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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-427- 21.21% |
$64.8K - $80.3K
|
1.59K
$243K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-427- 1.19% |
$64.8K - $80.3K
|
35.5K
$5.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-430- 38.63% |
$65.2K - $80.9K
|
683
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-431- 16.95% |
$65.4K - $81K
|
2.11K
$323K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-432- 3.0% |
$65.5K - $81.2K
|
14K
$2.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-435- 14.51% |
$66K - $81.8K
|
2.56K
$392K
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-435- 0.74% |
$66K - $81.8K
|
58.4K
$8.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-437- 1.82% |
$66.3K - $82.2K
|
23.5K
$3.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-438- 0.61% |
$66.5K - $82.4K
|
71.2K
$10.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-441- 12.27% |
$66.9K - $82.9K
|
3.15K
$483K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-442- 1.07% |
$67.1K - $83.1K
|
41K
$6.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-442- 77.27% |
$67.1K - $83.1K
|
130
$19.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-443- 2.44% |
$67.2K - $83.3K
|
17.7K
$2.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-447- 7.52% |
$67.8K - $84.1K
|
5.5K
$842K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-448- 7.02% |
$68K - $84.2K
|
5.93K
$908K
|
|
|
Jan 17, 2023
Q4 2022
|
Fruth Investment Management
|
SELL
|
- |
-450- 0.96% |
$68.3K - $84.6K
|
46.5K
$7.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-450- 2.1% |
$68.3K - $84.6K
|
20.9K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-452- 7.85% |
$68.6K - $85K
|
5.31K
$813K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-453- 4.78% |
$68.7K - $85.2K
|
9.03K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-454- 8.86% |
$68.9K - $85.4K
|
4.67K
$715K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-456- 2.94% |
$69.2K - $85.8K
|
15.1K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-457- 5.92% |
$69.3K - $85.9K
|
7.27K
$1.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-458- 11.09% |
$69.5K - $86.1K
|
3.67K
$562K
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-459- 6.02% |
$69.6K - $86.3K
|
7.17K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-459- 1.78% |
$69.6K - $86.3K
|
25.4K
$3.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-461- 4.24% |
$69.9K - $86.7K
|
10.4K
$1.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-461- 0.5% |
$69.9K - $86.7K
|
91.3K
$14M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-463- 0.97% |
$70.3K - $87.1K
|
47.2K
$7.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-465- 14.71% |
$70.6K - $87.4K
|
2.7K
$413K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-466- 9.82% |
$70.7K - $87.6K
|
4.28K
$655K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-469- 4.96% |
$71.2K - $88.2K
|
8.99K
$1.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-472- 44.4% |
$71.6K - $88.8K
|
591
$90.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-475- 2.6% |
$72.1K - $89.3K
|
17.8K
$2.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-477- 11.7% |
$72.4K - $89.7K
|
3.6K
$551K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-477- 85.33% |
$72.4K - $89.7K
|
82
$12.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-478- 8.94% |
$72.5K - $89.9K
|
4.87K
$746K
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-480- 3.76% |
$72.8K - $90.3K
|
12.3K
$1.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-481- 1.73% |
$73K - $90.5K
|
27.2K
$4.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-488- 2.01% |
$74K - $91.8K
|
23.8K
$3.65M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-489- 1.73% |
$74.2K - $92K
|
27.8K
$4.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-491- 2.87% |
$74.5K - $92.3K
|
16.6K
$2.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-495- 10.88% |
$75.1K - $93.1K
|
4.06K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-499- 1.27% |
$75.7K - $93.8K
|
38.8K
$5.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-500- 12.06% |
$75.9K - $94K
|
3.65K
$559K
|
|
|
Feb 10, 2023
Q4 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-500- 0.95% |
$75.9K - $94K
|
52.4K
$8.02M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-504- 8.29% |
$76.5K - $94.8K
|
5.58K
$854K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-505- 1.23% |
$76.6K - $95K
|
40.4K
$6.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-505- 1.33% |
$76.6K - $95K
|
37.4K
$5.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-507- 0.93% |
$76.9K - $95.3K
|
53.9K
$8.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-507- 19.13% |
$76.9K - $95.3K
|
2.14K
$328K
|