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 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-813- 3.31% |
$124K - $153K
|
23.8K
$3.7M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-816- 4.84% |
$124K - $153K
|
16K
$2.5M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-820- 2.17% |
$125K - $154K
|
36.9K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-832- 16.03% |
$127K - $156K
|
4.36K
$678K
|
|
|
May 23, 2023
Q1 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-833- 33.02% |
$127K - $156K
|
1.69K
$263K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-838- 4.08% |
$128K - $157K
|
19.7K
$3.07M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-838- 9.2% |
$128K - $157K
|
8.27K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-847- 18.7% |
$129K - $159K
|
3.68K
$573K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-851- 2.95% |
$130K - $160K
|
28K
$4.35M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-851- 1.24% |
$130K - $160K
|
67.9K
$10.6M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-860- 1.18% |
$131K - $161K
|
72K
$11.2M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-865- 6.86% |
$132K - $162K
|
11.8K
$1.83M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-875- 25.09% |
$133K - $164K
|
2.61K
$407K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-881- 11.81% |
$134K - $165K
|
6.58K
$1.02M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-883- 5.29% |
$135K - $166K
|
15.8K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-885- 5.36% |
$135K - $166K
|
15.6K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-890- 2.83% |
$136K - $167K
|
30.6K
$4.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-894- 20.27% |
$136K - $168K
|
3.52K
$547K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-895- 3.36% |
$136K - $168K
|
25.7K
$4.01M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-895- 5.99% |
$136K - $168K
|
14.1K
$2.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-897- 11.4% |
$137K - $168K
|
6.97K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-907- 13.92% |
$138K - $170K
|
5.61K
$873K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-908- 5.14% |
$138K - $171K
|
16.8K
$2.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-909- 0.79% |
$138K - $171K
|
114K
$17.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-916- 1.78% |
$140K - $172K
|
50.5K
$7.86M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-920- 4.73% |
$140K - $173K
|
18.6K
$2.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-922- 37.51% |
$140K - $173K
|
1.54K
$239K
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-922- 7.15% |
$140K - $173K
|
12K
$1.86M
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-922- 29.2% |
$140K - $173K
|
2.24K
$348K
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-924- 2.55% |
$141K - $174K
|
35.2K
$5.49M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-928- 0.66% |
$141K - $174K
|
141K
$21.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-944- 1.4% |
$144K - $177K
|
66.6K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-944- 2.35% |
$144K - $177K
|
39.2K
$6.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-977- 9.27% |
$149K - $183K
|
9.57K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-987- 1.09% |
$150K - $185K
|
89.2K
$13.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-992- 3.88% |
$151K - $186K
|
24.5K
$3.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-1K- 16.95% |
$152K - $188K
|
4.9K
$763K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1K- 0.82% |
$153K - $188K
|
121K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-1K- 48.95% |
$153K - $189K
|
1.05K
$163K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.01K- 1.69% |
$153K - $189K
|
58.5K
$9.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.01K- 18.53% |
$154K - $190K
|
4.44K
$691K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.01K- 5.5% |
$154K - $190K
|
17.4K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.02K- 3.94% |
$156K - $192K
|
24.9K
$3.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.02K- 1.02% |
$156K - $192K
|
99.6K
$15.5M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.02K- 1.75% |
$156K - $192K
|
57.4K
$8.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.03K- 3.49% |
$157K - $193K
|
28.5K
$4.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.03K- 42.91% |
$157K - $193K
|
1.37K
$213K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.04K- 9.08% |
$158K - $194K
|
10.4K
$1.61M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.04K- 2.63% |
$158K - $195K
|
38.5K
$5.99M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.06K- 34.36% |
$161K - $199K
|
2.03K
$315K
|