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 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
47+ 2.14% |
$7.16K - $8.83K
|
2.25K
$352K
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
46+ 2.53% |
$7.01K - $8.64K
|
1.87K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
45+ 1.38% |
$6.86K - $8.45K
|
3.31K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45+ 0.12% |
$6.86K - $8.45K
|
38.9K
$6.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
44+ 2.28% |
$6.7K - $8.26K
|
1.98K
$310K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
43+ 2.54% |
$6.55K - $8.07K
|
1.74K
$273K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
43+ 0.87% |
$6.55K - $8.07K
|
4.99K
$783K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
43+ 0.98% |
$6.55K - $8.07K
|
4.41K
$693K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
43+ 3.11% |
$6.55K - $8.07K
|
1.43K
$224K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
42+ 0.5% |
$6.4K - $7.89K
|
8.42K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
41+ 0.15% |
$6.25K - $7.7K
|
26.9K
$4.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
40+ 2.64% |
$6.09K - $7.51K
|
1.56K
$244K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
40+ 2.05% |
$6.09K - $7.51K
|
2K
$313K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
40+ 0.38% |
$6.09K - $7.51K
|
10.7K
$1.68M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
40New |
$6.09K - $7.51K
|
40
$6.28K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
40+ 0.45% |
$6.09K - $7.51K
|
8.95K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
40+ 1.31% |
$6.09K - $7.51K
|
3.09K
$485K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 1.04% |
$6.09K - $7.51K
|
3.88K
$608K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
38+ 1.01% |
$5.79K - $7.14K
|
3.79K
$595K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
38+ 2.32% |
$5.79K - $7.14K
|
1.67K
$263K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
37+ 0.97% |
$5.64K - $6.95K
|
3.87K
$607K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
37+ 0.38% |
$5.64K - $6.95K
|
9.89K
$1.55M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
37+ 0.38% |
$5.64K - $6.95K
|
9.89K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
36+ 2.3% |
$5.48K - $6.76K
|
1.6K
$251K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
36+ 0.8% |
$5.48K - $6.76K
|
4.53K
$711K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
35+ 1.42% |
$5.33K - $6.57K
|
2.49K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
35+ 0.61% |
$5.33K - $6.57K
|
5.81K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
35+ 0.48% |
$5.33K - $6.57K
|
7.4K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
35+ 0.16% |
$5.33K - $6.57K
|
22.6K
$3.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.98% |
$5.18K - $6.38K
|
3.49K
$548K
|
|
|
Apr 21, 2023
Q1 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.94% |
$5.18K - $6.38K
|
3.67K
$575K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
34+ 1.38% |
$5.18K - $6.38K
|
2.5K
$393K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
33+ 0.64% |
$5.03K - $6.2K
|
5.21K
$817K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
33+ 0.39% |
$5.03K - $6.2K
|
8.49K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
33+ 0.43% |
$5.03K - $6.2K
|
7.69K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
33+ 0.8% |
$5.03K - $6.2K
|
4.18K
$655K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
32+ 3.14% |
$4.87K - $6.01K
|
1.05K
$165K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
31+ 1.04% |
$4.72K - $5.82K
|
3K
$471K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
31+ 0.29% |
$4.72K - $5.82K
|
10.6K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
31+ 0.74% |
$4.72K - $5.82K
|
4.23K
$664K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
30+ 0.29% |
$4.57K - $5.63K
|
10.2K
$1.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
30+ 0.95% |
$4.57K - $5.63K
|
3.19K
$500K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
30+ 0.66% |
$4.57K - $5.63K
|
4.59K
$720K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
30+ 0.66% |
$4.57K - $5.63K
|
4.6K
$722K
|
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
29+ 0.93% |
$4.42K - $5.45K
|
3.14K
$493K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
29+ 0.36% |
$4.42K - $5.45K
|
8.2K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
29+ 1.25% |
$4.42K - $5.45K
|
2.35K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
29+ 0.78% |
$4.42K - $5.45K
|
3.75K
$589K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
28+ 0.57% |
$4.27K - $5.26K
|
4.98K
$781K
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
28+ 0.41% |
$4.27K - $5.26K
|
6.94K
$1.09M
|