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 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
848+ 2.21% |
$129K - $159K
|
39.2K
$6.01M
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
846+ 14.66% |
$129K - $159K
|
6.62K
$1.01M
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
846+ 15.72% |
$129K - $159K
|
6.23K
$954K
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
845+ 63.2% |
$129K - $159K
|
2.18K
$334K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
843New |
$128K - $158K
|
843
$129K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
842+ 8.41% |
$128K - $158K
|
10.9K
$1.66M
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
840+ 46.9% |
$128K - $158K
|
2.63K
$403K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
837New |
$128K - $157K
|
837
$128K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
835+ 4.76% |
$127K - $157K
|
18.4K
$2.82M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
835+ 25.54% |
$127K - $157K
|
4.11K
$629K
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
831+ 7.17% |
$127K - $156K
|
12.4K
$1.9M
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
831+ 4.11% |
$127K - $156K
|
21.1K
$3.23M
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
823+ 1.19% |
$125K - $155K
|
70K
$10.7M
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
822+ 38.92% |
$125K - $154K
|
2.93K
$450K
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
820+ 7.69% |
$125K - $154K
|
11.5K
$1.76M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
819+ 5.08% |
$125K - $154K
|
16.9K
$2.59M
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
816+ 20.67% |
$124K - $153K
|
4.76K
$730K
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
814+ 6.41% |
$124K - $153K
|
13.5K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
814+ 7.33% |
$124K - $153K
|
11.9K
$1.83M
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
812+ 23.19% |
$124K - $152K
|
4.31K
$661K
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
810+ 10.3% |
$123K - $152K
|
8.68K
$1.33M
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
809+ 75.54% |
$123K - $152K
|
1.88K
$288K
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
809+ 3.61% |
$123K - $152K
|
23.2K
$3.56M
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
806+ 1.1% |
$123K - $151K
|
74.1K
$11.4M
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
805+ 19.45% |
$123K - $151K
|
4.94K
$757K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
802+ 4.37% |
$122K - $151K
|
19.1K
$2.93M
|
|
Aug 14, 2023
Q1 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
802+ 0.59% |
$122K - $151K
|
138K
$21.1M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
801+ 102.69% |
$122K - $150K
|
1.58K
$242K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
800+ 3.47% |
$122K - $150K
|
23.9K
$3.66M
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
795+ 3.14% |
$121K - $149K
|
26.2K
$4.01M
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
781+ 4.71% |
$119K - $147K
|
17.4K
$2.66M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
780+ 49.37% |
$119K - $146K
|
2.36K
$362K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
779+ 3.64% |
$119K - $146K
|
22.2K
$3.4M
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
771+ 15.8% |
$117K - $145K
|
5.65K
$866K
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
769+ 11.2% |
$117K - $144K
|
7.63K
$1.17M
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
768+ 3.78% |
$117K - $144K
|
21.1K
$3.23M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
764+ 1.62% |
$116K - $143K
|
48.1K
$7.36M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
761+ 4.97% |
$116K - $143K
|
16.1K
$2.46M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
757+ 0.6% |
$115K - $142K
|
128K
$19.6M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
755+ 1.69% |
$115K - $142K
|
45.3K
$6.94M
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
753+ 24.77% |
$115K - $141K
|
3.79K
$581K
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
753+ 5.88% |
$115K - $141K
|
13.6K
$2.08M
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
750+ 16.67% |
$114K - $141K
|
5.25K
$804K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
750+ 1.92% |
$114K - $141K
|
39.8K
$6.1M
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
748+ 7.93% |
$114K - $140K
|
10.2K
$1.56M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
743+ 10.6% |
$113K - $140K
|
7.75K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
739+ 0.71% |
$113K - $139K
|
105K
$16.1M
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
737+ 2.33% |
$112K - $138K
|
32.4K
$4.96M
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
736+ 4.05% |
$112K - $138K
|
18.9K
$2.9M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
734+ 1.85% |
$112K - $138K
|
40.4K
$6.2M
|