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 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.94KNew |
$1.05M - $1.3M
|
6.94K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
6.91KNew |
$1.05M - $1.3M
|
6.91K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.86KNew |
$1.04M - $1.29M
|
6.86K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
6.83K+ 95.11% |
$1.04M - $1.28M
|
14K
$2.18M
|
|
|
May 15, 2023
Q4 2022
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
6.77KNew |
$1.03M - $1.27M
|
6.77K
$1.05M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6.7KNew |
$1.02M - $1.26M
|
6.7K
$1.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
BUY
|
- |
6.66K+ 23.25% |
$1.01M - $1.25M
|
35.3K
$5.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.64K+ 19.17% |
$1.01M - $1.25M
|
41.3K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
6.6KNew |
$1M - $1.24M
|
6.6K
$1.03M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
6.57KNew |
$997K - $1.24M
|
6.57K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.51K+ 29.93% |
$988K - $1.22M
|
28.3K
$4.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
6.49KNew |
$985K - $1.22M
|
6.49K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.45K+ 25.34% |
$979K - $1.21M
|
31.9K
$4.97M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.41K+ 53.72% |
$972K - $1.2M
|
18.3K
$2.85M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
6.38KNew |
$968K - $1.2M
|
6.38K
$994K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.37K+ 3.14% |
$967K - $1.2M
|
209K
$32.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$960K - $1.19M
|
6.33K
$985K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
6.28KNew |
$953K - $1.18M
|
6.28K
$977K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
6.28KNew |
$952K - $1.18M
|
6.28K
$977K
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6.27K+ 49.0% |
$951K - $1.18M
|
19.1K
$2.97M
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.22KNew |
$944K - $1.17M
|
6.22K
$968K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.21K+ 6.57% |
$942K - $1.17M
|
101K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
6.19K+ 408.31% |
$939K - $1.16M
|
7.71K
$1.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
6.16KNew |
$934K - $1.16M
|
6.16K
$958K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.09K+ 1.19% |
$923K - $1.14M
|
519K
$80.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
6.08K+ 5.24% |
$923K - $1.14M
|
122K
$19M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.07KNew |
$921K - $1.14M
|
6.07K
$945K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
6.04K+ 5.06% |
$917K - $1.14M
|
125K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6.01K+ 1.11% |
$912K - $1.13M
|
548K
$85.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6KNew |
$910K - $1.13M
|
6K
$934K
|
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
5.94K+ 0.56% |
$902K - $1.12M
|
1.07M
$167M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.93K+ 3.66% |
$899K - $1.11M
|
168K
$26.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.92KNew |
$898K - $1.11M
|
5.92K
$921K
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
5.82K+ 24.72% |
$883K - $1.09M
|
29.4K
$4.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.81K+ 8.42% |
$881K - $1.09M
|
74.8K
$11.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
5.78KNew |
$876K - $1.09M
|
5.78K
$899K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
5.71KNew |
$866K - $1.07M
|
5.71K
$888K
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.66KNew |
$859K - $1.06M
|
5.66K
$881K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
5.65K+ 84.07% |
$858K - $1.06M
|
12.4K
$1.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.61K+ 12.17% |
$852K - $1.06M
|
51.8K
$8.06M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.61KNew |
$851K - $1.05M
|
5.61K
$873K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.6K+ 33.59% |
$850K - $1.05M
|
22.3K
$3.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
5.56K+ 372.7% |
$843K - $1.04M
|
7.05K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.55KNew |
$841K - $1.04M
|
5.55K
$863K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5.5K+ 1.19% |
$834K - $1.03M
|
468K
$72.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.47K+ 21.84% |
$830K - $1.03M
|
30.5K
$4.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.46K+ 6.31% |
$828K - $1.03M
|
92K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.45K+ 38.46% |
$828K - $1.03M
|
19.6K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.44K+ 36.58% |
$825K - $1.02M
|
20.3K
$3.16M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.43K+ 49.67% |
$823K - $1.02M
|
16.3K
$2.54M
|