Purchases and Sales Made in Q1 2023 in Chevron Corp (CVX)

CVX Quotes by TradingView

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 20, 2023 Q1 2023
Oak Harvest Investment Services

BUY
 -
4.43K
+ 10.88%
$675K - $832K
45.2K $6.63M
Apr 17, 2023 Q1 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
4.41K
New
$672K - $828K
4.41K $647K
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
4.39K
+ 22.77%
$668K - $824K
23.7K $3.47M
May 10, 2023 Q1 2023
Exos Tfp Holdings LLC

New York, NY
BUY
 -
4.37K
+ 150.07%
$666K - $821K
7.28K $1.07M
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
4.32K
+ 44.33%
$657K - $811K
14.1K $2.06M
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
4.32K
+ 1.7%
$657K - $810K
259K $38M
Apr 24, 2023 Q1 2023
Corundum Group, Inc.

BUY
 -
4.3K
+ 69.04%
$655K - $808K
10.5K $1.55M
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
BUY
 -
4.28K
+ 2.59%
$651K - $803K
169K $24.8M
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
4.24K
New
$646K - $797K
4.24K $622K
May 04, 2023 Q1 2023
Andesa Financial Management Inc.

BUY
 -
4.23K
+ 44.71%
$645K - $795K
13.7K $2.01M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
4.19K
+ 4.68%
$639K - $788K
93.8K $13.8M
May 11, 2023 Q1 2023
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
4.17K
New
$635K - $783K
4.17K $612K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
4.16K
+ 5.57%
$634K - $782K
78.9K $11.6M
Jun 07, 2023 Q1 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
4.16K
New
$633K - $781K
4.16K $610K
Apr 07, 2023 Q1 2023
Divergent Planning, LLC

BUY
 -
4.16K
New
$633K - $780K
4.16K $610K
Apr 24, 2023 Q1 2023
Financial Sense Advisors, Inc.

BUY
 -
4.15K
+ 27.38%
$632K - $779K
19.3K $2.83M
Apr 17, 2023 Q1 2023
F&V Capital Management, LLC

BUY
 -
4.12K
+ 3.57%
$627K - $773K
120K $17.5M
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
4.12K
+ 2.42%
$627K - $773K
175K $25.6M
Apr 12, 2023 Q1 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
4.09K
+ 296.88%
$624K - $769K
5.47K $803K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
4.09K
+ 2.65%
$623K - $768K
158K $23.2M
Apr 14, 2023 Q1 2023
Welch & Forbes LLC

BUY
 -
4.07K
+ 1.09%
$620K - $764K
377K $55.3M
Apr 17, 2023 Q1 2023
Lvm Capital Management LTD

BUY
 -
4.06K
+ 7.44%
$619K - $762K
58.6K $8.6M
Nov 14, 2023 Q1 2023
Knollwood Investment Advisory, LLC

Hunt Valley, MD
BUY
 -
4.06K
+ 71.64%
$618K - $761K
9.72K $1.43M
Apr 26, 2023 Q1 2023
Benedetti & Gucer, Inc.

BUY
 -
4.04K
New
$616K - $759K
4.04K $593K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.02K
+ 9.36%
$612K - $754K
46.9K $6.88M
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
4.01K
+ 137.63%
$610K - $752K
6.92K $1.01M
Apr 13, 2023 Q1 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
4K
+ 1.66%
$610K - $751K
246K $36M
May 02, 2023 Q1 2023
Lsv Asset Management

Chicago, IL
BUY
 -
4K
+ 1.47%
$609K - $751K
276K $40.5M
Apr 26, 2023 Q1 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
3.99K
New
$608K - $750K
3.99K $586K
Apr 04, 2024 Q1 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
3.93K
+ 145.24%
$599K - $739K
6.64K $974K
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
3.83K
New
$584K - $720K
3.83K $562K
Apr 05, 2023 Q1 2023
Cullinan Associates Inc

BUY
 -
3.78K
+ 1.68%
$575K - $709K
229K $33.6M
May 11, 2023 Q1 2023
Gqg Partners LLC

Ft. Lauderdale, FL
BUY
 -
3.76K
+ 11.94%
$573K - $707K
35.3K $5.18M
Apr 28, 2023 Q1 2023
Simmons Bank

BUY
 -
3.74K
+ 4.1%
$570K - $703K
95K $13.9M
May 04, 2023 Q1 2023
Little House Capital LLC

Braintree, MA
BUY
 -
3.74K
+ 18.45%
$570K - $703K
24K $3.53M
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
3.74K
New
$570K - $703K
3.74K $549K
May 15, 2023 Q1 2023
Angeles Investment Advisors, LLC

BUY
 -
3.73K
+ 114.73%
$568K - $701K
6.98K $1.02M
May 15, 2023 Q1 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
3.73K
+ 238.58%
$568K - $700K
5.29K $776K
Apr 10, 2023 Q1 2023
Lantz Financial LLC

BUY
 -
3.73K
+ 21.68%
$567K - $700K
20.9K $3.07M
Apr 13, 2023 Q1 2023
Threadgill Financial, LLC

BUY
 -
3.7K
+ 21.13%
$564K - $695K
21.2K $3.11M
May 11, 2023 Q1 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
3.68K
+ 6.28%
$560K - $690K
62.2K $9.12M
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
3.66K
+ 3.22%
$557K - $686K
117K $17.2M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.61K
+ 6.77%
$550K - $678K
56.9K $8.35M
May 04, 2023 Q1 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
3.6K
New
$548K - $675K
3.6K $528K
May 11, 2023 Q1 2023
Balentine LLC

Atlanta, GA
BUY
 -
3.58K
+ 6.0%
$546K - $672K
63.3K $9.28M
May 15, 2023 Q1 2023
Quarry LP

New York, NY
BUY
 -
3.55K
+ 161.9%
$541K - $667K
5.75K $843K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3.52K
+ 67.12%
$537K - $662K
8.77K $1.29M
Apr 28, 2023 Q1 2023
Main Street Investment Advisors LLC

BUY
 -
3.51K
+ 3.87%
$535K - $659K
94.3K $13.8M
May 12, 2023 Q1 2023
Intact Investment Management Inc.

Montreal, A8
BUY
 -
3.5K
+ 6.26%
$533K - $657K
59.4K $8.71M

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