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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.84KNew |
$281K - $346K
|
1.84K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.84K+ 12.45% |
$281K - $346K
|
16.6K
$2.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.79K+ 6.39% |
$273K - $336K
|
29.8K
$4.64M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.77K+ 4.39% |
$270K - $333K
|
42.2K
$6.57M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.77K+ 1.13% |
$269K - $332K
|
158K
$24.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.76KNew |
$268K - $330K
|
1.76K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.75KNew |
$267K - $329K
|
1.75K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
1.75KNew |
$267K - $329K
|
1.75K
$273K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
1.75K+ 11.56% |
$267K - $329K
|
16.9K
$2.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.75K+ 113.23% |
$266K - $328K
|
3.29K
$512K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 3.57% |
$264K - $325K
|
50.2K
$7.82M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
1.73K+ 24.03% |
$263K - $325K
|
8.92K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.72K+ 3.33% |
$263K - $324K
|
53.5K
$8.32M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.72K+ 17.92% |
$261K - $322K
|
11.3K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.71K+ 39.86% |
$261K - $321K
|
6K
$935K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.71K+ 6.42% |
$260K - $321K
|
28.3K
$4.41M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.71K+ 11.85% |
$260K - $321K
|
16.1K
$2.51M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.69K+ 33.73% |
$258K - $318K
|
6.7K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.67K+ 22.42% |
$254K - $313K
|
9.1K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.66KNew |
$253K - $311K
|
1.66K
$258K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.65K+ 9.48% |
$252K - $310K
|
19.1K
$2.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
1.65K+ 43.31% |
$251K - $310K
|
5.46K
$849K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.64K+ 68.49% |
$250K - $309K
|
4.04K
$629K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.62K+ 4.9% |
$247K - $304K
|
34.7K
$5.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.62K+ 7.05% |
$247K - $304K
|
24.6K
$3.83M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.61K+ 25.77% |
$246K - $303K
|
7.87K
$1.23M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.61K+ 27.19% |
$246K - $303K
|
7.54K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
1.61K+ 6.28% |
$245K - $302K
|
27.3K
$4.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1.61K+ 5.01% |
$245K - $302K
|
33.7K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.6KNew |
$244K - $300K
|
1.6K
$249K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.6K+ 32.11% |
$243K - $300K
|
6.56K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.59K+ 37.57% |
$242K - $298K
|
5.81K
$904K
|
|
|
May 11, 2023
Q1 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
1.59K+ 25.98% |
$241K - $298K
|
7.69K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.58K+ 13.07% |
$240K - $296K
|
13.6K
$2.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.57K+ 25.85% |
$239K - $295K
|
7.65K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.57KNew |
$239K - $295K
|
1.57K
$245K
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.57KNew |
$239K - $294K
|
1.57K
$244K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1.56K+ 4.46% |
$238K - $294K
|
36.6K
$5.7M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.56K+ 2.97% |
$238K - $293K
|
54K
$8.41M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1.55K+ 0.91% |
$236K - $291K
|
172K
$26.8M
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.53K+ 10.95% |
$234K - $288K
|
15.5K
$2.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.53K+ 2.24% |
$233K - $288K
|
69.8K
$10.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.53K+ 9.35% |
$233K - $287K
|
17.9K
$2.78M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.52K+ 9.1% |
$232K - $286K
|
18.3K
$2.84M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
BUY
|
- |
1.52K+ 1.55% |
$232K - $286K
|
99.9K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.51KNew |
$230K - $284K
|
1.51K
$235K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.51KNew |
$230K - $284K
|
1.51K
$235K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.51KNew |
$230K - $283K
|
1.51K
$235K
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.5KNew |
$229K - $282K
|
1.5K
$234K
|
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
1.5K+ 9.6% |
$229K - $282K
|
17.1K
$2.67M
|