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 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
BUY
|
- |
475+ 0.68% |
$72.1K - $89.3K
|
70K
$10.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
474+ 6.05% |
$71.9K - $89.1K
|
8.31K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
474+ 8.57% |
$71.9K - $89.1K
|
6.01K
$939K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
465+ 7.48% |
$70.6K - $87.4K
|
6.68K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
464+ 5.3% |
$70.4K - $87.3K
|
9.22K
$1.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
457+ 5.86% |
$69.3K - $85.9K
|
8.26K
$1.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
455+ 5.68% |
$69K - $85.6K
|
8.47K
$1.32M
|
|
|
Jan 11, 2023
Q4 2022
|
Renaissance Investment Group LLC
|
BUY
|
- |
454+ 10.0% |
$68.9K - $85.4K
|
4.99K
$780K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
453+ 2.57% |
$68.7K - $85.2K
|
18.1K
$2.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
451+ 1.97% |
$68.4K - $84.8K
|
23.3K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
443+ 8.86% |
$67.2K - $83.3K
|
5.44K
$851K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
437+ 17.38% |
$66.3K - $82.2K
|
2.95K
$461K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
434+ 6.93% |
$65.9K - $81.6K
|
6.7K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
431+ 17.11% |
$65.4K - $81K
|
2.95K
$461K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
429+ 1.6% |
$65.1K - $80.7K
|
27.3K
$4.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
427+ 2.93% |
$64.8K - $80.3K
|
15K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
423+ 1.18% |
$64.2K - $79.5K
|
36.2K
$5.65M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
422+ 2.61% |
$64K - $79.4K
|
16.6K
$2.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
420+ 21.21% |
$63.7K - $79K
|
2.4K
$375K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
419+ 3.75% |
$63.6K - $78.8K
|
11.6K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
419+ 0.08% |
$63.6K - $78.8K
|
546K
$85.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
418+ 5.57% |
$63.4K - $78.6K
|
7.92K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
417+ 5.63% |
$63.3K - $78.4K
|
7.83K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
416+ 13.94% |
$63.1K - $78.2K
|
3.4K
$532K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
416+ 4.41% |
$63.1K - $78.2K
|
9.86K
$1.54M
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
410+ 0.49% |
$62.2K - $77.1K
|
84.6K
$13.2M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
409+ 1.66% |
$62.1K - $76.9K
|
25K
$3.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
409+ 8.97% |
$62.1K - $76.9K
|
4.97K
$777K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
404+ 19.27% |
$61.3K - $76K
|
2.5K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
401+ 0.16% |
$60.8K - $75.4K
|
246K
$38.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
400+ 3.13% |
$60.7K - $75.2K
|
13.2K
$2.06M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
400+ 28.17% |
$60.7K - $75.2K
|
1.82K
$285K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
400New |
$60.7K - $75.2K
|
400
$62.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
396+ 7.35% |
$60.1K - $74.5K
|
5.79K
$904K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
395+ 18.2% |
$59.9K - $74.3K
|
2.57K
$401K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
391+ 18.82% |
$59.3K - $73.5K
|
2.47K
$386K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
390+ 0.24% |
$59.2K - $73.3K
|
163K
$25.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
390+ 3.49% |
$59.2K - $73.3K
|
11.6K
$1.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
389+ 47.56% |
$59K - $73.2K
|
1.21K
$189K
|
|
|
Oct 19, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
387+ 0.07% |
$58.7K - $72.8K
|
546K
$85.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
386+ 9.06% |
$58.6K - $72.6K
|
4.65K
$727K
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
383+ 22.96% |
$58.1K - $72K
|
2.05K
$321K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
381+ 17.71% |
$57.8K - $71.6K
|
2.53K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
381+ 3.99% |
$57.8K - $71.6K
|
9.93K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
380+ 1.28% |
$57.7K - $71.5K
|
30K
$4.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
380+ 6.64% |
$57.7K - $71.5K
|
6.1K
$954K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
372+ 16.67% |
$56.4K - $70K
|
2.6K
$407K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
371+ 2.66% |
$56.3K - $69.8K
|
14.3K
$2.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
370+ 11.8% |
$56.1K - $69.6K
|
3.51K
$548K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
369+ 4.32% |
$56K - $69.4K
|
8.91K
$1.39M
|