$935K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-246- 1.62% |
$37.5K - $46.2K
|
14.9K
$2.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-247- 1.57% |
$37.6K - $46.4K
|
15.5K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-247- 1.5% |
$37.6K - $46.4K
|
16.3K
$2.58M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-249- 4.47% |
$37.9K - $46.8K
|
5.32K
$845K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-251- 4.4% |
$38.2K - $47.1K
|
5.46K
$867K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-252- 8.5% |
$38.4K - $47.3K
|
2.71K
$431K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-256- 0.11% |
$39K - $48.1K
|
235K
$37.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-257- 0.33% |
$39.2K - $48.3K
|
76.9K
$12.2M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-260- 17.33% |
$39.6K - $48.8K
|
1.24K
$197K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-262- 0.98% |
$39.9K - $49.2K
|
26.5K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-262- 5.92% |
$39.9K - $49.2K
|
4.16K
$661K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-263- 6.33% |
$40.1K - $49.4K
|
3.89K
$618K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-264- 1.53% |
$40.2K - $49.6K
|
17K
$2.7M
|