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 12, 2023 Q1 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
2.21K
+ 20.61%
$336K - $415K
12.9K $2.01M
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
2.2K
+ 9.37%
$335K - $414K
25.7K $4M
May 04, 2023 Q1 2023
Encompass Wealth Advisors, LLC

BUY
 -
2.2K
+ 56.09%
$335K - $413K
6.12K $953K
May 10, 2023 Q1 2023
Diligent Investors, LLC

BUY
 -
2.2K
+ 10.62%
$334K - $412K
22.9K $3.56M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.19K
+ 2.87%
$333K - $411K
78.4K $12.2M
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
2.18K
+ 1.9%
$332K - $409K
116K $18.1M
May 10, 2023 Q1 2023
Staley Capital Advisers Inc

BUY
 -
2.17K
+ 0.59%
$331K - $408K
370K $57.6M
May 15, 2023 Q1 2023
Fred Alger Management, LLC

New York, NY
BUY
 -
2.17K
+ 5.18%
$331K - $408K
44.1K $6.86M
May 08, 2023 Q1 2023
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
2.16K
+ 7.08%
$329K - $406K
32.7K $5.09M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
2.16K
+ 8.74%
$328K - $405K
26.8K $4.17M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.12K
+ 6.86%
$322K - $397K
33K $5.13M
Apr 19, 2023 Q1 2023
Capital Advisors Inc

BUY
 -
2.11K
+ 0.46%
$321K - $396K
463K $72.1M
May 04, 2023 Q1 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
2.11K
New
$321K - $396K
2.11K $328K
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
2.1K
+ 4.23%
$321K - $395K
51.9K $8.07M
May 15, 2023 Q1 2023
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
2.08K
New
$316K - $390K
2.08K $323K
May 11, 2023 Q1 2023
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
2.07K
New
$316K - $389K
2.07K $323K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.07K
+ 1.11%
$315K - $389K
188K $29.3M
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
2.07K
New
$315K - $388K
2.07K $321K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
2.06K
+ 5.07%
$314K - $388K
42.7K $6.65M
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
2.05K
+ 4.67%
$312K - $384K
45.9K $7.14M
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
2.04K
New
$310K - $383K
2.04K $317K
May 11, 2023 Q1 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
2.03K
+ 8.06%
$309K - $381K
27.2K $4.24M
May 11, 2023 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
2.02K
+ 33.85%
$308K - $379K
7.99K $1.24M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
2.01K
+ 9.18%
$306K - $377K
23.9K $3.72M
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

BUY
 -
2.01K
+ 4.61%
$305K - $377K
45.5K $7.08M
May 11, 2023 Q1 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
2.01K
+ 8.56%
$305K - $377K
25.4K $3.96M
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
2K
New
$305K - $376K
2K $311K
May 09, 2023 Q1 2023
Reaves W H & CO Inc

BUY
 -
2K
New
$305K - $376K
2K $311K
May 02, 2023 Q1 2023
Jacobsen Capital Management

BUY
 -
1.99K
New
$303K - $374K
1.99K $310K
May 12, 2023 Q1 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
1.99K
+ 10.17%
$303K - $374K
21.6K $3.36M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.98K
+ 4.45%
$301K - $371K
46.4K $7.22M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.95K
+ 2.21%
$297K - $366K
90.1K $14M
May 15, 2023 Q1 2023
Df Dent & CO Inc

Baltimore, MD
BUY
 -
1.95K
+ 63.7%
$297K - $366K
5.01K $780K
Apr 04, 2023 Q1 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
1.95K
+ 3.49%
$297K - $366K
57.8K $9M
May 15, 2023 Q1 2023
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
BUY
 -
1.94K
+ 50.36%
$296K - $365K
5.8K $903K
May 16, 2023 Q1 2023
Doheny Asset Management /Ca

Los Angeles, CA
BUY
 -
1.94K
+ 24.58%
$296K - $365K
9.85K $1.53M
Apr 27, 2023 Q1 2023
Mastrapasqua Asset Management Inc

BUY
 -
1.94K
+ 22.15%
$296K - $365K
10.7K $1.67M
Apr 27, 2023 Q1 2023
Argyle Capital Management Inc.

BUY
 -
1.94K
+ 6.64%
$296K - $364K
31.2K $4.85M
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
1.94K
+ 11.62%
$295K - $364K
18.6K $2.9M
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
1.93K
+ 59.1%
$294K - $363K
5.2K $810K
May 15, 2023 Q1 2023
Ddd Partners, LLC

BUY
 -
1.93K
+ 1.89%
$294K - $362K
104K $16.2M
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
1.92K
New
$293K - $361K
1.92K $299K
May 15, 2023 Q1 2023
Weik Capital Management

Wyomissing, PA
BUY
 -
1.92K
+ 18.22%
$292K - $360K
12.4K $1.94M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
1.91K
+ 244.32%
$291K - $359K
2.7K $420K
May 12, 2023 Q1 2023
Apriem Advisors

Irvine, CA
BUY
 -
1.89K
+ 23.12%
$289K - $356K
10.1K $1.57M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.89K
+ 6.66%
$288K - $355K
30.3K $4.72M
Apr 19, 2023 Q1 2023
Nordea Investment Management Ab

Stockholm, V7
BUY
 -
1.86K
+ 0.46%
$284K - $350K
406K $63.1M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
1.86K
+ 19.11%
$284K - $350K
11.6K $1.81M
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
1.86K
+ 72.48%
$283K - $349K
4.42K $689K

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