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 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65- 1.68% |
$9.86K - $12.2K
|
3.81K
$584K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-66- 3.79% |
$10K - $12.4K
|
1.67K
$256K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-67- 0.17% |
$10.2K - $12.6K
|
40.5K
$6.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-67- 3.09% |
$10.2K - $12.6K
|
2.1K
$321K
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-67- 3.08% |
$10.2K - $12.6K
|
2.11K
$323K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-67- 3.07% |
$10.2K - $12.6K
|
2.12K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-68- 0.3% |
$10.3K - $12.8K
|
22.7K
$3.47M
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-68- 0.33% |
$10.3K - $12.8K
|
20.7K
$3.18M
|
|
|
Jan 10, 2023
Q4 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-70- 1.14% |
$10.6K - $13.2K
|
6.06K
$928K
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
SELL
|
- |
-70- 0.87% |
$10.6K - $13.2K
|
7.99K
$1.22M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-70- 1.03% |
$10.6K - $13.2K
|
6.72K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-70- 0.41% |
$10.6K - $13.2K
|
17.1K
$2.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-70- 3.29% |
$10.6K - $13.2K
|
2.06K
$315K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-70- 4.05% |
$10.6K - $13.2K
|
1.66K
$254K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-71- 0.55% |
$10.8K - $13.4K
|
12.8K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-71- 2.1% |
$10.8K - $13.4K
|
3.31K
$507K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-72- 1.17% |
$10.9K - $13.5K
|
6.11K
$935K
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-72- 1.59% |
$10.9K - $13.5K
|
4.47K
$684K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-73- 3.46% |
$11.1K - $13.7K
|
2.04K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-73- 0.72% |
$11.1K - $13.7K
|
10.1K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-75- 0.63% |
$11.4K - $14.1K
|
11.9K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-75- 0.07% |
$11.4K - $14.1K
|
103K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-75- 1.36% |
$11.4K - $14.1K
|
5.46K
$835K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-75- 5.51% |
$11.4K - $14.1K
|
1.29K
$197K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-75- 1.21% |
$11.4K - $14.1K
|
6.11K
$936K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-76- 3.68% |
$11.5K - $14.3K
|
1.99K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-77- 0.62% |
$11.7K - $14.5K
|
12.4K
$1.9M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-78- 0.61% |
$11.8K - $14.7K
|
12.6K
$1.93M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-78- 1.15% |
$11.8K - $14.7K
|
6.7K
$1.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-79- 0.46% |
$12K - $14.9K
|
17.2K
$2.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-79- 0.47% |
$12K - $14.9K
|
16.6K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-79- 0.63% |
$12K - $14.9K
|
12.5K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-80- 4.21% |
$12.1K - $15K
|
1.82K
$279K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-80- 0.92% |
$12.1K - $15K
|
8.6K
$1.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-80- 0.68% |
$12.1K - $15K
|
11.7K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-80- 0.88% |
$12.1K - $15K
|
8.98K
$1.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
SELL
|
- |
-81- 0.02% |
$12.3K - $15.2K
|
330K
$50.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-82- 1.38% |
$12.4K - $15.4K
|
5.87K
$898K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-83- 0.41% |
$12.6K - $15.6K
|
19.9K
$3.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-83- 52.53% |
$12.6K - $15.6K
|
75
$11.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-83- 0.41% |
$12.6K - $15.6K
|
20K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-83- 0.43% |
$12.6K - $15.6K
|
19.4K
$2.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-84- 0.11% |
$12.7K - $15.8K
|
74.8K
$11.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-84- 0.39% |
$12.7K - $15.8K
|
21.3K
$3.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-85- 1.65% |
$12.9K - $16K
|
5.06K
$775K
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-85- 0.19% |
$12.9K - $16K
|
43.7K
$6.69M
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-87- 2.6% |
$13.2K - $16.4K
|
3.26K
$499K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-87- 1.45% |
$13.2K - $16.4K
|
5.91K
$906K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-87- 0.49% |
$13.2K - $16.4K
|
17.7K
$2.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Hoertkorn Richard Charles
|
SELL
|
- |
-88- 0.57% |
$13.4K - $16.5K
|
15.4K
$2.36M
|