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 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.5K+ 50.9% |
$228K - $281K
|
4.44K
$692K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.5KNew |
$228K - $281K
|
1.5K
$233K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.46KNew |
$223K - $274K
|
1.46K
$227K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.46K+ 7.93% |
$222K - $274K
|
19.9K
$3.09M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
1.46KNew |
$222K - $274K
|
1.46K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.44K+ 13.75% |
$220K - $271K
|
11.9K
$1.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 123.48% |
$220K - $271K
|
2.61K
$406K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.43K+ 21.88% |
$218K - $269K
|
7.99K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.43K+ 10.14% |
$218K - $269K
|
15.5K
$2.42M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.43K+ 19.68% |
$218K - $268K
|
8.69K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.43K+ 0.06% |
$217K - $268K
|
2.34M
$365M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 2.37% |
$215K - $265K
|
60.9K
$9.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.41K+ 17.22% |
$215K - $265K
|
9.6K
$1.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
1.41K+ 1.77% |
$215K - $265K
|
81K
$12.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.4K+ 0.92% |
$214K - $263K
|
153K
$23.8M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.4K+ 1.28% |
$213K - $263K
|
111K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 3.74% |
$212K - $261K
|
38.5K
$6M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.39KNew |
$211K - $260K
|
1.39K
$216K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
1.39K+ 1.47% |
$211K - $260K
|
96.1K
$15M
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.39K+ 1.52% |
$211K - $260K
|
92.8K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.38KNew |
$210K - $259K
|
1.38K
$215K
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.37K+ 1.12% |
$209K - $257K
|
124K
$19.2M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.37KNew |
$209K - $257K
|
1.37K
$213K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.37K+ 0.62% |
$208K - $257K
|
223K
$34.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.37K+ 1.96% |
$208K - $257K
|
70.9K
$11M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1.37KNew |
$208K - $257K
|
1.37K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.36K+ 0.26% |
$207K - $255K
|
515K
$80.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 1.06% |
$205K - $253K
|
128K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.34K+ 2.02% |
$203K - $251K
|
67.4K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.33KNew |
$203K - $250K
|
1.33K
$207K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.3K+ 24.58% |
$198K - $245K
|
6.6K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
1.3K+ 69.19% |
$198K - $244K
|
3.18K
$495K
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
1.3KNew |
$197K - $243K
|
1.3K
$202K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.29K+ 0.8% |
$197K - $243K
|
162K
$25.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
1.29K+ 0.13% |
$197K - $242K
|
989K
$154M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.28K+ 1.17% |
$195K - $240K
|
111K
$17.2M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
1.28K+ 10.11% |
$195K - $240K
|
13.9K
$2.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.27K+ 21.13% |
$194K - $239K
|
7.3K
$1.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.27K+ 4.53% |
$194K - $239K
|
29.4K
$4.57M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.27K+ 12.16% |
$193K - $238K
|
11.7K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
1.27K+ 1.33% |
$193K - $238K
|
96.6K
$15M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.26K+ 1.51% |
$192K - $237K
|
84.4K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.26KNew |
$192K - $236K
|
1.26K
$196K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.26K+ 0.6% |
$192K - $236K
|
210K
$32.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.25KNew |
$191K - $235K
|
1.25K
$195K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.25KNew |
$191K - $235K
|
1.25K
$195K
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.25K+ 3.25% |
$190K - $235K
|
39.8K
$6.19M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.25K+ 1.08% |
$190K - $235K
|
117K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.25K+ 26.11% |
$190K - $234K
|
6.01K
$936K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.24K+ 0.11% |
$189K - $233K
|
1.15M
$179M
|