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 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.38K- 0.9% |
$211K - $260K
|
152K
$24.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.39K- 4.34% |
$212K - $262K
|
30.7K
$4.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.4K- 14.61% |
$214K - $263K
|
8.2K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.41K- 3.58% |
$214K - $264K
|
37.8K
$6.01M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.41K- 0.27% |
$214K - $264K
|
524K
$83.2M
|
|
|
May 01, 2023
Q1 2023
|
Qv Investors Inc.
|
SELL
|
- |
-1.42K- 5.29% |
$216K - $267K
|
25.4K
$4.04M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.42K- 6.28% |
$217K - $267K
|
21.2K
$3.37M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.43K- 21.13% |
$218K - $268K
|
5.34K
$847K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.44K- 8.35% |
$219K - $269K
|
15.8K
$2.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.44K- 12.55% |
$220K - $271K
|
10K
$1.59M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.45K- 5.1% |
$222K - $273K
|
27K
$4.29M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.47K- 11.44% |
$224K - $276K
|
11.4K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
SELL
|
- |
-1.48K- 3.27% |
$225K - $277K
|
43.6K
$6.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.48K- 7.49% |
$226K - $279K
|
18.3K
$2.91M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.49K- 18.11% |
$226K - $279K
|
6.72K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.51K- 43.07% |
$230K - $283K
|
1.99K
$316K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.53K- 7.68% |
$233K - $288K
|
18.4K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.53K- 3.3% |
$233K - $288K
|
44.9K
$7.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-1.56K- 5.73% |
$238K - $294K
|
25.7K
$4.08M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.58K- 28.8% |
$241K - $297K
|
3.91K
$621K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.59K- 12.61% |
$242K - $299K
|
11K
$1.75M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.59K- 71.26% |
$243K - $299K
|
643
$102K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.6K- 12.48% |
$244K - $300K
|
11.2K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.62K- 0.76% |
$247K - $304K
|
211K
$33.5M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.63K- 26.43% |
$248K - $305K
|
4.52K
$718K
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.64K- 1.01% |
$250K - $309K
|
162K
$25.7M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.64K- 11.47% |
$250K - $309K
|
12.7K
$2.01M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.65K- 9.95% |
$251K - $310K
|
14.9K
$2.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.65K- 11.52% |
$251K - $310K
|
12.7K
$2.01M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.67K- 23.07% |
$254K - $313K
|
5.56K
$882K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.67K- 85.49% |
$255K - $314K
|
284
$45.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.68K- 6.57% |
$256K - $316K
|
23.9K
$3.8M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.7K- 9.81% |
$258K - $318K
|
15.6K
$2.47M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.72K- 8.48% |
$262K - $324K
|
18.6K
$2.95M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.73K- 1.09% |
$264K - $325K
|
157K
$25M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-1.76K- 15.38% |
$268K - $331K
|
9.69K
$1.54M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.76K- 15.38% |
$268K - $331K
|
9.69K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.79K- 12.18% |
$273K - $337K
|
12.9K
$2.05M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.8K- 2.56% |
$274K - $337K
|
68.3K
$10.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 2.25% |
$274K - $337K
|
78K
$12.4M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 2.56% |
$274K - $337K
|
68.3K
$10.8M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.8K- 10.75% |
$275K - $339K
|
15K
$2.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.81K- 11.08% |
$276K - $341K
|
14.6K
$2.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.83K- 3.88% |
$278K - $343K
|
45.3K
$7.19M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.83K- 1.19% |
$278K - $343K
|
151K
$24.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.83K- 52.39% |
$279K - $344K
|
1.66K
$264K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 19.49% |
$282K - $348K
|
7.65K
$1.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.86K- 5.2% |
$283K - $349K
|
33.9K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.86K- 11.71% |
$283K - $349K
|
14K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.86K- 6.79% |
$283K - $349K
|
25.5K
$4.05M
|