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
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9+ 0.13% |
$1.37K - $1.69K
|
6.73K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
9+ 0.02% |
$1.37K - $1.69K
|
43.5K
$6.66M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
9+ 0.21% |
$1.37K - $1.69K
|
4.27K
$654K
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9+ 0.35% |
$1.37K - $1.69K
|
2.61K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
9+ 0.2% |
$1.37K - $1.69K
|
4.43K
$678K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
9+ 0.4% |
$1.37K - $1.69K
|
2.28K
$348K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
8+ 0.52% |
$1.21K - $1.5K
|
1.56K
$238K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.17% |
$1.21K - $1.5K
|
4.7K
$720K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.51% |
$1.21K - $1.5K
|
1.57K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
8+ 0.07% |
$1.21K - $1.5K
|
11.4K
$1.75M
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.36% |
$1.21K - $1.5K
|
2.23K
$341K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
7+ 0.38% |
$1.06K - $1.32K
|
1.84K
$281K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7+ 0.32% |
$1.06K - $1.32K
|
2.22K
$340K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
7+ 0.08% |
$1.06K - $1.32K
|
8.91K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
7+ 0.42% |
$1.06K - $1.32K
|
1.69K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7+ 0.5% |
$1.06K - $1.32K
|
1.41K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.28% |
$1.06K - $1.32K
|
2.47K
$378K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
6+ 0.25% |
$910 - $1.13K
|
2.38K
$364K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
6+ 0.41% |
$910 - $1.13K
|
1.45K
$223K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.05% |
$910 - $1.13K
|
11.4K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
6+ 0.33% |
$910 - $1.13K
|
1.83K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.12% |
$910 - $1.13K
|
4.89K
$749K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
5+ 0.21% |
$759 - $940
|
2.41K
$369K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.14% |
$759 - $940
|
3.69K
$566K
|
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$759 - $940
|
5.88K
$901K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
5+ 0.21% |
$759 - $940
|
2.39K
$366K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$759 - $940
|
14.7K
$2.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
5+ 0.22% |
$759 - $940
|
2.25K
$345K
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
5+ 0.32% |
$759 - $940
|
1.56K
$238K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
5+ 0.24% |
$759 - $940
|
2.07K
$317K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.05% |
$607 - $752
|
8.23K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
4+ 0.03% |
$607 - $752
|
12.4K
$1.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4+ 0.28% |
$607 - $752
|
1.45K
$223K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.13% |
$607 - $752
|
3.02K
$462K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.03% |
$607 - $752
|
15K
$2.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$607 - $752
|
3.49K
$534K
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
4+ 0.13% |
$607 - $752
|
3.19K
$489K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
4+ 0.33% |
$607 - $752
|
1.22K
$187K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.09% |
$607 - $752
|
4.56K
$698K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.02% |
$607 - $752
|
20.1K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.13% |
$607 - $752
|
3.12K
$478K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
3+ 0.19% |
$455 - $564
|
1.57K
$240K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$455 - $564
|
9.81K
$1.5M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$455 - $564
|
12.5K
$1.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
3+ 0.2% |
$455 - $564
|
1.52K
$232K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.06% |
$455 - $564
|
4.86K
$744K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.2% |
$455 - $564
|
1.47K
$225K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.03% |
$455 - $564
|
8.83K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
3+ 0.16% |
$455 - $564
|
1.9K
$290K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.18% |
$455 - $564
|
1.68K
$258K
|