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 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
5.41KNew |
$820K - $1.02M
|
5.41K
$841K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.39KNew |
$817K - $1.01M
|
5.39K
$838K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.37KNew |
$815K - $1.01M
|
5.37K
$836K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.37K+ 44.61% |
$814K - $1.01M
|
17.4K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.32KNew |
$808K - $1M
|
5.32K
$829K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5.31KNew |
$806K - $999K
|
5.31K
$827K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.3K+ 21.22% |
$805K - $997K
|
30.3K
$4.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.3K+ 2.65% |
$804K - $997K
|
206K
$32M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
5.26K+ 5.83% |
$797K - $988K
|
95.3K
$14.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.2K+ 51.44% |
$790K - $979K
|
15.3K
$2.38M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.19KNew |
$787K - $976K
|
5.19K
$808K
|
|
|
Feb 14, 2023
Q4 2022
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
5.16KNew |
$783K - $970K
|
5.16K
$803K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.15K+ 38.95% |
$781K - $968K
|
18.4K
$2.86M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5.15K+ 2.6% |
$781K - $968K
|
204K
$31.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.13K+ 44.06% |
$778K - $965K
|
16.8K
$2.61M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.05KNew |
$767K - $950K
|
5.05K
$786K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.05K+ 25.08% |
$766K - $950K
|
25.2K
$3.92M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.03K+ 0.38% |
$763K - $946K
|
1.31M
$204M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
5K+ 31.4% |
$759K - $940K
|
20.9K
$3.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
4.99K+ 352.93% |
$758K - $939K
|
6.41K
$998K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.98K+ 21.24% |
$755K - $936K
|
28.4K
$4.42M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.92K+ 6.39% |
$747K - $926K
|
82K
$12.8M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.9K+ 7.51% |
$743K - $921K
|
70.1K
$10.9M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.9K+ 7.51% |
$743K - $921K
|
70.1K
$10.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
4.9K+ 73.66% |
$743K - $921K
|
11.5K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
4.82K+ 1.93% |
$731K - $906K
|
254K
$39.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.79KNew |
$727K - $901K
|
4.79K
$746K
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.78KNew |
$725K - $898K
|
4.78K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.75K+ 3.66% |
$720K - $892K
|
134K
$20.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.67KNew |
$709K - $879K
|
4.67K
$727K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.66K+ 10.71% |
$708K - $877K
|
48.2K
$7.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.65K+ 36.84% |
$706K - $875K
|
17.3K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.64KNew |
$704K - $873K
|
4.64K
$722K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.59KNew |
$696K - $863K
|
4.59K
$714K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.58KNew |
$695K - $861K
|
4.58K
$713K
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
4.54KNew |
$689K - $854K
|
4.54K
$706K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.54KNew |
$688K - $853K
|
4.54K
$706K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
4.53K+ 43.32% |
$688K - $852K
|
15K
$2.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
4.53K+ 5.32% |
$687K - $851K
|
89.7K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.5KNew |
$683K - $846K
|
4.5K
$700K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.48K+ 54.48% |
$680K - $842K
|
12.7K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
4.47K+ 4.68% |
$679K - $841K
|
100K
$15.6M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.45K+ 37.8% |
$675K - $836K
|
16.2K
$2.52M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
4.43K+ 99.17% |
$672K - $833K
|
8.9K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
4.42K+ 1.71% |
$670K - $830K
|
262K
$40.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
4.41KNew |
$669K - $829K
|
4.41K
$686K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.39K+ 24.0% |
$666K - $825K
|
22.7K
$3.53M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
4.38KNew |
$664K - $823K
|
4.38K
$682K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.35K+ 6.26% |
$660K - $818K
|
73.9K
$11.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.33KNew |
$656K - $814K
|
4.33K
$673K
|