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 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.95K- 8.47% |
$297K - $366K
|
21.1K
$3.28M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1.98K- 12.56% |
$302K - $372K
|
13.8K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.98K- 0.71% |
$302K - $372K
|
276K
$43M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.99K- 13.28% |
$303K - $373K
|
13K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.01K- 51.21% |
$306K - $377K
|
1.91K
$298K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 3.17% |
$310K - $382K
|
62K
$9.66M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.05K- 2.3% |
$312K - $385K
|
87.1K
$13.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.09K- 58.41% |
$318K - $392K
|
1.49K
$231K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.11K- 45.26% |
$322K - $397K
|
2.56K
$398K
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.13K- 25.88% |
$325K - $401K
|
6.11K
$951K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.16K- 7.59% |
$328K - $405K
|
26.2K
$4.09M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.17K- 9.41% |
$330K - $407K
|
20.8K
$3.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-2.19K- 5.54% |
$333K - $411K
|
37.3K
$5.81M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.2K- 32.96% |
$336K - $414K
|
4.48K
$697K
|
|
|
Apr 12, 2023
Q1 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-2.21K- 2.99% |
$336K - $414K
|
71.6K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.24K- 45.37% |
$340K - $420K
|
2.69K
$419K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.24K- 6.84% |
$342K - $421K
|
30.5K
$4.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.24K- 1.74% |
$342K - $421K
|
127K
$19.7M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-2.26K- 11.23% |
$344K - $424K
|
17.8K
$2.78M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.26K- 0.67% |
$344K - $425K
|
335K
$52.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-2.26K- 29.66% |
$345K - $425K
|
5.37K
$835K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.3K- 18.48% |
$350K - $432K
|
10.1K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-2.32K- 13.08% |
$354K - $436K
|
15.4K
$2.4M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2.33K- 12.87% |
$354K - $437K
|
15.7K
$2.45M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.33K- 32.23% |
$354K - $437K
|
4.89K
$762K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.33K- 8.82% |
$355K - $437K
|
24.1K
$3.75M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.33K- 12.25% |
$356K - $438K
|
16.7K
$2.6M
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.33K- 9.23% |
$356K - $438K
|
23K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.34K- 8.89% |
$356K - $438K
|
23.9K
$3.73M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-2.35K- 73.97% |
$357K - $440K
|
825
$128K
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.39K- 14.1% |
$364K - $449K
|
14.5K
$2.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.4K- 16.49% |
$365K - $450K
|
12.1K
$1.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.4K- 3.56% |
$366K - $451K
|
65K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.42K- 32.08% |
$369K - $454K
|
5.12K
$797K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-2.43K- 4.58% |
$370K - $456K
|
50.6K
$7.87M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-2.43K- 4.15% |
$371K - $457K
|
56.2K
$8.74M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2.44K- 62.69% |
$371K - $457K
|
1.45K
$226K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2.45K- 52.94% |
$372K - $459K
|
2.17K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.45K- 3.06% |
$373K - $459K
|
77.6K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.49K- 3.16% |
$380K - $468K
|
76.4K
$11.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.5K- 6.79% |
$381K - $469K
|
34.3K
$5.34M
|
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-2.5K- 1.31% |
$381K - $469K
|
189K
$29.4M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.51K- 80.95% |
$382K - $471K
|
590
$91.8K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.52K- 0.89% |
$383K - $473K
|
281K
$43.8M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.54K- 14.37% |
$387K - $478K
|
15.1K
$2.36M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.56K- 11.46% |
$390K - $481K
|
19.8K
$3.08M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.56K- 2.36% |
$391K - $481K
|
106K
$16.5M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.59K- 0.26% |
$394K - $486K
|
1.01M
$157M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.6K- 9.06% |
$395K - $488K
|
26.1K
$4.05M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.6K- 3.06% |
$396K - $488K
|
82.3K
$12.8M
|