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 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-100- 1.35% |
$15.2K - $18.8K
|
7.33K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-100- 5.36% |
$15.2K - $18.8K
|
1.77K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-100- 2.85% |
$15.2K - $18.8K
|
3.41K
$527K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.21% |
$15.2K - $18.8K
|
46.4K
$7.17M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-100- 0.85% |
$15.2K - $18.8K
|
11.7K
$1.81M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-100- 1.76% |
$15.2K - $18.8K
|
5.59K
$863K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-100- 1.38% |
$15.2K - $18.8K
|
7.15K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-100- 1.32% |
$15.2K - $18.8K
|
7.48K
$1.15M
|
|
|
May 08, 2023
Q1 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-100- 1.43% |
$15.2K - $18.8K
|
6.9K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-100- 2.29% |
$15.2K - $18.8K
|
4.27K
$659K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 6.45% |
$15.2K - $18.8K
|
1.45K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-100- 0.94% |
$15.2K - $18.8K
|
10.5K
$1.63M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-101- 0.71% |
$15.4K - $19K
|
14.1K
$2.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-101- 2.11% |
$15.4K - $19K
|
4.68K
$722K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-102- 2.67% |
$15.5K - $19.2K
|
3.72K
$575K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-102- 0.24% |
$15.5K - $19.2K
|
43.1K
$6.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-103- 1.4% |
$15.7K - $19.3K
|
7.23K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-106- 2.21% |
$16.1K - $19.9K
|
4.7K
$725K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-106- 11.52% |
$16.1K - $19.9K
|
814
$126K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-106- 1.18% |
$16.1K - $19.9K
|
8.88K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-107- 0.9% |
$16.3K - $20.1K
|
11.8K
$1.81M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-107- 3.0% |
$16.3K - $20.1K
|
3.46K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-107- 1.98% |
$16.3K - $20.1K
|
5.3K
$818K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-108- 2.21% |
$16.5K - $20.3K
|
4.79K
$739K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-108- 2.91% |
$16.5K - $20.3K
|
3.6K
$557K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-109- 1.24% |
$16.6K - $20.5K
|
8.7K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-110- 0.55% |
$16.8K - $20.7K
|
19.9K
$3.07M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-110- 0.39% |
$16.8K - $20.7K
|
27.9K
$4.3M
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-110- 29.33% |
$16.8K - $20.7K
|
265
$40.9K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-110- 1.22% |
$16.8K - $20.7K
|
8.87K
$1.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-113- 0.75% |
$17.2K - $21.2K
|
14.9K
$2.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-113- 4.6% |
$17.2K - $21.2K
|
2.34K
$362K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-114- 0.38% |
$17.4K - $21.4K
|
29.8K
$4.6M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-114- 0.27% |
$17.4K - $21.4K
|
42.3K
$6.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-116- 8.44% |
$17.7K - $21.8K
|
1.26K
$194K
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-116- 0.39% |
$17.7K - $21.8K
|
29.6K
$4.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-117- 2.85% |
$17.8K - $22K
|
4K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-117- 4.47% |
$17.8K - $22K
|
2.5K
$386K
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-118- 0.95% |
$18K - $22.2K
|
12.4K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-119- 4.28% |
$18.1K - $22.3K
|
2.66K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-119- 0.79% |
$18.1K - $22.3K
|
15K
$2.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-120- 8.08% |
$18.3K - $22.5K
|
1.37K
$211K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-121- 4.43% |
$18.4K - $22.7K
|
2.61K
$404K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-121- 7.19% |
$18.4K - $22.7K
|
1.56K
$241K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-121- 22.12% |
$18.4K - $22.7K
|
426
$65.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-122- 2.39% |
$18.6K - $22.9K
|
4.98K
$768K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-123- 1.12% |
$18.7K - $23.1K
|
10.9K
$1.68M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-124- 1.78% |
$18.9K - $23.3K
|
6.84K
$1.06M
|
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-124- 0.61% |
$18.9K - $23.3K
|
20.1K
$3.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-125- 0.81% |
$19K - $23.5K
|
15.3K
$2.36M
|