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
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
733+ 8.36% |
$112K - $138K
|
9.5K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
732+ 23.45% |
$112K - $137K
|
3.85K
$606K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
728+ 12.5% |
$111K - $137K
|
6.55K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
726+ 1.9% |
$111K - $136K
|
38.9K
$6.11M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
725+ 3.59% |
$110K - $136K
|
20.9K
$3.29M
|
|
|
May 08, 2023
Q1 2023
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
720+ 28.8% |
$110K - $135K
|
3.22K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
720+ 3.05% |
$110K - $135K
|
24.3K
$3.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
718+ 29.28% |
$109K - $135K
|
3.17K
$498K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
713+ 4.62% |
$109K - $134K
|
16.1K
$2.54M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
712+ 2.43% |
$108K - $134K
|
30.1K
$4.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
706+ 2.83% |
$108K - $133K
|
25.6K
$4.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
705+ 0.61% |
$107K - $132K
|
117K
$18.4M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
704+ 23.31% |
$107K - $132K
|
3.72K
$586K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 0.61% |
$107K - $131K
|
116K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
698+ 15.62% |
$106K - $131K
|
5.17K
$812K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
696+ 5.39% |
$106K - $131K
|
13.6K
$2.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
695+ 2.08% |
$106K - $131K
|
34.1K
$5.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
695+ 11.75% |
$106K - $131K
|
6.61K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
695+ 5.71% |
$106K - $131K
|
12.9K
$2.02M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
694+ 0.44% |
$106K - $130K
|
159K
$25M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
692+ 15.06% |
$105K - $130K
|
5.29K
$831K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
689+ 0.15% |
$105K - $129K
|
452K
$71.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
686+ 1.49% |
$105K - $129K
|
46.8K
$7.36M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
684+ 3.34% |
$104K - $128K
|
21.2K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
684+ 4.63% |
$104K - $128K
|
15.4K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
677+ 33.78% |
$103K - $127K
|
2.68K
$422K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
669+ 18.37% |
$102K - $126K
|
4.31K
$678K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
668+ 6.47% |
$102K - $125K
|
11K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
668+ 23.44% |
$102K - $125K
|
3.52K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
666+ 19.18% |
$101K - $125K
|
4.14K
$651K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
661+ 1.72% |
$101K - $124K
|
39.1K
$6.15M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
660+ 1.94% |
$101K - $124K
|
34.7K
$5.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
657+ 3.11% |
$100K - $123K
|
21.8K
$3.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
654+ 4.5% |
$99.6K - $123K
|
15.2K
$2.39M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
651+ 10.36% |
$99.2K - $122K
|
6.94K
$1.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
641+ 1.96% |
$97.6K - $120K
|
33.3K
$5.24M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
640+ 3.07% |
$97.5K - $120K
|
21.5K
$3.37M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
640+ 9.1% |
$97.5K - $120K
|
7.67K
$1.21M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
639+ 2.52% |
$97.3K - $120K
|
26K
$4.09M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
638+ 21.93% |
$97.2K - $120K
|
3.55K
$558K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
637+ 21.62% |
$97K - $120K
|
3.58K
$564K
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
636+ 1.6% |
$96.9K - $119K
|
40.3K
$6.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
635+ 6.74% |
$96.7K - $119K
|
10.1K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
625+ 0.9% |
$95.2K - $117K
|
70K
$11M
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
BUY
|
- |
625+ 9.54% |
$95.2K - $117K
|
7.18K
$1.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
624+ 0.41% |
$95.1K - $117K
|
151K
$23.7M
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
624+ 6.23% |
$95.1K - $117K
|
10.6K
$1.67M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
623+ 3.26% |
$94.9K - $117K
|
19.7K
$3.1M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
618+ 9.2% |
$94.1K - $116K
|
7.33K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
617+ 0.43% |
$94K - $116K
|
144K
$22.7M
|