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 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15+ 22.06% |
$2.29K - $2.82K
|
83
$13K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
15+ 0.77% |
$2.29K - $2.82K
|
1.98K
$310K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
15+ 0.37% |
$2.29K - $2.82K
|
4.02K
$631K
|
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
15+ 0.16% |
$2.29K - $2.82K
|
9.21K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
15+ 0.9% |
$2.29K - $2.82K
|
1.68K
$263K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
14+ 0.18% |
$2.13K - $2.63K
|
7.89K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14+ 0.47% |
$2.13K - $2.63K
|
2.97K
$466K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
13+ 0.15% |
$1.98K - $2.44K
|
8.43K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
13+ 0.27% |
$1.98K - $2.44K
|
4.83K
$757K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
13+ 0.81% |
$1.98K - $2.44K
|
1.62K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
13+ 0.14% |
$1.98K - $2.44K
|
9.39K
$1.47M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.83K - $2.25K
|
3.5K
$549K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12+ 0.22% |
$1.83K - $2.25K
|
5.54K
$869K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
12+ 0.24% |
$1.83K - $2.25K
|
5.05K
$792K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12+ 2.03% |
$1.83K - $2.25K
|
603
$94.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
12+ 0.39% |
$1.83K - $2.25K
|
3.1K
$487K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 1.04% |
$1.83K - $2.25K
|
1.16K
$183K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
12+ 0.34% |
$1.83K - $2.25K
|
3.52K
$553K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
12New |
$1.83K - $2.25K
|
12
$1.88K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
12+ 0.57% |
$1.83K - $2.25K
|
2.1K
$330K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
11+ 0.32% |
$1.68K - $2.07K
|
3.49K
$548K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
11+ 0.56% |
$1.68K - $2.07K
|
1.99K
$312K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11+ 0.66% |
$1.68K - $2.07K
|
1.67K
$262K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
11+ 0.73% |
$1.68K - $2.07K
|
1.52K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
11+ 0.57% |
$1.68K - $2.07K
|
1.95K
$306K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
10+ 0.09% |
$1.52K - $1.88K
|
10.7K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
10+ 0.19% |
$1.52K - $1.88K
|
5.32K
$835K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
10+ 0.69% |
$1.52K - $1.88K
|
1.46K
$229K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10+ 0.37% |
$1.52K - $1.88K
|
2.72K
$427K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
10+ 0.05% |
$1.52K - $1.88K
|
18.2K
$2.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.45% |
$1.52K - $1.88K
|
2.23K
$350K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
10+ 0.5% |
$1.52K - $1.88K
|
1.99K
$313K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10+ 0.44% |
$1.52K - $1.88K
|
2.29K
$359K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
10+ 0.21% |
$1.52K - $1.88K
|
4.75K
$745K
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
10+ 0.56% |
$1.52K - $1.88K
|
1.8K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Af Advisors, Inc.
|
BUY
|
- |
10+ 0.23% |
$1.52K - $1.88K
|
4.38K
$687K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.23% |
$1.37K - $1.69K
|
3.96K
$622K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.42% |
$1.37K - $1.69K
|
643
$101K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
9+ 0.5% |
$1.37K - $1.69K
|
1.81K
$284K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 0.62% |
$1.37K - $1.69K
|
1.47K
$231K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9+ 0.13% |
$1.37K - $1.69K
|
7.08K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9+ 0.32% |
$1.37K - $1.69K
|
2.81K
$441K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
8+ 0.37% |
$1.22K - $1.5K
|
2.17K
$341K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$1.22K - $1.5K
|
13.1K
$2.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
8+ 0.25% |
$1.22K - $1.5K
|
3.19K
$501K
|
|
|
May 02, 2023
Q1 2023
|
Corbyn Investment Management Inc
|
BUY
|
- |
8+ 0.63% |
$1.22K - $1.5K
|
1.29K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
8+ 0.26% |
$1.22K - $1.5K
|
3.06K
$481K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.48% |
$1.07K - $1.31K
|
1.46K
$229K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
7+ 0.29% |
$1.07K - $1.31K
|
2.39K
$374K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7+ 0.08% |
$1.07K - $1.31K
|
8.69K
$1.36M
|