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 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.61K+ 3.81% |
$244K - $303K
|
43.9K
$6.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.59KNew |
$242K - $299K
|
1.59K
$248K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.59K+ 2.35% |
$241K - $299K
|
69.3K
$10.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.58KNew |
$240K - $297K
|
1.58K
$246K
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.58KNew |
$240K - $297K
|
1.58K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.58KNew |
$239K - $296K
|
1.58K
$245K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.57K+ 412.37% |
$238K - $295K
|
1.95K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.56K+ 13.77% |
$237K - $294K
|
12.9K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.56KNew |
$237K - $294K
|
1.56K
$243K
|
|
|
Jan 17, 2023
Q4 2022
|
F&V Capital Management, LLC
|
BUY
|
- |
1.56K+ 1.37% |
$237K - $293K
|
115K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.55K+ 33.68% |
$235K - $292K
|
6.16K
$959K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.54KNew |
$234K - $290K
|
1.54K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.53KNew |
$232K - $287K
|
1.53K
$238K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.52K+ 35.94% |
$231K - $286K
|
5.75K
$895K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.52KNew |
$230K - $285K
|
1.52K
$236K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 4.55% |
$230K - $285K
|
34.8K
$5.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.51KNew |
$230K - $285K
|
1.51K
$235K
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.51K+ 9.61% |
$229K - $284K
|
17.2K
$2.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.51K+ 8.19% |
$229K - $284K
|
20K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
1.51KNew |
$229K - $284K
|
1.51K
$235K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.51KNew |
$229K - $284K
|
1.51K
$235K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.51KNew |
$229K - $284K
|
1.51K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.5K+ 75.0% |
$228K - $282K
|
3.5K
$545K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.5KNew |
$228K - $282K
|
1.5K
$233K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.5K+ 11.39% |
$227K - $282K
|
14.7K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.49K+ 4.89% |
$226K - $280K
|
32K
$4.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 2.83% |
$226K - $280K
|
54.2K
$8.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.49K+ 26.22% |
$226K - $280K
|
7.17K
$1.12M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.48K+ 6.08% |
$224K - $277K
|
25.7K
$4M
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
1.47K+ 13.5% |
$224K - $277K
|
12.4K
$1.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.47KNew |
$223K - $277K
|
1.47K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.46KNew |
$222K - $275K
|
1.46K
$228K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
1.46KNew |
$221K - $274K
|
1.46K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.46K+ 58.25% |
$221K - $274K
|
3.95K
$615K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.45KNew |
$220K - $273K
|
1.45K
$226K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.43K+ 1.89% |
$217K - $269K
|
77.2K
$12M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
1.43K+ 11.58% |
$217K - $269K
|
13.8K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.42KNew |
$216K - $268K
|
1.42K
$222K
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.41KNew |
$215K - $266K
|
1.41K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.41K+ 5.32% |
$214K - $266K
|
27.9K
$4.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.41K+ 13.62% |
$214K - $265K
|
11.8K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.41K+ 4.92% |
$214K - $265K
|
30.1K
$4.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$214K - $265K
|
1.41K
$219K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.4KNew |
$213K - $264K
|
1.4K
$219K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.4KNew |
$213K - $264K
|
1.4K
$218K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.4KNew |
$213K - $264K
|
1.4K
$218K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.4K+ 21.57% |
$213K - $264K
|
7.9K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.4KNew |
$212K - $263K
|
1.4K
$218K
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.4KNew |
$212K - $262K
|
1.4K
$217K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.39KNew |
$212K - $262K
|
1.39K
$217K
|