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, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.24K+ 6.37% |
$189K - $233K
|
20.8K
$3.18M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.24KNew |
$189K - $233K
|
1.24K
$190K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 17.24% |
$188K - $232K
|
8.4K
$1.29M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.23KNew |
$188K - $231K
|
1.23K
$189K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.23K+ 6.17% |
$187K - $231K
|
21.2K
$3.24M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
1.22K+ 13.75% |
$186K - $230K
|
10.1K
$1.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
1.22K+ 6.58% |
$186K - $229K
|
19.7K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.2K+ 10.88% |
$183K - $226K
|
12.2K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.2KNew |
$182K - $224K
|
1.2K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.18K+ 8.58% |
$180K - $222K
|
15K
$2.29M
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
1.18K+ 23.6% |
$179K - $221K
|
6.17K
$945K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.18K+ 27.02% |
$179K - $221K
|
5.54K
$848K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.18KNew |
$179K - $221K
|
1.18K
$180K
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
1.16K+ 10.31% |
$177K - $218K
|
12.4K
$1.9M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.16K+ 1.97% |
$177K - $218K
|
60K
$9.2M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.15K+ 48.08% |
$176K - $217K
|
3.55K
$545K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.15K+ 4.82% |
$176K - $217K
|
25.1K
$3.84M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.15K+ 4.29% |
$175K - $216K
|
28K
$4.28M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.15K+ 0.99% |
$175K - $216K
|
118K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.15K+ 40.63% |
$174K - $215K
|
3.96K
$607K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.14K+ 7.53% |
$174K - $214K
|
16.3K
$2.5M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.13K+ 10.79% |
$173K - $213K
|
11.6K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.12KNew |
$171K - $210K
|
1.12K
$172K
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.12K+ 2.07% |
$170K - $210K
|
55.1K
$8.45M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.11K+ 2.59% |
$169K - $208K
|
43.8K
$6.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.1K+ 44.12% |
$168K - $207K
|
3.6K
$552K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.1K+ 2.33% |
$167K - $206K
|
48.1K
$7.37M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.09K+ 3.48% |
$166K - $205K
|
32.4K
$4.96M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
1.09K+ 0.81% |
$166K - $204K
|
136K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.09K+ 7.09% |
$165K - $204K
|
16.4K
$2.51M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
1.08K+ 34.1% |
$165K - $203K
|
4.26K
$653K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.08K+ 1.19% |
$164K - $202K
|
91.6K
$14M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.07K+ 41.59% |
$163K - $201K
|
3.65K
$560K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.07K+ 5.36% |
$163K - $201K
|
21.1K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.07K+ 41.5% |
$163K - $201K
|
3.65K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.07K+ 4.69% |
$162K - $200K
|
23.8K
$3.64M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.06K+ 30.61% |
$161K - $198K
|
4.51K
$691K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.06K+ 1.41% |
$161K - $198K
|
75.9K
$11.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.05K+ 9.69% |
$161K - $198K
|
11.9K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
1.05K+ 4.72% |
$159K - $196K
|
23.2K
$3.56M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.04KNew |
$159K - $196K
|
1.04K
$160K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.04KNew |
$159K - $196K
|
1.04K
$160K
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.04K+ 0.41% |
$159K - $196K
|
259K
$39.6M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.04K+ 5.85% |
$158K - $195K
|
18.8K
$2.89M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.04K+ 21.31% |
$158K - $195K
|
5.91K
$905K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.03K+ 4.43% |
$157K - $194K
|
24.4K
$3.73M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.02K+ 119.37% |
$156K - $192K
|
1.88K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.02K+ 6.99% |
$156K - $192K
|
15.6K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.02K+ 8.28% |
$155K - $191K
|
13.3K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
1.02K+ 0.52% |
$155K - $191K
|
199K
$30.4M
|