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 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-24- 0.63% |
$3.64K - $4.51K
|
3.81K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-24- 0.89% |
$3.64K - $4.51K
|
2.67K
$409K
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-25- 0.04% |
$3.79K - $4.7K
|
66K
$10.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-25- 0.6% |
$3.79K - $4.7K
|
4.17K
$638K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-25- 0.3% |
$3.79K - $4.7K
|
8.2K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 0.31% |
$3.79K - $4.7K
|
8.17K
$1.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-25- 13.16% |
$3.79K - $4.7K
|
165
$25.3K
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-27- 1.8% |
$4.1K - $5.08K
|
1.47K
$226K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-28- 1.42% |
$4.25K - $5.27K
|
1.95K
$298K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-28- 1.37% |
$4.25K - $5.27K
|
2.02K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-28- 0.19% |
$4.25K - $5.27K
|
14.7K
$2.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-28- 0.21% |
$4.25K - $5.27K
|
13.1K
$2.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-29- 0.9% |
$4.4K - $5.45K
|
3.18K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-29- 1.56% |
$4.4K - $5.45K
|
1.83K
$281K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-30- 1.78% |
$4.55K - $5.64K
|
1.66K
$254K
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-30- 0.98% |
$4.55K - $5.64K
|
3.03K
$464K
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-30- 0.07% |
$4.55K - $5.64K
|
43.2K
$6.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-30- 1.9% |
$4.55K - $5.64K
|
1.55K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-30- 0.27% |
$4.55K - $5.64K
|
11.3K
$1.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-31- 0.68% |
$4.7K - $5.83K
|
4.55K
$697K
|
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-31- 0.36% |
$4.7K - $5.83K
|
8.58K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-31- 0.08% |
$4.7K - $5.83K
|
38.8K
$5.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-32- 0.26% |
$4.86K - $6.02K
|
12.3K
$1.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-32- 0.7% |
$4.86K - $6.02K
|
4.57K
$699K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-33- 3.41% |
$5.01K - $6.21K
|
936
$143K
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.36% |
$5.16K - $6.39K
|
9.29K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-34- 0.21% |
$5.16K - $6.39K
|
16.3K
$2.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-35- 0.66% |
$5.31K - $6.58K
|
5.28K
$808K
|
|
|
Jan 30, 2023
Q4 2022
|
Tevis Investment Management
|
SELL
|
- |
-35- 0.79% |
$5.31K - $6.58K
|
4.37K
$669K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-35- 0.45% |
$5.31K - $6.58K
|
7.68K
$1.18M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 0.41% |
$5.31K - $6.58K
|
8.58K
$1.31M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-37- 0.25% |
$5.61K - $6.96K
|
15K
$2.3M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-37- 18.78% |
$5.61K - $6.96K
|
160
$24.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-38- 0.36% |
$5.77K - $7.15K
|
10.6K
$1.63M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-38- 0.98% |
$5.77K - $7.15K
|
3.85K
$590K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-38- 0.79% |
$5.77K - $7.15K
|
4.78K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-38- 0.31% |
$5.77K - $7.15K
|
12.4K
$1.89M
|
|
|
Jan 12, 2023
Q4 2022
|
Coerente Capital Management
|
SELL
|
- |
-40- 0.18% |
$6.07K - $7.52K
|
21.6K
$3.31M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-40- 4.17% |
$6.07K - $7.52K
|
920
$141K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-40- 4.2% |
$6.07K - $7.52K
|
913
$140K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-40- 2.37% |
$6.07K - $7.52K
|
1.65K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-40- 0.18% |
$6.07K - $7.52K
|
22.7K
$3.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-40- 0.24% |
$6.07K - $7.52K
|
16.7K
$2.55M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-40- 0.59% |
$6.07K - $7.52K
|
6.73K
$1.03M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-40- 1.94% |
$6.07K - $7.52K
|
2.02K
$309K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-41- 0.85% |
$6.22K - $7.71K
|
4.8K
$736K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-41- 0.35% |
$6.22K - $7.71K
|
11.6K
$1.77M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-42- 0.37% |
$6.37K - $7.9K
|
11.4K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-42- 0.27% |
$6.37K - $7.9K
|
15.6K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
SELL
|
- |
-42- 1.39% |
$6.37K - $7.9K
|
2.98K
$456K
|