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 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-88- 0.37% |
$13.4K - $16.5K
|
23.6K
$3.62M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-90- 1.41% |
$13.7K - $16.9K
|
6.29K
$963K
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-90- 0.24% |
$13.7K - $16.9K
|
37.4K
$5.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-91- 9.96% |
$13.8K - $17.1K
|
823
$126K
|
|
|
Jan 27, 2023
Q4 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-91- 4.29% |
$13.8K - $17.1K
|
2.03K
$311K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-91- 4.39% |
$13.8K - $17.1K
|
1.98K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-91- 2.15% |
$13.8K - $17.1K
|
4.14K
$634K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-92- 7.4% |
$14K - $17.3K
|
1.15K
$176K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-93- 0.52% |
$14.1K - $17.5K
|
17.7K
$2.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-95- 0.16% |
$14.4K - $17.9K
|
58.9K
$9.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
SELL
|
- |
-96- 2.45% |
$14.6K - $18.1K
|
3.82K
$585K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-96- 6.57% |
$14.6K - $18.1K
|
1.37K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-96- 0.91% |
$14.6K - $18.1K
|
10.5K
$1.61M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-97- 0.99% |
$14.7K - $18.2K
|
9.72K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-97- 1.77% |
$14.7K - $18.2K
|
5.38K
$824K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-99- 1.47% |
$15K - $18.6K
|
6.64K
$1.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-100- 3.07% |
$15.2K - $18.8K
|
3.15K
$483K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-100- 2.57% |
$15.2K - $18.8K
|
3.79K
$580K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 1.43% |
$15.2K - $18.8K
|
6.9K
$1.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-100- 1.02% |
$15.2K - $18.8K
|
9.74K
$1.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-100- 0.37% |
$15.2K - $18.8K
|
26.8K
$4.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-100- 2.38% |
$15.2K - $18.8K
|
4.09K
$627K
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-100- 2.47% |
$15.2K - $18.8K
|
3.95K
$605K
|
|
|
Feb 01, 2023
Q4 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-100- 0.09% |
$15.2K - $18.8K
|
115K
$17.6M
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-100- 2.7% |
$15.2K - $18.8K
|
3.61K
$552K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-100- 0.55% |
$15.2K - $18.8K
|
18.2K
$2.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-100- 1.17% |
$15.2K - $18.8K
|
8.43K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-101- 4.53% |
$15.3K - $19K
|
2.13K
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-101- 6.85% |
$15.3K - $19K
|
1.37K
$210K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-102- 0.98% |
$15.5K - $19.2K
|
10.3K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-103- 5.4% |
$15.6K - $19.4K
|
1.81K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-103- 0.5% |
$15.6K - $19.4K
|
20.3K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-103- 0.65% |
$15.6K - $19.4K
|
15.8K
$2.41M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-103- 0.5% |
$15.6K - $19.4K
|
20.3K
$3.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-104- 6.23% |
$15.8K - $19.6K
|
1.57K
$240K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-105- 1.08% |
$15.9K - $19.7K
|
9.64K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-105- 1.27% |
$15.9K - $19.7K
|
8.18K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-106- 0.03% |
$16.1K - $19.9K
|
373K
$57.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
SELL
|
- |
-107- 2.96% |
$16.2K - $20.1K
|
3.5K
$536K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-109- 0.73% |
$16.5K - $20.5K
|
14.8K
$2.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-109- 6.19% |
$16.5K - $20.5K
|
1.65K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-110- 0.34% |
$16.7K - $20.7K
|
31.9K
$4.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-111- 3.86% |
$16.8K - $20.9K
|
2.77K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-114- 6.88% |
$17.3K - $21.4K
|
1.54K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-115- 0.56% |
$17.4K - $21.6K
|
20.5K
$3.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-116- 0.09% |
$17.6K - $21.8K
|
122K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-116- 1.69% |
$17.6K - $21.8K
|
6.75K
$1.03M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-116- 6.29% |
$17.6K - $21.8K
|
1.73K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-117- 0.44% |
$17.8K - $22K
|
26.3K
$4.02M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-117- 5.64% |
$17.8K - $22K
|
1.96K
$300K
|