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 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-43- 1.02% |
$6.52K - $8.09K
|
4.16K
$637K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-43- 25.15% |
$6.52K - $8.09K
|
128
$19.6K
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-43- 2.96% |
$6.52K - $8.09K
|
1.41K
$216K
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-43- 0.57% |
$6.52K - $8.09K
|
7.5K
$1.15M
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-44- 1.52% |
$6.68K - $8.27K
|
2.85K
$436K
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-45- 0.66% |
$6.83K - $8.46K
|
6.82K
$1.04M
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-45- 0.91% |
$6.83K - $8.46K
|
4.92K
$753K
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-47- 1.14% |
$7.13K - $8.84K
|
4.08K
$624K
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-47- 2.32% |
$7.13K - $8.84K
|
1.98K
$302K
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-47- 1.51% |
$7.13K - $8.84K
|
3.06K
$469K
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-48- 0.4% |
$7.28K - $9.03K
|
11.9K
$1.81M
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-48- 1.34% |
$7.28K - $9.03K
|
3.52K
$540K
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-48- 1.27% |
$7.28K - $9.03K
|
3.72K
$569K
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-48- 0.86% |
$7.28K - $9.03K
|
5.51K
$843K
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-49- 0.37% |
$7.43K - $9.21K
|
13.1K
$2.01M
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-49- 0.24% |
$7.43K - $9.21K
|
20.6K
$3.16M
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-50- 1.18% |
$7.59K - $9.4K
|
4.17K
$639K
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 2.2% |
$7.59K - $9.4K
|
2.22K
$340K
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-50- 0.19% |
$7.59K - $9.4K
|
26.7K
$4.09M
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-50- 2.7% |
$7.59K - $9.4K
|
1.81K
$276K
|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-50- 1.36% |
$7.59K - $9.4K
|
3.62K
$554K
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-50- 0.38% |
$7.59K - $9.4K
|
13.1K
$2.01M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-50- 2.64% |
$7.59K - $9.4K
|
1.84K
$282K
|
|
Feb 14, 2023
Q4 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 0.23% |
$7.59K - $9.4K
|
22K
$3.36M
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-51- 2.03% |
$7.74K - $9.59K
|
2.46K
$377K
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-51- 1.2% |
$7.74K - $9.59K
|
4.22K
$645K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-52- 57.78% |
$7.89K - $9.78K
|
38
$5.82K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-52- 5.78% |
$7.89K - $9.78K
|
847
$130K
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-52- 0.05% |
$7.89K - $9.78K
|
112K
$17.1M
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-52- 1.14% |
$7.89K - $9.78K
|
4.52K
$692K
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-53- 0.48% |
$8.04K - $9.97K
|
10.9K
$1.67M
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-53- 1.68% |
$8.04K - $9.97K
|
3.11K
$476K
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-53- 2.93% |
$8.04K - $9.97K
|
1.76K
$269K
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-54- 2.82% |
$8.19K - $10.2K
|
1.86K
$285K
|
|
Feb 09, 2023
Q4 2022
|
Puzo Michael J
|
SELL
|
- |
-55- 0.12% |
$8.35K - $10.3K
|
45.1K
$6.91M
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-56- 3.52% |
$8.5K - $10.5K
|
1.54K
$235K
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-56- 3.42% |
$8.5K - $10.5K
|
1.58K
$242K
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-59- 1.99% |
$8.95K - $11.1K
|
2.91K
$445K
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-60- 5.56% |
$9.1K - $11.3K
|
1.02K
$156K
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-60- 0.57% |
$9.1K - $11.3K
|
10.5K
$1.61M
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-61- 3.89% |
$9.26K - $11.5K
|
1.51K
$231K
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-62- 0.08% |
$9.41K - $11.7K
|
81.5K
$12.5M
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-62- 1.51% |
$9.41K - $11.7K
|
4.03K
$618K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-62- 0.54% |
$9.41K - $11.7K
|
11.5K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-62- 1.1% |
$9.41K - $11.7K
|
5.59K
$857K
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.51% |
$9.41K - $11.7K
|
12.1K
$1.86M
|
|
Feb 14, 2023
Q4 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-63- 0.67% |
$9.56K - $11.8K
|
9.38K
$1.44M
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-63- 1.9% |
$9.56K - $11.8K
|
3.25K
$498K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-64- 8.59% |
$9.71K - $12K
|
681
$104K
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-65- 0.31% |
$9.86K - $12.2K
|
20.9K
$3.2M
|