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
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-354- 9.04% |
$53.7K - $66.6K
|
3.56K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-355- 20.8% |
$53.9K - $66.8K
|
1.35K
$207K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-359- 6.44% |
$54.5K - $67.5K
|
5.22K
$799K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-359- 5.41% |
$54.5K - $67.5K
|
6.27K
$961K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-359- 1.85% |
$54.5K - $67.5K
|
19.1K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-362- 12.29% |
$54.9K - $68.1K
|
2.58K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-364- 0.25% |
$55.2K - $68.5K
|
144K
$22M
|
|
|
Feb 10, 2023
Q4 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-365- 5.24% |
$55.4K - $68.6K
|
6.61K
$1.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-367- 1.03% |
$55.7K - $69K
|
35.1K
$5.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-372- 0.42% |
$56.4K - $70K
|
89.1K
$13.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-372- 7.79% |
$56.4K - $70K
|
4.41K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-372- 2.13% |
$56.4K - $70K
|
17.1K
$2.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-377- 13.59% |
$57.2K - $70.9K
|
2.4K
$367K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-378- 0.21% |
$57.4K - $71.1K
|
182K
$27.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-379- 2.16% |
$57.5K - $71.3K
|
17.2K
$2.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-382- 8.52% |
$58K - $71.8K
|
4.1K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-382- 5.59% |
$58K - $71.8K
|
6.45K
$988K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-383- 7.9% |
$58.1K - $72K
|
4.46K
$684K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-385- 9.04% |
$58.4K - $72.4K
|
3.88K
$594K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-386- 22.65% |
$58.6K - $72.6K
|
1.32K
$202K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-387- 1.44% |
$58.7K - $72.8K
|
26.5K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-387- 6.02% |
$58.7K - $72.8K
|
6.04K
$925K
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-389- 10.74% |
$59K - $73.2K
|
3.23K
$495K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-390- 0.78% |
$59.2K - $73.3K
|
49.4K
$7.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-394- 0.39% |
$59.8K - $74.1K
|
101K
$15.5M
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-394- 1.31% |
$59.8K - $74.1K
|
29.7K
$4.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-395- 3.59% |
$59.9K - $74.3K
|
10.6K
$1.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-399- 0.86% |
$60.5K - $75K
|
46K
$7.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-399- 2.2% |
$60.5K - $75K
|
17.7K
$2.72M
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-400- 4.74% |
$60.7K - $75.2K
|
8.05K
$1.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-400- 20.88% |
$60.7K - $75.2K
|
1.52K
$232K
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-400- 6.0% |
$60.7K - $75.2K
|
6.27K
$960K
|
|
|
Jan 24, 2023
Q4 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-400- 13.94% |
$60.7K - $75.2K
|
2.47K
$378K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-400- 2.73% |
$60.7K - $75.2K
|
14.3K
$2.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-400- 1.63% |
$60.7K - $75.2K
|
24.2K
$3.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 3.96% |
$60.7K - $75.2K
|
9.7K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-400- 1.98% |
$60.7K - $75.2K
|
19.8K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-400- 4.23% |
$60.7K - $75.2K
|
9.05K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-401- 12.58% |
$60.8K - $75.4K
|
2.79K
$427K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-403- 19.55% |
$61.1K - $75.8K
|
1.66K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-408- 4.06% |
$61.9K - $76.7K
|
9.63K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-410- 25.95% |
$62.2K - $77.1K
|
1.17K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-410- 4.53% |
$62.2K - $77.1K
|
8.65K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-411- 38.81% |
$62.4K - $77.3K
|
648
$99.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-412- 0.38% |
$62.5K - $77.5K
|
109K
$16.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-414- 0.8% |
$62.8K - $77.9K
|
51.4K
$7.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-415- 13.31% |
$63K - $78K
|
2.7K
$414K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-425- 7.0% |
$64.5K - $79.9K
|
5.65K
$865K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-425- 4.21% |
$64.5K - $79.9K
|
9.67K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-426- 15.74% |
$64.6K - $80.1K
|
2.28K
$349K
|