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 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
225+ 3.76% |
$34.1K - $42.3K
|
6.22K
$952K
|
|
|
Feb 08, 2023
Q4 2022
|
Page Arthur B
|
BUY
|
- |
223+ 1.54% |
$33.8K - $41.9K
|
14.7K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
223+ 11.92% |
$33.8K - $41.9K
|
2.09K
$321K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
222+ 3.21% |
$33.7K - $41.7K
|
7.14K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
221+ 15.21% |
$33.5K - $41.6K
|
1.67K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
219+ 8.37% |
$33.2K - $41.2K
|
2.83K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
218+ 4.55% |
$33.1K - $41K
|
5.01K
$768K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
215+ 6.56% |
$32.6K - $40.4K
|
3.49K
$535K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
214+ 0.66% |
$32.5K - $40.2K
|
32.4K
$4.97M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
214+ 7.78% |
$32.5K - $40.2K
|
2.97K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
214+ 2.68% |
$32.5K - $40.2K
|
8.19K
$1.25M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
213+ 19.98% |
$32.3K - $40.1K
|
1.28K
$196K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
211+ 18.49% |
$32K - $39.7K
|
1.35K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
210+ 1.17% |
$31.9K - $39.5K
|
18.2K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
210+ 6.36% |
$31.9K - $39.5K
|
3.51K
$538K
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
BUY
|
- |
208+ 0.65% |
$31.6K - $39.1K
|
32K
$4.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
207+ 0.65% |
$31.4K - $38.9K
|
32.2K
$4.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
207+ 3.55% |
$31.4K - $38.9K
|
6.04K
$924K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
206+ 0.86% |
$31.3K - $38.7K
|
24K
$3.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
206New |
$31.3K - $38.7K
|
206
$31.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
205New |
$31.1K - $38.6K
|
205
$31.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
205+ 0.79% |
$31.1K - $38.6K
|
26K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
205+ 1.39% |
$31.1K - $38.6K
|
15K
$2.3M
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
205+ 2.97% |
$31.1K - $38.6K
|
7.1K
$1.09M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
205+ 16.17% |
$31.1K - $38.6K
|
1.47K
$226K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
204+ 2.74% |
$31K - $38.4K
|
7.64K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
203+ 5.32% |
$30.8K - $38.2K
|
4.02K
$615K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
202+ 1.69% |
$30.6K - $38K
|
12.2K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
202+ 3.17% |
$30.6K - $38K
|
6.57K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
201+ 6.95% |
$30.5K - $37.8K
|
3.09K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
200+ 0.87% |
$30.3K - $37.6K
|
23.1K
$3.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
199+ 0.22% |
$30.2K - $37.4K
|
91.2K
$14M
|
|
|
Jan 31, 2024
Q4 2022
|
Check Capital Management Inc
|
BUY
|
- |
197+ 13.13% |
$29.9K - $37K
|
1.7K
$260K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
195+ 8.28% |
$29.6K - $36.7K
|
2.55K
$390K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
195+ 1.65% |
$29.6K - $36.7K
|
12K
$1.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
195+ 2.65% |
$29.6K - $36.7K
|
7.57K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
194+ 0.52% |
$29.4K - $36.5K
|
37.2K
$5.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
190+ 2.5% |
$28.8K - $35.7K
|
7.8K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
188+ 2.87% |
$28.5K - $35.4K
|
6.73K
$1.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
187+ 0.17% |
$28.4K - $35.2K
|
113K
$17.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
185+ 2.67% |
$28.1K - $34.8K
|
7.11K
$1.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
185+ 7.03% |
$28.1K - $34.8K
|
2.82K
$431K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
184+ 10.79% |
$27.9K - $34.6K
|
1.89K
$289K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
182+ 5.2% |
$27.6K - $34.2K
|
3.69K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
180+ 1.18% |
$27.3K - $33.8K
|
15.5K
$2.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
178+ 11.9% |
$27K - $33.5K
|
1.67K
$256K
|
|
|
Feb 06, 2023
Q4 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
178+ 247.22% |
$27K - $33.5K
|
250
$38.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
176+ 5.37% |
$26.7K - $33.1K
|
3.45K
$529K
|
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
176+ 0.22% |
$26.7K - $33.1K
|
81.2K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
176+ 15.32% |
$26.7K - $33.1K
|
1.33K
$203K
|