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 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.01K+ 1.16% |
$154K - $189K
|
87.7K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1K+ 3.41% |
$153K - $188K
|
30.4K
$4.73M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
1K+ 54.34% |
$152K - $188K
|
2.84K
$443K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$152K - $188K
|
1K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1K+ 74.07% |
$152K - $188K
|
2.35K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1K+ 0.29% |
$152K - $188K
|
345K
$53.6M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
999+ 53.19% |
$152K - $188K
|
2.88K
$448K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
991+ 21.06% |
$151K - $186K
|
5.7K
$887K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
986+ 0.9% |
$150K - $185K
|
111K
$17.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
982+ 14.79% |
$150K - $184K
|
7.62K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
982+ 9.45% |
$150K - $184K
|
11.4K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
981+ 2.55% |
$149K - $184K
|
39.5K
$6.15M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
979+ 21.25% |
$149K - $184K
|
5.59K
$869K
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
979+ 10.87% |
$149K - $184K
|
9.98K
$1.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
975+ 5.87% |
$149K - $183K
|
17.6K
$2.74M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
972+ 9.03% |
$148K - $183K
|
11.7K
$1.83M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
971+ 3.11% |
$148K - $182K
|
32.2K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
970+ 3.42% |
$148K - $182K
|
29.4K
$4.57M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
970+ 30.65% |
$148K - $182K
|
4.14K
$644K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
967+ 20.61% |
$147K - $182K
|
5.66K
$881K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
964+ 25.02% |
$147K - $181K
|
4.82K
$750K
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
959+ 30.42% |
$146K - $180K
|
4.11K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
959+ 0.51% |
$146K - $180K
|
188K
$29.3M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
956+ 5.39% |
$146K - $180K
|
18.7K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
951+ 2.66% |
$145K - $179K
|
36.7K
$5.71M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
950+ 1.64% |
$145K - $178K
|
58.8K
$9.16M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
950+ 1.64% |
$145K - $178K
|
58.8K
$9.16M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
945+ 23.24% |
$144K - $177K
|
5.01K
$780K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
938+ 0.17% |
$143K - $176K
|
565K
$88M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
938+ 8.27% |
$143K - $176K
|
12.3K
$1.91M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
938+ 0.17% |
$143K - $176K
|
565K
$88M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
934+ 4.14% |
$142K - $175K
|
23.5K
$3.65M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
933+ 3.69% |
$142K - $175K
|
26.2K
$4.08M
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
928+ 4.91% |
$141K - $174K
|
19.8K
$3.09M
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
923+ 2.47% |
$141K - $173K
|
38.3K
$5.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
917+ 0.45% |
$140K - $172K
|
204K
$31.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
916+ 12.01% |
$140K - $172K
|
8.54K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
909+ 64.74% |
$138K - $171K
|
2.31K
$360K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
905+ 4.79% |
$138K - $170K
|
19.8K
$3.08M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
888+ 8.71% |
$135K - $167K
|
11.1K
$1.72M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
885+ 31.35% |
$135K - $166K
|
3.71K
$577K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
882+ 1.94% |
$134K - $166K
|
46.4K
$7.22M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
880+ 2.75% |
$134K - $165K
|
32.9K
$5.11M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
873+ 0.29% |
$133K - $164K
|
302K
$46.9M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
869+ 1.4% |
$132K - $163K
|
62.7K
$9.77M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
864+ 55.46% |
$132K - $162K
|
2.42K
$377K
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
861+ 2.2% |
$131K - $162K
|
39.9K
$6.21M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
859+ 1.91% |
$131K - $161K
|
45.8K
$7.13M
|
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
BUY
|
- |
857+ 3.29% |
$131K - $161K
|
26.9K
$4.18M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
851+ 2.55% |
$130K - $160K
|
34.2K
$5.32M
|