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 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-184- 1.19% |
$27.9K - $34.6K
|
15.2K
$2.33M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-185- 2.09% |
$28.1K - $34.8K
|
8.68K
$1.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-185- 1.08% |
$28.1K - $34.8K
|
16.9K
$2.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-185- 9.39% |
$28.1K - $34.8K
|
1.79K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-185- 0.26% |
$28.1K - $34.8K
|
70.7K
$10.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-187- 1.26% |
$28.4K - $35.2K
|
14.6K
$2.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-187- 0.92% |
$28.4K - $35.2K
|
20.2K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-189- 9.83% |
$28.7K - $35.5K
|
1.73K
$265K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-190- 5.08% |
$28.8K - $35.7K
|
3.55K
$543K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-192- 0.8% |
$29.1K - $36.1K
|
23.7K
$3.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-193- 0.95% |
$29.3K - $36.3K
|
20.1K
$3.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-194- 6.06% |
$29.4K - $36.5K
|
3.01K
$461K
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-195- 0.85% |
$29.6K - $36.7K
|
22.7K
$3.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
SELL
|
- |
-195- 0.78% |
$29.6K - $36.7K
|
24.7K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-195- 0.81% |
$29.6K - $36.7K
|
23.8K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-195- 3.93% |
$29.6K - $36.7K
|
4.77K
$730K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-196- 0.49% |
$29.7K - $36.9K
|
39.6K
$6.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-196- 1.73% |
$29.7K - $36.9K
|
11.1K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-196- 2.2% |
$29.7K - $36.9K
|
8.71K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-197- 2.62% |
$29.9K - $37K
|
7.33K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-197- 1.34% |
$29.9K - $37K
|
14.5K
$2.22M
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-200- 1.88% |
$30.3K - $37.6K
|
10.4K
$1.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-200- 11.33% |
$30.3K - $37.6K
|
1.57K
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-200- 2.67% |
$30.3K - $37.6K
|
7.28K
$1.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-200- 1.0% |
$30.3K - $37.6K
|
19.9K
$3.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-200- 3.4% |
$30.3K - $37.6K
|
5.69K
$871K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-200- 1.62% |
$30.3K - $37.6K
|
12.1K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-200- 7.7% |
$30.3K - $37.6K
|
2.4K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 6.0% |
$30.3K - $37.6K
|
3.14K
$480K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-200- 4.84% |
$30.3K - $37.6K
|
3.94K
$603K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-201- 1.78% |
$30.5K - $37.8K
|
11.1K
$1.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-203- 1.94% |
$30.8K - $38.2K
|
10.2K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-203- 0.5% |
$30.8K - $38.2K
|
40.2K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-203- 5.56% |
$30.8K - $38.2K
|
3.45K
$528K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-206- 2.81% |
$31.3K - $38.7K
|
7.13K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-208- 0.73% |
$31.6K - $39.1K
|
28.3K
$4.34M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-209- 1.8% |
$31.7K - $39.3K
|
11.4K
$1.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-210- 2.85% |
$31.9K - $39.5K
|
7.16K
$1.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-213- 3.65% |
$32.3K - $40.1K
|
5.63K
$862K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-215- 0.59% |
$32.6K - $40.4K
|
36.3K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-217- 4.64% |
$32.9K - $40.8K
|
4.46K
$683K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-218- 1.02% |
$33.1K - $41K
|
21.1K
$3.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-219- 8.19% |
$33.2K - $41.2K
|
2.46K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-220- 0.59% |
$33.4K - $41.4K
|
37.1K
$5.67M
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-220- 1.79% |
$33.4K - $41.4K
|
12K
$1.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-221- 4.69% |
$33.5K - $41.6K
|
4.49K
$688K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-224- 12.5% |
$34K - $42.1K
|
1.57K
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-225- 13.97% |
$34.1K - $42.3K
|
1.39K
$212K
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-225- 1.11% |
$34.1K - $42.3K
|
20K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-225- 2.16% |
$34.1K - $42.3K
|
10.2K
$1.56M
|