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 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-265- 1.51% |
$40.4K - $49.8K
|
17.3K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-267- 0.3% |
$40.7K - $50.1K
|
87.5K
$13.9M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-267- 23.59% |
$40.7K - $50.1K
|
865
$137K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-268- 0.75% |
$40.8K - $50.3K
|
35.4K
$5.62M
|
|
|
Apr 19, 2023
Q1 2023
|
Coerente Capital Management
|
SELL
|
- |
-270- 1.25% |
$41.1K - $50.7K
|
21.3K
$3.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-272- 0.73% |
$41.4K - $51.1K
|
37K
$5.88M
|
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-273- 1.86% |
$41.6K - $51.3K
|
14.4K
$2.28M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-274- 27.76% |
$41.7K - $51.5K
|
713
$113K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-275- 5.04% |
$41.9K - $51.6K
|
5.18K
$823K
|
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-277- 8.57% |
$42.2K - $52K
|
2.96K
$470K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-278- 3.67% |
$42.4K - $52.2K
|
7.3K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-279- 1.32% |
$42.5K - $52.4K
|
20.8K
$3.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-280- 1.71% |
$42.7K - $52.6K
|
16.1K
$2.56M
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-280- 7.75% |
$42.7K - $52.6K
|
3.34K
$530K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-281- 11.2% |
$42.8K - $52.8K
|
2.23K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-281- 1.63% |
$42.8K - $52.8K
|
16.9K
$2.69M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-283- 1.92% |
$43.1K - $53.1K
|
14.5K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-284- 10.12% |
$43.3K - $53.3K
|
2.52K
$401K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-284- 2.1% |
$43.3K - $53.3K
|
13.2K
$2.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-285- 3.02% |
$43.4K - $53.5K
|
9.17K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-285- 10.56% |
$43.4K - $53.5K
|
2.42K
$383K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-285- 2.0% |
$43.4K - $53.5K
|
14K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
SELL
|
- |
-285- 7.44% |
$43.4K - $53.5K
|
3.55K
$563K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-286- 6.64% |
$43.6K - $53.7K
|
4.02K
$639K
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
SELL
|
- |
-286- 9.4% |
$43.6K - $53.7K
|
2.76K
$437K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-286- 2.47% |
$43.6K - $53.7K
|
11.3K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-287- 3.79% |
$43.7K - $53.9K
|
7.28K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-287- 0.07% |
$43.7K - $53.9K
|
421K
$66.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-289- 1.76% |
$44K - $54.3K
|
16.1K
$2.56M
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-289- 18.43% |
$44K - $54.3K
|
1.28K
$203K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-291- 2.24% |
$44.3K - $54.6K
|
12.7K
$2.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-292- 0.4% |
$44.5K - $54.8K
|
72.6K
$11.5M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-294- 0.42% |
$44.8K - $55.2K
|
70.5K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-294- 6.07% |
$44.8K - $55.2K
|
4.55K
$723K
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-296- 3.06% |
$45.1K - $55.6K
|
9.37K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-297- 18.98% |
$45.2K - $55.8K
|
1.27K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-298- 18.0% |
$45.4K - $56K
|
1.36K
$216K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-299- 0.16% |
$45.5K - $56.1K
|
184K
$29.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-300- 2.1% |
$45.7K - $56.3K
|
14K
$2.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-300- 6.04% |
$45.7K - $56.3K
|
4.67K
$741K
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-300- 1.01% |
$45.7K - $56.3K
|
29.5K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-300- 4.26% |
$45.7K - $56.3K
|
6.74K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-301- 0.79% |
$45.9K - $56.5K
|
37.8K
$6M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-301- 1.0% |
$45.9K - $56.5K
|
29.9K
$4.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-307- 1.38% |
$46.8K - $57.7K
|
22K
$3.49M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-307- 11.56% |
$46.8K - $57.7K
|
2.35K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-308- 10.93% |
$46.9K - $57.8K
|
2.51K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-313- 18.62% |
$47.7K - $58.8K
|
1.37K
$217K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-314- 2.3% |
$47.8K - $59K
|
13.3K
$2.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-314- 9.16% |
$47.8K - $59K
|
3.11K
$494K
|