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 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
366+ 3.18% |
$55.5K - $68.8K
|
11.9K
$1.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
366+ 0.32% |
$55.5K - $68.8K
|
113K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
366+ 2.45% |
$55.5K - $68.8K
|
15.3K
$2.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
359+ 7.65% |
$54.5K - $67.5K
|
5.05K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
358+ 2.68% |
$54.3K - $67.3K
|
13.7K
$2.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
353+ 2.15% |
$53.6K - $66.4K
|
16.8K
$2.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
352+ 1.52% |
$53.4K - $66.2K
|
23.4K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
352+ 1.42% |
$53.4K - $66.2K
|
25.2K
$3.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
350+ 17.53% |
$53.1K - $65.8K
|
2.35K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
350+ 0.77% |
$53.1K - $65.8K
|
45.7K
$7.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
349+ 2.62% |
$53K - $65.6K
|
13.7K
$2.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
347+ 2.86% |
$52.7K - $65.3K
|
12.5K
$1.95M
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
346+ 0.76% |
$52.5K - $65.1K
|
46.1K
$7.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
340+ 3.28% |
$51.6K - $63.9K
|
10.7K
$1.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
340+ 0.6% |
$51.6K - $63.9K
|
56.9K
$8.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
340New |
$51.6K - $63.9K
|
340
$53.1K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
340+ 12.32% |
$51.6K - $63.9K
|
3.1K
$484K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
338New |
$51.3K - $63.6K
|
338
$52.8K
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
335+ 11.08% |
$50.8K - $63K
|
3.36K
$525K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
335+ 1.68% |
$50.8K - $63K
|
20.3K
$3.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
335+ 10.48% |
$50.8K - $63K
|
3.53K
$552K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
334+ 0.31% |
$50.7K - $62.8K
|
107K
$16.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
332+ 6.47% |
$50.4K - $62.4K
|
5.47K
$855K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
328+ 1.18% |
$49.8K - $61.7K
|
28.1K
$4.39M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
327+ 3.7% |
$49.6K - $61.5K
|
9.16K
$1.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
325+ 0.69% |
$49.3K - $61.1K
|
47.3K
$7.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
325+ 2.61% |
$49.3K - $61.1K
|
12.8K
$2M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
322+ 0.15% |
$48.9K - $60.6K
|
210K
$32.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
322+ 1.39% |
$48.9K - $60.6K
|
23.4K
$3.66M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
322+ 7.64% |
$48.9K - $60.6K
|
4.54K
$710K
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
321+ 8.91% |
$48.7K - $60.4K
|
3.93K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
321+ 0.55% |
$48.7K - $60.4K
|
58.9K
$9.2M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
318+ 8.37% |
$48.3K - $59.8K
|
4.12K
$644K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
314New |
$47.6K - $59K
|
314
$49.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
314+ 1.59% |
$47.6K - $59K
|
20K
$3.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
312+ 0.52% |
$47.3K - $58.7K
|
60.5K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
309+ 2.44% |
$46.9K - $58.1K
|
13K
$2.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
306+ 4.35% |
$46.4K - $57.5K
|
7.33K
$1.15M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
305+ 2.39% |
$46.3K - $57.4K
|
13K
$2.04M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
304New |
$46.1K - $57.2K
|
304
$47.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
302+ 3.08% |
$45.8K - $56.8K
|
10.1K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
301+ 1.89% |
$45.7K - $56.6K
|
16.2K
$2.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
300+ 17.7% |
$45.5K - $56.4K
|
2K
$312K
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
BUY
|
- |
300+ 14.58% |
$45.5K - $56.4K
|
2.36K
$369K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
300+ 6.67% |
$45.5K - $56.4K
|
4.8K
$750K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
296+ 18.07% |
$44.9K - $55.7K
|
1.93K
$302K
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
293+ 4.64% |
$44.5K - $55.1K
|
6.61K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
292+ 0.81% |
$44.3K - $54.9K
|
36.2K
$5.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
290+ 6.37% |
$44K - $54.5K
|
4.84K
$757K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
290+ 1.47% |
$44K - $54.5K
|
20.1K
$3.14M
|