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 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
278+ 3.08% |
$42.4K - $52.2K
|
9.31K
$1.46M
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
276+ 4.22% |
$42K - $51.8K
|
6.82K
$1.07M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
275+ 0.94% |
$41.9K - $51.6K
|
29.5K
$4.63M
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
275+ 7.85% |
$41.9K - $51.6K
|
3.78K
$593K
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
275+ 0.89% |
$41.9K - $51.6K
|
31.3K
$4.91M
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
274+ 1.03% |
$41.7K - $51.5K
|
26.8K
$4.21M
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
269+ 0.26% |
$41K - $50.5K
|
103K
$16.2M
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
268+ 9.01% |
$40.8K - $50.3K
|
3.24K
$509K
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
267+ 11.42% |
$40.7K - $50.1K
|
2.61K
$409K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
264+ 0.29% |
$40.2K - $49.6K
|
92.4K
$14.5M
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
264+ 5.43% |
$40.2K - $49.6K
|
5.12K
$804K
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
264+ 19.35% |
$40.2K - $49.6K
|
1.63K
$255K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
263+ 3.23% |
$40.1K - $49.4K
|
8.42K
$1.32M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
263+ 1.95% |
$40.1K - $49.4K
|
13.7K
$2.15M
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
261+ 1.34% |
$39.8K - $49K
|
19.7K
$3.1M
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
261+ 4.16% |
$39.8K - $49K
|
6.53K
$1.03M
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
260+ 12.21% |
$39.6K - $48.8K
|
2.39K
$375K
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
260+ 2.82% |
$39.6K - $48.8K
|
9.48K
$1.49M
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
260+ 0.81% |
$39.6K - $48.8K
|
32.4K
$5.08M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
260+ 13000.0% |
$39.6K - $48.8K
|
262
$41.1K
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
259+ 10.76% |
$39.5K - $48.6K
|
2.67K
$418K
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
253+ 6.93% |
$38.5K - $47.5K
|
3.9K
$612K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
251+ 5.3% |
$38.2K - $47.1K
|
4.99K
$783K
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
250+ 2.59% |
$38.1K - $46.9K
|
9.88K
$1.55M
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
BUY
|
- |
250+ 0.59% |
$38.1K - $46.9K
|
42.9K
$6.73M
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
248+ 2.31% |
$37.8K - $46.6K
|
11K
$1.72M
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
246+ 3.07% |
$37.5K - $46.2K
|
8.25K
$1.3M
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
245+ 2.75% |
$37.3K - $46K
|
9.15K
$1.44M
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
244+ 1.03% |
$37.2K - $45.8K
|
23.9K
$3.76M
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
243+ 5.94% |
$37K - $45.6K
|
4.34K
$681K
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
240+ 2.49% |
$36.6K - $45.1K
|
9.88K
$1.55M
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
239+ 1.66% |
$36.4K - $44.9K
|
14.6K
$2.3M
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
236+ 20.21% |
$36K - $44.3K
|
1.4K
$220K
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
236+ 12.55% |
$36K - $44.3K
|
2.12K
$332K
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
235+ 5.33% |
$35.8K - $44.1K
|
4.64K
$728K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
234+ 3.17% |
$35.6K - $43.9K
|
7.61K
$1.19M
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
233+ 7.4% |
$35.5K - $43.8K
|
3.38K
$531K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
232+ 2.7% |
$35.3K - $43.6K
|
8.81K
$1.38M
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
232+ 1.86% |
$35.3K - $43.6K
|
12.7K
$1.99M
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
232New |
$35.3K - $43.6K
|
232
$36.4K
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
231New |
$35.2K - $43.4K
|
231
$36.2K
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
230+ 3.84% |
$35K - $43.2K
|
6.22K
$976K
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
230+ 6.76% |
$35K - $43.2K
|
3.63K
$570K
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
230+ 0.49% |
$35K - $43.2K
|
47K
$7.38M
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
229+ 9.28% |
$34.9K - $43K
|
2.7K
$423K
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
228+ 2.97% |
$34.7K - $42.8K
|
7.91K
$1.24M
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
227+ 0.64% |
$34.6K - $42.6K
|
35.9K
$5.64M
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
227+ 3.52% |
$34.6K - $42.6K
|
6.67K
$1.05M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
226+ 2.96% |
$34.4K - $42.4K
|
7.87K
$1.23M
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
226+ 16.21% |
$34.4K - $42.4K
|
1.62K
$254K
|