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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 5.81% |
$211K - $261K
|
25.3K
$3.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.39K+ 19.07% |
$211K - $261K
|
8.67K
$1.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.38K+ 2.1% |
$209K - $260K
|
66.9K
$10.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$209K - $259K
|
1.38K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.38KNew |
$209K - $259K
|
1.38K
$215K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.38KNew |
$209K - $259K
|
1.38K
$214K
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.38KNew |
$209K - $259K
|
1.38K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.37KNew |
$208K - $258K
|
1.37K
$213K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$207K - $257K
|
1.37K
$213K
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.37KNew |
$207K - $257K
|
1.37K
$212K
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.36KNew |
$207K - $256K
|
1.36K
$212K
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.36KNew |
$207K - $256K
|
1.36K
$212K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.36KNew |
$207K - $256K
|
1.36K
$212K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.36KNew |
$206K - $256K
|
1.36K
$212K
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
1.36K+ 14.38% |
$206K - $255K
|
10.8K
$1.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.36K+ 22.96% |
$206K - $255K
|
7.26K
$1.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
1.35KNew |
$205K - $254K
|
1.35K
$210K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.35KNew |
$205K - $254K
|
1.35K
$210K
|
|
|
Jan 09, 2023
Q4 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
1.35KNew |
$205K - $254K
|
1.35K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.35KNew |
$205K - $254K
|
1.35K
$210K
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.34KNew |
$204K - $252K
|
1.34K
$209K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.34KNew |
$203K - $252K
|
1.34K
$208K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
1.34KNew |
$203K - $252K
|
1.34K
$208K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.33K+ 21.1% |
$202K - $251K
|
7.65K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.33KNew |
$202K - $250K
|
1.33K
$207K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.33KNew |
$201K - $250K
|
1.33K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.33K+ 19.93% |
$201K - $250K
|
7.99K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.33KNew |
$201K - $249K
|
1.33K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.32KNew |
$200K - $248K
|
1.32K
$206K
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.32KNew |
$200K - $248K
|
1.32K
$205K
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 82.26% |
$200K - $248K
|
2.92K
$454K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.32KNew |
$200K - $247K
|
1.32K
$205K
|
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1.31KNew |
$199K - $247K
|
1.31K
$204K
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.31KNew |
$199K - $247K
|
1.31K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.31KNew |
$199K - $247K
|
1.31K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.31KNew |
$198K - $246K
|
1.31K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.31K+ 1.48% |
$198K - $245K
|
89.6K
$13.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.3KNew |
$197K - $244K
|
1.3K
$202K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 6.3% |
$197K - $244K
|
21.9K
$3.41M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.3KNew |
$197K - $244K
|
1.3K
$202K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
1.29KNew |
$196K - $243K
|
1.29K
$201K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.29K+ 6.43% |
$196K - $243K
|
21.4K
$3.33M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
1.29KNew |
$196K - $243K
|
1.29K
$201K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.29KNew |
$196K - $243K
|
1.29K
$201K
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
1.29KNew |
$196K - $243K
|
1.29K
$201K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
1.29KNew |
$195K - $242K
|
1.29K
$200K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.28K+ 3.38% |
$195K - $241K
|
39.3K
$6.12M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
1.28K+ 67.37% |
$195K - $241K
|
3.19K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.28K+ 18.06% |
$194K - $241K
|
8.37K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
1.28K+ 39.26% |
$194K - $241K
|
4.54K
$707K
|