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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
BUY
|
- |
5.57KNew |
$848K - $1.05M
|
5.57K
$817K
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
5.56K+ 3.9% |
$847K - $1.04M
|
148K
$21.7M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.54K+ 7.23% |
$845K - $1.04M
|
82.2K
$12.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.51K+ 23.5% |
$840K - $1.03M
|
29K
$4.25M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.46KNew |
$832K - $1.03M
|
5.46K
$801K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
5.43K+ 10.53% |
$827K - $1.02M
|
57K
$8.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.4K+ 409.48% |
$823K - $1.01M
|
6.72K
$986K
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.39K+ 2.74% |
$821K - $1.01M
|
202K
$29.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.35K+ 13.84% |
$815K - $1M
|
44K
$6.45M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.26K+ 5.08% |
$801K - $987K
|
109K
$15.9M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.23K+ 31.18% |
$797K - $982K
|
22K
$3.23M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.21K+ 32.13% |
$794K - $978K
|
21.4K
$3.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.21K+ 212.71% |
$793K - $977K
|
7.65K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.15KNew |
$784K - $967K
|
5.15K
$755K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.15KNew |
$784K - $967K
|
5.15K
$755K
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.11K+ 6.35% |
$778K - $960K
|
85.6K
$12.6M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
5.06K+ 65.98% |
$771K - $950K
|
12.7K
$1.87M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
5.05K+ 17.87% |
$769K - $949K
|
33.3K
$4.89M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.04K+ 137.73% |
$768K - $947K
|
8.7K
$1.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.01KNew |
$763K - $940K
|
5.01K
$735K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
5K+ 1.03% |
$762K - $939K
|
489K
$71.7M
|
|
|
May 12, 2023
Q1 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5KNew |
$762K - $939K
|
5K
$734K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5KNew |
$762K - $939K
|
5K
$734K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
4.98K+ 0.95% |
$759K - $936K
|
532K
$78M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.98K+ 26.56% |
$759K - $936K
|
23.7K
$3.48M
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
4.98K+ 48.81% |
$759K - $936K
|
15.2K
$2.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
4.98K+ 10.82% |
$759K - $935K
|
51K
$7.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.97K+ 30.77% |
$757K - $933K
|
21.1K
$3.1M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.93K+ 1.25% |
$751K - $926K
|
399K
$58.6M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.9K+ 15.18% |
$746K - $920K
|
37.1K
$5.45M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
4.81K+ 8.06% |
$732K - $902K
|
64.5K
$9.46M
|
|
|
May 04, 2023
Q1 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.8K+ 103.53% |
$732K - $902K
|
9.44K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.78K+ 18.23% |
$729K - $898K
|
31K
$4.55M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.77K+ 9.47% |
$727K - $897K
|
55.2K
$8.1M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
4.7K+ 2.96% |
$716K - $883K
|
164K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.7K+ 82.39% |
$716K - $883K
|
10.4K
$1.53M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.66K+ 101.22% |
$710K - $875K
|
9.27K
$1.36M
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.59KNew |
$699K - $862K
|
4.59K
$673K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.57K+ 4.37% |
$695K - $857K
|
109K
$16M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.56K+ 3.86% |
$695K - $857K
|
123K
$18M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.56K+ 8.62% |
$694K - $856K
|
57.4K
$8.42M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
4.51K+ 55.0% |
$688K - $848K
|
12.7K
$1.87M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.5KNew |
$685K - $844K
|
4.5K
$659K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.49K+ 16.26% |
$684K - $843K
|
32.1K
$4.71M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.48K+ 0.0% |
$683K - $842K
|
161M
$23.6B
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.47K+ 2.94% |
$680K - $838K
|
156K
$22.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.45K+ 39.67% |
$679K - $836K
|
15.7K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.45K+ 15.67% |
$678K - $836K
|
32.9K
$4.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.44K+ 7.63% |
$676K - $833K
|
62.6K
$9.18M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.44K+ 7.03% |
$676K - $833K
|
67.5K
$9.9M
|