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
Apr 21, 2023 Q1 2023
Eads & Heald Wealth Management

BUY
 -
410
+ 2.68%
$62.5K - $77K
15.7K $2.47M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
409
+ 2.64%
$62.3K - $76.8K
15.9K $2.49M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
408
+ 1.46%
$62.2K - $76.6K
28.4K $4.46M
May 10, 2023 Q1 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
405
+ 1.91%
$61.7K - $76.1K
21.6K $3.39M
May 15, 2023 Q1 2023
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
405
+ 7.1%
$61.7K - $76.1K
6.11K $959K
May 11, 2023 Q1 2023
Rosenbaum Jay D.

Boston, MA
BUY
 -
403
+ 9.87%
$61.4K - $75.7K
4.49K $704K
Apr 20, 2023 Q1 2023
G&S Capital LLC

BUY
 -
402
+ 1.92%
$61.2K - $75.5K
21.3K $3.35M
Jan 29, 2025 Q1 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
402
+ 5.55%
$61.2K - $75.5K
7.64K $1.2M
May 15, 2023 Q1 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
400
+ 4.81%
$60.9K - $75.1K
8.72K $1.37M
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
396
+ 1.99%
$60.3K - $74.4K
20.3K $3.19M
May 12, 2023 Q1 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
388
+ 3.35%
$59.1K - $72.9K
12K $1.88M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
388
+ 19.5%
$59.1K - $72.9K
2.38K $373K
Apr 25, 2023 Q1 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
387
+ 3.83%
$59K - $72.7K
10.5K $1.64M
Apr 18, 2023 Q1 2023
D.B. Root & Company, LLC

BUY
 -
386
+ 3.97%
$58.8K - $72.5K
10.1K $1.59M
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
385
+ 0.99%
$58.7K - $72.3K
39.1K $6.14M
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
382
+ 3.35%
$58.2K - $71.7K
11.8K $1.85M
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
381
+ 1.9%
$58K - $71.5K
20.4K $3.21M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
380
+ 0.29%
$57.9K - $71.4K
133K $20.9M
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
375
+ 4.42%
$57.1K - $70.4K
8.85K $1.39M
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

BUY
 -
374
+ 6.37%
$57K - $70.2K
6.24K $980K
May 02, 2023 Q1 2023
True Capital Management

San Francisco, CA
BUY
 -
374
+ 24.51%
$57K - $70.2K
1.9K $298K
May 09, 2023 Q1 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
374
+ 0.5%
$57K - $70.2K
74.8K $11.7M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
371
+ 7.73%
$56.5K - $69.7K
5.17K $812K
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
371
+ 13.76%
$56.5K - $69.7K
3.07K $481K
May 03, 2023 Q1 2023
America First Investment Advisors, LLC

BUY
 -
370
+ 10.95%
$56.4K - $69.5K
3.75K $588K
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
BUY
 -
370
+ 2.01%
$56.4K - $69.5K
18.8K $2.94M
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
367
+ 5.3%
$55.9K - $68.9K
7.3K $1.15M
May 08, 2023 Q1 2023
Evoke Wealth, LLC

BUY
 -
367
+ 6.57%
$55.9K - $68.9K
5.95K $934K
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
364
+ 2.65%
$55.5K - $68.4K
14.1K $2.21M
Apr 25, 2023 Q1 2023
Ledyard National Bank

BUY
 -
363
+ 3.46%
$55.3K - $68.2K
10.9K $1.71M
May 10, 2023 Q1 2023
Page Arthur B

BUY
 -
363
+ 2.46%
$55.3K - $68.2K
15.1K $2.37M
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

BUY
 -
362
+ 12.12%
$55.1K - $68K
3.35K $525K
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
360
+ 19.43%
$54.8K - $67.6K
2.21K $347K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
359
+ 7.64%
$54.7K - $67.4K
5.06K $794K
May 10, 2023 Q1 2023
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
359
New
$54.7K - $67.4K
359 $56.3K
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
355
+ 3.47%
$54.1K - $66.7K
10.6K $1.66M
May 15, 2023 Q1 2023
C2 C Wealth Management, LLC

BUY
 -
355
+ 0.78%
$54.1K - $66.7K
46.1K $7.23M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
351
+ 24.79%
$53.5K - $65.9K
1.77K $277K
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
349
+ 2.03%
$53.2K - $65.5K
17.6K $2.76M
Apr 07, 2023 Q1 2023
Thrive Wealth Management, LLC

BUY
 -
347
+ 4.03%
$52.9K - $65.2K
8.96K $1.41M
May 01, 2023 Q1 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
347
+ 20.65%
$52.9K - $65.2K
2.03K $318K
May 03, 2023 Q1 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
345
+ 20.61%
$52.6K - $64.8K
2.02K $317K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
345
+ 5.19%
$52.6K - $64.8K
6.99K $1.1M
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
343
+ 11.34%
$52.3K - $64.4K
3.37K $529K
Apr 27, 2023 Q1 2023
Leisure Capital Management

BUY
 -
343
+ 4.32%
$52.3K - $64.4K
8.28K $1.3M
Apr 25, 2023 Q1 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
338
+ 16.77%
$51.5K - $63.5K
2.35K $369K
May 15, 2023 Q1 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
334
+ 12.08%
$50.9K - $62.7K
3.1K $486K
May 10, 2023 Q1 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
333
+ 9.91%
$50.7K - $62.5K
3.69K $579K
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
332
+ 6.68%
$50.6K - $62.3K
5.3K $832K

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