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 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.03K- 42.91% |
$157K - $193K
|
1.37K
$214K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.04K- 9.08% |
$158K - $194K
|
10.4K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.04K- 2.63% |
$158K - $195K
|
38.5K
$6.01M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.06K- 34.36% |
$161K - $199K
|
2.03K
$316K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.07K- 2.0% |
$163K - $200K
|
52.3K
$8.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.07K- 4.77% |
$163K - $201K
|
21.4K
$3.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.07K- 0.64% |
$164K - $202K
|
167K
$26.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.08K- 19.91% |
$164K - $202K
|
4.32K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.08K- 0.17% |
$165K - $203K
|
642K
$100M
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.08K- 32.73% |
$165K - $204K
|
2.23K
$348K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.09K- 18.76% |
$165K - $204K
|
4.7K
$734K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.09K- 25.73% |
$165K - $204K
|
3.13K
$489K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.09K- 5.23% |
$166K - $205K
|
19.8K
$3.09M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.1K- 5.2% |
$168K - $207K
|
20K
$3.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.11K- 0.53% |
$168K - $208K
|
206K
$32.2M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.11K- 39.77% |
$169K - $208K
|
1.68K
$262K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.11K- 57.06% |
$169K - $209K
|
836
$131K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.11K- 4.76% |
$170K - $209K
|
22.3K
$3.48M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1.15K- 4.63% |
$174K - $215K
|
23.6K
$3.69M
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.15K- 29.3% |
$175K - $216K
|
2.78K
$433K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.17K- 4.17% |
$177K - $219K
|
26.8K
$4.18M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.18K- 16.54% |
$179K - $221K
|
5.93K
$926K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.18K- 1.17% |
$180K - $221K
|
99.6K
$15.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.19K- 6.51% |
$181K - $223K
|
17K
$2.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.19K- 2.21% |
$181K - $223K
|
52.6K
$8.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.2K- 1.09% |
$183K - $225K
|
109K
$17M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.2K- 37.83% |
$183K - $226K
|
1.98K
$309K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.23K- 9.62% |
$188K - $231K
|
11.6K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.23K- 9.01% |
$188K - $232K
|
12.5K
$1.95M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.24K- 1.92% |
$188K - $232K
|
63.3K
$9.88M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.25K- 3.92% |
$191K - $235K
|
30.7K
$4.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.27K- 9.0% |
$193K - $238K
|
12.8K
$2M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.28K- 0.87% |
$195K - $240K
|
145K
$22.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.28K- 12.95% |
$195K - $240K
|
8.6K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.28K- 2.83% |
$195K - $241K
|
43.9K
$6.86M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.29K- 6.35% |
$196K - $241K
|
18.9K
$2.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.29K- 6.21% |
$197K - $242K
|
19.5K
$3.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.31K- 6.29% |
$199K - $245K
|
19.4K
$3.04M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.31K- 13.54% |
$199K - $245K
|
8.34K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.31K- 0.65% |
$200K - $247K
|
200K
$31.3M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.31K- 1.9% |
$200K - $247K
|
68K
$10.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.32K- 9.56% |
$201K - $248K
|
12.5K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 24.76% |
$202K - $248K
|
4.02K
$628K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.33K- 7.74% |
$203K - $250K
|
15.9K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.34K- 11.41% |
$205K - $252K
|
10.4K
$1.63M
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.37KClosed |
$208K - $256K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.37K- 31.62% |
$208K - $257K
|
2.96K
$462K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.38K- 11.63% |
$210K - $259K
|
10.5K
$1.63M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.38K- 9.94% |
$210K - $259K
|
12.5K
$1.95M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.38K- 0.9% |
$211K - $260K
|
152K
$23.7M
|