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 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-501- 3.39% |
$76.3K - $94.1K
|
14.3K
$2.25M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-509- 14.5% |
$77.5K - $95.6K
|
3K
$472K
|
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-512- 1.86% |
$78K - $96.1K
|
27K
$4.25M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-513- 1.81% |
$78.2K - $96.3K
|
27.8K
$4.38M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-520- 3.4% |
$79.2K - $97.7K
|
14.8K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-520- 1.49% |
$79.2K - $97.7K
|
34.4K
$5.4M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-520- 13.47% |
$79.2K - $97.7K
|
3.34K
$525K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-521- 0.48% |
$79.4K - $97.8K
|
108K
$16.9M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-521- 8.97% |
$79.4K - $97.8K
|
5.29K
$831K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-527- 1.26% |
$80.3K - $99K
|
41.1K
$6.47M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-528- 1.44% |
$80.4K - $99.2K
|
36.1K
$5.68M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-531- 1.55% |
$80.9K - $99.7K
|
33.7K
$5.3M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-531- 2.25% |
$80.9K - $99.7K
|
23.1K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-538- 3.24% |
$82K - $101K
|
16.1K
$2.53M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-541- 17.51% |
$82.4K - $102K
|
2.55K
$401K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-542- 5.31% |
$82.6K - $102K
|
9.67K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-544- 21.97% |
$82.9K - $102K
|
1.93K
$304K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-545- 3.66% |
$83K - $102K
|
14.3K
$2.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-550- 1.31% |
$83.8K - $103K
|
41.5K
$6.53M
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-550- 4.09% |
$83.8K - $103K
|
12.9K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-551- 2.56% |
$83.9K - $103K
|
20.9K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-553- 12.34% |
$84.2K - $104K
|
3.93K
$618K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-553- 15.7% |
$84.2K - $104K
|
2.97K
$467K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-560- 8.16% |
$85.3K - $105K
|
6.31K
$991K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-561- 22.07% |
$85.5K - $105K
|
1.98K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-562- 2.11% |
$85.6K - $106K
|
26.1K
$4.11M
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-565- 3.7% |
$86.1K - $106K
|
14.7K
$2.31M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-569- 13.23% |
$86.7K - $107K
|
3.73K
$587K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-575- 3.14% |
$87.6K - $108K
|
17.7K
$2.79M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-576- 2.08% |
$87.7K - $108K
|
27.1K
$4.26M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-590- 4.9% |
$89.9K - $111K
|
11.4K
$1.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-591- 4.48% |
$90K - $111K
|
12.6K
$1.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-594- 2.08% |
$90.5K - $112K
|
28K
$4.4M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-596- 4.77% |
$90.8K - $112K
|
11.9K
$1.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-599- 20.68% |
$91.3K - $112K
|
2.3K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-600- 4.61% |
$91.4K - $113K
|
12.4K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-600- 11.31% |
$91.4K - $113K
|
4.71K
$740K
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-601- 4.23% |
$91.6K - $113K
|
13.6K
$2.14M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-604- 11.78% |
$92K - $113K
|
4.52K
$711K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-609- 18.74% |
$92.8K - $114K
|
2.64K
$415K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-610- 2.6% |
$92.9K - $115K
|
22.8K
$3.59M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-615- 3.57% |
$93.7K - $115K
|
16.6K
$2.61M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-627- 18.82% |
$95.5K - $118K
|
2.7K
$425K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-631- 2.56% |
$96.1K - $118K
|
24K
$3.78M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-637- 11.86% |
$97K - $120K
|
4.73K
$744K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-637- 20.15% |
$97K - $120K
|
2.52K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-637- 3.82% |
$97K - $120K
|
16K
$2.52M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-640- 4.98% |
$97.5K - $120K
|
12.2K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-640- 5.64% |
$97.5K - $120K
|
10.7K
$1.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-648- 4.06% |
$98.7K - $122K
|
15.3K
$2.41M
|