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 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-6- 0.15% |
$910 - $1.13K
|
4.03K
$617K
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-6- 0.17% |
$910 - $1.13K
|
3.46K
$529K
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-6- 0.12% |
$910 - $1.13K
|
5.2K
$796K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-7- 0.23% |
$1.06K - $1.32K
|
3.08K
$471K
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-7- 0.22% |
$1.06K - $1.32K
|
3.18K
$486K
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 11.67% |
$1.06K - $1.32K
|
53
$8.12K
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7- 0.46% |
$1.06K - $1.32K
|
1.52K
$233K
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-7- 0.33% |
$1.06K - $1.32K
|
2.12K
$325K
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-7- 0.22% |
$1.06K - $1.32K
|
3.15K
$482K
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-8- 0.24% |
$1.21K - $1.5K
|
3.39K
$520K
|
|
Feb 03, 2023
Q4 2022
|
Searle & Co.
|
SELL
|
- |
-8- 0.1% |
$1.21K - $1.5K
|
8.4K
$1.29M
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-8- 0.1% |
$1.21K - $1.5K
|
7.66K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-8- 0.2% |
$1.21K - $1.5K
|
3.99K
$610K
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-9- 0.28% |
$1.37K - $1.69K
|
3.25K
$498K
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
SELL
|
- |
-9- 0.04% |
$1.37K - $1.69K
|
20.8K
$3.19M
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-10- 90.91% |
$1.52K - $1.88K
|
1
$153
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-10- 0.52% |
$1.52K - $1.88K
|
1.92K
$294K
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-10- 0.12% |
$1.52K - $1.88K
|
8.24K
$1.26M
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-10- 0.5% |
$1.52K - $1.88K
|
2K
$306K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-10- 0.5% |
$1.52K - $1.88K
|
1.99K
$305K
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.28% |
$1.67K - $2.07K
|
3.92K
$601K
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-11- 0.24% |
$1.67K - $2.07K
|
4.6K
$704K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12- 0.08% |
$1.82K - $2.26K
|
14.5K
$2.22M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-12- 2.56% |
$1.82K - $2.26K
|
457
$70K
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-13- 0.05% |
$1.97K - $2.44K
|
25.8K
$3.95M
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-13- 0.05% |
$1.97K - $2.44K
|
28.8K
$4.41M
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-13- 0.77% |
$1.97K - $2.44K
|
1.68K
$257K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-14- 0.32% |
$2.12K - $2.63K
|
4.42K
$677K
|
|
Jan 31, 2023
Q4 2022
|
Montgomery Investment Management Inc
|
SELL
|
- |
-15- 0.02% |
$2.28K - $2.82K
|
65.7K
$10.1M
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15- 18.07% |
$2.28K - $2.82K
|
68
$10.4K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 0.15% |
$2.28K - $2.82K
|
9.93K
$1.52M
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-16- 0.42% |
$2.43K - $3.01K
|
3.75K
$575K
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-16- 0.58% |
$2.43K - $3.01K
|
2.76K
$423K
|
|
Jan 24, 2023
Q4 2022
|
Penbrook Management LLC
|
SELL
|
- |
-17- 0.99% |
$2.58K - $3.2K
|
1.7K
$260K
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-17- 0.33% |
$2.58K - $3.2K
|
5.08K
$778K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.06% |
$2.58K - $3.2K
|
28.4K
$4.35M
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-18- 1.29% |
$2.73K - $3.38K
|
1.38K
$212K
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.1% |
$2.73K - $3.38K
|
18.1K
$2.77M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.71% |
$2.73K - $3.38K
|
2.51K
$384K
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-18- 0.17% |
$2.73K - $3.38K
|
10.4K
$1.6M
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-19- 0.16% |
$2.88K - $3.57K
|
11.5K
$1.77M
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-19- 0.07% |
$2.88K - $3.57K
|
28K
$4.29M
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-20- 0.93% |
$3.03K - $3.76K
|
2.12K
$325K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-21- 0.14% |
$3.19K - $3.95K
|
14.9K
$2.28M
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-21- 0.76% |
$3.19K - $3.95K
|
2.73K
$419K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22- 0.71% |
$3.34K - $4.14K
|
3.09K
$473K
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-23- 0.39% |
$3.49K - $4.33K
|
5.83K
$893K
|
|
Feb 14, 2023
Q4 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-23- 0.57% |
$3.49K - $4.33K
|
4.05K
$620K
|
|
Feb 14, 2023
Q4 2022
|
Core Commodity Management, LLC
Stamford, CT |
SELL
|
- |
-23- 0.27% |
$3.49K - $4.33K
|
8.35K
$1.28M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-24- 0.79% |
$3.64K - $4.51K
|
3.03K
$463K
|