Purchases and Sales Made in Q1 2023 in Chevron Corp (CVX)

CVX Quotes by TradingView

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 12, 2023 Q1 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
492
+ 3.11%
$75K - $92.4K
16.3K $2.59M
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
490
+ 17.59%
$74.6K - $92K
3.28K $520K
Aug 28, 2024 Q1 2023
Farmers National Bank

Danville, KY
BUY
 -
490
+ 1.15%
$74.6K - $92K
43.2K $6.86M
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
489
+ 1.77%
$74.5K - $91.8K
28.2K $4.47M
Apr 18, 2023 Q1 2023
Insight Folios Inc

BUY
 -
489
+ 1.13%
$74.5K - $91.8K
43.9K $6.96M
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
488
+ 38.85%
$74.3K - $91.6K
1.74K $277K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
486
+ 6.48%
$74K - $91.3K
7.99K $1.27M
May 11, 2023 Q1 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
485
+ 10.38%
$73.9K - $91.1K
5.16K $819K
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
483
+ 5.42%
$73.6K - $90.7K
9.4K $1.49M
Dec 19, 2024 Q1 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
481
+ 2.68%
$73.3K - $90.3K
18.4K $2.93M
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
477
New
$72.7K - $89.6K
477 $75.7K
Apr 18, 2023 Q1 2023
Hedges Asset Management LLC

BUY
 -
475
+ 3.64%
$72.4K - $89.2K
13.5K $2.15M
May 03, 2023 Q1 2023
Redmond Asset Management, LLC

Henrico, VA
BUY
 -
475
+ 0.44%
$72.4K - $89.2K
107K $17M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
475
+ 2.59%
$72.4K - $89.2K
18.8K $2.99M
May 11, 2023 Q1 2023
Buckhead Capital Management LLC

BUY
 -
471
+ 0.62%
$71.8K - $88.4K
76.6K $12.2M
May 11, 2023 Q1 2023
Taylor Hoffman Wealth Management

Richmond, VA
BUY
 -
462
+ 19.45%
$70.4K - $86.8K
2.84K $450K
Apr 21, 2023 Q1 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
457
+ 2.76%
$69.6K - $85.8K
17K $2.71M
May 15, 2023 Q1 2023
Virtus ETF Advisers LLC

New York, NY
BUY
 -
456
+ 10.23%
$69.5K - $85.6K
4.91K $780K
May 18, 2023 Q1 2023
Hnp Capital LLC

BUY
 -
456
+ 2.37%
$69.5K - $85.6K
19.7K $3.13M
May 10, 2023 Q1 2023
Dudley Capital Management, LLC

Middleburg, VA
BUY
 -
455
+ 1.1%
$69.3K - $85.4K
41.9K $6.65M
May 11, 2023 Q1 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
455
+ 16.2%
$69.3K - $85.4K
3.26K $518K
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
454
+ 2.96%
$69.2K - $85.3K
15.8K $2.51M
May 01, 2023 Q1 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
451
+ 1.89%
$68.7K - $84.7K
24.3K $3.86M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
451
+ 2.46%
$68.7K - $84.7K
18.8K $2.99M
Apr 24, 2023 Q1 2023
Arthur M. Cohen & Associates, LLC

BUY
 -
450
+ 30.1%
$68.6K - $84.5K
1.95K $309K
Apr 11, 2023 Q1 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
449
+ 14.71%
$68.4K - $84.3K
3.5K $556K
Apr 17, 2023 Q1 2023
Mjp Associates Inc

BUY
 -
449
+ 14.55%
$68.4K - $84.3K
3.53K $561K
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
449
+ 4.94%
$68.4K - $84.3K
9.53K $1.51M
May 11, 2023 Q1 2023
De Dora Capital, Inc.

BUY
 -
441
+ 3.81%
$67.2K - $82.8K
12K $1.91M
May 05, 2023 Q1 2023
Papp L Roy & Associates

BUY
 -
439
+ 1.19%
$66.9K - $82.4K
37.2K $5.9M
Apr 07, 2023 Q1 2023
Austin Private Wealth, LLC

BUY
 -
438
+ 6.68%
$66.7K - $82.3K
7K $1.11M
May 09, 2023 Q1 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
436
+ 3.59%
$66.4K - $81.9K
12.6K $2M
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

BUY
 -
435
+ 3.14%
$66.3K - $81.7K
14.3K $2.27M
May 01, 2023 Q1 2023
Apricus Wealth, LLC

Beaufort, SC
BUY
 -
435
+ 2.55%
$66.3K - $81.7K
17.5K $2.78M
Apr 24, 2023 Q1 2023
Pioneer Trust Bank N A

Salem, OR
BUY
 -
430
+ 0.72%
$65.5K - $80.7K
60.2K $9.57M
Jun 14, 2024 Q1 2023
Quent Capital, LLC

BUY
 -
430
+ 9.57%
$65.5K - $80.7K
4.92K $781K
Apr 06, 2023 Q1 2023
Trinity Legacy Partners, LLC

BUY
 -
428
+ 1.34%
$65.2K - $80.4K
32.4K $5.15M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
428
+ 0.79%
$65.2K - $80.4K
54.6K $8.67M
Apr 06, 2023 Q1 2023
New England Research & Management, Inc.

BUY
 -
425
+ 6.07%
$64.7K - $79.8K
7.43K $1.18M
May 04, 2023 Q1 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
423
+ 0.17%
$64.4K - $79.4K
255K $40.5M
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
422
+ 2.08%
$64.3K - $79.2K
20.8K $3.3M
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
422
+ 2.08%
$64.3K - $79.2K
20.8K $3.3M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
420
+ 4.65%
$64K - $78.9K
9.45K $1.5M
Apr 11, 2023 Q1 2023
Orser Capital Management, LLC

BUY
 -
415
+ 6.74%
$63.2K - $77.9K
6.57K $1.04M
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
415
+ 6.74%
$63.2K - $77.9K
6.58K $1.04M
May 12, 2023 Q1 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
414
+ 1.31%
$63.1K - $77.7K
31.9K $5.07M
Apr 17, 2023 Q1 2023
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
413
+ 10.87%
$62.9K - $77.6K
4.21K $669K
Apr 12, 2023 Q1 2023
Iron Bridge Private Wealth, LLC

BUY
 -
412
+ 1.39%
$62.8K - $77.4K
30.1K $4.78M
May 12, 2023 Q1 2023
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
411
+ 3.03%
$62.6K - $77.2K
14K $2.22M

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