Purchases and Sales Made in Q4 2022 in Chevron Corp (CVX)

CVX Quotes by TradingView

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 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.91K
+ 8.44%
$290K - $359K
24.5K $3.82M
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
1.91K
New
$290K - $359K
1.91K $297K
Jan 31, 2023 Q4 2022
Advisor Os, LLC

BUY
 -
1.91K
New
$290K - $359K
1.91K $297K
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
1.91K
+ 1.66%
$289K - $358K
116K $18.1M
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
1.91K
New
$289K - $358K
1.91K $297K
Jan 17, 2023 Q4 2022
Centennial Wealth Advisory LLC

BUY
 -
1.9K
+ 45.57%
$289K - $358K
6.08K $947K
Feb 10, 2023 Q4 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
1.89K
+ 25.18%
$286K - $354K
9.37K $1.46M
Feb 10, 2023 Q4 2022
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
1.88K
New
$285K - $354K
1.88K $293K
Feb 14, 2023 Q4 2022
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
1.88K
+ 0.96%
$285K - $354K
198K $30.7M
Feb 14, 2023 Q4 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
1.88K
+ 13.44%
$285K - $353K
15.8K $2.47M
Feb 06, 2023 Q4 2022
Fi3 Financial Advisors, LLC

BUY
 -
1.86K
New
$282K - $349K
1.86K $289K
Nov 17, 2023 Q4 2022
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
1.85K
New
$281K - $348K
1.85K $288K
Feb 07, 2023 Q4 2022
Cardinal Point Wealth Management Partners, LLC

BUY
 -
1.85K
New
$281K - $348K
1.85K $288K
Jun 21, 2023 Q4 2022
Cardinal Point Capital Management, Ulc

Toronto, Z4
BUY
 -
1.85K
New
$281K - $348K
1.85K $288K
Jan 31, 2023 Q4 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.85K
+ 16.37%
$281K - $348K
13.2K $2.05M
Feb 02, 2023 Q4 2022
Ledge Wealth Management, Inc.

BUY
 -
1.84K
+ 28.59%
$280K - $347K
8.29K $1.29M
Jan 18, 2023 Q4 2022
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
1.83K
New
$278K - $345K
1.83K $285K
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.83K
+ 1.47%
$278K - $345K
127K $19.7M
Feb 03, 2023 Q4 2022
9258 Wealth Management, LLC

BUY
 -
1.8K
+ 15.83%
$274K - $339K
13.2K $2.05M
Feb 13, 2023 Q4 2022
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
1.8K
New
$274K - $339K
1.8K $281K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
1.8K
+ 2.88%
$273K - $339K
64.3K $10M
Feb 06, 2023 Q4 2022
Legacy Financial Advisors, Inc.

BUY
 -
1.79K
+ 19.94%
$272K - $337K
10.8K $1.68M
Feb 13, 2023 Q4 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.79K
+ 3.97%
$271K - $336K
46.8K $7.28M
Feb 23, 2023 Q4 2022
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.76K
New
$267K - $331K
1.76K $274K
Jan 30, 2023 Q4 2022
Simon Quick Advisors, LLC

BUY
 -
1.75K
+ 115.78%
$266K - $330K
3.27K $509K
Feb 01, 2023 Q4 2022
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
1.75K
New
$265K - $329K
1.75K $272K
Feb 07, 2023 Q4 2022
Lockerman Financial Group, Inc.

BUY
 -
1.75K
New
$265K - $328K
1.75K $272K
Feb 09, 2023 Q4 2022
Trilogy Capital Inc.

BUY
 -
1.73K
New
$262K - $325K
1.73K $269K
Feb 03, 2023 Q4 2022
Hodges Capital Management Inc.

BUY
 -
1.72K
+ 30.36%
$262K - $324K
7.4K $1.15M
Feb 08, 2023 Q4 2022
Van Eck Associates Corp

BUY
 -
1.72K
+ 1.04%
$261K - $324K
168K $26.1M
Jan 09, 2023 Q4 2022
New England Research & Management, Inc.

BUY
 -
1.7K
+ 32.08%
$258K - $320K
7K $1.09M
Feb 14, 2023 Q4 2022
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
1.7K
New
$258K - $320K
1.7K $265K
Feb 09, 2023 Q4 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
1.7K
+ 23.24%
$257K - $319K
9K $1.4M
Jan 20, 2023 Q4 2022
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
1.69K
New
$256K - $318K
1.69K $263K
Feb 08, 2023 Q4 2022
Keating Investment Counselors Inc

BUY
 -
1.69K
+ 18.95%
$256K - $318K
10.6K $1.65M
Jan 27, 2023 Q4 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
1.67K
+ 11.57%
$254K - $314K
16.1K $2.51M
Jan 17, 2023 Q4 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
1.67K
+ 35.51%
$253K - $314K
6.37K $991K
Jan 10, 2023 Q4 2022
Mcia Inc

BUY
 -
1.66K
+ 12.88%
$251K - $312K
14.5K $2.26M
Feb 13, 2023 Q4 2022
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
1.66K
New
$251K - $311K
1.66K $258K
Feb 07, 2023 Q4 2022
Edgemoor Investment Advisors, Inc.

BUY
 -
1.66K
+ 34.03%
$251K - $311K
6.52K $1.01M
Feb 08, 2023 Q4 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.65K
+ 1.93%
$250K - $310K
87.2K $13.6M
Feb 14, 2023 Q4 2022
Seaport Global Advisors, LLC

Boston, MA
BUY
 -
1.65K
+ 189.0%
$250K - $310K
2.52K $393K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
1.64K
New
$248K - $307K
1.64K $254K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
1.63K
+ 17.03%
$248K - $307K
11.2K $1.75M
Feb 06, 2023 Q4 2022
Mattern Wealth Management LLC

BUY
 -
1.63K
+ 5.68%
$248K - $307K
30.4K $4.73M
Feb 03, 2023 Q4 2022
Old National Bancorp

BUY
 -
1.63K
+ 1.57%
$247K - $306K
105K $16.4M
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.63K
+ 9.1%
$247K - $306K
19.5K $3.04M
Feb 13, 2023 Q4 2022
1 St Source Bank

BUY
 -
1.62K
+ 3.25%
$246K - $305K
51.4K $8M
Jan 18, 2023 Q4 2022
Perkins Coie Trust CO

BUY
 -
1.61K
+ 5.58%
$244K - $303K
30.5K $4.74M

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