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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.6K- 3.06% |
$396K - $488K
|
82.3K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.6K- 3.28% |
$397K - $489K
|
76.8K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-2.61K- 1.08% |
$398K - $490K
|
239K
$35.6M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.64K- 0.9% |
$402K - $495K
|
292K
$43.6M
|
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-2.66K- 58.59% |
$405K - $500K
|
1.88K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.67K- 44.23% |
$406K - $501K
|
3.36K
$502K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.72KClosed |
$414K - $510K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.72K- 48.66% |
$415K - $511K
|
2.87K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Solus Alternative Asset Management LP
New York, NY |
SELL
|
- |
-2.75K- 1.47% |
$419K - $516K
|
184K
$27.5M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.79K- 21.15% |
$425K - $524K
|
10.4K
$1.55M
|
|
|
Apr 03, 2023
Q1 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-2.8K- 6.25% |
$427K - $526K
|
42.1K
$6.28M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.83K- 8.46% |
$431K - $531K
|
30.6K
$4.56M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-2.86K- 3.81% |
$436K - $537K
|
72.2K
$10.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.86K- 1.37% |
$436K - $538K
|
206K
$30.7M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.87K- 66.06% |
$438K - $540K
|
1.48K
$220K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.92K- 40.89% |
$444K - $548K
|
4.22K
$630K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.92K- 23.57% |
$445K - $549K
|
9.48K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.94K- 7.28% |
$448K - $552K
|
37.5K
$5.6M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.95K- 2.03% |
$450K - $554K
|
142K
$21.3M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.95K- 2.75% |
$450K - $555K
|
104K
$15.6M
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-2.96K- 3.88% |
$451K - $556K
|
73.4K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-3.09K- 17.05% |
$471K - $581K
|
15K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-3.11K- 15.1% |
$473K - $584K
|
17.5K
$2.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.11K- 2.77% |
$474K - $585K
|
109K
$16.3M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.12K- 0.82% |
$475K - $585K
|
378K
$56.4M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.15K- 12.58% |
$479K - $591K
|
21.9K
$3.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
SELL
|
- |
-3.16K- 11.13% |
$482K - $594K
|
25.2K
$3.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.17K- 3.18% |
$483K - $595K
|
96.6K
$14.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.2K- 5.02% |
$487K - $601K
|
60.5K
$9.03M
|
|
|
Sep 04, 2024
Q1 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-3.21K- 43.42% |
$488K - $602K
|
4.18K
$624K
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-3.22K- 10.06% |
$490K - $604K
|
28.8K
$4.29M
|
|
|
May 03, 2023
Q1 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-3.23K- 9.53% |
$491K - $606K
|
30.6K
$4.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.25K- 1.25% |
$495K - $610K
|
256K
$38.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-3.27K- 2.92% |
$497K - $613K
|
108K
$16.2M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.27K- 65.91% |
$498K - $614K
|
1.69K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.32K- 14.92% |
$505K - $623K
|
18.9K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.34K- 0.88% |
$509K - $628K
|
378K
$56.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.45K- 8.41% |
$525K - $648K
|
37.6K
$5.61M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-3.49K- 13.59% |
$532K - $656K
|
22.2K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-3.52K- 1.74% |
$535K - $660K
|
199K
$29.7M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.56K- 66.33% |
$543K - $669K
|
1.81K
$270K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.61K- 1.02% |
$550K - $678K
|
350K
$52.3M
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-3.62K- 10.29% |
$551K - $680K
|
31.6K
$4.71M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.62K- 22.86% |
$552K - $680K
|
12.2K
$1.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.74K- 16.9% |
$570K - $702K
|
18.4K
$2.75M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-3.74K- 5.11% |
$570K - $703K
|
69.5K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.76K- 13.82% |
$573K - $707K
|
23.5K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.84K- 3.4% |
$585K - $721K
|
109K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.87K- 17.24% |
$590K - $727K
|
18.6K
$2.77M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-3.87K- 29.38% |
$590K - $727K
|
9.3K
$1.39M
|