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 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
226+ 14.29% |
$34.4K - $42.4K
|
1.81K
$284K
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
226+ 3.11% |
$34.4K - $42.4K
|
7.49K
$1.18M
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
225+ 0.61% |
$34.3K - $42.3K
|
37.4K
$5.86M
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
224+ 0.55% |
$34.1K - $42.1K
|
40.6K
$6.38M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
224+ 8.67% |
$34.1K - $42.1K
|
2.81K
$441K
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
223+ 1.95% |
$34K - $41.9K
|
11.6K
$1.83M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
221+ 6.72% |
$33.7K - $41.5K
|
3.51K
$551K
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
221+ 3.62% |
$33.7K - $41.5K
|
6.33K
$993K
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
220New |
$33.5K - $41.3K
|
220
$34.5K
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
220+ 3.58% |
$33.5K - $41.3K
|
6.37K
$999K
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
217+ 6.46% |
$33.1K - $40.8K
|
3.58K
$561K
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
217+ 0.54% |
$33.1K - $40.8K
|
40.7K
$6.39M
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
217+ 8.17% |
$33.1K - $40.8K
|
2.87K
$451K
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
216+ 5.18% |
$32.9K - $40.6K
|
4.38K
$688K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
216+ 0.8% |
$32.9K - $40.6K
|
27.1K
$4.25M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
216+ 1.26% |
$32.9K - $40.6K
|
17.4K
$2.73M
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
215+ 47.88% |
$32.8K - $40.4K
|
664
$104K
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
215+ 3.56% |
$32.8K - $40.4K
|
6.25K
$981K
|
|
May 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
215+ 1.19% |
$32.8K - $40.4K
|
18.3K
$2.87M
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
215+ 1.76% |
$32.8K - $40.4K
|
12.4K
$1.95M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
213+ 0.89% |
$32.4K - $40K
|
24.2K
$3.8M
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
213+ 9.58% |
$32.4K - $40K
|
2.44K
$382K
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
212+ 1.32% |
$32.3K - $39.8K
|
16.3K
$2.56M
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
211+ 4.32% |
$32.1K - $39.6K
|
5.1K
$800K
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
210+ 1.62% |
$32K - $39.4K
|
13.1K
$2.06M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
209+ 1.3% |
$31.8K - $39.2K
|
16.3K
$2.56M
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
207+ 5.26% |
$31.5K - $38.9K
|
4.14K
$650K
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
207+ 4.53% |
$31.5K - $38.9K
|
4.78K
$750K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
207+ 4.53% |
$31.5K - $38.9K
|
4.78K
$750K
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
206+ 2.52% |
$31.4K - $38.7K
|
8.39K
$1.32M
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
206+ 0.33% |
$31.4K - $38.7K
|
62.8K
$9.85M
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
205+ 0.96% |
$31.2K - $38.5K
|
21.6K
$3.39M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
205+ 3.81% |
$31.2K - $38.5K
|
5.58K
$876K
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
205+ 3.21% |
$31.2K - $38.5K
|
6.59K
$1.03M
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
205+ 3.28% |
$31.2K - $38.5K
|
6.45K
$1.01M
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
205+ 0.38% |
$31.2K - $38.5K
|
54K
$8.47M
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
204+ 5.2% |
$31.1K - $38.3K
|
4.13K
$647K
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
204New |
$31.1K - $38.3K
|
204
$32K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
203+ 29.72% |
$30.9K - $38.1K
|
886
$139K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
203+ 2.44% |
$30.9K - $38.1K
|
8.51K
$1.34M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
201+ 2.95% |
$30.6K - $37.7K
|
7.02K
$1.1M
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
200+ 9.51% |
$30.5K - $37.6K
|
2.3K
$361K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
200+ 22.7% |
$30.5K - $37.6K
|
1.08K
$170K
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
200+ 14.53% |
$30.5K - $37.6K
|
1.58K
$247K
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
200+ 15.24% |
$30.5K - $37.6K
|
1.51K
$237K
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
200+ 4.48% |
$30.5K - $37.6K
|
4.67K
$732K
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
200+ 6.38% |
$30.5K - $37.6K
|
3.34K
$523K
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
199+ 3.56% |
$30.3K - $37.4K
|
5.79K
$908K
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
198+ 2.2% |
$30.2K - $37.2K
|
9.18K
$1.44M
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
197+ 0.46% |
$30K - $37K
|
43.3K
$6.79M
|