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
|
Park Avenue Securities LLC
|
BUY
|
- |
4.29K+ 6.09% |
$651K - $807K
|
74.8K
$11.5M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.25KNew |
$645K - $799K
|
4.25K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 7.67% |
$643K - $798K
|
59.5K
$9.11M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.21KNew |
$639K - $792K
|
4.21K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.2K+ 153.56% |
$638K - $790K
|
6.94K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
4.2K+ 11.41% |
$637K - $790K
|
41K
$6.28M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.16KNew |
$632K - $783K
|
4.16K
$637K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
4.13K+ 35.66% |
$627K - $777K
|
15.7K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.13K+ 3.38% |
$626K - $776K
|
126K
$19.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.1K+ 181.57% |
$622K - $771K
|
6.36K
$973K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.06K+ 91.88% |
$616K - $763K
|
8.48K
$1.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.05K+ 1.7% |
$614K - $761K
|
242K
$37M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.03KNew |
$612K - $758K
|
4.03K
$617K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.02KNew |
$609K - $755K
|
4.02K
$615K
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.01KNew |
$608K - $753K
|
4.01K
$613K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.99K+ 4.9% |
$606K - $751K
|
85.5K
$13.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
3.99K+ 73.49% |
$605K - $750K
|
9.42K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.99KNew |
$605K - $749K
|
3.99K
$610K
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.99K+ 10.51% |
$605K - $749K
|
41.9K
$6.42M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.97K+ 8.13% |
$603K - $747K
|
52.8K
$8.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.96K+ 9.49% |
$601K - $744K
|
45.7K
$7M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.94KNew |
$597K - $740K
|
3.94K
$603K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.92KNew |
$595K - $737K
|
3.92K
$600K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
3.92K+ 55.83% |
$594K - $737K
|
10.9K
$1.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
3.91K+ 26.49% |
$593K - $735K
|
18.7K
$2.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
3.9KNew |
$592K - $733K
|
3.9K
$597K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
3.9K+ 33.84% |
$592K - $733K
|
15.4K
$2.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.89K+ 6.23% |
$591K - $732K
|
66.4K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.89K+ 5.07% |
$590K - $732K
|
80.6K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.88K+ 5.78% |
$588K - $729K
|
71K
$10.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.87K+ 6.47% |
$587K - $728K
|
63.7K
$9.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.86KNew |
$586K - $726K
|
3.86K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.85KNew |
$585K - $725K
|
3.85K
$590K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.84KNew |
$582K - $721K
|
3.84K
$587K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.82K+ 23.57% |
$580K - $719K
|
20K
$3.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3.8KNew |
$577K - $715K
|
3.8K
$582K
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3.8KNew |
$576K - $714K
|
3.8K
$581K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.79K+ 1.36% |
$576K - $713K
|
284K
$43.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
3.78K+ 13.36% |
$574K - $711K
|
32.1K
$4.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
3.77KNew |
$573K - $710K
|
3.77K
$578K
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.77K+ 30.76% |
$572K - $709K
|
16K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.76K+ 2.68% |
$571K - $708K
|
144K
$22M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.76K+ 6.34% |
$571K - $707K
|
63.1K
$9.66M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.76K+ 5.33% |
$570K - $707K
|
74.2K
$11.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.76K+ 1.69% |
$570K - $706K
|
226K
$34.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.71KNew |
$563K - $698K
|
3.71K
$568K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.71KNew |
$563K - $698K
|
3.71K
$568K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
3.71KNew |
$563K - $697K
|
3.71K
$568K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
3.68K+ 43.9% |
$558K - $692K
|
12.1K
$1.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.68K+ 15.33% |
$558K - $691K
|
27.7K
$4.23M
|