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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-116- 1.69% |
$17.6K - $21.8K
|
6.75K
$1.01M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-116- 6.29% |
$17.6K - $21.8K
|
1.73K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-117- 0.44% |
$17.8K - $22K
|
26.3K
$3.93M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-117- 5.64% |
$17.8K - $22K
|
1.96K
$293K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-118- 0.13% |
$17.9K - $22.2K
|
92.4K
$13.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-119- 1.87% |
$18.1K - $22.4K
|
6.25K
$934K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-119- 1.4% |
$18.1K - $22.4K
|
8.38K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-120- 8.28% |
$18.2K - $22.6K
|
1.33K
$199K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-120- 2.65% |
$18.2K - $22.6K
|
4.41K
$660K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-122- 6.05% |
$18.5K - $22.9K
|
1.89K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-122- 7.27% |
$18.5K - $22.9K
|
1.56K
$233K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-122- 4.2% |
$18.5K - $22.9K
|
2.79K
$417K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-123- 4.07% |
$18.7K - $23.1K
|
2.9K
$434K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-123- 0.68% |
$18.7K - $23.1K
|
18K
$2.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-124- 2.75% |
$18.8K - $23.3K
|
4.38K
$655K
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-125- 0.54% |
$19K - $23.5K
|
23.1K
$3.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-125- 0.09% |
$19K - $23.5K
|
135K
$20.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Notis Mc Conarty Edward
|
SELL
|
- |
-125- 0.93% |
$19K - $23.5K
|
13.3K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-125- 4.92% |
$19K - $23.5K
|
2.42K
$361K
|
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
SELL
|
- |
-125- 0.48% |
$19K - $23.5K
|
25.6K
$3.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-125- 0.67% |
$19K - $23.5K
|
18.4K
$2.75M
|
|
|
May 19, 2025
Q4 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-125Closed |
$19K - $23.5K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-126- 19.57% |
$19.1K - $23.7K
|
518
$77.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-127- 3.68% |
$19.3K - $23.9K
|
3.32K
$497K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-128- 0.26% |
$19.4K - $24.1K
|
49.5K
$7.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-128- 3.08% |
$19.4K - $24.1K
|
4.03K
$602K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-129- 4.87% |
$19.6K - $24.3K
|
2.52K
$377K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-130- 1.21% |
$19.7K - $24.4K
|
10.6K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-130- 2.65% |
$19.7K - $24.4K
|
4.78K
$714K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-130- 0.7% |
$19.7K - $24.4K
|
18.5K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-131- 0.58% |
$19.9K - $24.6K
|
22.4K
$3.35M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-133- 3.82% |
$20.2K - $25K
|
3.35K
$501K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-133- 0.96% |
$20.2K - $25K
|
13.8K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-133- 0.63% |
$20.2K - $25K
|
21.1K
$3.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-135- 0.85% |
$20.5K - $25.4K
|
15.8K
$2.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-138- 1.3% |
$20.9K - $26K
|
10.5K
$1.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-139- 4.08% |
$21.1K - $26.1K
|
3.27K
$489K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-140- 1.8% |
$21.2K - $26.3K
|
7.64K
$1.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
SELL
|
- |
-140- 4.32% |
$21.2K - $26.3K
|
3.1K
$464K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-141- 3.88% |
$21.4K - $26.5K
|
3.49K
$523K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-141- 2.51% |
$21.4K - $26.5K
|
5.48K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-142- 8.61% |
$21.5K - $26.7K
|
1.51K
$225K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-142- 2.13% |
$21.5K - $26.7K
|
6.51K
$974K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-143- 0.85% |
$21.7K - $26.9K
|
16.7K
$2.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-145- 1.38% |
$22K - $27.3K
|
10.4K
$1.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-145- 0.31% |
$22K - $27.3K
|
47.4K
$7.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-145- 3.8% |
$22K - $27.3K
|
3.67K
$549K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-146- 0.11% |
$22.2K - $27.5K
|
133K
$20M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-146- 9.3% |
$22.2K - $27.5K
|
1.42K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-146- 0.8% |
$22.2K - $27.5K
|
18K
$2.69M
|