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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.53K+ 14.4% |
$1.15M - $1.41M
|
59.8K
$9.66M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
7.48K+ 74.32% |
$1.14M - $1.4M
|
17.5K
$2.83M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.45K+ 0.74% |
$1.13M - $1.4M
|
1.01M
$163M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
7.41K+ 25.93% |
$1.13M - $1.39M
|
36K
$5.81M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
7.37KNew |
$1.12M - $1.38M
|
7.37K
$1.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.36K+ 11.09% |
$1.12M - $1.38M
|
73.7K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
7.35KNew |
$1.12M - $1.38M
|
7.35K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
7.17K+ 0.32% |
$1.09M - $1.35M
|
2.25M
$363M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
7.1KNew |
$1.08M - $1.33M
|
7.1K
$1.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.02K+ 1.33% |
$1.07M - $1.32M
|
534K
$86.2M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.02K+ 12.93% |
$1.07M - $1.32M
|
61.3K
$9.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
7KNew |
$1.07M - $1.31M
|
7K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
7KNew |
$1.07M - $1.31M
|
7K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.97KNew |
$1.06M - $1.31M
|
6.97K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.94K+ 130.45% |
$1.06M - $1.3M
|
12.3K
$1.98M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.9K+ 31.04% |
$1.05M - $1.3M
|
29.1K
$4.7M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.84K+ 5.72% |
$1.04M - $1.28M
|
126K
$20.4M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.84KNew |
$1.04M - $1.28M
|
6.84K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
6.8K+ 26.48% |
$1.04M - $1.28M
|
32.5K
$5.25M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.77K+ 22.52% |
$1.03M - $1.27M
|
36.8K
$5.94M
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
6.76K+ 14.31% |
$1.03M - $1.27M
|
54K
$8.71M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.76KNew |
$1.03M - $1.27M
|
6.76K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
6.71K+ 36.34% |
$1.02M - $1.26M
|
25.2K
$4.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6.7K+ 52.36% |
$1.02M - $1.26M
|
19.5K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.7K+ 1.97% |
$1.02M - $1.26M
|
346K
$55.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.67KNew |
$1.02M - $1.25M
|
6.67K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
6.64K+ 12.66% |
$1.01M - $1.25M
|
59.1K
$9.54M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.59KNew |
$1M - $1.24M
|
6.59K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.59K+ 22.22% |
$1M - $1.24M
|
36.2K
$5.85M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.58K+ 4036.2% |
$1M - $1.24M
|
6.74K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.55K+ 8.13% |
$998K - $1.23M
|
87.1K
$14.1M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
6.53K+ 22.64% |
$994K - $1.23M
|
35.4K
$5.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.4KNew |
$975K - $1.2M
|
6.4K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.39K+ 14.57% |
$974K - $1.2M
|
50.3K
$8.12M
|
|
|
May 12, 2023
Q1 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.39KNew |
$973K - $1.2M
|
6.39K
$1.03M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
6.3KNew |
$959K - $1.18M
|
6.3K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
6.29KNew |
$959K - $1.18M
|
6.29K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.26K+ 90.18% |
$954K - $1.18M
|
13.2K
$2.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.23K+ 30.06% |
$949K - $1.17M
|
27K
$4.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.23K+ 10.38% |
$948K - $1.17M
|
66.2K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.23K+ 3.03% |
$948K - $1.17M
|
211K
$34.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.21KNew |
$946K - $1.17M
|
6.21K
$1M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6.21K+ 49.85% |
$946K - $1.17M
|
18.7K
$3.01M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.19KNew |
$943K - $1.16M
|
6.19K
$999K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
6.15K+ 2.87% |
$938K - $1.16M
|
220K
$35.6M
|
|
|
May 15, 2023
Q1 2023
|
Blackstone Inc
New York, NY |
BUY
|
- |
6.06KNew |
$924K - $1.14M
|
6.06K
$979K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.95K+ 3.65% |
$906K - $1.12M
|
169K
$27.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
5.8K+ 9.85% |
$884K - $1.09M
|
64.7K
$10.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.74K+ 53.77% |
$874K - $1.08M
|
16.4K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.72K+ 210.64% |
$872K - $1.07M
|
8.44K
$1.36M
|