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
|
Shufro Rose & CO LLC
|
SELL
|
- |
-666- 3.71% |
$101K - $125K
|
17.3K
$2.69M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-671- 4.5% |
$102K - $126K
|
14.2K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-671- 7.0% |
$102K - $126K
|
8.92K
$1.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-676- 12.37% |
$103K - $127K
|
4.79K
$746K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-682- 1.33% |
$104K - $128K
|
50.7K
$7.9M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-691- 6.38% |
$105K - $130K
|
10.1K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-691- 1.45% |
$105K - $130K
|
46.9K
$7.3M
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-692- 3.98% |
$105K - $130K
|
16.7K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-693- 14.0% |
$106K - $130K
|
4.26K
$662K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-700- 33.37% |
$107K - $131K
|
1.4K
$218K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-702- 1.42% |
$107K - $132K
|
48.8K
$7.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-702- 25.98% |
$107K - $132K
|
2K
$311K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-703- 2.99% |
$107K - $132K
|
22.8K
$3.56M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-705- 5.46% |
$107K - $132K
|
12.2K
$1.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-721- 14.2% |
$110K - $135K
|
4.36K
$678K
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-721- 10.57% |
$110K - $135K
|
6.1K
$949K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-722- 2.24% |
$110K - $136K
|
31.5K
$4.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-729- 12.32% |
$111K - $137K
|
5.19K
$808K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-732- 23.51% |
$112K - $137K
|
2.38K
$371K
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-738- 20.56% |
$112K - $139K
|
2.85K
$444K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-740- 1.74% |
$113K - $139K
|
41.8K
$6.51M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-740- 14.79% |
$113K - $139K
|
4.26K
$663K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-741- 2.33% |
$113K - $139K
|
31.1K
$4.84M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-746- 0.25% |
$114K - $140K
|
301K
$46.9M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-758- 2.23% |
$115K - $142K
|
33.2K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-758- 4.25% |
$115K - $142K
|
17.1K
$2.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-760- 28.76% |
$116K - $143K
|
1.88K
$293K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-761- 0.96% |
$116K - $143K
|
78.6K
$12.2M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-761- 0.9% |
$116K - $143K
|
83.8K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-762- 0.46% |
$116K - $143K
|
164K
$25.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-763- 2.94% |
$116K - $143K
|
25.2K
$3.93M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-766- 9.69% |
$117K - $144K
|
7.14K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-768- 0.24% |
$117K - $144K
|
321K
$49.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-769- 6.24% |
$117K - $144K
|
11.5K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-769- 7.06% |
$117K - $144K
|
10.1K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-773- 9.26% |
$118K - $145K
|
7.57K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-776- 8.68% |
$118K - $146K
|
8.16K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-781- 0.45% |
$119K - $147K
|
173K
$27M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-782- 0.19% |
$119K - $147K
|
409K
$63.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-783- 20.84% |
$119K - $147K
|
2.98K
$463K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-787- 2.4% |
$120K - $148K
|
32K
$4.98M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-789- 3.48% |
$120K - $148K
|
21.9K
$3.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-790- 16.01% |
$120K - $148K
|
4.15K
$645K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-790- 3.53% |
$120K - $148K
|
21.6K
$3.36M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-791- 1.23% |
$121K - $149K
|
63.3K
$9.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-793- 7.15% |
$121K - $149K
|
10.3K
$1.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-796- 6.1% |
$121K - $149K
|
12.3K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-800- 1.53% |
$122K - $150K
|
51.6K
$8.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-805- 0.07% |
$123K - $151K
|
1.08M
$169M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-812- 8.17% |
$124K - $152K
|
9.12K
$1.42M
|