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
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
15.9KNew |
$2.42M - $2.99M
|
15.9K
$2.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
15.8K+ 18.52% |
$2.41M - $2.97M
|
101K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
15.2K+ 279.55% |
$2.32M - $2.86M
|
20.7K
$3.03M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
15.2KNew |
$2.31M - $2.85M
|
15.2K
$2.23M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
15.1K+ 314.06% |
$2.3M - $2.84M
|
19.9K
$2.92M
|
|
|
May 04, 2023
Q1 2023
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
15K+ 12.0% |
$2.29M - $2.82M
|
140K
$20.5M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.9K+ 26.24% |
$2.27M - $2.8M
|
71.7K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
14.6K+ 97400.0% |
$2.23M - $2.74M
|
14.6K
$2.15M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.5KNew |
$2.21M - $2.73M
|
14.5K
$2.13M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
14.5K+ 60.98% |
$2.21M - $2.72M
|
38.2K
$5.61M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
14.5K+ 10.28% |
$2.21M - $2.72M
|
155K
$22.8M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14.3KNew |
$2.18M - $2.69M
|
14.3K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
14.2K+ 5.73% |
$2.16M - $2.67M
|
262K
$38.5M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.8K+ 19.49% |
$2.11M - $2.6M
|
84.8K
$12.4M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
13.7KNew |
$2.09M - $2.58M
|
13.7K
$2.01M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
13.7K+ 5.58% |
$2.08M - $2.57M
|
259K
$38M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13.6K+ 1.31% |
$2.07M - $2.56M
|
1.05M
$154M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.4K+ 54.6% |
$2.04M - $2.52M
|
37.9K
$5.56M
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
13.3K+ 40.88% |
$2.03M - $2.51M
|
46K
$6.75M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$2.03M - $2.5M
|
13.3K
$1.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
13.3K+ 6.5% |
$2.03M - $2.5M
|
218K
$32M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
13.2K+ 16.38% |
$2.01M - $2.47M
|
93.6K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.2K+ 15.11% |
$2.01M - $2.47M
|
100K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
13KNew |
$1.98M - $2.44M
|
13K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
12.7KNew |
$1.94M - $2.39M
|
12.7K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.3KNew |
$1.87M - $2.3M
|
12.3K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12.2KNew |
$1.86M - $2.29M
|
12.2K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
12.2KNew |
$1.86M - $2.29M
|
12.2K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.2K+ 36.84% |
$1.86M - $2.29M
|
45.3K
$6.65M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
12.1K+ 4.66% |
$1.84M - $2.27M
|
272K
$39.9M
|
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
12.1K+ 22.86% |
$1.84M - $2.27M
|
64.9K
$9.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12K+ 23.86% |
$1.82M - $2.24M
|
62K
$9.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.9K+ 1.34% |
$1.82M - $2.24M
|
901K
$132M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.9K+ 9.14% |
$1.81M - $2.23M
|
142K
$20.8M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.8K+ 19.84% |
$1.8M - $2.22M
|
71.5K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.8K+ 186.73% |
$1.8M - $2.22M
|
18.2K
$2.66M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.8K+ 24.06% |
$1.8M - $2.22M
|
60.9K
$8.93M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$1.8M - $2.21M
|
11.8K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.7K+ 4.92% |
$1.79M - $2.2M
|
250K
$36.7M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
11.6K+ 23.48% |
$1.77M - $2.19M
|
61.2K
$8.99M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.3K+ 35.4% |
$1.72M - $2.12M
|
43.2K
$6.34M
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
11.3KNew |
$1.71M - $2.11M
|
11.3K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 4.07% |
$1.7M - $2.1M
|
286K
$42M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
BUY
|
- |
11.2KNew |
$1.7M - $2.1M
|
11.2K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.1K+ 13.45% |
$1.7M - $2.09M
|
94.1K
$13.8M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
11.1K+ 1312.95% |
$1.68M - $2.08M
|
11.9K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
11KNew |
$1.68M - $2.07M
|
11K
$1.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
11K+ 73.16% |
$1.67M - $2.06M
|
26K
$3.82M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
11KNew |
$1.67M - $2.06M
|
11K
$1.61M
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
10.9K+ 0.56% |
$1.66M - $2.05M
|
1.96M
$287M
|