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 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
28.1K+ 10.69% |
$4.28M - $5.28M
|
291K
$45.3M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.1K+ 2.82% |
$4.28M - $5.27M
|
1.02M
$159M
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
26.9K+ 30.96% |
$4.1M - $5.06M
|
114K
$17.7M
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
26.9KNew |
$4.1M - $5.05M
|
26.9K
$4.19M
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
BUY
|
- |
26.6K+ 46.8% |
$4.05M - $5M
|
83.5K
$13M
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
26.4KNew |
$4.02M - $4.95M
|
26.4K
$4.11M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.5K+ 2.76% |
$3.88M - $4.79M
|
949K
$148M
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
25.2K+ 241.13% |
$3.84M - $4.73M
|
35.6K
$5.54M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.7K+ 2361.8% |
$3.77M - $4.64M
|
25.8K
$4.01M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
24.4K+ 119.51% |
$3.72M - $4.59M
|
44.9K
$6.99M
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
24.3K+ 2.71% |
$3.71M - $4.57M
|
923K
$144M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
23.7K+ 29.22% |
$3.61M - $4.45M
|
105K
$16.3M
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 295.49% |
$3.61M - $4.45M
|
31.7K
$4.94M
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
23.3K+ 4.71% |
$3.54M - $4.37M
|
517K
$80.4M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
23K+ 15.09% |
$3.51M - $4.33M
|
176K
$27.3M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 1.52% |
$3.47M - $4.27M
|
1.52M
$236M
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
22.2K+ 3.2% |
$3.38M - $4.17M
|
715K
$111M
|
|
May 12, 2023
Q1 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
22.1KNew |
$3.36M - $4.15M
|
22.1K
$3.44M
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
22K+ 28.83% |
$3.35M - $4.12M
|
98.1K
$15.3M
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
21.7K+ 153.15% |
$3.31M - $4.08M
|
35.9K
$5.59M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
21.6K+ 45.11% |
$3.3M - $4.07M
|
69.6K
$10.8M
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
21.4K+ 4.47% |
$3.26M - $4.01M
|
500K
$77.8M
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
21.2K+ 32.22% |
$3.23M - $3.99M
|
87.1K
$13.6M
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21K+ 9.45% |
$3.2M - $3.95M
|
243K
$37.9M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
21K+ 22.78% |
$3.19M - $3.94M
|
113K
$17.6M
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
20.8K+ 40.97% |
$3.17M - $3.91M
|
71.6K
$11.1M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
20.6K+ 56.41% |
$3.13M - $3.86M
|
57.1K
$8.88M
|
|
Apr 25, 2023
Q1 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
20.4K+ 9.83% |
$3.11M - $3.84M
|
229K
$35.6M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.2K+ 5.57% |
$3.08M - $3.8M
|
383K
$59.7M
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
20KNew |
$3.05M - $3.76M
|
20K
$3.11M
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
19.8KNew |
$3.02M - $3.72M
|
19.8K
$3.08M
|
|
Apr 27, 2023
Q1 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
19.4K+ 9.48% |
$2.96M - $3.65M
|
224K
$34.9M
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
18.9K+ 50.25% |
$2.88M - $3.55M
|
56.6K
$8.81M
|
|
May 11, 2023
Q1 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
18.5K+ 56.88% |
$2.82M - $3.48M
|
51.1K
$7.96M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
18.5KNew |
$2.82M - $3.48M
|
18.5K
$2.88M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
18.1K+ 9.43% |
$2.76M - $3.4M
|
210K
$32.7M
|
|
May 15, 2023
Q1 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
18.1KNew |
$2.75M - $3.39M
|
18.1K
$2.81M
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
18K+ 278.56% |
$2.74M - $3.37M
|
24.4K
$3.8M
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
BUY
|
- |
17.9K+ 134.05% |
$2.73M - $3.37M
|
31.3K
$4.88M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.6K+ 3.14% |
$2.68M - $3.3M
|
578K
$90M
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
17.5K+ 82.04% |
$2.67M - $3.29M
|
38.9K
$6.06M
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17.4K+ 21.37% |
$2.65M - $3.26M
|
98.7K
$15.4M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
17.2K+ 544.97% |
$2.62M - $3.23M
|
20.4K
$3.17M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17K+ 29.67% |
$2.59M - $3.19M
|
74.3K
$11.6M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
17K+ 22.1% |
$2.58M - $3.19M
|
93.7K
$14.6M
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
16.9KNew |
$2.57M - $3.17M
|
16.9K
$2.63M
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
16.9KNew |
$2.57M - $3.17M
|
16.9K
$2.62M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.8K+ 32.69% |
$2.56M - $3.16M
|
68.2K
$10.6M
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
16.5KNew |
$2.51M - $3.1M
|
16.5K
$2.57M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.4K+ 10.97% |
$2.5M - $3.08M
|
166K
$25.8M
|