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 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-3.89K- 10.28% |
$593K - $731K
|
34K
$5.29M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-3.9K- 14.66% |
$594K - $732K
|
22.7K
$3.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.91K- 4.95% |
$595K - $734K
|
75K
$11.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.92K- 1.9% |
$597K - $736K
|
202K
$31.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.01K- 0.95% |
$611K - $753K
|
419K
$65.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.04K- 7.89% |
$616K - $759K
|
47.2K
$7.34M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4.05K- 23.58% |
$617K - $760K
|
13.1K
$2.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4.08K- 13.55% |
$621K - $765K
|
26K
$4.05M
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-4.08K- 71.92% |
$621K - $766K
|
1.59K
$248K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 2.37% |
$624K - $770K
|
169K
$26.3M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.11K- 1.58% |
$626K - $771K
|
256K
$39.9M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-4.12K- 85.39% |
$627K - $773K
|
704
$110K
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-4.15K- 1.81% |
$631K - $778K
|
225K
$35M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.15K- 0.61% |
$632K - $779K
|
674K
$105M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.16K- 6.35% |
$634K - $782K
|
61.3K
$9.55M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-4.17K- 0.51% |
$636K - $783K
|
816K
$127M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-4.24K- 15.12% |
$645K - $796K
|
23.8K
$3.7M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.24K- 5.72% |
$646K - $797K
|
69.9K
$10.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4.32K- 8.54% |
$658K - $811K
|
46.2K
$7.19M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.37K- 33.41% |
$666K - $821K
|
8.71K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.4K- 77.02% |
$670K - $826K
|
1.31K
$204K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-4.44K- 15.6% |
$676K - $833K
|
24K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.46K- 2.66% |
$679K - $837K
|
163K
$25.4M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-4.55K- 0.67% |
$693K - $854K
|
671K
$104M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-4.56K- 26.37% |
$694K - $855K
|
12.7K
$1.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.58K- 3.89% |
$698K - $860K
|
113K
$17.6M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.58K- 94.59% |
$698K - $860K
|
262
$40.8K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.6K- 61.01% |
$701K - $864K
|
2.94K
$458K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-4.61K- 4.49% |
$703K - $866K
|
98.2K
$15.3M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.64K- 25.31% |
$707K - $871K
|
13.7K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.64K- 21.97% |
$707K - $872K
|
16.5K
$2.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.68K- 13.2% |
$713K - $879K
|
30.8K
$4.79M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-4.69K- 70.14% |
$714K - $881K
|
2K
$311K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4.71K- 9.5% |
$717K - $884K
|
44.8K
$6.98M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4.72K- 25.63% |
$718K - $885K
|
13.7K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4.72K- 66.73% |
$719K - $886K
|
2.35K
$366K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.73K- 10.94% |
$720K - $887K
|
38.5K
$5.99M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.8K- 3.11% |
$732K - $902K
|
150K
$23.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.9K- 16.16% |
$746K - $919K
|
25.4K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-4.9K- 24.81% |
$746K - $920K
|
14.9K
$2.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-4.97K- 4.71% |
$757K - $934K
|
100K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-5.02K- 18.12% |
$765K - $943K
|
22.7K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.07K- 2.59% |
$772K - $951K
|
190K
$29.6M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-5.1K- 3.69% |
$777K - $958K
|
133K
$20.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-5.11K- 1.01% |
$779K - $960K
|
502K
$78.1M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-5.18K- 12.42% |
$789K - $973K
|
36.5K
$5.68M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 44.07% |
$790K - $973K
|
6.58K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-5.2K- 40.45% |
$792K - $977K
|
7.66K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-5.22K- 3.12% |
$796K - $981K
|
162K
$25.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.27K- 2.76% |
$803K - $990K
|
186K
$28.9M
|