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 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
59+ 0.54% |
$8.95K - $11.1K
|
11K
$1.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
59+ 1.28% |
$8.95K - $11.1K
|
4.66K
$726K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
59+ 3.1% |
$8.95K - $11.1K
|
1.96K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
59+ 0.04% |
$8.95K - $11.1K
|
140K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
58+ 2.03% |
$8.8K - $10.9K
|
2.92K
$454K
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
57+ 3.29% |
$8.65K - $10.7K
|
1.79K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
57+ 0.45% |
$8.65K - $10.7K
|
12.9K
$2M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
56+ 1.84% |
$8.5K - $10.5K
|
3.09K
$481K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
55+ 13.96% |
$8.35K - $10.3K
|
449
$69.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
55+ 0.72% |
$8.35K - $10.3K
|
7.68K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
55+ 0.67% |
$8.35K - $10.3K
|
8.31K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
55New |
$8.35K - $10.3K
|
55
$8.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
55+ 0.35% |
$8.35K - $10.3K
|
15.6K
$2.43M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
55+ 0.08% |
$8.35K - $10.3K
|
70.8K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
54+ 0.73% |
$8.19K - $10.2K
|
7.43K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
54+ 1.43% |
$8.19K - $10.2K
|
3.83K
$597K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
53+ 0.07% |
$8.04K - $9.97K
|
73K
$11.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
53+ 1.58% |
$8.04K - $9.97K
|
3.41K
$531K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
53+ 1.23% |
$8.04K - $9.97K
|
4.35K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
53+ 0.43% |
$8.04K - $9.97K
|
12.3K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
52+ 0.67% |
$7.89K - $9.78K
|
7.86K
$1.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
BUY
|
- |
51+ 0.53% |
$7.74K - $9.59K
|
9.69K
$1.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
51+ 0.52% |
$7.74K - $9.59K
|
9.84K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
51New |
$7.74K - $9.59K
|
51
$7.94K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
50+ 0.14% |
$7.59K - $9.4K
|
35.6K
$5.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
50+ 0.18% |
$7.59K - $9.4K
|
28.5K
$4.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
50+ 1.96% |
$7.59K - $9.4K
|
2.6K
$404K
|
|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
50+ 0.47% |
$7.59K - $9.4K
|
10.6K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
50+ 0.17% |
$7.59K - $9.4K
|
30.1K
$4.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
50+ 0.53% |
$7.59K - $9.4K
|
9.51K
$1.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
49+ 0.84% |
$7.43K - $9.21K
|
5.87K
$914K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
49+ 1.81% |
$7.43K - $9.21K
|
2.75K
$428K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
49+ 0.2% |
$7.43K - $9.21K
|
24.7K
$3.84M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
49+ 16.12% |
$7.43K - $9.21K
|
353
$54.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
48+ 0.59% |
$7.28K - $9.03K
|
8.17K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
48+ 5.69% |
$7.28K - $9.03K
|
891
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
48+ 0.44% |
$7.28K - $9.03K
|
11.1K
$1.72M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
48+ 1.84% |
$7.28K - $9.03K
|
2.66K
$414K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
47+ 1.43% |
$7.13K - $8.84K
|
3.33K
$518K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
46+ 0.92% |
$6.98K - $8.65K
|
5.04K
$785K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
46+ 2.81% |
$6.98K - $8.65K
|
1.68K
$262K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
44+ 0.3% |
$6.68K - $8.27K
|
14.7K
$2.28M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
44+ 1.22% |
$6.68K - $8.27K
|
3.65K
$568K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
44+ 8.53% |
$6.68K - $8.27K
|
560
$87.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
43+ 0.88% |
$6.52K - $8.09K
|
4.94K
$768K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
43+ 0.81% |
$6.52K - $8.09K
|
5.32K
$828K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
43+ 5.13% |
$6.52K - $8.09K
|
881
$137K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
BUY
|
- |
42+ 0.58% |
$6.37K - $7.9K
|
7.28K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
42+ 4.03% |
$6.37K - $7.9K
|
1.09K
$169K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
42+ 0.35% |
$6.37K - $7.9K
|
12.1K
$1.89M
|