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 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
289+ 1.09% |
$43.8K - $54.3K
|
26.9K
$4.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
287+ 8.12% |
$43.5K - $54K
|
3.82K
$585K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
287+ 5.28% |
$43.5K - $54K
|
5.73K
$877K
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
284+ 1.01% |
$43.1K - $53.4K
|
28.4K
$4.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
282+ 1.38% |
$42.8K - $53K
|
20.7K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
281+ 6.5% |
$42.6K - $52.8K
|
4.61K
$706K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
279+ 6.26% |
$42.3K - $52.5K
|
4.74K
$726K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
279+ 4.99% |
$42.3K - $52.5K
|
5.87K
$898K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
279+ 5.58% |
$42.3K - $52.5K
|
5.28K
$809K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
278+ 1.02% |
$42.2K - $52.3K
|
27.4K
$4.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
277+ 0.71% |
$42K - $52.1K
|
39.1K
$5.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
276+ 13.72% |
$41.9K - $51.9K
|
2.29K
$350K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
274+ 15.77% |
$41.6K - $51.5K
|
2.01K
$308K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
274+ 7.3% |
$41.6K - $51.5K
|
4.03K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
274+ 6.1% |
$41.6K - $51.5K
|
4.77K
$730K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
272+ 1.49% |
$41.3K - $51.1K
|
18.5K
$2.84M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
270+ 10.28% |
$41K - $50.8K
|
2.9K
$444K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
270+ 5.58% |
$41K - $50.8K
|
5.11K
$782K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
269+ 10.69% |
$40.8K - $50.6K
|
2.79K
$426K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
267+ 6.3% |
$40.5K - $50.2K
|
4.5K
$690K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
266+ 4.57% |
$40.4K - $50K
|
6.09K
$932K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
265+ 3.6% |
$40.2K - $49.8K
|
7.63K
$1.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
264+ 14.55% |
$40.1K - $49.6K
|
2.08K
$318K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
262+ 4.22% |
$39.8K - $49.3K
|
6.46K
$990K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
261+ 2.7% |
$39.6K - $49.1K
|
9.93K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
260+ 2.43% |
$39.4K - $48.9K
|
10.9K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
259+ 4.11% |
$39.3K - $48.7K
|
6.56K
$1M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
256New |
$38.8K - $48.1K
|
256
$39.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
256+ 2.94% |
$38.8K - $48.1K
|
8.97K
$1.37M
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
256+ 3.57% |
$38.8K - $48.1K
|
7.43K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
251+ 115.67% |
$38.1K - $47.2K
|
468
$71.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
250New |
$37.9K - $47K
|
250
$38.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
250+ 2.48% |
$37.9K - $47K
|
10.3K
$1.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
247+ 1.95% |
$37.5K - $46.4K
|
12.9K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
247+ 2.03% |
$37.5K - $46.4K
|
12.4K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
246+ 9.44% |
$37.3K - $46.3K
|
2.85K
$437K
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
BUY
|
- |
245+ 0.87% |
$37.2K - $46.1K
|
28.4K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
243+ 2.65% |
$36.9K - $45.7K
|
9.43K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
238+ 16.49% |
$36.1K - $44.8K
|
1.68K
$257K
|
|
|
Mar 29, 2024
Q4 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
238New |
$36.1K - $44.8K
|
238
$36.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
237+ 21.03% |
$36K - $44.6K
|
1.36K
$209K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
237+ 5.46% |
$36K - $44.6K
|
4.58K
$701K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
232New |
$35.2K - $43.6K
|
232
$35.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
231+ 7.06% |
$35K - $43.4K
|
3.5K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
231+ 1.05% |
$35K - $43.4K
|
22.3K
$3.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
230+ 2.52% |
$34.9K - $43.3K
|
9.36K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
228+ 12.75% |
$34.6K - $42.9K
|
2.02K
$309K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
227+ 1.15% |
$34.4K - $42.7K
|
19.9K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
227+ 1.08% |
$34.4K - $42.7K
|
21.2K
$3.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
225+ 4.2% |
$34.1K - $42.3K
|
5.59K
$856K
|