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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
985+ 7.53% |
$149K - $185K
|
14.1K
$2.1M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
979+ 2.34% |
$149K - $184K
|
42.9K
$6.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
977+ 12.54% |
$148K - $184K
|
8.77K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
973+ 1.29% |
$148K - $183K
|
76.4K
$11.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
972+ 13.2% |
$147K - $183K
|
8.34K
$1.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
965+ 5.09% |
$146K - $181K
|
19.9K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
958+ 20.33% |
$145K - $180K
|
5.67K
$846K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
954+ 0.61% |
$145K - $179K
|
157K
$23.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
945+ 0.26% |
$143K - $178K
|
359K
$53.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
945+ 10.71% |
$143K - $178K
|
9.77K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
943+ 2.59% |
$143K - $177K
|
37.4K
$5.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
941+ 3.22% |
$143K - $177K
|
30.2K
$4.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
939+ 1.82% |
$142K - $177K
|
52.5K
$7.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
906+ 28.94% |
$137K - $170K
|
4.04K
$602K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
904+ 2.83% |
$137K - $170K
|
32.8K
$4.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
901+ 57.21% |
$137K - $169K
|
2.48K
$369K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
899+ 3.1% |
$136K - $169K
|
29.9K
$4.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
895+ 22.8% |
$136K - $168K
|
4.82K
$719K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
895+ 19.52% |
$136K - $168K
|
5.48K
$817K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
891+ 51.5% |
$135K - $168K
|
2.62K
$391K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
887+ 22.11% |
$135K - $167K
|
4.9K
$731K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
884+ 41.1% |
$134K - $166K
|
3.04K
$453K
|
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
884+ 8.52% |
$134K - $166K
|
11.3K
$1.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
883+ 3.15% |
$134K - $166K
|
29K
$4.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
882+ 8.87% |
$134K - $166K
|
10.8K
$1.61M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
880+ 43.74% |
$134K - $165K
|
2.89K
$431K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
875+ 9.1% |
$133K - $165K
|
10.5K
$1.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
866+ 17.65% |
$131K - $163K
|
5.77K
$861K
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
854+ 3.76% |
$130K - $161K
|
23.6K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
854New |
$130K - $161K
|
854
$127K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
851+ 3.76% |
$129K - $160K
|
23.5K
$3.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
850+ 14.68% |
$129K - $160K
|
6.64K
$990K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
849+ 4.11% |
$129K - $160K
|
21.5K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
849+ 22.23% |
$129K - $160K
|
4.67K
$697K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
846+ 2.14% |
$128K - $159K
|
40.4K
$6.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
845+ 4.32% |
$128K - $159K
|
20.4K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
842+ 2.53% |
$128K - $158K
|
34.1K
$5.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
840New |
$127K - $158K
|
840
$125K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
839+ 3.48% |
$127K - $158K
|
24.9K
$3.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
833+ 16.96% |
$126K - $157K
|
5.75K
$857K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
830+ 5.34% |
$126K - $156K
|
16.4K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
824+ 84.0% |
$125K - $155K
|
1.81K
$269K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
821+ 9.07% |
$125K - $154K
|
9.88K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
821New |
$125K - $154K
|
821
$122K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
818+ 5.99% |
$124K - $154K
|
14.5K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
818+ 1.56% |
$124K - $154K
|
53.3K
$7.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
810+ 3.74% |
$123K - $152K
|
22.4K
$3.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
806+ 4.57% |
$122K - $152K
|
18.5K
$2.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
806+ 1.8% |
$122K - $152K
|
45.5K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
804+ 5.12% |
$122K - $151K
|
16.5K
$2.46M
|