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
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-400- 5.51% |
$60.9K - $75.1K
|
6.85K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-400- 2.35% |
$60.9K - $75.1K
|
16.6K
$2.62M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-403- 24.31% |
$61.4K - $75.7K
|
1.26K
$197K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-404- 16.46% |
$61.5K - $75.9K
|
2.05K
$322K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-408- 8.74% |
$62.2K - $76.6K
|
4.26K
$670K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-412- 1.42% |
$62.8K - $77.4K
|
28.5K
$4.48M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-413- 30.84% |
$62.9K - $77.6K
|
926
$146K
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-415- 1.62% |
$63.2K - $77.9K
|
25.2K
$3.97M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-417- 13.49% |
$63.5K - $78.3K
|
2.67K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-418- 4.2% |
$63.7K - $78.5K
|
9.54K
$1.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-420- 9.36% |
$64K - $78.9K
|
4.07K
$639K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-421- 1.86% |
$64.1K - $79.1K
|
22.2K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-421- 6.53% |
$64.1K - $79.1K
|
6.03K
$948K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-423- 0.24% |
$64.4K - $79.4K
|
176K
$27.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-424- 2.42% |
$64.6K - $79.6K
|
17.1K
$2.69M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-424- 0.83% |
$64.6K - $79.6K
|
50.7K
$7.98M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-425- 0.81% |
$64.7K - $79.8K
|
51.7K
$8.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-426- 2.35% |
$64.9K - $80K
|
17.7K
$2.78M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-430- 6.7% |
$65.5K - $80.7K
|
5.99K
$941K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-430- 1.71% |
$65.5K - $80.7K
|
24.8K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-437- 1.05% |
$66.6K - $82.1K
|
41.2K
$6.47M
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-439- 3.84% |
$66.9K - $82.4K
|
11K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-444- 0.79% |
$67.6K - $83.4K
|
55.9K
$8.79M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-444- 7.86% |
$67.6K - $83.4K
|
5.2K
$818K
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-446- 1.62% |
$67.9K - $83.8K
|
27.1K
$4.27M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-448- 0.45% |
$68.2K - $84.1K
|
99.8K
$15.7M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-452- 1.59% |
$68.9K - $84.9K
|
27.9K
$4.39M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-454- 0.51% |
$69.2K - $85.3K
|
89K
$14M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-455- 16.55% |
$69.3K - $85.4K
|
2.3K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-458- 1.11% |
$69.8K - $86K
|
40.7K
$6.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-463- 2.79% |
$70.5K - $86.9K
|
16.1K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-463- 0.52% |
$70.5K - $86.9K
|
88.5K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-464- 21.0% |
$70.7K - $87.1K
|
1.75K
$274K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-466- 6.53% |
$71K - $87.5K
|
6.68K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-469- 4.86% |
$71.4K - $88.1K
|
9.17K
$1.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-471- 0.87% |
$71.8K - $88.4K
|
53.4K
$8.4M
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-472- 14.06% |
$71.9K - $88.6K
|
2.89K
$454K
|
|
|
May 02, 2023
Q1 2023
|
Armstrong Shaw Associates Inc
|
SELL
|
- |
-473- 2.27% |
$72.1K - $88.8K
|
20.4K
$3.21M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-473- 5.79% |
$72.1K - $88.8K
|
7.7K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-480- 27.04% |
$73.1K - $90.1K
|
1.3K
$204K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-482- 6.31% |
$73.4K - $90.5K
|
7.16K
$1.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-482- 2.14% |
$73.4K - $90.5K
|
22.1K
$3.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-484- 1.76% |
$73.7K - $90.9K
|
27K
$4.24M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-484- 8.86% |
$73.7K - $90.9K
|
4.98K
$783K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
SELL
|
- |
-490- 4.43% |
$74.6K - $92K
|
10.6K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-490- 2.94% |
$74.6K - $92K
|
16.2K
$2.54M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-495- 7.72% |
$75.4K - $93K
|
5.91K
$930K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-496- 25.11% |
$75.6K - $93.1K
|
1.48K
$233K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-497- 23.47% |
$75.7K - $93.3K
|
1.62K
$255K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-500- 69.44% |
$76.2K - $93.9K
|
220
$34.6K
|