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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.28KNew |
$194K - $241K
|
1.28K
$207K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.28KNew |
$194K - $240K
|
1.28K
$206K
|
|
|
Feb 01, 2023
Q4 2022
|
Corbyn Investment Management Inc
|
BUY
|
- |
1.28KNew |
$194K - $240K
|
1.28K
$206K
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.28K+ 8.05% |
$193K - $240K
|
17.1K
$2.76M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.27K+ 4.18% |
$193K - $240K
|
31.8K
$5.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
1.27KNew |
$192K - $238K
|
1.27K
$205K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.27K+ 7.35% |
$192K - $238K
|
18.5K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.26K+ 45.06% |
$192K - $238K
|
4.07K
$657K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.26K+ 36.23% |
$191K - $237K
|
4.75K
$766K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.26KNew |
$191K - $237K
|
1.26K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.26KNew |
$191K - $237K
|
1.26K
$203K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.26KNew |
$191K - $237K
|
1.26K
$203K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.26KNew |
$191K - $236K
|
1.26K
$203K
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.25KNew |
$190K - $236K
|
1.25K
$202K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.25K+ 1.58% |
$190K - $236K
|
80.5K
$13M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
1.25KNew |
$189K - $235K
|
1.25K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 11.82% |
$189K - $234K
|
11.8K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.23K+ 1.99% |
$187K - $232K
|
63.2K
$10.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
1.23KNew |
$187K - $232K
|
1.23K
$199K
|
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$187K - $232K
|
1.23K
$199K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.23K+ 13.97% |
$186K - $231K
|
10K
$1.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.23KNew |
$186K - $230K
|
1.23K
$198K
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$186K - $230K
|
1.22K
$197K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.22KNew |
$186K - $230K
|
1.22K
$197K
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
1.22KNew |
$185K - $229K
|
1.22K
$197K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
1.22K+ 2.11% |
$185K - $229K
|
58.9K
$9.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.22K+ 2.25% |
$185K - $229K
|
55.5K
$8.96M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.22K+ 4.11% |
$185K - $229K
|
30.8K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.22KNew |
$185K - $229K
|
1.22K
$197K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.22K+ 4.99% |
$185K - $229K
|
25.6K
$4.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.22KNew |
$185K - $229K
|
1.22K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
1.21KNew |
$184K - $228K
|
1.21K
$196K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.21KNew |
$184K - $228K
|
1.21K
$196K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.21KNew |
$184K - $228K
|
1.21K
$196K
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
1.21KNew |
$183K - $227K
|
1.21K
$195K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.21KNew |
$183K - $227K
|
1.21K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.21KNew |
$183K - $227K
|
1.21K
$195K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$183K - $227K
|
1.21K
$195K
|
|
|
Jan 27, 2023
Q4 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
1.2KNew |
$183K - $226K
|
1.2K
$194K
|
|
|
Feb 09, 2023
Q4 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.2KNew |
$182K - $226K
|
1.2K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
1.2KNew |
$182K - $226K
|
1.2K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.2KNew |
$182K - $225K
|
1.2K
$193K
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.2K+ 8.75% |
$182K - $225K
|
14.9K
$2.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.2K+ 0.6% |
$181K - $225K
|
202K
$32.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.2KNew |
$181K - $225K
|
1.2K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.2KNew |
$181K - $225K
|
1.2K
$193K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.19K+ 17.75% |
$181K - $224K
|
7.91K
$1.28M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.19K+ 7.1% |
$181K - $224K
|
18K
$2.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.19KNew |
$180K - $223K
|
1.19K
$191K
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.19K+ 1.64% |
$180K - $223K
|
73.4K
$11.9M
|