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 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.66% |
$6.22K - $7.71K
|
6.28K
$982K
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
41+ 0.24% |
$6.22K - $7.71K
|
17.3K
$2.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
41+ 1.95% |
$6.22K - $7.71K
|
2.14K
$335K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
41New |
$6.22K - $7.71K
|
41
$6.41K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
41+ 0.24% |
$6.22K - $7.71K
|
17.2K
$2.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
40+ 3.02% |
$6.07K - $7.52K
|
1.36K
$213K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
40+ 0.9% |
$6.07K - $7.52K
|
4.49K
$701K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
40+ 2.02% |
$6.07K - $7.52K
|
2.03K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
40+ 2.32% |
$6.07K - $7.52K
|
1.76K
$276K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
39+ 0.72% |
$5.92K - $7.33K
|
5.49K
$858K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
38New |
$5.77K - $7.15K
|
38
$5.94K
|
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
37+ 2.28% |
$5.61K - $6.96K
|
1.66K
$259K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
37+ 2.87% |
$5.61K - $6.96K
|
1.33K
$207K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
37+ 0.46% |
$5.61K - $6.96K
|
8.15K
$1.27M
|
|
|
Jan 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
35+ 0.81% |
$5.31K - $6.58K
|
4.33K
$677K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
35+ 1.08% |
$5.31K - $6.58K
|
3.27K
$511K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
35+ 1.27% |
$5.31K - $6.58K
|
2.8K
$438K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
35+ 1.38% |
$5.31K - $6.58K
|
2.57K
$401K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
34+ 0.52% |
$5.16K - $6.39K
|
6.54K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
34+ 45.33% |
$5.16K - $6.39K
|
109
$17K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
33+ 1.05% |
$5.01K - $6.21K
|
3.16K
$494K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
33New |
$5.01K - $6.21K
|
33
$5.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
33New |
$5.01K - $6.21K
|
33
$5.16K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
33+ 67.35% |
$5.01K - $6.21K
|
82
$12.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
32+ 0.21% |
$4.86K - $6.02K
|
15.5K
$2.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
31+ 0.06% |
$4.7K - $5.83K
|
51.5K
$8.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
31+ 0.89% |
$4.7K - $5.83K
|
3.51K
$549K
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
31+ 0.64% |
$4.7K - $5.83K
|
4.88K
$763K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
31+ 0.2% |
$4.7K - $5.83K
|
15.9K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
31+ 0.97% |
$4.7K - $5.83K
|
3.24K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
30+ 9.35% |
$4.55K - $5.64K
|
351
$54.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
29+ 0.53% |
$4.4K - $5.45K
|
5.47K
$855K
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
29+ 0.51% |
$4.4K - $5.45K
|
5.71K
$893K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
28+ 0.25% |
$4.25K - $5.27K
|
11.4K
$1.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
27+ 0.13% |
$4.1K - $5.08K
|
20.2K
$3.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27+ 93.1% |
$4.1K - $5.08K
|
56
$8.75K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
27+ 0.53% |
$4.1K - $5.08K
|
5.16K
$807K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
27+ 0.25% |
$4.1K - $5.08K
|
10.7K
$1.68M
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
26+ 0.83% |
$3.94K - $4.89K
|
3.16K
$494K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
26+ 0.29% |
$3.94K - $4.89K
|
9.01K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
26+ 0.29% |
$3.94K - $4.89K
|
8.99K
$1.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
25+ 0.19% |
$3.79K - $4.7K
|
13.2K
$2.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
25+ 0.18% |
$3.79K - $4.7K
|
13.6K
$2.13M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
25+ 0.51% |
$3.79K - $4.7K
|
4.95K
$774K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
25+ 0.26% |
$3.79K - $4.7K
|
9.63K
$1.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
25+ 0.56% |
$3.79K - $4.7K
|
4.46K
$698K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25New |
$3.79K - $4.7K
|
25
$3.91K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
25+ 0.08% |
$3.79K - $4.7K
|
32.8K
$5.12M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
25New |
$3.79K - $4.7K
|
25
$3.91K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
24+ 0.25% |
$3.64K - $4.51K
|
9.64K
$1.51M
|