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 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
617+ 5.12% |
$94K - $116K
|
12.7K
$2.01M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
616+ 8.02% |
$93.8K - $116K
|
8.29K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
616+ 4.7% |
$93.8K - $116K
|
13.7K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
613+ 49.76% |
$93.4K - $115K
|
1.85K
$293K
|
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
612+ 0.56% |
$93.2K - $115K
|
109K
$17.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
605+ 7.3% |
$92.2K - $114K
|
8.9K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
603+ 30.62% |
$91.9K - $113K
|
2.57K
$408K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
598+ 49.54% |
$91.1K - $112K
|
1.81K
$287K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
598+ 3.69% |
$91.1K - $112K
|
16.8K
$2.67M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
592+ 4.76% |
$90.2K - $111K
|
13K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
587+ 0.56% |
$89.4K - $110K
|
105K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
585+ 3.68% |
$89.1K - $110K
|
16.5K
$2.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
580+ 9.5% |
$88.4K - $109K
|
6.69K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
579+ 29.94% |
$88.2K - $109K
|
2.51K
$399K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
577+ 4.53% |
$87.9K - $108K
|
13.3K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
574+ 6.13% |
$87.4K - $108K
|
9.95K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
573+ 0.47% |
$87.3K - $108K
|
121K
$19.2M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
572+ 9.5% |
$87.1K - $107K
|
6.59K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
570+ 2.91% |
$86.8K - $107K
|
20.2K
$3.2M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
569+ 2.84% |
$86.7K - $107K
|
20.6K
$3.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
567+ 4.58% |
$86.4K - $106K
|
12.9K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
565+ 8.16% |
$86.1K - $106K
|
7.49K
$1.19M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
558+ 1.74% |
$85K - $105K
|
32.6K
$5.18M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
558+ 21.41% |
$85K - $105K
|
3.16K
$502K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
557+ 39.5% |
$84.9K - $105K
|
1.97K
$312K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
555+ 1.74% |
$84.5K - $104K
|
32.4K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
552+ 0.1% |
$84.1K - $104K
|
553K
$87.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
551+ 23.44% |
$83.9K - $103K
|
2.9K
$461K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
551+ 23.68% |
$83.9K - $103K
|
2.88K
$457K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
547+ 4.97% |
$83.3K - $103K
|
11.5K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
542+ 9.43% |
$82.6K - $102K
|
6.29K
$998K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
535+ 9.21% |
$81.5K - $100K
|
6.34K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
533+ 0.58% |
$81.2K - $100K
|
93K
$14.8M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
532+ 13.18% |
$81K - $99.9K
|
4.57K
$726K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
530+ 7.48% |
$80.7K - $99.5K
|
7.62K
$1.21M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
526+ 11.43% |
$80.1K - $98.8K
|
5.13K
$814K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
526+ 15.82% |
$80.1K - $98.8K
|
3.85K
$611K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
524+ 7.53% |
$79.8K - $98.4K
|
7.48K
$1.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
521+ 21.08% |
$79.4K - $97.8K
|
2.99K
$475K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
520+ 8.25% |
$79.2K - $97.7K
|
6.83K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
512+ 8.63% |
$78K - $96.1K
|
6.44K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
512+ 0.38% |
$78K - $96.1K
|
134K
$21.2M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
506+ 6.48% |
$77.1K - $95K
|
8.31K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
505+ 15.53% |
$76.9K - $94.8K
|
3.76K
$596K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
504+ 33.42% |
$76.8K - $94.6K
|
2.01K
$319K
|
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
502+ 5.4% |
$76.5K - $94.3K
|
9.8K
$1.56M
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
500+ 5.15% |
$76.2K - $93.9K
|
10.2K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
496+ 2.48% |
$75.6K - $93.1K
|
20.5K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
496+ 2.05% |
$75.6K - $93.1K
|
24.7K
$3.92M
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
494+ 0.23% |
$75.3K - $92.8K
|
215K
$34.1M
|