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
May 02, 2023 Q1 2023
Pacific Wealth Strategies Group, Inc.

BUY
 -
2.69K
New
$410K - $505K
2.69K $418K
May 12, 2023 Q1 2023
Elo Mutual Pension Insurance CO

BUY
 -
2.68K
+ 1.86%
$408K - $502K
147K $22.8M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
2.67K
+ 1.55%
$407K - $501K
175K $27.2M
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
2.66K
New
$405K - $499K
2.66K $413K
Apr 19, 2023 Q1 2023
Close Asset Management LTD

BUY
 -
2.66K
+ 7.52%
$404K - $499K
37.9K $5.89M
May 10, 2023 Q1 2023
Birinyi Associates Inc

BUY
 -
2.65K
+ 23.58%
$404K - $498K
13.9K $2.16M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.63K
+ 6.15%
$400K - $493K
45.3K $7.03M
Apr 19, 2023 Q1 2023
Kg&L Capital Management,Llc

BUY
 -
2.62K
+ 36.81%
$400K - $493K
9.75K $1.51M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.62K
+ 5.55%
$400K - $493K
49.8K $7.74M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
2.61K
+ 3.9%
$398K - $491K
69.5K $10.8M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
2.61K
+ 129.77%
$398K - $490K
4.62K $718K
Sep 05, 2024 Q1 2023
Granite Fo LLC

Bedford, NH
BUY
 -
2.6K
New
$396K - $488K
2.6K $404K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
2.59K
+ 6.28%
$394K - $486K
43.8K $6.81M
Apr 20, 2023 Q1 2023
Howard Capital Management Group, LLC

BUY
 -
2.52K
+ 140.63%
$384K - $473K
4.31K $670K
Apr 26, 2023 Q1 2023
Tru Independence Asset Management 2, LLC

BUY
 -
2.52K
New
$383K - $472K
2.52K $391K
May 15, 2023 Q1 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2.51K
+ 19.06%
$383K - $472K
15.7K $2.44M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
2.51K
+ 55.22%
$382K - $471K
7.04K $1.09M
Apr 18, 2023 Q1 2023
Fin Trust Capital Advisors, LLC

BUY
 -
2.5K
+ 25.95%
$381K - $469K
12.1K $1.88M
Apr 28, 2023 Q1 2023
Warren Street Wealth Advisors, LLC

BUY
 -
2.48K
+ 10.43%
$378K - $466K
26.3K $4.08M
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
2.48K
+ 64.91%
$378K - $466K
6.3K $979K
May 08, 2023 Q1 2023
Palisade Capital Management LLC

Fort Lee, NJ
BUY
 -
2.48K
+ 42.55%
$378K - $466K
8.31K $1.29M
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
2.46K
+ 2.28%
$374K - $462K
110K $17.1M
May 12, 2023 Q1 2023
Cheviot Value Management, LLC

BUY
 -
2.45K
+ 3.02%
$374K - $461K
83.7K $13M
May 22, 2023 Q1 2023
Putnam Investments LLC

Boston, MA
BUY
 -
2.45K
+ 6.35%
$374K - $461K
41.1K $6.38M
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.45K
+ 6.02%
$373K - $460K
43.1K $6.69M
May 12, 2023 Q1 2023
Alley Investment Management Company, LLC

BUY
 -
2.42K
+ 2.55%
$369K - $455K
97.6K $15.2M
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
2.42K
+ 5.67%
$368K - $454K
45K $6.99M
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
2.41K
+ 9.01%
$367K - $453K
29.2K $4.53M
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
2.41K
+ 52.65%
$367K - $453K
6.99K $1.09M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.4K
+ 8.43%
$365K - $450K
30.8K $4.78M
May 11, 2023 Q1 2023
Seaview Investment Managers LLC

BUY
 -
2.36K
+ 6.82%
$360K - $444K
37K $5.75M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.36K
+ 23.76%
$360K - $444K
12.3K $1.91M
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
2.36K
+ 26.18%
$359K - $442K
11.4K $1.76M
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
2.35K
+ 7.72%
$358K - $442K
32.8K $5.1M
Apr 20, 2023 Q1 2023
Strategic Wealth Investment Group, LLC

BUY
 -
2.35K
+ 191.67%
$358K - $441K
3.57K $555K
May 12, 2023 Q1 2023
American International Group, Inc.

New York, NY
BUY
 -
2.34K
+ 0.45%
$357K - $440K
525K $81.5M
May 09, 2023 Q1 2023
Hollow Brook Wealth Management LLC

BUY
 -
2.34K
+ 6.24%
$356K - $438K
39.7K $6.17M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
2.33K
+ 7.25%
$354K - $437K
34.4K $5.35M
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

BUY
 -
2.31K
+ 7.99%
$353K - $435K
31.3K $4.86M
May 15, 2023 Q1 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
2.31K
+ 5.09%
$353K - $435K
47.8K $7.42M
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2.31K
+ 12.44%
$352K - $434K
20.9K $3.25M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
2.31K
+ 1.4%
$352K - $434K
168K $26M
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

BUY
 -
2.31K
+ 4.68%
$351K - $433K
51.6K $8.02M
Apr 25, 2023 Q1 2023
Silver Lake Advisory, LLC

BUY
 -
2.28K
New
$347K - $428K
2.28K $354K
May 15, 2023 Q1 2023
Cipher Capital LP

New York, NY
BUY
 -
2.27K
New
$345K - $426K
2.27K $352K
May 03, 2023 Q1 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
2.26K
+ 12.39%
$345K - $425K
20.5K $3.19M
Apr 11, 2023 Q1 2023
Foundation Resource Management Inc

BUY
 -
2.26K
+ 0.97%
$344K - $424K
235K $36.5M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
2.25K
+ 3.0%
$343K - $423K
77.2K $12M
May 15, 2023 Q1 2023
Srb Corp

Boston, MA
BUY
 -
2.24K
New
$342K - $421K
2.24K $348K

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