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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
556+ 35.35% |
$84.4K - $105K
|
2.13K
$333K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
555+ 13.93% |
$84.2K - $104K
|
4.54K
$709K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
554+ 1.45% |
$84.1K - $104K
|
38.8K
$6.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
552+ 10.19% |
$83.8K - $104K
|
5.97K
$933K
|
|
|
Feb 14, 2023
Q4 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
551+ 23.02% |
$83.6K - $104K
|
2.95K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
550+ 2.76% |
$83.5K - $103K
|
20.5K
$3.21M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
547New |
$83K - $103K
|
547
$85.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
546+ 19.33% |
$82.8K - $103K
|
3.37K
$527K
|
|
|
Feb 28, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
538+ 0.04% |
$81.6K - $101K
|
1.52M
$238M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
537+ 10740.0% |
$81.5K - $101K
|
542
$84.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
529+ 2.64% |
$80.3K - $99.5K
|
20.6K
$3.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
529+ 3.27% |
$80.3K - $99.5K
|
16.7K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
529+ 6.07% |
$80.3K - $99.5K
|
9.24K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
529+ 13.44% |
$80.3K - $99.5K
|
4.47K
$698K
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
528+ 1.05% |
$80.1K - $99.3K
|
50.8K
$7.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
525+ 5.51% |
$79.7K - $98.7K
|
10.1K
$1.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
523+ 26.88% |
$79.4K - $98.4K
|
2.47K
$386K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
522+ 7.46% |
$79.2K - $98.2K
|
7.52K
$1.18M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
521+ 4.6% |
$79.1K - $98K
|
11.8K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
520+ 15.42% |
$78.9K - $97.8K
|
3.89K
$608K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
519+ 0.82% |
$78.7K - $97.6K
|
64.1K
$10M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
518+ 2.73% |
$78.6K - $97.4K
|
19.5K
$3.04M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
518+ 2.12% |
$78.6K - $97.4K
|
25K
$3.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
515+ 6.87% |
$78.1K - $96.8K
|
8.01K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
513+ 13.57% |
$77.8K - $96.5K
|
4.29K
$671K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
506+ 2.84% |
$76.8K - $95.2K
|
18.3K
$2.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
503+ 5.38% |
$76.3K - $94.6K
|
9.85K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
503+ 4.0% |
$76.3K - $94.6K
|
13.1K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
503+ 2.86% |
$76.3K - $94.6K
|
18.1K
$2.82M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
502+ 0.26% |
$76.2K - $94.4K
|
195K
$30.5M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
500+ 227.27% |
$75.9K - $94K
|
720
$113K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
500+ 2.25% |
$75.9K - $94K
|
22.7K
$3.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
500New |
$75.9K - $94K
|
500
$78.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
500+ 4.36% |
$75.9K - $94K
|
12K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
500+ 5.1% |
$75.9K - $94K
|
10.3K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
500+ 23.98% |
$75.9K - $94K
|
2.59K
$404K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
498+ 16.53% |
$75.6K - $93.6K
|
3.51K
$549K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
497+ 51.45% |
$75.4K - $93.5K
|
1.46K
$229K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
496+ 1.51% |
$75.3K - $93.3K
|
33.4K
$5.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
492+ 103.58% |
$74.7K - $92.5K
|
967
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
489+ 5.91% |
$74.2K - $92K
|
8.77K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
486+ 7.54% |
$73.7K - $91.4K
|
6.93K
$1.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
485+ 2.75% |
$73.6K - $91.2K
|
18.1K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
485+ 0.49% |
$73.6K - $91.2K
|
100K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
484+ 3.02% |
$73.4K - $91K
|
16.5K
$2.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
482+ 8.34% |
$73.1K - $90.6K
|
6.26K
$979K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
482+ 1.9% |
$73.1K - $90.6K
|
25.9K
$4.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
481+ 29.56% |
$73K - $90.5K
|
2.11K
$330K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
477+ 6.73% |
$72.4K - $89.7K
|
7.57K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
477+ 13.56% |
$72.4K - $89.7K
|
4K
$624K
|