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 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
24+ 0.09% |
$3.64K - $4.51K
|
28K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.84% |
$3.49K - $4.33K
|
2.77K
$423K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
22+ 19.13% |
$3.34K - $4.14K
|
137
$21K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
22+ 0.25% |
$3.34K - $4.14K
|
8.81K
$1.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
BUY
|
- |
22+ 0.1% |
$3.34K - $4.14K
|
22.6K
$3.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
22+ 0.36% |
$3.34K - $4.14K
|
6.1K
$933K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
22+ 0.7% |
$3.34K - $4.14K
|
3.16K
$484K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
22+ 1.27% |
$3.34K - $4.14K
|
1.76K
$269K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21+ 3.44% |
$3.19K - $3.95K
|
631
$96.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
21+ 0.1% |
$3.19K - $3.95K
|
20.2K
$3.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
21+ 15.91% |
$3.19K - $3.95K
|
153
$23.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
21+ 2.67% |
$3.19K - $3.95K
|
807
$124K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 1.23% |
$3.03K - $3.76K
|
1.64K
$252K
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
20+ 0.3% |
$3.03K - $3.76K
|
6.77K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
20+ 0.66% |
$3.03K - $3.76K
|
3.06K
$468K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
20+ 0.68% |
$3.03K - $3.76K
|
2.95K
$451K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20+ 0.45% |
$3.03K - $3.76K
|
4.45K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
20+ 0.42% |
$3.03K - $3.76K
|
4.74K
$726K
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
19+ 0.99% |
$2.88K - $3.57K
|
1.93K
$296K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
18+ 0.06% |
$2.73K - $3.38K
|
28.6K
$4.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
18+ 0.57% |
$2.73K - $3.38K
|
3.16K
$484K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
16+ 0.03% |
$2.43K - $3.01K
|
51.4K
$7.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.1% |
$2.43K - $3.01K
|
15.9K
$2.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
BUY
|
- |
16+ 0.32% |
$2.43K - $3.01K
|
4.97K
$761K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
16+ 0.43% |
$2.43K - $3.01K
|
3.76K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
16+ 0.32% |
$2.43K - $3.01K
|
4.95K
$758K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 0.15% |
$2.28K - $2.82K
|
10.1K
$1.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
15+ 0.85% |
$2.28K - $2.82K
|
1.78K
$273K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
15+ 0.04% |
$2.28K - $2.82K
|
42.1K
$6.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
15+ 0.21% |
$2.28K - $2.82K
|
7.04K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15+ 0.03% |
$2.28K - $2.82K
|
49.2K
$7.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
15+ 0.09% |
$2.28K - $2.82K
|
17K
$2.61M
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
14+ 5.86% |
$2.12K - $2.63K
|
253
$38.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Fortune 45 LLC
|
BUY
|
- |
14+ 0.37% |
$2.12K - $2.63K
|
3.81K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
13+ 0.14% |
$1.97K - $2.44K
|
9.2K
$1.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
13+ 0.79% |
$1.97K - $2.44K
|
1.66K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
13+ 0.36% |
$1.97K - $2.44K
|
3.66K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13+ 14.94% |
$1.97K - $2.44K
|
100
$15.3K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13+ 0.63% |
$1.97K - $2.44K
|
2.09K
$320K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
12+ 0.07% |
$1.82K - $2.26K
|
18.2K
$2.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
12+ 0.45% |
$1.82K - $2.26K
|
2.67K
$409K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
12+ 0.41% |
$1.82K - $2.26K
|
2.96K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
12+ 0.59% |
$1.82K - $2.26K
|
2.04K
$312K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
11+ 0.03% |
$1.67K - $2.07K
|
35.7K
$5.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
11+ 0.47% |
$1.67K - $2.07K
|
2.33K
$356K
|
|
|
Feb 13, 2023
Q4 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
11+ 0.23% |
$1.67K - $2.07K
|
4.81K
$737K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11+ 0.5% |
$1.67K - $2.07K
|
2.22K
$340K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10+ 0.42% |
$1.52K - $1.88K
|
2.41K
$369K
|
|
|
Jan 19, 2023
Q4 2022
|
Garland Capital Management Inc
|
BUY
|
- |
10+ 0.03% |
$1.52K - $1.88K
|
34.6K
$5.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
10+ 0.45% |
$1.52K - $1.88K
|
2.25K
$344K
|