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 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-314- 3.13% |
$47.8K - $59K
|
9.71K
$1.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-320- 6.73% |
$48.7K - $60.1K
|
4.43K
$704K
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-321- 19.18% |
$48.9K - $60.3K
|
1.35K
$215K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-324- 9.75% |
$49.4K - $60.8K
|
3K
$476K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-325- 16.94% |
$49.5K - $61K
|
1.59K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-325- 2.24% |
$49.5K - $61K
|
14.2K
$2.25M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-327- 5.66% |
$49.8K - $61.4K
|
5.45K
$865K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-328- 0.39% |
$50K - $61.6K
|
83.1K
$13.2M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-332- 0.65% |
$50.6K - $62.3K
|
51.1K
$8.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-332- 6.96% |
$50.6K - $62.3K
|
4.44K
$704K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-334- 37.7% |
$50.9K - $62.7K
|
552
$87.7K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-336- 2.42% |
$51.2K - $63.1K
|
13.6K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-336- 3.3% |
$51.2K - $63.1K
|
9.85K
$1.56M
|
|
|
May 02, 2023
Q1 2023
|
Lipe & Dalton
|
SELL
|
- |
-340- 63.31% |
$51.8K - $63.8K
|
197
$31.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-342- 2.2% |
$52.1K - $64.2K
|
15.2K
$2.41M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-344- 3.67% |
$52.4K - $64.6K
|
9.02K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-346- 3.82% |
$52.7K - $65K
|
8.7K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-348- 2.23% |
$53K - $65.4K
|
15.3K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-348- 5.3% |
$53K - $65.4K
|
6.22K
$988K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-349- 0.31% |
$53.2K - $65.5K
|
111K
$17.6M
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-352- 7.65% |
$53.6K - $66.1K
|
4.25K
$675K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-354- 0.57% |
$53.9K - $66.5K
|
61.8K
$9.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-355- 1.76% |
$54.1K - $66.7K
|
19.8K
$3.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-355- 0.92% |
$54.1K - $66.7K
|
38.4K
$6.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-355- 4.45% |
$54.1K - $66.7K
|
7.63K
$1.21M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-356- 5.59% |
$54.2K - $66.9K
|
6.01K
$954K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-357- 7.87% |
$54.4K - $67K
|
4.18K
$664K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-358- 6.89% |
$54.5K - $67.2K
|
4.84K
$769K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-365- 2.81% |
$55.6K - $68.5K
|
12.6K
$2M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-369- 1.08% |
$56.2K - $69.3K
|
33.8K
$5.36M
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-369- 1.84% |
$56.2K - $69.3K
|
19.7K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-369- 10.08% |
$56.2K - $69.3K
|
3.29K
$523K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-371- 7.95% |
$56.5K - $69.7K
|
4.3K
$682K
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-373- 1.06% |
$56.8K - $70K
|
34.8K
$5.52M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-373- 1.59% |
$56.8K - $70K
|
23.1K
$3.66M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-373- 16.66% |
$56.8K - $70K
|
1.87K
$296K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-373- 29.07% |
$56.8K - $70K
|
910
$144K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-376- 0.37% |
$57.3K - $70.6K
|
101K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-376- 1.15% |
$57.3K - $70.6K
|
32.4K
$5.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-377- 9.41% |
$57.4K - $70.8K
|
3.63K
$576K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-379- 7.5% |
$57.7K - $71.2K
|
4.67K
$742K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-384- 16.42% |
$58.5K - $72.1K
|
1.95K
$310K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-385- 0.87% |
$58.7K - $72.3K
|
43.8K
$6.96M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-388- 11.51% |
$59.1K - $72.9K
|
2.98K
$474K
|
|
|
May 04, 2023
Q1 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-390- 3.68% |
$59.4K - $73.2K
|
10.2K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-391- 4.94% |
$59.6K - $73.4K
|
7.53K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-391- 15.82% |
$59.6K - $73.4K
|
2.08K
$330K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-395- 1.42% |
$60.2K - $74.2K
|
27.3K
$4.34M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-398- 1.83% |
$60.6K - $74.7K
|
21.3K
$3.38M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 2.64% |
$60.9K - $75.1K
|
14.7K
$2.34M
|