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 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.32KNew |
$352K - $436K
|
2.32K
$374K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 13.8% |
$351K - $435K
|
19.1K
$3.08M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.31K+ 74.16% |
$350K - $433K
|
5.41K
$874K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.3KNew |
$349K - $432K
|
2.3K
$371K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.29K+ 11.35% |
$347K - $430K
|
22.4K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.27K+ 13.1% |
$344K - $427K
|
19.6K
$3.16M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.24KNew |
$340K - $421K
|
2.24K
$362K
|
|
|
Jan 26, 2023
Q4 2022
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.24KNew |
$339K - $421K
|
2.24K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.23K+ 5.66% |
$338K - $419K
|
41.6K
$6.72M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.22K+ 37.3% |
$337K - $418K
|
8.19K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.22K+ 6.14% |
$337K - $418K
|
38.4K
$6.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
2.19KNew |
$333K - $413K
|
2.19K
$354K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
2.17K+ 11.9% |
$330K - $408K
|
20.4K
$3.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.16KNew |
$328K - $407K
|
2.16K
$349K
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.16KNew |
$328K - $407K
|
2.16K
$349K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.13K+ 2.88% |
$324K - $401K
|
76.2K
$12.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.13K+ 1.1% |
$323K - $400K
|
195K
$31.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.11KNew |
$320K - $397K
|
2.11K
$341K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.11KNew |
$320K - $397K
|
2.11K
$341K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.1K+ 39.49% |
$319K - $395K
|
7.43K
$1.2M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.09K+ 0.78% |
$317K - $393K
|
269K
$43.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.08K+ 35.95% |
$316K - $391K
|
7.87K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.07KNew |
$313K - $388K
|
2.07K
$333K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
2.06K+ 16.7% |
$313K - $388K
|
14.4K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.05KNew |
$311K - $386K
|
2.05K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
2.05K+ 77.61% |
$310K - $385K
|
4.68K
$756K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.04K+ 0.51% |
$310K - $384K
|
404K
$65.2M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.03KNew |
$308K - $382K
|
2.03K
$328K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
2.03KNew |
$307K - $381K
|
2.03K
$327K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.02K+ 3.04% |
$306K - $379K
|
68.3K
$11M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2.02K+ 31.58% |
$306K - $379K
|
8.4K
$1.36M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.02K+ 21.38% |
$306K - $379K
|
11.5K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.01K+ 7.89% |
$305K - $378K
|
27.5K
$4.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.99K+ 6.47% |
$302K - $374K
|
32.8K
$5.29M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.98K+ 6.6% |
$300K - $372K
|
32K
$5.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.98K+ 7.04% |
$300K - $372K
|
30.1K
$4.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.98KNew |
$300K - $372K
|
1.98K
$319K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
1.98KNew |
$300K - $371K
|
1.98K
$319K
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$299K - $371K
|
1.97K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.97K+ 34.77% |
$299K - $370K
|
7.63K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.96KNew |
$298K - $369K
|
1.96K
$317K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.96K+ 35.71% |
$298K - $369K
|
7.46K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.96K+ 17.31% |
$298K - $369K
|
13.3K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.96K+ 0.29% |
$297K - $368K
|
685K
$111M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.96K+ 17.86% |
$297K - $368K
|
12.9K
$2.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.95KNew |
$295K - $366K
|
1.95K
$314K
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.94KNew |
$295K - $366K
|
1.94K
$314K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.94K+ 123.99% |
$294K - $364K
|
3.5K
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.93K+ 5.28% |
$293K - $363K
|
38.5K
$6.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.92K+ 83.7% |
$291K - $361K
|
4.21K
$680K
|