Purchases and Sales Made in Q4 2022 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.64K+ 3.69% |
$552K - $684K
|
102K
$15.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
3.59K+ 2.45% |
$545K - $675K
|
150K
$23.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
3.59K+ 78.13% |
$545K - $675K
|
8.19K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
3.57K+ 5.77% |
$542K - $671K
|
65.4K
$10.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
3.52K+ 1.0% |
$534K - $662K
|
357K
$55.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
3.51K+ 9.02% |
$532K - $659K
|
42.4K
$6.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.48K+ 196.72% |
$528K - $654K
|
5.25K
$817K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.46K+ 5.46% |
$525K - $651K
|
66.9K
$10.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.46KNew |
$525K - $651K
|
3.46K
$539K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.37K+ 54.0% |
$511K - $633K
|
9.6K
$1.49M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.36K+ 2.89% |
$510K - $633K
|
120K
$18.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
3.36KNew |
$509K - $631K
|
3.36K
$523K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
3.33K+ 169.17% |
$505K - $626K
|
5.3K
$825K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3.33KNew |
$505K - $626K
|
3.33K
$518K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
3.32KNew |
$504K - $625K
|
3.32K
$517K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.31KNew |
$503K - $623K
|
3.31K
$516K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.31K+ 37.28% |
$502K - $622K
|
12.2K
$1.89M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.27K+ 23.51% |
$497K - $615K
|
17.2K
$2.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.26K+ 13.48% |
$495K - $613K
|
27.4K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.25KNew |
$493K - $612K
|
3.25K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
3.24K+ 112.37% |
$492K - $610K
|
6.13K
$954K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.23KNew |
$490K - $607K
|
3.23K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.21K+ 19.69% |
$487K - $603K
|
19.5K
$3.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.21K+ 173.54% |
$487K - $603K
|
5.06K
$787K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.18K+ 88.41% |
$483K - $598K
|
6.78K
$1.06M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.18K+ 26.81% |
$482K - $598K
|
15K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3.17K+ 1743.41% |
$481K - $597K
|
3.36K
$522K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.17K+ 3.96% |
$480K - $595K
|
83.2K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.16KNew |
$479K - $594K
|
3.16K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
3.16K+ 3.2% |
$479K - $594K
|
102K
$15.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.14K+ 4.51% |
$477K - $591K
|
72.8K
$11.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
3.14K+ 26.25% |
$476K - $590K
|
15.1K
$2.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
3.14K+ 28.23% |
$476K - $590K
|
14.3K
$2.22M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.11KNew |
$472K - $585K
|
3.11K
$485K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.11K+ 2.85% |
$472K - $585K
|
112K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.09KNew |
$468K - $580K
|
3.09K
$480K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
3.06K+ 1.51% |
$464K - $574K
|
205K
$31.9M
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3.05KNew |
$463K - $574K
|
3.05K
$475K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.02K+ 5.31% |
$459K - $569K
|
60K
$9.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3K+ 47.5% |
$456K - $565K
|
9.33K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3K+ 102.46% |
$455K - $564K
|
5.93K
$923K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.96KNew |
$448K - $556K
|
2.96K
$460K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2.95KNew |
$447K - $554K
|
2.95K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.93K+ 9.84% |
$445K - $551K
|
32.7K
$5.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
2.93K+ 8.63% |
$444K - $550K
|
36.8K
$5.73M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.92KNew |
$444K - $550K
|
2.92K
$455K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.92KNew |
$442K - $548K
|
2.92K
$454K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.91KNew |
$442K - $548K
|
2.91K
$453K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.91KNew |
$442K - $547K
|
2.91K
$453K
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
2.91K+ 3.79% |
$441K - $546K
|
79.6K
$12.4M
|