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 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.38% |
$455 - $564
|
789
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3+ 3.9% |
$455 - $564
|
80
$12.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
2+ 0.16% |
$303 - $376
|
1.27K
$194K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$303 - $376
|
4.24K
$649K
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2+ 0.11% |
$303 - $376
|
1.79K
$275K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
2+ 0.13% |
$303 - $376
|
1.58K
$242K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.04% |
$303 - $376
|
4.81K
$736K
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
2+ 0.12% |
$303 - $376
|
1.67K
$256K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$303 - $376
|
2
$306
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.47% |
$303 - $376
|
425
$65.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2+ 0.12% |
$303 - $376
|
1.72K
$263K
|
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
BUY
|
- |
2+ 0.09% |
$303 - $376
|
2.25K
$345K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.18% |
$303 - $376
|
1.09K
$167K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2+ 0.54% |
$303 - $376
|
373
$57.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$152 - $188
|
937
$143K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1+ 0.74% |
$152 - $188
|
137
$21K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$152 - $188
|
3.09K
$473K
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
1+ 0.06% |
$152 - $188
|
1.66K
$254K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$152 - $188
|
1.59K
$243K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.06% |
$152 - $188
|
1.58K
$242K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1+ 0.04% |
$152 - $188
|
2.61K
$399K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$152 - $188
|
2.99K
$457K
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$152 - $188
|
5.18K
$794K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1+ 0.06% |
$152 - $188
|
1.54K
$236K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.61% |
$152 - $188
|
63
$9.65K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.06% |
$152 - $188
|
1.6K
$245K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$152 - $188
|
2.73K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
1+ 0.01% |
$152 - $188
|
16.7K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.01% |
$152 - $188
|
12.8K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1+ 0.03% |
$152 - $188
|
3.64K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.05% |
$152 - $188
|
2.01K
$307K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
1+ 0.09% |
$152 - $188
|
1.13K
$173K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.05% |
$152 - $188
|
2.2K
$336K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.05% |
$152 - $188
|
1.88K
$288K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1- 0.03% |
$152 - $188
|
3.87K
$593K
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-1- 0.01% |
$152 - $188
|
16.6K
$2.54M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 0.1% |
$152 - $188
|
987
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.06% |
$303 - $376
|
3.59K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2- 0.1% |
$303 - $376
|
1.98K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-3- 27.27% |
$455 - $564
|
8
$1.23K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-4- 0.01% |
$607 - $752
|
39K
$5.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-4- 0.14% |
$607 - $752
|
2.9K
$444K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-5- 0.78% |
$759 - $940
|
634
$97.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-5- 0.58% |
$759 - $940
|
855
$131K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5- 0.14% |
$759 - $940
|
3.55K
$544K
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-5- 0.08% |
$759 - $940
|
6.4K
$980K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5- 0.02% |
$759 - $940
|
31.9K
$4.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-5- 0.05% |
$759 - $940
|
10.7K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 0.22% |
$759 - $940
|
2.26K
$346K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6- 0.33% |
$910 - $1.13K
|
1.83K
$280K
|