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 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
13.2KNew |
$2.01M - $2.49M
|
13.2K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13.2KNew |
$2M - $2.48M
|
13.2K
$1.93M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.1K+ 8.09% |
$1.99M - $2.47M
|
176K
$25.8M
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
12.9K+ 1.55% |
$1.96M - $2.43M
|
846K
$124M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
12.9K+ 26.79% |
$1.96M - $2.42M
|
61K
$8.95M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.9K+ 4.24% |
$1.95M - $2.42M
|
316K
$46.4M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.7K+ 42.3% |
$1.92M - $2.38M
|
42.7K
$6.26M
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
12.7K+ 0.98% |
$1.92M - $2.38M
|
1.3M
$191M
|
|
Feb 14, 2023
Q4 2022
|
Richelieu Gestion PLC
|
BUY
|
- |
12.6KNew |
$1.92M - $2.37M
|
12.6K
$1.85M
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.6K+ 22.72% |
$1.92M - $2.37M
|
68.2K
$10M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
12.6KNew |
$1.91M - $2.37M
|
12.6K
$1.85M
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.5K+ 40.38% |
$1.9M - $2.35M
|
43.5K
$6.38M
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
12.4KNew |
$1.88M - $2.33M
|
12.4K
$1.82M
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
12.3KNew |
$1.86M - $2.31M
|
12.3K
$1.8M
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
12.3K+ 36.22% |
$1.86M - $2.3M
|
46.1K
$6.76M
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
12.2K+ 12.83% |
$1.85M - $2.29M
|
107K
$15.7M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
12.1K+ 19.21% |
$1.83M - $2.27M
|
75K
$11M
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
12.1K+ 25.44% |
$1.83M - $2.27M
|
59.6K
$8.74M
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.8KNew |
$1.8M - $2.23M
|
11.8K
$1.74M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 4.78% |
$1.79M - $2.22M
|
259K
$38M
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.7K+ 1.87% |
$1.77M - $2.19M
|
636K
$93.3M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.6K+ 42.66% |
$1.75M - $2.17M
|
38.6K
$5.67M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.5KNew |
$1.74M - $2.15M
|
11.5K
$1.68M
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11.4KNew |
$1.73M - $2.15M
|
11.4K
$1.67M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.2K+ 4.91% |
$1.69M - $2.1M
|
238K
$35M
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
11K+ 12.89% |
$1.67M - $2.07M
|
96.4K
$14.1M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10.9K+ 48.38% |
$1.65M - $2.05M
|
33.4K
$4.91M
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.9KNew |
$1.65M - $2.05M
|
10.9K
$1.6M
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.8K+ 5.95% |
$1.64M - $2.03M
|
192K
$28.2M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.7K+ 11.08% |
$1.63M - $2.02M
|
108K
$15.8M
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$1.62M - $2.01M
|
10.7K
$1.57M
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.7KNew |
$1.62M - $2M
|
10.7K
$1.56M
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
10.7KNew |
$1.62M - $2M
|
10.7K
$1.56M
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
10.6KNew |
$1.61M - $2M
|
10.6K
$1.56M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.6K+ 6.88% |
$1.61M - $2M
|
165K
$24.2M
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
10.5K+ 33.61% |
$1.6M - $1.98M
|
41.9K
$6.15M
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 68.2% |
$1.6M - $1.98M
|
26K
$3.81M
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10.4KNew |
$1.58M - $1.96M
|
10.4K
$1.53M
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
10.4K+ 23.52% |
$1.58M - $1.95M
|
54.6K
$8M
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.4K+ 48.52% |
$1.57M - $1.95M
|
31.8K
$4.66M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.3K+ 29.02% |
$1.57M - $1.94M
|
45.9K
$6.73M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.2KNew |
$1.55M - $1.92M
|
10.2K
$1.5M
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
10.2KNew |
$1.55M - $1.92M
|
10.2K
$1.5M
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
10.2KNew |
$1.55M - $1.92M
|
10.2K
$1.5M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10.2KNew |
$1.55M - $1.92M
|
10.2K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10.1K+ 4.06% |
$1.54M - $1.91M
|
260K
$38.1M
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
10.1K+ 1.08% |
$1.54M - $1.9M
|
945K
$139M
|
|
Feb 14, 2023
Q4 2022
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
10KNew |
$1.52M - $1.89M
|
10K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
10KNew |
$1.52M - $1.88M
|
10K
$1.47M
|
|
Feb 01, 2023
Q4 2022
|
Canal Insurance CO
|
BUY
|
- |
10K+ 9.15% |
$1.52M - $1.88M
|
119K
$17.5M
|