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 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.9K+ 25.22% |
$440K - $545K
|
14.4K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.87K+ 3.37% |
$436K - $540K
|
88.1K
$14.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$435K - $540K
|
2.87K
$463K
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.84KNew |
$431K - $534K
|
2.84K
$459K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2.84K+ 6.06% |
$430K - $533K
|
49.6K
$8.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
2.83K+ 3.86% |
$429K - $532K
|
76.2K
$12.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.82K+ 5.07% |
$428K - $530K
|
58.5K
$9.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.81K+ 11.92% |
$426K - $528K
|
26.4K
$4.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.81KNew |
$426K - $528K
|
2.81K
$453K
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.8KNew |
$425K - $527K
|
2.8K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.8K+ 0.74% |
$424K - $526K
|
381K
$61.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.79KNew |
$423K - $524K
|
2.79K
$450K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.78K+ 2.73% |
$422K - $523K
|
105K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.77KNew |
$421K - $521K
|
2.77K
$448K
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.77K+ 94.02% |
$420K - $520K
|
5.71K
$922K
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.73KNew |
$415K - $514K
|
2.73K
$441K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
2.73K+ 18.88% |
$415K - $514K
|
17.2K
$2.78M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.72K+ 6.36% |
$413K - $511K
|
45.4K
$7.34M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.72KNew |
$412K - $511K
|
2.72K
$438K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
2.71K+ 5.77% |
$412K - $510K
|
49.8K
$8.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
2.7KNew |
$410K - $508K
|
2.7K
$436K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.68KNew |
$406K - $504K
|
2.68K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.67K+ 23.53% |
$405K - $502K
|
14K
$2.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.66K+ 3.15% |
$403K - $499K
|
86.9K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.65K+ 0.94% |
$402K - $498K
|
283K
$45.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.63K+ 14.37% |
$399K - $495K
|
20.9K
$3.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.62KNew |
$397K - $493K
|
2.62K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.62K+ 109.18% |
$397K - $492K
|
5.01K
$809K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.58KNew |
$392K - $485K
|
2.58K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.56K+ 1.97% |
$388K - $481K
|
133K
$21.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.54K+ 9.75% |
$386K - $478K
|
28.6K
$4.63M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.54KNew |
$386K - $478K
|
2.54K
$411K
|
|
|
Feb 10, 2023
Q4 2022
|
Gruss & Co., LLC
|
BUY
|
- |
2.5KNew |
$379K - $470K
|
2.5K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
2.48K+ 10.99% |
$376K - $465K
|
25K
$4.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.47KNew |
$375K - $465K
|
2.47K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.46K+ 22.88% |
$372K - $462K
|
13.2K
$2.13M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.43K+ 37.27% |
$368K - $456K
|
8.94K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.43K+ 17.56% |
$368K - $456K
|
16.2K
$2.62M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
2.43K+ 3.15% |
$368K - $456K
|
79.5K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.4K+ 2.95% |
$364K - $452K
|
83.8K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.4K+ 2.97% |
$363K - $450K
|
83.2K
$13.4M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.38K+ 48.48% |
$362K - $448K
|
7.3K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
2.38K+ 139.41% |
$361K - $447K
|
4.08K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2.38K+ 82.55% |
$360K - $447K
|
5.25K
$848K
|
|
|
Jan 24, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
2.36KNew |
$359K - $444K
|
2.36K
$382K
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.35KNew |
$357K - $442K
|
2.35K
$380K
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.34KNew |
$355K - $440K
|
2.34K
$378K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.34K+ 1.49% |
$355K - $439K
|
159K
$25.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.34K+ 7.53% |
$355K - $439K
|
33.4K
$5.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.32K+ 62.5% |
$352K - $436K
|
6.03K
$974K
|