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 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
174New |
$26.4K - $32.7K
|
174
$26.6K
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
170+ 1.95% |
$25.8K - $32K
|
8.9K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
170+ 5.35% |
$25.8K - $32K
|
3.35K
$512K
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
166+ 0.21% |
$25.2K - $31.2K
|
78.9K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
165+ 1.69% |
$25K - $31K
|
9.94K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
163+ 2.38% |
$24.7K - $30.7K
|
7.01K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
162+ 1.5% |
$24.6K - $30.5K
|
11K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
162+ 5.2% |
$24.6K - $30.5K
|
3.28K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
162+ 0.46% |
$24.6K - $30.5K
|
35.6K
$5.46M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
162+ 3.1% |
$24.6K - $30.5K
|
5.39K
$826K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
160+ 0.45% |
$24.3K - $30.1K
|
35.8K
$5.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
158+ 0.14% |
$24K - $29.7K
|
113K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
158+ 10.72% |
$24K - $29.7K
|
1.63K
$250K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
157+ 3.54% |
$23.8K - $29.5K
|
4.59K
$704K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
157+ 0.37% |
$23.8K - $29.5K
|
42.6K
$6.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
157+ 0.18% |
$23.8K - $29.5K
|
89.5K
$13.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
155+ 0.76% |
$23.5K - $29.1K
|
20.7K
$3.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
153+ 7.71% |
$23.2K - $28.8K
|
2.14K
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
153+ 8.64% |
$23.2K - $28.8K
|
1.92K
$295K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
151+ 4.64% |
$22.9K - $28.4K
|
3.4K
$521K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
151+ 4.23% |
$22.9K - $28.4K
|
3.72K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
150+ 0.56% |
$22.8K - $28.2K
|
26.8K
$4.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
149+ 0.42% |
$22.6K - $28K
|
35.7K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
149+ 0.39% |
$22.6K - $28K
|
38.6K
$5.92M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
146+ 2.06% |
$22.2K - $27.5K
|
7.24K
$1.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
145+ 1.46% |
$22K - $27.3K
|
10.1K
$1.55M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
145New |
$22K - $27.3K
|
145
$22.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
144+ 3.23% |
$21.8K - $27.1K
|
4.6K
$705K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
143+ 1.83% |
$21.7K - $26.9K
|
7.94K
$1.22M
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
142+ 6.09% |
$21.5K - $26.7K
|
2.47K
$379K
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
142+ 2.94% |
$21.5K - $26.7K
|
4.97K
$760K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
141+ 0.86% |
$21.4K - $26.5K
|
16.6K
$2.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
141+ 8.22% |
$21.4K - $26.5K
|
1.86K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
141+ 3.69% |
$21.4K - $26.5K
|
3.96K
$606K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
140+ 1.14% |
$21.2K - $26.3K
|
12.5K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
139+ 1.96% |
$21.1K - $26.1K
|
7.22K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
136+ 7.53% |
$20.6K - $25.6K
|
1.94K
$297K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
136+ 0.28% |
$20.6K - $25.6K
|
48.7K
$7.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
135+ 2.38% |
$20.5K - $25.4K
|
5.81K
$889K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
135+ 5.11% |
$20.5K - $25.4K
|
2.78K
$426K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
134+ 0.28% |
$20.3K - $25.2K
|
47.2K
$7.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
134+ 2.56% |
$20.3K - $25.2K
|
5.37K
$822K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
133+ 7.6% |
$20.2K - $25K
|
1.88K
$289K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
132+ 0.27% |
$20K - $24.8K
|
49.3K
$7.56M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
132+ 4.0% |
$20K - $24.8K
|
3.43K
$526K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
131+ 0.92% |
$19.9K - $24.6K
|
14.3K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
131+ 7.75% |
$19.9K - $24.6K
|
1.82K
$279K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
129+ 0.23% |
$19.6K - $24.3K
|
55.9K
$8.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
129+ 2.21% |
$19.6K - $24.3K
|
5.98K
$915K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
129+ 1.51% |
$19.6K - $24.3K
|
8.67K
$1.33M
|