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
|
Canal Insurance CO
|
BUY
|
- |
10K+ 9.15% |
$1.52M - $1.88M
|
119K
$18.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
9.96K+ 43.01% |
$1.51M - $1.87M
|
33.1K
$5.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
9.89K+ 35.62% |
$1.5M - $1.86M
|
37.7K
$5.86M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.86KNew |
$1.5M - $1.85M
|
9.86K
$1.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9.84KNew |
$1.49M - $1.85M
|
9.84K
$1.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.79KNew |
$1.49M - $1.84M
|
9.79K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
9.75KNew |
$1.48M - $1.83M
|
9.75K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.68K+ 41.97% |
$1.47M - $1.82M
|
32.8K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.68K+ 5.36% |
$1.47M - $1.82M
|
190K
$29.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.65K+ 13.17% |
$1.46M - $1.81M
|
82.9K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.59KNew |
$1.45M - $1.8M
|
9.59K
$1.49M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
9.54KNew |
$1.45M - $1.79M
|
9.54K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
9.47K+ 3.73% |
$1.44M - $1.78M
|
263K
$41M
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
9.44KNew |
$1.43M - $1.77M
|
9.44K
$1.47M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
9.25KNew |
$1.4M - $1.74M
|
9.25K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.06K+ 19.0% |
$1.37M - $1.7M
|
56.7K
$8.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
8.98KNew |
$1.36M - $1.69M
|
8.98K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
8.91K+ 32.3% |
$1.35M - $1.67M
|
36.5K
$5.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
BUY
|
- |
8.86K+ 1.94% |
$1.34M - $1.67M
|
465K
$72.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.7K+ 4.09% |
$1.32M - $1.64M
|
221K
$34.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
8.52K+ 36.59% |
$1.29M - $1.6M
|
31.8K
$4.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.46K+ 8.91% |
$1.28M - $1.59M
|
103K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
8.46KNew |
$1.28M - $1.59M
|
8.46K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
8.46KNew |
$1.28M - $1.59M
|
8.46K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.42K+ 220.21% |
$1.28M - $1.58M
|
12.2K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.37K+ 1.93% |
$1.27M - $1.57M
|
442K
$68.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
8.29K+ 46.17% |
$1.26M - $1.56M
|
26.2K
$4.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.12K+ 26.33% |
$1.23M - $1.53M
|
39K
$6.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
8.09K+ 7.61% |
$1.23M - $1.52M
|
114K
$17.8M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.04K+ 2.91% |
$1.22M - $1.51M
|
284K
$44.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.02KNew |
$1.22M - $1.51M
|
8.02K
$1.25M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.94K+ 7.3% |
$1.21M - $1.49M
|
117K
$18.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Sturgeon Ventures LLP
|
BUY
|
- |
7.87KNew |
$1.19M - $1.48M
|
7.87K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.86K+ 6.05% |
$1.19M - $1.48M
|
138K
$21.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7.83KNew |
$1.19M - $1.47M
|
7.83K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.56K+ 2.15% |
$1.15M - $1.42M
|
359K
$55.9M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.52K+ 7.4% |
$1.14M - $1.41M
|
109K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
7.39K+ 12.59% |
$1.12M - $1.39M
|
66.1K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.39K+ 16.37% |
$1.12M - $1.39M
|
52.5K
$8.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
7.3K+ 6.68% |
$1.11M - $1.37M
|
116K
$18.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.28K+ 1.7% |
$1.1M - $1.37M
|
436K
$67.8M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.25K+ 62.03% |
$1.1M - $1.36M
|
18.9K
$2.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.23K+ 48.21% |
$1.1M - $1.36M
|
22.2K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.15K+ 59.02% |
$1.09M - $1.35M
|
19.3K
$3M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
BUY
|
- |
7.14K+ 3.27% |
$1.08M - $1.34M
|
225K
$35.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.12K+ 14.33% |
$1.08M - $1.34M
|
56.8K
$8.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.08K+ 354.33% |
$1.07M - $1.33M
|
9.08K
$1.41M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
7.07K+ 13.14% |
$1.07M - $1.33M
|
60.9K
$9.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
7.05KNew |
$1.07M - $1.33M
|
7.05K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
6.97KNew |
$1.06M - $1.31M
|
6.97K
$1.08M
|